The following fields can be used when importing contractor data. It is generally best practise to ensure that you have validated certain fields to meet local restrictions or conventions. For example, if you only operated in the UK then it would be advisable to restrict VAT numbers to the format defined by HMRC.

Name	Field	Equivalent InTIME Webservice Field	Description	Type	Format	Constraints	Mandatory
Username	WKR_USERNAME	Worker.username	The username to use for this contractor. This field can be omitted in which case InTime will allocate the username based on the firstname and lastname	String(52)		Must be unique	No
Reference	WKR_ITRIS_ID	Worker.externalId	The contractor's reference number. This is typically allocated from a sequence, e.g. W0001, W0002 etc. This reference is common between your front-office system and InTime.	String(30)		Must be unique	Yes (but can be automatically allocated if required)
Accounts Reference	WKR_ACCOUNT_NUM	Worker.accountsReference	The contractor's accounts reference. This is typically used when an invoice is exported to the accounts system	String		The length of this field can vary based on the accounts system	Sometimes
External Reference	WKR_EXTERNAL_REF	Worker.externalReference	An additional reference that can be stored on a contractor if required	String(100)			No
Worker Type	WKR_TYPE	Worker.workerType	The type of the contractor.	String		"LTD" or "PAYE" Worker type needs to be "LTD" for CIS workers.	Yes, but can be defaulted as a system property if required
Pay Worker As	WKR_LTD_CO_PAY_WORKER_AS	Worker.payAsPAYE(Boolean)	Normally same as WKR_TYPE above except IR35 and CIS, in these cases worker type is LTD and this would be “0” or “PAYE" to pay through InPAY.	String		“0” or “PAYE" “1” or “LTD"	Yes, if InPay linked and contractor is PAYE or in scope of IR35 or CIS
Title	WKR_TITLE	Worker.title	The contractors title, such as Mr or Mrs	String(12)		"Mr", "Mrs", "Ms", "Miss", "Sir", "Dr", "Lord", "Lady"	Yes, if InPay linked
Firstname	WKR_FIRSTNAME	Worker.firstname	The contractor's first name	String(50)			Yes
Middlename	WKR_MIDDLENAME	Worker.middlename	The contractor's middle name	String(50)			No
Lastname	WKR_LASTNAME	Worker.lastname	The contractor's last name	String(50)			Yes
Gender	WKR_GENDER	Worker.gender	The contractor's gender	String(1)		"M" or "F"	Yes, if InPay linked and contractor is PAYE
Email	WKR_EMAIL	Worker.email	The contractor's email address	String(255)		Must be a valid email address	Yes
Phone	WKR_PHONE	Worker.phone	The contractor's phone number	String(30)			No
Mobile	WKR_MOBILE	Worker.mobile	The contractor's mobile number	String(30)			No
Fax	WKR_FAX	Worker.fax	The contractor's fax number	String(30)			No
Date of Birth	WKR_DOB	Worker.dateOfBirth	The contractor's date of birth	Date		Must be a valid date	Yes, if InPay linked and contractor is PAYE
Date of Joining	WKR_DATE_OF_JOINING	Worker.dateOfJoining	The contractor's date of joining	Date		Must be a valid date	Yes if InPay linked and contractor is PAYE
Engagement Type	WKR_LTD_CO_ENGAGEMENT_TYPE	Worker.engagementType	The contractor's engagement type with respect to HMRC intermediaries reporting.	char		A,B,C,D,E,F or Z	No
Unique Tax Reference	WKR_LTD_CO_UTR	Worker.utr	The contractor's Unique Tax Reference (UTR) or corresponding identified for non UK contractor's	String(10)
Created Date	WKR_CREATED	Worker.created (Read Only)	The date & time the contractor was created. Can be passed from the front-office system, otherwise it will be defaulted to the current date/time.	DateTime			No
Modified Date	WKR_MODIFIED	Worker.modified (Read Only)	The date & time that the contractor's record was modified. Can be passed from the front-office system but is not required.	DateTime			No
Currency	WKR_DEFAULT_CURRENCY	Worker.defaultPaymentCurrency	The contractor's default currency code	String(3)		3 digit ISO currency code	No, can be defaulted.
Comms Indicator	WKR_NO_COMMS	Worker.commsDisabled	A flag that can be used to disabled emails for a contractor	Boolean	Y/true/1 OR N/false/0		No - Default False
Address Fields for the contractor's main address
Street 1	WKR_STREET1	Worker.address.line1		String(80)			No
Street 2	WKR_STREET2	Worker.address.line2		String(80)			No
Town/City	WKR_TOWN	Worker.address.town		String(80)			No
County	WKR_COUNTY	Worker.address.county		String(80)			No
Postcode	WKR_POSTCODE	Worker.address.postcode		String(20)			No
Country	WKR_COUNTRY	Worker.address.country		String(80)			No
Country Code	WKR_COUNTRY_CODE	Worker.address.countryCode		String(2)		A 2 digit ISO country code	No
PAYE Contractor Fields
National Insurance Number	WKR_NI_NUM	Worker.nationslInsuranceNumber	The contractor's national insurance number	String(10)		Must meet the HMRC definition for National Insurance number	Yes, if InPay linked and contractor is PAYE
National Insurance Table Letter	WKR_NI_TABLE_LETTER	Worker.niTableLetter	The contractor's national insurance table letter.	String(1)		Must be a valid HMRC table letter	Yes, if InPay linked and contractor is PAYE. Can be defaulted.
Payroll Tax Code	WKR_PAYROLL_TAXCODE	Worker.payeTaxCode	The contractor's payroll tax code, e.g. 1000L	String(50)			Yes, if InPay linked and contractor is PAYE. Can be defaulted.
Payroll	WKR_PAYMENT_FREQUENCY	Worker.paymentFrequency	The name of the payroll that the contractor is on.	String		Must be a configured payroll	Yes
On Hold	WKR_ON_HOLD	Worker.onHold	Whether payments for this worker are on hold. If contractors are set as on-hold then their timesheets and expenses to not appear in the export screen. NOTE: this is not the same as the stop payments function in InPay	Boolean	Y/true/1 OR N/false/0		No - Default False
Limited Company Contractor Fields
Limited Company Name	WKR_LTD_CO_NAME	Worker.limitedCompany.name	The name of the contractor's limited company	String(100)			Yes (For LTD Workers)
Company Number	WKR_LTD_CO_NUM	Worker.limitedCompany.companyNo	The registered company number of the contractor's limited company	String(50)			Yes (For LTD Workers)
VAT Number	WKR_LTD_CO_VAT_NUM	Worker.limitedCompany.companyVatNo	The limited company's VAT number if applicable	String(50)			Yes (For LTD Workers)
Self Billing	WKR_LTD_CO_SELFBILL	Worker.limitedCompany.selfBilling	Determines if the contractor is configured for /wiki/spaces/ds/pages/51875309.	Boolean	Y/true/1 OR N/false/0
Street 1	WKR_LCA_STREET1	Worker.limitedCompany.invoicingContact.address.line1	The contractor's limited company's first address line	String(80)			Yes (For LTD Workers)
Street 2	WKR_LCA_STREET2	Worker.limitedCompany.invoicingContact.address.line2	The contractor's limited company's second address line	String(80)
Town/City	WKR_LCA_TOWN	Worker.limitedCompany.invoicingContact.address.town	The contractor's limited company's town	String(80)			Yes (For LTD Workers)
County	WKR_LCA_COUNTY	Worker.limitedCompany.invoicingContact.address.county	The contractor's limited company's county	String(80)
Postcode	WKR_LCA_POSTCODE	Worker.limitedCompany.invoicingContact.address.postcode	The contractor's limited company's post code	String(20)
Country	WKR_LCA_COUNTRY	Worker.limitedCompany.invoicingContact.address.country	The contractor's limited company's country	String(80)
Country Code	WKR_LCA_COUNTRY_CODE	Worker.limitedCompany.invoicingContact.address.countryCode		String(2)		A 2 digit ISO country code	No, but needed for some international BACS formats.
Nominal Code	WKR_PURCHASE_NOMINAL_CODE	Worker.limitedCompany.nominalCode	The nominal code to use for this contractor.	String(8)			No
Tax Code	WKR_PURCHASE_TAXCODE	Worker.limitedCompany.vatCode	The contractor's tax code.	String		Must be a configured tax code. See Tax Rates	No, can be defaulted
Has Provider	WKR_LTD_CO_PROVIDER	N/A		Boolean	Y/true/1 OR N/false/0
Provider Reference	WKR_LTD_CO_PROVIDER_REF	Worker.limitedCompanyProviderId Worker.limitedCompanyProviderExternalId	The reference code of the contractor's provider	String		Must be an existing provider or a provider being created during the import of the current placement
Invoicing Period	WKR_LTD_CO_INV_PERIOD	Worker.limitedCompany.invoicePeriod	The contractor's invoicing period.	String		"Weekly", "Two Weekly", "Four Weekly", "Calendar Monthly" or "445"	No, can be defaulted
Terms Type	WKR_LTD_CO_TERMS_TYPE	Worker.limitedCompany.termsType	The type of terms operated with the contractor	String		"As Per Agreed" OR "As Per Agreed Terms and Conditions" "From Invoice Date" OR "Days From Invoice Date" OR "Days of Invoice Date" "Working Days From Invoice Date" "From Month End" OR "Days from Month End" "Days from End of Next Month" "Days from End of Month After Next" "Days from Sheet End Date" "Days from Submission Date" "Pay When Paid"	No, can be defaulted
Terms Days	WKR_LTD_CO_TERMS_DAYS	Worker.limitedCompany.termsDays	The number of days that the invoice is due from either the invoice date or month end as statued by the terms type. Not used when the terms type is "As Per Agreed".	Integer		Positive integer	No, can be defaulted
Terms Template	WKR_LTD_CO_TERMS_TEMPLATE	Worker.limitedCompany.termsTemplateName(String)	The name of an existing payment term	String		Must be a configured payment term	No, can be defaulted
Invoice Delivery Method	WKR_LTD_CO_INV_DELIVERY	Worker.limitedCompany.invoiceDeliveryMethod	The method be which invoices will be sent to the contractor	String		"Post" or "Email"	No, can be defaulted
Limited Company Email	WKR_LTD_CO_EMAIL	Worker.limitedCompany.invoicingContact.email	An email address for the limited company	String		Must be a valid email address	Yes (For LTD Workers if Invoice Delivery Method is Email)
Construction Industry Scheme Fields
CIS Applicable	WKR_CIS_INPAY_APPLICABLE	Worker.isCIS	Whether this contractor is paid by CIS. Only applicable to clients with InPay and the CIS module	Boolean	Y/true/1 OR N/false/0
Trading Name	WKR_CIS_TRADING_NAME	Worker.cisTradingName	The CIS Trading Name	String
Business Type	WKR_CIS_BUSINESS_TYPE	Worker.cisBusinessType	The CIS Business Type	String		For Sole Trader please enter 'SoleTrader' - No space and include caps
Company Number	WKR_CIS_CRN	Worker.cisCompanyRegNo	The CIS Company Number	String
Partnership Name	WKR_CIS_PARTNERSHIP_NAME	Worker.cisPartnershipName	The CIS Partnership name if applicable	String			No
Partnership UTR	WKR_CIS_PARTNERSHIP_UTR	Worker.cisPartnershipUTR	The CIS Partnership unqiue tax reference	String
Tax Treatment	WKR_CIS_TAX_TREATMENT	Worker.cisPercentage	The CIS tax treatment	Integer
Verification Number	WKR_CIS_VERIFICATION_NUMBER	Worker.cisVerificationNumber	The CIS verification number	String
Payment Fields
Primary Bank Account
Payment Type	WKR_PAYMENT_TYPE	Worker.paymentMethod	The mechanism by which payments are made to this contractor, e.g. by BACS or Cheque	String		May depend on installation. Contact InTime Support for specific values. "BACS", "cheque", "cash", "giro", "tt", "ach", "international"	Yes
Bank	WKR_BANK	Worker.bankAccount.bank	The name of the bank	String(50)
Bank Account Name	WKR_BANK_ACC_NAME	Worker.bankAccount.accountName	The name of the bank account	String(150)			Yes if paying by BACS
Sort Code	WKR_SORT_CODE	Worker.bankAccount.sortCode	The sort code of the account	String(20)		^\\d{2}[-]?\\d{2}[-]?\\d{2}$ (unless overridden)	Yes if paying by BACS
Bank Account Number	WKR_BANK_ACC_NUM	Worker.bankAccount.accountNumber	The bank account number	String(20)		^[0-9]{8,10}$ (unless overridden)	Yes if paying by BACS
IBAN	WKR_BANK_IBAN_NUM	Worker.bankAccount.iBAN	The IBAN number	String(40)
Swift Code	WKR_BANK_SWIFT_CODE	Worker.bankAccount.swiftCode	The Swift Code	String(15)
Transit Number	WKR_BANK_TRANSIT_NUM	Worker.bankAccount.bankTransitNumber	The transit Number	String(50)
Building Society Roll Number	WKR_BUILDING_SOC_ROLL_NUM	Worker.bankAccount.buildingSocRollNum	The building society roll number	String(50)
Secondary Bank Account (only applicable to some installations)
Bank	WKR_2ND_BANK	N/A	The name of the bank	String(50)
Bank Account Name	WKR_2ND_BANK_ACC_NAME	N/A	The name of the bank account	String(150)
Currency	WKR_2ND_BANK_CURRENCY	N/A	The currency of this bank account	String(3)		ISO 3 digit currency code
Sort Code	WKR_2ND_SORT_CODE	N/A	The sort code of the account	String(20)		^\\d{2}[-]?\\d{2}[-]?\\d{2}$ (unless overridden)
Bank Account Number	WKR_2ND_BANK_ACC_NUM	N/A	The bank account number	String(20)		^[0-9]{8,10}$ (unless overridden)
IBAN	WKR_2ND_BANK_IBAN_NUM	N/A	The IBAN number	String(40)
Swift Code	WKR_2ND_BANK_SWIFT_CODE	N/A	The Swift Code	String(15)
Transit Number	WKR_2ND_BANK_TRANSIT_NUM	N/A	The transit Number	String(50)
Building Society Roll Number	WKR_2ND_BUILDING_SOC_ROLL_NUM	N/A	The building society roll number	String(50)
InPay Specific Fields
Notional Salary	WKR_NOTIONAL_SALARY	N/A	Specialist field only available to enterprise umbrella clients	Integer
Tax Basis	WKR_PAYROLL_TAXBASIS	Worker.week1Month1	Determines if the contractor is week 1/month 1 or cumulative	Boolean	Y/true/1 OR N/false/0		No, can be defaulted as required. True means Week1/Month1
Pre-process Adjustment List	WKR_PRE_PROC_ADJ	N/A	Specialist field. Contains a comma-separated list of pre-process adjustment names	String			No
Pre-process Adjustment 1 to 5	WKR_PRE_PROC_ADJ_N where N can be 1 to 5	N/A	Specialist field. The name of a pre-process adjustment to enable	String			No
Starter Statement	WKR_STATEMENTA	Worker.starterStatementA	The workers starter statement	String		If specified must be A, B or C	No
Start Statement Option D	WKR_STATEMENTD	Worker.starterStatementD	The worker's option D starter statement	boolean	Y/true/1 OR N/false/0		No
Worker Custom Text Fields
Custom Text 1	WKR_CUSTOM_TEXT1	Worker.customText1		String			No
Custom Text 2	WKR_CUSTOM_TEXT2	Worker.customText2		String			No
Custom Text 3	WKR_CUSTOM_TEXT3	Worker.customText3		String			No
Custom Text 4	WKR_CUSTOM_TEXT4	Worker.customText4		String			No
Custom Text 5	WKR_CUSTOM_TEXT5	Worker.customText5		String			No

Changes for the tax year April 2016.

The Statement D column will not longer be relevant and the Statement A field will change as follows. The value for the year 2015 was A, B or C. It will now comprise:

The starter statement A column will remain non-mandatory. If it contains a value it will be validated to be in the correct format but if it is empty it will not be rejected.
The first digit is the existing starter statement option, namely A, B or C.

Second to fifth digits relate to Student loans:

The second digit will represent whether the worker has a student loan. It must be either Y or N
The third digit will represent whether the worker will be paying the loan directly. If the second digit is Y then this must be either Y to indicate that they are paying the loan directly or N otherwise. If there is no student loan then this should be a space.
The fourth digit will represent the type of student loan. If the third digit is Y - the loan is being repaid direct to the loan company - this field should be a space. It should be 1 or 2 if If the third digit is N.
The fifth digit represents whether the worker has finished their studies before 6th April last year. This should be a space if there is no loan, Y if they did finish their studies before 6th April last year on N if not.

The sixth to eighth digits relate to postgraduate loans:

The sixth column will represent whether the worker has a Postgraduate Loan which is not fully repaid
The seventh column determines if the worker is repaying their Postgraduate Loan direct to the Student Loan Company by agreed monthly payment
The eighth column the worker finished their studies prior to 6 April

Examples

Starter Statement	Has a Student Loan	Repaying student loan Direct	Type of student loan	Finished Studies before 6th April Last Year	Has Postgraduate loan	Repaying postgraduate loan Direct	Finished Studies before 6th April	Value to put in the StatementA field
1	2	3	4	5	6	7	8	Digit
A	Yes	Yes	N/A	No	N	N	N	"AYY NNNN"
B	No	N/A	N/A	N/A	N	N	N	"BN NNN"
C	Yes	No	1	Yes	N	N	N	"CYN1YNNN"
A	N	N/A	N/A	N/A	Y	Y	N	"AN YYN"
B	N	N/A	N/A	N/A	Y	N	Y	"AN YNY"

Student loan notes:

You will have a Plan 1 Student Loan if:

You lived in Scotland or Northern Ireland when you started your course, or
You lived in England or Wales and started your course before 1 September 2012

You will have a Plan 2 Student Loan if you lived in England or Wales and started your course on or after 1 September 2012.

Beginning on 6th April 2021, anyone who has drawn down a student loan from Scotland will repay under Plan 4.

Postgraduate loan notes:

You will have a postgraduate Loan if:

You lived in England and started your Postgraduate masters course on or after 6 April 2016
You lived in Wales and started your Postgraduate masters course on or after 6 April 2017
You lived in England or Wales and started your Postgraduate doctoral course on or after 6 April 2018

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