This import function can be used to update the existing pension data for an employee, or upload pension data for a new employee.
Hereby the template that can be used to upload the data:
The file exists of 6 columns
grant amount | pension amount | salary amount | selection type | start date |
Field explanations
E-mail: The e-mail address used for the employee’s Alleo account.
Grant amount: The pension amount.
This field should always be filled in, no matter the selection type.
Pension amount: Enter the grant amount here as well if the employee uses the pension feature.
If the payout is via salary, enter 0 in this field.
Salary amount: Enter the grant amount here if the employee is not yet using Brand New Day and will receive the amount via salary.
If the employee does use pension feature, enter 0 in this field.
Selection type: See detailed description below.
Start date: If the employee’s start date is 01/04/2026, this should be uploaded in April (the same month), not in the month before onboarding.
💡Note that: employee needs to be onboarded in Alleo, otherwise nothing can be assigned during the upload.
💡Note that: symbols like € cannot not be used, the upload will then fail.
Selection Types
When uploading the Flexible Pension file, it's essential to correctly populate the columns based on the Selection Type:
Withdraw: Standard, use if it will be paid out via salary
Pension: Use if employee will make use of pension feature
Split: Use to split the pension amount between pension and salary.
An example:
Selection Type | Salary Amount (column header) | Pension Amount (column header) |
Withdraw | Required amount | 0 |
Pension | 0 | Required amount |
Split | Required | Required |
When Selection Type = Withdraw
Enter the value in the Salary Amount column
Pension Amount should be 0 or empty
When Selection Type = Pension
Enter the value in the Grant column
Enter the same value in the Pension Amount column
Set Salary Amount = 0
When Selection Type = Split
Enter the total grant value in the Grant column
Divide the amount between:
Salary Amount column
Pension Amount column
💡 Example Rows:
Selection Type | Grant amount | Salary Amount | Pension Amount | Start Date |
Withdraw | 1000 | 1000 | 0 | 2026-01-01 |
Pension | 1000 | 0 | 1000 | 2026-01-01 |
Split | 1000 | 600 | 400 | 2026-01-01 |
Key Points to Remember
Always match the Selection Type with the correct columns
Ensure no conflicting values (e.g., salary filled for pension-only cases)
For pension entries, Salary Amount must always be 0
If no start date is provided, today’s date is applied automatically
Double-check totals when using Split, to avoid mismatches