Moving from Locum Organiser
Locum Organiser hands over a tax year as one download. Import it as it is, on a computer.
Before you start
The download is built from your invoices, so sessions you haven't invoiced yet aren't in it. Invoice them first, or add them in GP Locum afterwards.
In Locum Organiser
- On a computer, go to Tax. The download button doesn't show on a phone.
- Choose the tax year.
- Under Data Download, press Download Data. You get a zip file. There's no need to unzip it.
On the website
- Sign in and open Import (from Home, or the Import button on the Diary page).
- Choose Locum Organiser, then Choose the zip file.
- It shows your sessions first, with their times and which were pensioned, then your expenses in the right categories.
Checking it and finishing off
- Nothing is added until you press Add … to your records at the bottom of each list, so check the dates, practices and fees first. Untick anything you don't want.
- Sessions that look like ones already in GP Locum come up unticked, so importing the same file twice doesn't double anything.
- Practices are made for you as they come in. Add each one's address and its pension codes (ODS and EA) under Your details > Practices before you raise a Form A.
- Your mileage doesn't need importing. GP Locum works it out from your sessions once each practice has its address.
If you started on the phone, sign in to the same account on the website first and everything you import comes to the phone by itself. See Using the phone app and the website together.
Still stuck? Contact us and tell us whether you are on the phone app or the website.