Company Id Employee ID Record Type I or U Last Name First Name Middle Name Gender Birth Date Marital Status Address 1

W
Description

Lookup Federal Tax Id Number document sample

Document Sample
scope of work template
							Company Id               Employee ID            Record Type (I or U)   Last Name         First Name      Middle Name   Gender                 Birth Date        Marital Status         Address 1                Address 2      Zip           City          State                 Country                County        Home Phone
Required for all         Required when          Required.              Required when     Required when Not required.   Not required.          Not required.     Not required.          Not required.            Not required.  Not required. Not required. Not required.         Not required.          Not required. Not required.
employee imports. Case   Updating records.      Valid values: I for    Inserting a new   Inserting a new               Valid values: Values   Valid format is   Valid values: Values   Place space between      Commas are not                             If populated, must    If populated, must
sensitive                Not required when      insert, U for update   employee.         employee.                     existing within        MM/DD/YYYY or     existing within        street address number    permitted.                                 match one of the      match one of the
                         Importing new                                                                                 Company Lookup         M/D/YYYY          Company Lookup         and street name. Do                                                 system coded states   system coded
                         employees. System                                                                             Values > Gender;                         Values > Marital       not include spaces in                                               available in the      countries available in
                         will assign next                                                                              most common values                       Status                 between words if there                                              Demographics >        the Demographics >
                         available ID number.                                                                          will be M or F                                                  are multiple words in                                               State drop down       Country drop down
                                                                                                                                                                                       street name. Commas                                                 menu.                 menu.
                                                                                                                                                                                       are not permitted.




TEST1                                123456 I                          Jones             Paula          Q              F                             1/1/1970 S                        2112 juniper                                    60541 Holland       MI                                                        (630) 555-1111
TEST1                                556655 U                                                                                                                                          100 mockingbirdlane


IMPORT INSTRUCTIONS:
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Mobile Phone     Hire Date         Supervisor       Cost Center 1            Cost Center2             Cost Center 3          NOT USED NOT USED Employment Type              Work Phone       Work Phone Ext Work Email Auto Pay Type                Auto Pay                Pay Frequency           Base Rate               Rate Per
Not required.    Required when     Not required.    Required when            Required when            Required when          Leave blank. Leave blank. Not required.        Not required.    Not required.  Not required. Required when             Not required.           Required when           Required when           Required when
                 Inserting a new   Valid values:    Inserting a new          Inserting a new          Inserting a new                                  Valid values: Values                                               Inserting a new           Valid values: TRUE or   Inserting a new         Inserting a new         Inserting a new
                 employee.         Employee Id of   employee.                employee if the          employee if the                                  existing in Company                                                employee.                 FALSE                   employee.               employee.               employee when
                                   Supervisor       Valid values: Valid      company has a level      company has a level                              Lookup                                                             Valid values: Hourly or                           Valid values: System    Valid values: Enter     Auto Pay Type is
                                                    company cost center      2 tier for Cost          3 tier for Cost                                  Values>Employment                                                  Salary                                            coded pay               employee's hourly       Hourly.
                                                    level 1 code found in    Center.                  Center.                                          Type                                                                                                                 frequencies: B, D, M,   rate or 0 if employee   Valid value: Hour
                                                    Company>Cost             Valid values: Valid      Valid values: Valid                                                                                                                                                   Q, S, W                 is salary.
                                                    Centers.                 company cost center      company cost center
                                                    This cell must be in a   level 2 code found in    level 3 code found in
                                                    text format.             Company>Cost             Company>Cost
                                                                             Centers.                 Centers.
                                                                             This cell must be in a   This cell must be in a
                                                                             text format.             text format.




(630) 555-1111          1/1/2009                                        10                                                                            RFT                   (630) 555-1111                                 Salary                          TRUE             B                                           0 Hour
Default Hours          Salary                   TaxForm             SSN               Federal Filing Status   Federal Exemptions   Federal Amount Type       Federal Amount           Tax State            State Filing Status        State Exemptions         State Amount Type        State Amount             SUI State
Required when          Required when            Required when       Required when     Required when           Required when        Required when             Required when            Required when        Required when              Required when            Required when            Required when            Required when
Inserting a new        Inserting a new          Inserting a new     Inserting a new   Inserting a new         Inserting a new      Inserting a new           Inserting a new          Inserting a new      Inserting a new            Inserting a new          Inserting a new          Inserting a new          Inserting a new
employee.              employee.                employee.           employee.         employee if Tax Form    employee if Tax      employee if Tax Form      employee.                employee if Tax      employee if Tax            employee if Tax          employee if Tax          employee.                employee if Tax
Valid values: Enter    Valid values: Enter      Valid values: W2,   Valid values:     field is populated      Form field is        field is populated with   Valid values: Enter      Form field is        Form field is              Form field is            Form field is            Valid values: Enter      Form field is
the number of hours    empoyee's per pay        1099M, 1099R.       XXX-XX-XXXX       with W2.                populated with W2.   W2.                       dollar amount if using   populated with W2.   populated with W2.         populated with W2.       populated with W2.       dollar amount if using   populated with W2.
to be documented       period salary amount.                        XX-XXXXXXX                                                     Valid values:             AF, AFAP, F, or FDFP                          Valid values: Valid        Valid values: Valid      Valid values:            AF, AFAP, F, or FDFP
each pay period if     Enter 0 if employee is                                                                                      D (Default Amount)        in Federal Amount                             filing status for the      exemptions for the       D (Default Amount)       in Federal Amount
employee is set for    hourly.                                                                                                     AF (Additional Flat)      Type. Enter 0 if not                          selected state. If state   selected state. Enter    AF (Additional Flat)     Type. Enter 0 if not
Auto Pay. Enter 0 if                                                                                                               AFAP (Add'l Flat Plus     used.                                         has no withholding,        0 if state has no        AFAP (Add'l Flat Plus    used.
this feature is not                                                                                                                Percentage)                                                             enter N/A                  wittholding.             Percentage)
used.                                                                                                                              AP (Add'l Percentage)                                                                                                       AP (Add'l Percentage)
                                                                                                                                   B (Blocked)                                                                                                                 B (Blocked)
                                                                                                                                   F (Flat Dollar Amount)                                                                                                      F (Flat Dollar Amount)
                                                                                                                                   FDFP (Flat Dollar                                                                                                           FDFP (Flat Dollar
                                                                                                                                   Amount plus Fixed                                                                                                           Amount plus Fixed
                                                                                                                                   Percentage)                                                                                                                 Percentage)
                                                                                                                                   P (Flat Percentage).                                                                                                        P (Flat Percentage).

                   0                    1000 W2                     959-99-9999       S                                        0 D                                                0 IL                     S                                                  0 D                                            0 IL
                                                                                                                                                                                    TX                     N/A
Employee Status         State Exemptions 2     Ethnicity              Suffix                 943 Employee    Clock/Badge             Federal Percentage     State Percentage       Dept/Position Effective Date   Dept/Position Change Reason     Pay Rate Effective Date   Pay Rate Change Reason
Not required.           Required when          Not required.          Not required.          Not required.   Not required.           Required when          Required when          Not required.                  Not required.                   Not required.             Not required.
Complete update in      Inserting a new        Valid values: Values   Valid values: Values   Valid values:   Valid Values:           Inserting a new        Inserting a new        Incoming date value must be    Valid values: Values existing   Incoming date value       Valid values: Values
User Interface within   employee.              existing within        existing within        TRUE or FALSE   Employee's              employee.              employee.              in valid date format.          within Company > Options >      must be in valid date     existing within Company >
WebPay.                 Valid values: If the   Company Lookup         Company Lookup                         Clock/Badge number,     Valid values: Enter    Valid values: Enter    MM/DD/CCYY                     Employment History .            format.                   Options > Employment
                        new employee's state   Values > Ethnicity.    Values > Suffix.                       up to 6 characters in   percentage as whole    percentage as whole                                                                   MM/DD/CCYY                History .
                        has a second set of                                                                  length.                 number with no         number with no
                        exemptions, enter                                                                                            decimals if using      decimals if using
                        employee exemption.                                                                                          AFAP, FDFP, or P in    AFAP, FDFP, or P in
                        Enter 0 if not used.                                                                                         Federal Amount Type.   State Amount Type.
                                                                                                                                     Enter 0 if not used.   Enter 0 if not used.




                                           0 B                                                   TRUE                       78456                       0                      0

						
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