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


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:
Please complete the necessary fields based on the header instructions
Please be sure file is saved in a CSV layout
File must contain header row, but not instructions rows or sample data rows. Please delete these rows before saving and importing into WebPay.
If attempting to delete current information from a field, enter the word Null (not case sensitive)
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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