2005 W2 Template - Excel by idz18696

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2005 W2 Template document sample

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									Address (Local)



Data Element      Social Security/  Effective Date                Address Line 1    Address Line 2      Address Line 3 City               State
                  Identifier Number
Definition                          Date Address is Effective
                                    (cannot precede Effective
                                    Hire Date)




Instructions      Needed to help        DD-MMM-YYYY                                                     This will be                      See STATE
                  identify individual                                                                   'Zone' where
                                                                                                        address type is
                                                                                                        local address
                                                                                                        for AF

Required ?                Yes                     Yes                     No                No               No                   No              Yes
Data Type         Alpha/ numeric        DATE                      FREE TEXT         FREE TEXT           FREE TEXT         FREE TEXT       LOV
Maximum Length    12                                              60                60                  60                30              10
Allowed

                                        LOV
                                        In column, multiple choices
                                        multiple choices - only one valid choice

Example 1         123-45-6790           27-JAN-1999               Apartment 3B      2234 SUNSHINE AVE                     N Miami Beach   FL
Example 2         123-45-6789           01-FEB-1998               1001 SUMMIT CIR                                         Largo           MD
Example 3         123-45-6789           30-SEP-1987               100 MAIN ST                                             Zebulon         GA




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Address (Local)



Data Element      Zip Code             Country     Type Address                  Primary Check Box           Home Email Address

Definition                                         Opossible Types (Local,       For AD - Do Not Provide
                                                   Work, Correspondance)         Home of Record. Do not
                                                                                 check other address(es)as
                                                                                 Primary. For Civilians -
                                                                                 Local/Home Address can
                                                                                 be Primary.

Instructions                           See COUNTRY See ADDRESS TYPE

                                                   Can enter more than one
                                                   address but must list each
                                                   one separately with 'type'.

Required ?                   No               No               Yes                           No                     No
Data Type         Number               LOV         LOV                           check box                   FREE TEXT
Maximum Length    30                   30          30                            1                           240
Allowed




Example 1                     331602924 USA        HOR                           N
Example 2                       3222324 USA        LA                            Y
Example 3                     324234234            CO                            N




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Phone (Local-Home)


Data Element          Phone               Social Security/     Type                 Phone Number       Date From         Date To
                      (Local/Home)        Identifier Number
Definition            Can be a recurring                       Type of Phone
                      field; each phone                        Number - Home,
                      type with related                        Work, Mobile, etc
                      data must be listed
                      separately.

Instructions/Format                      Needed to help        See PHONE TYPE                          DD-MMM-YYYY       DD-MMM-YYYY
                                         identify individual
                                                               For Military, needed
                                                               for 'Alert/Recall'
                                                               Roster
Required ?                                       Yes                Yes, if phone      Yes, if phone     Yes, if phone             No
Data Type                                Alpha/ numeric        LOV                  Number             DATE              DATE
Maximum Length                           12                    30                   30

                                         LOV
                                         In column, multiple choices
                                         multiple choices - only one valid choice

Example 1                                123-45-6790           Home                 (111) 123-4567     23-JAN-2001       30-MAR-2005
Example 2                                123-45-6789           W1                   (444) 234-5678     01-JAN-2004
Example 3                                123-45-6789           W2                   (444) 234-5679     23-JAN-2005




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Contact (Emergency)


Data Element      Contact (Emergency)     Employee Social Security/   Last Name             First Name             Title   Prefix   Suffix
                                          Identifier Number

Definition        Can be a recurring                                  Contact's Last Name   Contact's First Name
                  field; each contact
                  with related data must
                  be listed separately.
Instructions      Emergency Contact      Needed to help identify                                                   See
                  information should be individual                                                                 TITLE
                  available for ALL
                  employees
Required ?                                           Yes                 Yes, if contact           No                No       No       No
Data Type                                Alpha/ numeric               FREE TEXT             FREE TEXT              LOV     FREE     FREE
                                                                                                                           TEXT     TEXT
Maximum Length                            12                          40                    20                     10      10       10
Allowed

                                          LOV
                                          In column, multiple choices
                                          multiple choices - only one valid choice

Example 1                                 123-45-6790                 Doe                   Joe                    Ms.              Jr.
Example 2                                 123-45-6789                 Doe




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Contact (Emergency)


Data Element      Middle Name Type             Contact Social   Birth Date   Gender   Person Type (Add'l      Relationship
                                               Security                               Details)
                                               Number
Definition                    Type of Person                                          Person Type (Contact)
                              (Contact)


Instructions                  Contact                           DD-MMM-      M = Male Contact                 See RELATIONSHIP
                              External                          YYYY         F = Female


Required ?            No     Yes, if contact      No                No          No              No                  Yes, if contact
Data Type         FREE TEXT LOV              FREE TEXT          DATE         LOV      LOV                     LOV

Maximum Length    30          30               12                            10       30                      20
Allowed




Example 1         Al          Contact          234-56-7891      02-JAN-1968 M         Contact                 Spouse
Example 2                     Contact                                                 Contact                 Friend




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Contact (Emergency)


Data Element      Date From           Date To             Primary Contact


Definition        Date from which     Date to which the
                  Contact is valid    Contact is valid


Instructions      DD-MMM-YYYY         DD-MMM-YYYY There needs to be one
                                                     primary contact
                                                            Y
                                                            N
Required ?          Yes, if contact        No        Yes, if contact
Data Type         DATE                DATE       CHECKBOX

Maximum Length
Allowed




Example 1         30-MAR-2001                             Y
Example 2         15-APR-2001                             Y




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Contact Address


Data Element           Employee Social Address Type        Address Style (default) Address Line 1      Address Line 2     Address Line 3
                       Security/
                       Identifier Number
Definition                               Address Type      Defaults to United      Contact's Address   Additional address Additional address
                                                           States Int'l                                line, if needed    line, if needed

Instructions           Needed to help      See ADDRESS
                       identify individual TYPE

Required ?                    Yes              Yes                   Yes                  No                 No                  No
Data Type              Alpha/ numeric   LOV                Default                 FREE TEXT           FREE TEXT          FREE TEXT

Maximum Length Allowed 12               30                 30                      60                  60                 60

                                        LOV
                                        In column, multiple choices
                                        multiple choices - only one valid choice

Example 1              123-45-6790      LA                                         2233 SUNSHINE AVE
Example 2              123-45-6789      LA




Page 7
Contact Address


Data Element           City


Definition


Instructions


Required ?                    No
Data Type              FREE TEXT

Maximum Length Allowed 30




Example 1              N Miami Beach
Example 2




Page 8
Contact Address


Data Element           State   Zip Code Country   Home Email Address    Primary     Date From       Date To
                                                                        Check Box

Definition                                                                          Date from       Date to which the
                                                                                    which Contact   Address is valid
                                                                                    is valid
Instructions           See             See                              Can only    DD-MMM-         DD-MMM-YYYY
                       STATE           COUNTRY                          have one    YYYY
                                                                        'Primary'
Required ?               No       No       No              No                Yes        Yes                   No
Data Type              LOV     FREE    Default                          check box   DATE            DATE
                               TEXT
Maximum Length Allowed 10      30      30                               1




Example 1              FL      2324324 USA        jane.doe@fakeemail.org Y          27-JAN-1999 30-MAY-2020
Example 2              MD              USA                               Y          01-FEB-1998




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Contact Phone - Type


Data Element           Employee Social   (Contact Phone)        Phone Number            Date From
                       Security/         Type
                       Identifier Number
Definition                               Contact's Phone        Contact's Phone         Date from which
                                         Type                   Number                  Contact's phone
                                                                                        number is valid
Instructions           Needed to help        See PHONE TYPE                             DD-MMM-YYYY
                       identify individual
Required ?                      Yes             Yes if phone       Yes if phone            Yes if phone
Data Type              Alpha/ numeric        LOV                Number                  DATE
Maximum Length         12                    30                 30
Allowed

                                             LOV
                                             In column, multiple choices
                                             multiple choices - only one valid choice


Example 1              123-45-6790           Home               (111) 123-4567          23-JAN-2001
Example 2              123-45-6789           W1                 (444) 234-5678          01-JAN-2004




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