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This page is currently being edited by {{ model.editingBy }}.Insurance And Benefits > NFP Interface > Export Employees
Recent Updates:
6.138
- Benefit Class Code is based on the employment status of an employee. Full time = "EE", Part time = "PT", and Temporary = "COBRA"
- Hourly Rate will be blank if the employee is a salaried employee
- Hours Per Week will be blank if the employee is a salaried employee
- Pay Frequency is based on the number of paychecks. # of paychecks = 26 = "24", # of paychecks = 12 = 12
- If the employee status is full or part time, the Auto-Enroll field will equal "1"
- The Address Effective Date has been set to the hire date
- The Department Effective Date has been set to the hire date
6.133
- Newly Implemented.
Introduction
This screen is used to create an export file that will be sent for the NFP interface. This file includes all active employees and will be a .csv file.
There is a printable report available to view what data was included in the export file.
Details
Fields that appear on the export screen include:
- Select Process - Print, Create File, Print & Create File
- File Export Path/Name
- Group Number - Configured on the Organization System Settings but may be edited on this screen if needed
- Include All filters - Department, Employees, Pay Group, Employee Type
Export File Layout
Field Position | Field Name | Required for Ongoing | Comments |
---|---|---|---|
1 | Group Number | Yes | |
2 | UserID | Yes | |
3 | EmployeeID | Yes | |
4 | Relation | Yes | |
5 | Last Name | Yes | |
6 | First Name | Yes | |
7 | Middle Initial | On Request | |
8 | Suffix | On Request | |
9 | Benefit Class Code | Yes | Full time = "EE", Part time = "PT", and temporary = "COBRA" |
10 | Benefit Class Date | Yes | |
11 | Compensation Date | Yes | |
12 | Salary | Yes | |
13 | Benefits Base Salary | On Request | |
14 | Hourly Rate | Yes | blank if employee is salaried |
15 | Hours Per Week | Yes | blank if employee is salaried |
16 | Social Security Number | Yes | |
17 | Date of Birth | Yes | |
18 | Gender | Yes | |
19 | Hire Date | Yes | |
20 | Re-Hire date | Yes | |
21 | Time Status | Yes | |
22 | Time Status Effective Date | Yes | |
23 | Pay Frequency | Yes | # of paychecks = 52 = "4", # of paychecks = 48 = "5", # of paychecks = 26 = "24", # of paychecks = 24 = "2", # of paychecks = 12 = "12" |
24 | Full Time Student | No | |
25 | Address Effective Date | Yes | |
26 | Home Address1 | Yes | |
27 | Home Address2 | Yes | |
28 | City | Yes | |
29 | State | Yes | |
30 | Zip | Yes | |
31 | Work e-mail | Recommended | |
32 | User Name | On Request | |
33 | Marital Status | On Request | |
34 | Home Phone | On Request | |
35 | Employment Status | Yes | |
36 | Tobacco User | No | |
37 | Location Code | On Request | |
38 | Location Effective Date | On Request | |
39 | Department Code | On Request | |
40 | Department Effective Date | On Request | |
41 | Division Code | On Request | |
42 | Division Effective Date | On Request | |
43 | Job Title | On Request | |
44 | Job Title Effective Date | On Request | |
47 | Auto-Enroll | Yes |