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- The File Name is Census.CSV. The Census.CSV file name can be called another name, by entering the new name in this field followed by .csv extension. The .csv file is to be sent to ING for processing.
- Select the File Type from the dropdown box:
- Comma Separated Value (CSV)
- Specific Tag Format (DAT)
The first selection criteria available for processing is Employees with 403B and/or 457 deduction. This allows you to choose employees that have a 403B, 457, both or all employees to be included on the report. Valid values are:
Employees With Only 403b Deductions will be selected
Employees With Only 457 Deductions will be selected
Employees With 403b and/or 457 Deductions will be selected
All Employees will be selected
- Select a Deduction Stop Date. This selection is only valid if selecting employees with 403b or 457 deductions. If selecting all employees, this selection is ignored. Enter a stop date to include for selection. Employees whose stop date on the 403b or 457 deductions are BEFORE the stop date entered, will NOT be included for selection.
- The Last Paid Date selection allows you to enter a last paid date to include for selection. Employees whose last payroll pay date is BEFORE the date entered, will NOT be included for selection.
- The
selection allows you to include/exclude concealed employees. Check the box to include Concealed employees, Leave box unchecked to NOT include Concealed employees. If you are using the
field to store an employee's rehire date, then you would check this option. If you are not using user-defined date 2 field or you are using it for another purpose, then you would leave this option unchecked.If you use the user-defined date 2 for the rehire date, then the CENSUS file will populate the Plan Status Date and the Employment Status Date with the rehire date. Also, for this to be true, the termination date must be zeroed or blanked out before running the CENSUS report.
If you are not using the user-defined date 2 field or are using it for another purpose, the Plan Status Date and Employment Status Date will continue to be the hire date or termination date (if termination date is not zero or blank.)
- Select Property Selections:
- Ssn
- First Name
- Middle Name
- Last Name
- Street 1
- Street 2
- City
- State
- Zip Code
- Gender
- Birth Date
- Plan Status
- Plan Status Sub
- Plan Status Date
- Emp Status
- Emp Status Sub
- User Date 2
- Emp Status Date
- Hire Date
- Re Hire Date
- Plan Entry Date
- contribution Status
- Salary
- Vested Status
- Years Experience
- Employee Id
- Providence
- Country
- Home Phone
- Office Phone
- Office Phone Ext
- Years Experience
- Last Paid Date
- User Money 1
- User Money 2
- User Money 3
- User Money 4
- User Code 1
- User Code 2
- User Code 3
- User Code 4
- User Text 1
- User Text 2
- User Date 1
- Once all options have been selected, click on
| Column | Screen | Criteria |
|---|---|---|
| SSN | Employee | |
| First Name | Employee | |
| Middle Name | Employee | |
| Last Name | Employee | |
| Street 1 | Employee | |
| Street 2 | Employee | |
| City | Employee | |
| State | Employee | |
| Zip Code | Employee | |
| Gender | Employee | |
| Birth Date | Employee | |
| Plan Status | Employee | If there's a termination date, then "X" |
| If there's NO termination date, then "A" | ||
| Plan Status Sub | Employee | Blank for ALL employees |
| Plan Status Date | Employee | If there's a termination date, then termination date |
| If there's NO termination date, then hire date | ||
| Employee Status | Employee | If there's a termination date, then "T" |
| If there's NO termination date, then "H" | ||
| Employee Status Sub | Employee | If there's a termination date, then blank |
| If there's NO termination date, then "O" | ||
| Employee Status Date | Employee | If there's a termination date, then termination date |
| If there's NO termination date, then hire date | ||
| Hire Date | Employee | |
| Plan Entry Date | Employee | Hire Date |
| Rehire Date | Employee | Date employee rehired within the district |
| Contribution Status | "Y" For All Employees | |
| Salary | ||
| Vested Status | "Y" For All Employees | |
| Years Experience | Calculated | Current Date - Hire Date |