Census Report

The CENSUS program will create a common census file per ING requirements.

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Field Definitions

• The Save and Recall option 

  ,allows the users to create and save certain reports 
   for different report runs for each report option.  The Default option is the original SSDT report and the Most Recent is the last report that was ran by the user.  If the report is no longer needed, click on 
  to delete the report. The Default reports cannot be deleted. 

• 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.
  
  
  

• 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 (only annuity pay items will be included)

  • Employees With Only 457 Deductions will be selected (only annuity pay items will be included)

  • Employees With  403b and/or 457 Deductions will be selected (only annuity pay items will be included)

  • All Employees will be selected (all employee's will be included,(Regular and Annuity Payroll Items)

• 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 

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  selection allows you to include/exclude archived employees.  Check the box to include Archived employees, Leave box unchecked to NOT include Archived employees.
  
  
  

• The 

   refers to the Payroll Date 2 field on the Employee record. If the Payroll Date 2 field is being used to track the employee's rehire date, the Use User Defined Date 2 For Rehired Date checkbox should be marked.  The CENSUS file will then populate the Plan Status Date and the Employ Status Date with the date entered in the Payroll Date 2 field.  Also, assure the Termination Date on the Employee record is cleared/blank. If the Payroll Date 2 field is not being used to track the employee's rehire date, the Use User Defined Date 2 For Rehired Date checkbox should be unmarked.

• The Properties required for reporting to ING have been selected by default: (Bold)

  • 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

  • Emp Status Date

  • Hire Date

  • Plan Entry Date

  • Contribution Status

  • Salary

  • Vested Status

  • Years Experience

  • User Date 2

  • Re Hire Date

  • 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

  **Note**User can create any custom fields at the employee level that can now be available for selection for the census file.
  
  
  

• Once all options have been selected, click on 

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Columns are listed below in the same order they appear in the CENSUS.CSV file.

Example of CENSUS.CSV

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