| Object to be imported | Identifying fields that must be included in the file | Optional fields |
|---|
CompensationAllows all Compensations (Non Contract, Contract and Legacy Compensations to be updated Contract and Non Contract Compensations can be added (created) but Legacy CANNOT be added |
To Update Compensation record: code (this replaces the id of the compensation) Has to match what the employee's code is exactly. position.number position.employee.number type - Legacy
- Contract
- NonContract
To Add a new Compensation record: code - (enter unique code: Example 1234-33. cannot be left blank) position.number position.employee.number type payUnit payPlan - Biweekly
- Semimonthly
- Monthly
| Compensation Optional fields Click here to see the optional column headings Compensation: type jobCalendar.description jobCalendar.type jobCalendar.archived description (compensation) label (No apostrophe is allowed in the label name) dateRange.startDate (compensation) dateRange.stopDate (compensation) payPlan - Biweekly
- Semimonthly
- Monthly
payUnit unitAmount retirementHours strsAdvance supplementalTaxOption - ApplyAnnuitiesToSupplemental
- ApplyAnnuitiesToRegular
- None
archived contractDaysWorked hoursInDay primaryCompensation Contract: payPerPeriod contractAmount (No comma in the amount - 2000.00) contractObligation (No comma in the amount - 2000.00) paysInContract retroNextPay stretchPay Salary Schedule: salaryScheduleColumn - Only Numeric salaryScheduleId - Alpha and Numeric salaryScheduleStep - Only Numeric State Reporting: reportToEmis customFields.localContractCode.value Historical Context: calendarDate.startDate calendarDate.stopDate Legacy Compensations Headers: |
Adjustment JournalKeep in mind if the adjustment should apply to a specific payroll item you will need to supply the Payroll Item Code and Position Number (if position level payroll item) to correctly create adjustments Adjustments can only be created via mass load. You will not be able to update existing adjustments via mass load.
| employee.number payrollItem.code amount transactionDate type - The Type column must contain one of the following values: - HealthInsurance
- MovingExpense
- TaxableBenefits
- FringeBenefits
- LifeInsurance
- AdoptionAssistance
- DependentCare
- ThirdPartyPay
- VehicleLease
- TotalGross
- ApplicableGross (this replaces TaxableGross in Adjustment Journal Mass Loading only)
- applyToEmployerPickup (Medicare only)
- AmountWithheld
- ApplicableAnnuities
- BoardAmount
- EarnedIncomeCredit
- AdditionalWithholding
- RehiredRetireeBoardAmount
- RehiredRetireeAmountWithheld
- RehiredRetireeGross
- OdjfsGross
- OdjfsWeeks
- SersRetirementDays
- SersRetirementHours
- StrsRetirementDays
- StrsRetirementHours
- EmisAttendance
- EmisAbsence
- BoardPickupAmount
- AdvancedSickLeave
- W2Overtime - A sample CSV load file template is available here
| payrollItem.position.number (if applicable) description imported applyToEmployerPickup (Affects Quarter Report for Medicare Pickup employee's applicable gross, check 'Quarter To Date' box) monthToDate *(See note below) quarterToDate *(See note below) yearToDate *(See note below) fiscalYearToDate *(See note below)
*The 'default' value for all 4 to date flags is TRUE, so if there are no columns listed specifying the load for to date data to be FALSE, it will always be TRUE. Even if the columns are not listed on the report. Example- you are needing to change just YTD data. You would make sure that each record for YTD is set to TRUE. You would also need to have the MTD, FYTD and QTD columns on the spreadsheet with FALSE listed so that only the YTD data is updated. |
Employee
*Note* - Enter dates as MM/DD/YYYY
- For dollar amounts, omit the $ sign
INFO: If updating Employee ID to SSN, the Old History attached to the Employee ID will remain | number name.lastName (to add) name.firstName (to add)
Required Only when updating employee's EMPID: id = the database id
| Optional Employee fields Click here to see the optional column headings id = the database id - required ONLY when updating an employee's EMPID
- leave blank when creating new Employee
Identification: ssn - XXXXXXXXX (String of digits no dashes or slashes)
customFields.credentialID.value customFields.emisId.value Name: name.lastName name.firstName name.middleName name.suffix Legal Name: legalName.lastName legalName.firstName legalName.middleName legalName.suffix Address: address.street1 address.street2 address.city address.state address.postalCode address.foreignAddress address.province address.country Contact: workPhone homePhone homePhoneUnlisted primaryEmailAddress secondaryEmailAddress otherEmailAddress **SERS New Hire report uses this field for reporting** General: maritalStatus archived customFields.eligibleForRetirement.value emailDirectDeposit gender newHireReportedODJFS odjfsReportable osdiCode customFields.partTime.value reportToEmis customFields.spouseFirstName.value customFields.subDays.value Dates: birthDate hireDate lastPaidDate odjfsHireDate terminationDate Evaluation: customFields.lastEvaluation.value customFields.nextEvaluation.value Experience: Note: cannot be left blank, enter 0 accredDistrictExperience authorizedExperience buildingExperience districtExperience militaryExperience nonOhioPrivateExperience nonOhioPublicExperience ohioPrivateExperience ohioPublicExperience principalExperience purchasedExperience retireSystemExperience totalExperience tradeExperience Race: primaryRace **required if adding new Employee** - A - Asian
- B - Black or African American (Non-Hispanic)
- H - Hispanic
- I - American Indian or Alaskan Native
- M - Multiracial
- N - Not Specified
- P - Native Hawaiian or Other Pacific Islander
- W - White, Non-Hispanic
race.americanIndianAlaskaNative race.asian race.black race.nativeHawaiianPacificIslander race.white race.hispanicLatinoOption - HispanicOrLatino
- NotHispanicOrLatino
- Unknown (Information has not been recollected)
Standard Payroll: checkDistribution customFields.payrollCode1.value customFields.payrollCode2.value customFields.payrollDate1.value customFields.payrollDate2.value customFields.payrollText1.value State Reporting: eceQualification (leaving blank will clear this field) - ASTERISK - Not Applicable
ONE - Associated in Early Childhood Education or Child Development TWO - Bachelor in Early Childhood Education or Childhood Development THREE - Enrolled in an Associate Degree program in Early Childhood ED FOUR - Enrolled in Bachelors Degree program in Early Child Ed, Child Devel FIVE - Enrolled in Masters or higher Degree program in Early Childhood Ed SIX - Masters or higher in Early Child Ed, Child Develop or Approved Relat
customFields.degreeType.value - 0 - Non Degree
- 1 - Associate
- 2 - Bachelors
- 3 - Masters
- 4 - Education Specialist
- 5 - Doctorate
- 6 - Other
- 7 - Less Than High School Diploma
- 8 - High School Diploma
- 9 - GED Diploma
customFields.handicapStatus.value customFields.longTermIllness.value customFields.nonCertificateEmployeeID.value otherCredentials (leaving blank will clear this field) - ASTERISK - Not Applicable (default)
- ONE - Worked toward a CDA (Child Development Associate)
- TWO - CDA Completed
- THREE - No CDA AND not working toward a CDA
- FOUR - Working toward an Associate Degree
customFields.semesterHours.value
|
Date CodeCore>Date Code>Date Text Field | name propertyName
| group |
Employee -Custom Date Fields
| number customFields.testDate.date (Date to be imported) customFields.testDate.dateText (Description)
In this example 'testDate' is the property name of the Date Detail to be loaded. This part of the header will be different for each Date. This can be found on the Date Codes view. Example a Date Code called "Fingerprinting" is created Example of date header- customFields.fingerprinting.date. Example of text header-customFields.fingerprinting.dateText
Multiple dates can be imported per employee per file as long as each date has the correct header. |
|
Position | employee.number - Employee Number number - Pos # retirementCode (only when adding a new position) - Retirement Code
| Optional Position fields Click here to see the optional column headings archived positionDescription jobStatus - Active
- Inactive
- Deceased
- Terminated
payGroup.code appointmentType buildingCode.code departmentCode.code customFields.extendedService.value fte hireDate overtimeClassification positionDate.startDate positionDate.stopDate customFields.raiseDate.value terminationDate supervisor.number timesheetRequired Eligibility Flags: eligibleForPersonLeave eligibleForSickLeave eligibleForVacation EMIS Related Information: reportToEmis customFields.positionCode.value - Position Code customFields.stateReportingAppointmentType.value (only use the numbers) - 1 - Certificated
- 2 - Classified
- 3 - Internship
- 5 - Veteran per ORC 3319.283
positionType (only use the letters) - R - Regular
- S - Supplemental (coaches, student activities, etc.)
- T - Temporary
customFields.positionStatus.value (only use the letters) - A - Contracted personnel – Agency
- C - Active/continuing employee in same position in district
- I - Contracted personnel
- P - Leave of absence
- U - No longer employed by district in this position
customFields.fullTimeEquivalence.value customFields.specialEducationFullTimeEquivalence.value customFields.lowGrade.value (only use the numbers, letters, or two asterisks for Not Applicable.) - ** - Not Applicable
- 01 - First Grade
- 02 - Second Grade
- 03 - Third Grade
- 04 - Fourth Grade
- 05 - Fifth Grade
- 06 - Sixth Grade
- 07 - Seventh Grade
- 08 - Eighth Grade
- 09 - Ninth Grade
- 10 - Tenth Grade
- 11 - Eleventh Grade
- 12 - Twelfth Grade
- KG - Kindergarten
- PS - Preschool
customFields.separationReason.value (only use the numbers) - * - Not applicable. Employee is still employed by district.
- 1 - Retirement
- 3 - Employer initiated
- 4 - Took a job outside the field of education
- 5 - Resigned - Took another education job in Ohio
- 6 - Resigned - Took another education job out of state
- 7 - Resigned - Unknown or does not fit into options 4, 5 or 6
- 8 - Employee accepted a new position in the district
- 9 - Deceased
customFields.paraprofessional.value customFields.contractAmount.value customFields.contractWorkDays.value customFields.hoursInTheDay.value customFields.highGrade.value (only use the numbers, letters, or two asterisks for Not Applicable.) - ** - Not Applicable
- 01 - First Grade
- 02 - Second Grade
- 03 - Third Grade
- 04 - Fourth Grade
- 05 - Fifth Grade
- 06 - Sixth Grade
- 07 - Seventh Grade
- 08 - Eighth Grade
- 09 - Ninth Grade
- 10 - Tenth Grade
- 11 - Eleventh Grade
- 12 - Twelfth Grade
- KG - Kindergarten
- PS - Preschool
customFields.separationDate.value customFields.paraprofessionalHireDate.value customFields.buildingIRN.value customFields.experienceCurrentClass.value Funding Source: customFields.assignmentArea.value (only use the numbers) - 999050 - Art Education K-8
- 999140 - Title I Programs
- 999270 - Preschool General Education
- 999350 - Food Service
- 999365 - LEP Instructional Program
- 999370 - General Education K-12
- 999380 - Gifted and Talented
- 999412 - Preschool Special Education
- 999414 - Special Education K-12
- 999418 - Physical Education K-8
- 999520 - Maintenance/Construction/Grounds
- 999570 - Music Education K-8
- 999725 - Vocational Special Education Coordinator Services
- 999790 - Transportation Services
- 999800 - Career-Technical Programs/Career Pathways
- 999805 - Career-Technical Education-Apprenticeship Program
- 999895 - Career Assessment Specialist Services
customFields.fundingSourceCode1.value (only use the letters) - A - State Auxiliary Funds
- B - Other State Funds
- F - Federal Special Education Part - B IDEA Grant (school age)
- G - Federal Title I Funds
- I - State Poverty Based Assistance Funds
- J - Federal Head Start Program Funds
- L - Local/State Foundation Funds (Other than State Unit Funding)
- N - TANF/OWF
- O - Other Federal Funds
- P - Federal Preschool Special Education Part - B IEDA Federal Grant
- S - State Funds - Public Preschool Program
- T - Private/Tuition
- U - State Unit Funding (use Fund Source Z for Preschool Units)
- X - Federal Reading First Grant
- Y - Title III
- Z - State Preschool State Unit Funding
customFields.percent1.value customFields.fundingSourceCode2.value (only use the letters) - A - State Auxiliary Funds
- B - Other State Funds
- F - Federal Special Education Part - B IDEA Grant (school age)
- G - Federal Title I Funds
- I - State Poverty Based Assistance Funds
- J - Federal Head Start Program Funds
- L - Local/State Foundation Funds (Other than State Unit Funding)
- N - TANF/OWF
- O - Other Federal Funds
- P - Federal Preschool Special Education Part - B IEDA Federal Grant
- S - State Funds - Public Preschool Program
- T - Private/Tuition
- U - State Unit Funding (use Fund Source Z for Preschool Units)
- X - Federal Reading First Grant
- Y - Title III
- Z - State Preschool State Unit Funding
customFields.percent2.value customFields.fundingSourceCode3.value (only use the letters) - A - State Auxiliary Funds
- B - Other State Funds
- F - Federal Special Education Part - B IDEA Grant (school age)
- G - Federal Title I Funds
- I - State Poverty Based Assistance Funds
- J - Federal Head Start Program Funds
- L - Local/State Foundation Funds (Other than State Unit Funding)
- N - TANF/OWF
- O - Other Federal Funds
- P - Federal Preschool Special Education Part - B IEDA Federal Grant
- S - State Funds - Public Preschool Program
- T - Private/Tuition
- U - State Unit Funding (use Fund Source Z for Preschool Units)
- X - Federal Reading First Grant
- Y - Title III
- Z - State Preschool State Unit Funding
customFields.percent3.value |
Position-Custom Date field | employee.number number customFields.testingDate.value |
|
Payroll Item Configuration (Select PayrollItemConfiguration Entity)The import file can contain multiple payroll item configuration types in one import. Click here for a sample load file.
Adopt Assistance Item Config Annuity Item Config Child Support Item Config City Tax Item Config Dependent Care Item Config Employer Sers Item Config Employer Strs Item Config Federal Tax Item Config Health Savings Account Item Config Medical Saving Item Config Medicare Tax Item Config Ohio State Tax Item Config Osdi Tax Item Config Regular Item Config Savings Bond Item Config Sers Annuity Item Config Sers Buy Back Annuity Item Config Sers Item Config Social Security Tax Item Config State Tax Item Config Strs Annuity Item Config Strs Buy Back Annuity Item Config Strs Item Config | Add a new Payroll Item Configuration: payee.id OR payee.number (one of these) code type - AdoptionAssistance
- Annuity
- ChildSupport
- CityTax
- DependentCare
- EmployerSers
- EmployerStrs
- FederalTax
- HealthSavingsAccount
- MedicalSavings
- MedicareTax
- OhioStateTax
- OsdiTax
- Regular
- SavingsBond
- SersAnnuity
- SersBuybackAnnuity
- Sers
- SocialSecurityTax
- StateTax
- StrsAnnuity
- StrsBuybackAnnuity
- Strs
paymentCycle - None
- EveryPayroll
- Monthly
- Quarterly
- Annually
Modifying existing Payroll Items Configurations: code | Adoption Assistance Click here to see the optional column headings name abbrev w2abbrev archived suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard Annuity Click here to see the optional column headings name abbrev w2abbrev archived certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard Child Support Click here to see the optional column headings name abbrev w2abbrev archived suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard City Tax Click here to see the optional column headings name abbrev w2abbrev taxEntityCode archived cca ccaDescription reportToCCA stateControlNumber annuity401a annuity401k annuity403b annuity408k annuity457 annuity501c nonWages125 other wages125 (Employer Paid Amounts To Be Taxed, will need to be updated after the Mass Load is completed, under Core>Payroll Item Configuration>City Tax) taxEmployerAmounts suppressSsnId employerHealthCoverage medicarePickup taxNonCashEarn voluntary addGrossToPayablesReport required showOnCreateWizard rita ritaDescription Dependent Care Click here to see the optional column headings name abbrev w2abbrev archived annuityType - Type401A
- Type401K
- Type403B
- Type457
- Type501C
- Section125NonWages
- Section125Wages
- Other
certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard Employer SERS Click here to see the optional column headings name abbrev w2abbrev archived certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard Employer STRS Click here to see the optional column headings name abbrev w2abbrev archived certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard Federal Tax Click here to see the optional column headings name abbrev w2abbrev archived suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard Health Savings Account Click here to see the optional column headings name abbrev w2abbrev archived annuityType achSource suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard Medical Savings Click here to see the optional column headings name abbrev w2abbrev archived certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard Medicare Tax Click here to see the optional column headings name abbrev w2abbrev archived certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard Ohio State Tax Click here to see the optional column headings name abbrev w2abbrev archived suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard OSDI Tax Click here to see the optional column headings name abbrev w2abbrev archived osdiCode suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard Regular Click here to see the optional column headings name abbrev w2abbrev archived designatedRoth certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard Savings Bond Click here to see the optional column headings name abbrev w2abbrev archived suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard SERS Annuity Click here to see the optional column headings name abbrev w2abbrev archived annuityType suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard SERS Buyback Annuity Click here to see the optional column headings name abbrev w2abbrev archived annuityType - Type401A
- Type401K
- Type403B
- Type457
- Type501C
- Section125NonWages
- Section125Wages
- Other
suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard SERS Click here to see the optional column headings name abbrev w2abbrev archived certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard Social Security Tax Click here to see the optional column headings name abbrev w2abbrev archived certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard State Tax Click here to see the optional column headings name abbrev w2abbrev archived stateId suppressSsnId employerHealthCoverage taxAdoptionAssistance taxLifeInsurancePremium taxNonCashTaxableBenefit voluntary addGrossToPayablesReport required showOnCreateWizard State Annuity (not a header field) - honors401A
- honors401K
- honors403B
- honors408K
- honors457
- honors501C
- honorsOtherAnnuity
- honorsSection125NonWages
- honorsSection125Wages
STRS Annuity Click here to see the optional column headings name abbrev w2abbrev archived annuityType suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard STRS Buyback Annuity Click here to see the optional column headings name abbrev w2abbrev archived annuityType - Type401A
- Type401K
- Type403B
- Type457
- Type501C
- Section125NonWages
- Section125Wages
- Other
suppressSsnId employerHealthCoverage voluntary addGrossToPayablesReport required showOnCreateWizard STRS Click here to see the optional column headings name abbrev w2abbrev archived certifiedObj classifiedObj otherObject suppressSsnId employerHealthCoverage printEmployerAmount voluntary addGrossToPayablesReport required showOnCreateWizard |
Payroll Item (Select the PayrollItem Importable Entities)The import file can contain multiple payroll items and employees in one import. Example of a Payroll Item Mass Load csv: payItemMultipleCreateTest (1).csv
Adoption Assistance Item Annuity Item Child Support Item City Tax Item Dependent Care Item Employer Sers Item Employer Strs Item Federal Tax Item Health Savings Account Item Medical Saving Item Medicare Tax Item Ohio State Tax Item Osdi Tax Item Regular Item Savings Bond Item Sers Annuity Item Sers Buy Back Annuity Item Sers Item Social Security Tax Item State Tax Item Strs Annuity Item Strs Buy Back Annuity Item Strs Item
Payroll Item Error AdjustmentUse Importable Entities: payrollItemErrorAdjustment
Payroll Item Employer Error AdjustmentUse Importable Entities: payrollItemEmployerErrorAdjustment |
configuration.code employee.number position.number - only needed if payroll item is deduction by job
code employeeNumber positionNumber amount date description
code employeeNumber positionNumber amount date description | Adoption Assistance Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived employerRate accountNumber lastModifiedDate activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Annuity Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived employerRate accountNumber lastModifiedDate activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate Child Support Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived fipsCode insuranceAvailable oldCaseNumber orderNumber setsCaseNumber terminatedEmployment activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate City Tax Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
additionalWithHolding archived deductionType - RESIDENCE
- EMPLOYMENT
- NOT_APPLICABLE
percentOfGross activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate Dependent Care Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived employerRate (No comma in the amount Ex. 2000.00) accountNumber lastModifiedDate activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) achConfiguration.achDirectDeposit - AutomatedDepositDemandCreditRecords
- AutomatedDepositSavingsAccountCreditRecords
achConfiguration.achAccountNumber achConfiguration.achDestination.routingNumber - must be a valid routing number from ACH Destination grid
achConfiguration.achXrefCode Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate Employer Sers Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employer Strs Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Federal Tax Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
additionalWithHolding archived maritalStatus - Married (case sensitive)
- Single (case sensitive)
numberOfExemptions pensionPlan - Automatic - Automatically check the pension plan box based on retirement
- Yes - Yes, check the pension plan box
- No - No, never check the pension plan box
New W4 fields useNewW4 filingStatus - SingleOrMarriedFilingSeparately
- MarriedFilingJointlyOrQualifyingWidow
- HeadOfHousehold
twoLikeJobs dependentAmount otherIncome deductionAmount activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Covid19 Fields - customFields.COVID19OthersAmount.value
- customFields.COVID19EmergencyFamilyAmount.value
- customFields.COVID19SelfAmount.value
Health Savings Account Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived employerRate (No comma in the amount Ex. 2000.00) accountNumber lastModifiedDate activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate achConfiguration.achDirectDeposit - AutomatedDepositDemandCreditRecords
- AutomatedDepositSavingsAccountCreditRecords
achConfiguration.achAccountNumber achConfiguration.achDestination.routingNumber - must be a valid routing number from ACH Destination grid
achConfiguration.achXrefCode Medical Saving Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
accountNumber archived employerRate (No comma in the amount Ex. 2000.00) activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate Medicare Tax Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
additionalWithHolding archived employerRate (No comma in the amount Ex. 2000.00) activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered)
Ohio State Tax Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
additionalWithHolding archived numberOfExemptions osdiDistrictCode activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Osdi Tax Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
additionalWithHolding archived numberOfExemptions activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Regular Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
accountNumber archived employerRate (No comma in the amount Ex. 2000.00) activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate Savings Bond Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived cost size activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) coOwnerSsn coOwnerLastName coOwnerMiddleInitial coOwnerFirstName Sers Annuity Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Sers Buy Back Annuity Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived employerRate (No comma in the amount Ex. 2000.00) accountNumber lastModifiedDate activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate Sers Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived newEmployee surchargeExempt increasedCompensation employerRate (No comma in the amount Ex. 2000.00) rehiredRetiree rehiredDate activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Social Security Tax Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
additionalWithHolding archived employerRate (No comma in the amount Ex. 2000.00) activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) State Tax Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
additionalWithHolding archived numberOfExemptions activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Strs Annuity Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
advanceErrorAdjustment archived activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Strs Buy Back Annuity Item Click here to rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived employerRate (No comma in the amount Ex. 2000.00) accountNumber lastModifiedDate activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) Employee Deduct Max Amount-use the following below: - employeeDeductMaxAmount.maxAmount
- employeeDeductMaxAmount.specificDate (only need if using Specific Date type)
- employeeDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed
-Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate
Employer Deduct Max Amount-use the following below: - employerDeductMaxAmount.maxAmount
- employerDeductMaxAmount.specificDate (only need if using Specific Date type)
- employerDeductMaxAmount.deductMaxType
-Annual - When using 'Annual' the Remaining Employee Max Amount looks at the Posting Period that is the Current Year. Will start over at the first of the year. No Specific Date is needed -Fiscal - When using 'Fiscal' the Remaining Employee Max Amount looks at the Posting Period that is the Current Fiscal Year. Will start over at the first of the new Fiscal year (July). No Specific Date is needed
-SpecificDate Strs Item Click here to see the optional column headings rateType - Fixed (case sensitive)
- Percent (case sensitive)
- Table (for Tax Tables) (case sensitive)
rate (No comma in the amount Ex. 2000.00) payCycle - EveryPay
- FirstPay
- SecondPay
- FirstAndSecondPay
- FirstAndLastPay
archived newEmployee fullOrPartTime surchargeExempt increasedCompensation employerRate (No comma in the amount Ex. 2000.00) rehiredRetiree rehiredDate advanceErrorAdjustment activeDateRange.startDate (not specific on how date is entered) activeDateRange.stopDate (not specific on how date is entered) customFields.effectiveRetirementDate.value customFields.ohioRetirementSystem.value customFields.employmentComplianceWithORC3307353.value - N (No, the requirements of Section 3307.3653 were not met)
- Y (Yes, the requirements of Section 3307.353 were met)
customFields.employmentUnderORC3307353.value - N (No, the retiree was not employee under Section 3307.3653)
- Y (Yes, the retiree was employed under Section 3307.353)
customFields.typeOfBenefit.value - S (Age of Service)
- D (Disability)
Optional Fields:
employee.name.firstName
employee.name.lastName
employee.name.middleName
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Attendance JournalLoad files may contain only Attendance, only Absences, or a combination of both Absences and Attendances.
Example of Attendance and Absence Journal Modify Template
Example of Attendance and Absence Journal Add Template | employee.number id (only if modifying a current record) position.number compensation.code type category (Absence) - Calamity
- Dock
- Holiday
- JuryDuty
- Military
- Other
- Personal
- Professional
- Sick
- Unknown
- Vacation
category (Attendance) activityDate length
unit
| appliedToBalance appointmentType dayOfWeek id (Compensation) payDate subCategory substituteFor - (enter employee number of the substitute) type usasPostingIndicator |
Leaves
Sick Leave Personal Leave Vacation Leave If wanting to zero out the balances, use Mass Load Accumulation Transaction: employeeNumber leaveType length (enter a negative figure to zero out balance)
| employee.number type The leaves will load if they are not eligible but will not display in the Leaves grid until the Eligibility for the leave is checked in Position grid. Warnings will be given: Warning: Employee XXXXXXXX is not eligible for XXXXXXX leave. XXXXXXX leave entry was loaded but will not be displayed when viewing leaves for the employee. Warning: Employee XXXXXXXX is not eligible for any leave. Leave entries were loaded for this employee, but this employee will not be displayed when viewing leaves. You must provide employee.number and type in your load file. If Leaves do not exist for a given employee during the load, then the leaves will be added. If the employee already has Leaves, then they will be updated.
For any fields that apply to sick leave only, you will have to provide the header name in the header row, and then supply a value for the sick leave record. Vacation and personal should contain commas as placeholders for the sick leave only fields. For example: 
If during a modify load you change the leave unit for an employee's existing leave, from daily to hourly or vice versa, you will need to provide an additional field in your load file with a header value of hoursInDay. This is a decimal value that will be used to convert the leave balance. If converting from daily to hourly, the existing leave balance will be multiplied by the hoursInDay value to get the new balance. If converting from hourly to daily, the existing leave balance will be divided by the hoursInDay value to get the new balance. The hoursInDay must be between 1 and 8 and contain no more than 2 decimals. To convert the balance, all leave types must have the same leave unit and hoursInDay in the load file. | If header column field is not included, then data is not changed or defaulted and all other fields are correct. **NOTE**If a field is in the header and no value given for employee, then it defaults to a default value such as 0 if numeric (ex. accumPerMonth, maxLeaveAmount). accumPerMonth accumulateBasedOnHours advancedUnitsUsed - (use Core>Adjustments to clear/adjust units, click here) currentServiceHours employee.name.lastName employee.name.firstName leaveUnit maxAdvanceLeave maxLeaveAmount personalLeaveAccum resetValue serviceHoursAccumulator
FOR SICK LEAVE ONLY: accumulateBasedOnHours currentServiceHours maxAdvanceLeave serviceHoursAccumulator |
Compensation JournalCompensation | Headers that are required for compensation journal entry: - id (this is a string of characters and numbers) 838679cb-e524-45a2-bdcb-4fdb900916f3 - This column header can be found under the More option.
- position.employee.name.lastName
- position.employee.name.firstName
- position.employee.number
- position.number
- amountPaid - Big Decimal formatted to 2 decimals
- amountEarned - Big Decimal formatted to 2 decimals
- amountDocked - Big Decimal formatted to 2 decimals
- daysWorked - Big Decimal formatted to 2 decimals
- description
- paysPaid - Integer (optional)
Once the Excel spreadsheet has been created, you must manually add in all the following headers: - amountPaid
- amountEarned
- amountDocked
- daysWorked
- description
- paysPaid
In the spreadsheet file, you need to manually enter in the amount fields, days Worked and description. The amount fields and days worked cannot be blank. Enter zeros if no amount is needed.-Note: Adding zeros to these fields will not change the current value if one exists. **NOTE**Once the spreadsheet file has been created and data has been filled in, go to Mass Load and select the CompensationJournal entity. |
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Payroll Accounts
The following will be checked on import: - Valid header
- Employee with employee number exists
- Position with employee number and position number exists
- Expenditure Account with 8 account codes exists
- Business Rules that occur for Payroll Accounts
- Active Percentage accounts must total 100%
**NOTE** If you get a SEVERE Error, no data will be updated for anyone on the file
If wanting to create a spreadsheet to update current Payroll Accounts, use Custom Report Creator and select the Object, Payroll Account (No 's' at the end) Below are the Properties that can be selected using Payroll Account and Report Options, Excel-FieldNames: - Number
- Pos #
- Payroll Account Id = id once created in Excel
- use Expenditure Account id
- Fund
- Function
- Object
- Scc
- Subject
- Operational Unit
- Instructional Level
- Job
- Rate
- Active
- Start Date
- Stop Date
- Employer Distribution
- Leave Projection
- Maximum
Once spreadsheet is created, column headers may need to be updated to match the correct field names to the right | positionNumber employeeNumber id - - The Id property of an existing pay account for an employee.
- If left blank, a new pay account will be created.
rateType - Percent (case sensitive)
- Fixed (case sensitive)
status - Active (case sensitive)
- Inactive (case sensitive)
- SpecificMiscellanous (case senstive)
- MaximumAmountInEffect (case senstive)
Rate (once .csv is created, change the header to be 'chargeAmountOrPercent' fund func obj scc subj opu il job
| startDate - YYYYMMDD
- MMDDYYYY
- YYYY/MM/DD
- MM/DD/YYYY
- YYYY-MM-DD
- MM-DD-YYYY
stopDate - YYYYMMDD
- MMDDYYYY
- YYYY/MM/DD
- MM/DD/YYYY
- YYYY-MM-DD
- MM-DD-YYYY
leaveProjection - true, True, TRUE (NOT case sensitive)
- false, False, FALSE (NOT case sensitive)
employerDistribution - true, True, TRUE (NOT case sensitive)
- false, False, FALSE (NOT case sensitive)
maximum - **NOTE** Maximum amount needs to have the Status set as MaximumAmountInEffect
- Maximum Amount as a dollar amount
sortOrder
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Accumulation TransactionUse Accumulation Transaction to clear out Balances, use a negative length. | employeeNumber leaveType length | positionNumber transactionDate - YYYYMMDD
- MMDDYYYY
- YYYY/MM/DD
- MM/DD/YYYY
- YYYY-MM-DD
- MM-DD-YYYY
description employee.name.lastName employee.name.firstName leaveUnit |
Pay Distributions**NOTE** If employee fails for 1 transaction, they will fail for all transactions for that employee. It will likely give same error message for all transactions for that employee | employeeNumber code (this field cannot be updated to be something different in Mass Load or using Mass Change, has to be manually updated) type rateType - Percent (case sensitive)
- Fixed (case sensitve)
rate | startDate - YYYYMMDD
- MMDDYYYY
- YYYY/MM/DD
- MM/DD/YYYY
- YYYY-MM-DD
- MM-DD-YYYY
stopDate - YYYYMMDD
- MMDDYYYY
- YYYY/MM/DD
- MM/DD/YYYY
- YYYY-MM-DD
- MM-DD-YYYY
priority Direct Deposit Specific Headers - routingNumber
- transferType
- PayrollACHTransfer
- HealthSavingsAccountACH
- transferCode
- accountNumber
- abbreviation
- directDepositType
- Required for creating Direct Deposits
- Valid Options
- AutomatedDepositDemandCreditRecords
- PrenotificationOfDemandCreditAuthorization
- AutomatedDepositSavingsAccountCreditRecords
- PrenotificationOfSavingsCreditAuthorization
**NOTE** The transferType and transferCode are used together to find the ACH Source for a direct deposit. 
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User Adjustment Payables Ledger(Process Outstanding Payables/Payables Adjustments) | Headers (all required) - This mass load will only CREATE new items, you cannot use this to update existing payables:- employeeNumber
- positionNumber -
- Header is required, but the value can be left blank. Is only used to find a payroll item by Code, Employee and Position. If the payroll item being loaded doesn't have a position number, then it will search by Code and Employee
- payrollItemCode
- description
- If no description is added, it will provide “User Adjustment Payables Mass Load” as the description
- employerAmount
- employeeAmount
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Future Pay Amount
**NOTE** If wanting to update different fields for different employees on the same load, you will need to put the old (current) values wherever you don’t want it updated. You must supply a value for most fields because null value does not work for most fields.
To add and update Future Pay transactions in one upload, you would have to supply all the values in the current because null values (,,) will give errors for most fields such as true, false. Some have default values if not supplied. | Add Future Pay Amount- id - needs to be in the load file with no value entered
- employeeNumber
- positionNumber
- compensation.code
payType - - AdoptionAssistance
- BlendedOvertime
- Dock
- Irregular - (Cannot be used when employee is in Advance)
- LifeInsurancePremium
- Miscellaneous
- NonCashTaxableBenefit
- NonTaxableReimbursement
- Overtime
- PayOffAccrued
- Regular - (Cannot be used when employee is in Advance)
- Retro
- ShiftPremium
- Termination
- units
- rate - if rate is not supplied in csv file, it uses the compensation rate for that employee/position
Update Future Pay Amount- id - (this is a string of characters and numbers) 838679cb-e524-45a2-bdcb-4fdb900916f3 - This column header can be found under the More option.
- employeeNumber
- positionNumber
- compensation.code
payType - - AdoptionAssistance
- Dock
- Irregular
- LifeInsurancePremium
- Miscellaneous
- NonCashTaxableBenefit
- NonTaxableReimbursement
- Overtime
- PayOffAccrued
- Regular
- Retro
- ShiftPremium
- Termination
| appliesForRetirement - true, True, TRUE (NOT case sensitive)
- false, False, FALSE (NOT case sensitive)
description effectiveDate - in YYYYMMDD format flsa rate - if rate is not supplied in csv file, it uses the compensation rate for that employee/position retireHours supplemental supplementalTaxOption - None
- ApplyAnnuitiesToRegular
- ApplyannuitiesToSupplemental
specificPayAccount.rateType - (Must include in file if using Specific Pay Accounts) specificPayAccount.amountCharged - (Must include in file if using Specific Pay Accounts) specificPayAccount.accountOrXrefCode - (provide expenditure account xRef OR full account code)
- Pay accounts will be added to the employee's Pay Accounts (a Specific Pay Account) if none exists for employee/position/pay account.
- If a Specific pay Account with a matching expenditure account already exists (but with a different charge amount) this will NOT create a new Specific Pay Account. It will see that available Specific Pay Account and use the existing one.
specificPayAccount.leaveProjection - (Must include in file if using Specific Pay Accounts) - true, True, TRUE (NOT case sensitive)
- false, False, FALSE (NOT case sensitive)
specificPayAccount.employerDistribution - (Must include in file if using Specific Pay Accounts) - true, True, TRUE (NOT case sensitive)
- false, False, FALSE (NOT case sensitive)
When adding specific accounts, you have to provide either the xref code of the expenditure account OR the full account code (no hyphens between account dimensions). If you are updating a future pay and including a specific account, if the account you provide in the load file already exists on the future pay, then the specific account will be updated with the account values you provide in the load file. If the account does not exist on the future pay, it will be added as a new specific account. |
ACH DestinationCore>ACH Destination | routingNumber (Must be 9 characters) description |
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PayeeExample of Payee Mass Load Headers Payee Mass Load Headers.txt | id - always required when updating
- leave blank if crating new Payee
| number name secondName electronicPayment archived adress.street1 address.street2 address.city address.state address.postalCode address.foreignAddress address.province address.country phone.number phone.internationalCode phone.extension phone.unlisted fax.number fax.internationalCode fax.extension fax.unlisted |
UserCannot use Mass Load to remove Roles. A Role has to exist to be loaded. If adding a new Role to a user and want the old Role to be removed, must go to System>User and edit and remove the Role Cannot be loaded in Mass Load Read only fields, cannot be updated or loaded: - Last Login
- Account Expired
- Password Expired
Example test load for a New User:
Example test load to update username: | id - only required when updating an existing employee
- id can be found under 'More'
username name title email.address externalAuthentication enabled passwordExpiration accountExpiration locked twoFactorAuthentication roles - if more than one role, separate by a semi-colon;
- example: STANDARD_USER;PERSONNEL_USER
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Pay Group | id - required to update existing Pay Groups
- leave empty to create a new Pay Group
code | description archived jobCalendar.type |
Job Calendars | id - required to update existing Job Calendar
- leave empty to create a new Job Calendar
type description archived |
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DayIndividual days are identified by a combination of job calendar and date. If a job calendar does not have an entry for that date, a new one will be created. Otherwise, the existing one will be updated.
| jobCalendar.type - must reference existing Job Calendar
date code - Work
- Holiday
- Calamity
- MakeUp
- None
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Code | id - required to update existing codes
- leave empty to create a new code
code codeType description irn |
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and locate the file you wish to load. The USPS Load File can be an import file supplied by a third party software as well as a custom created report. The file must be in comma separated values (CSV) format.
the Entity you wish to load the data into.
