New Employee Data Import Template & Guide
To
ensure accurate and complete Employee Data and Payroll files for hours and
wages are uploaded to the Efficient Hire Secure Drop Box by the Payroll
deadline for the following:
New Employee Import Template:
The New Employee Import Template contains three (3) tabs -
TAB 1: Employee
Data Sheet Tab Column Definitions:
When completing a New Employee Import, you must
use the template supplied by Efficient
Hire, it is formatted in the column order that we require in order to
import your Employee Data.
Column | Name | Input Value | Example |
Column
A | Last Name | Alpha | Smith |
Column
B | First Name | Alpha | John |
Column
C | Email
Address | Alpha | john@mail.com |
Column
D | Date of Birth | MM/DD/YYYY | 01/01/2017 |
Column
E | SSN | XXX-XX-XXXX | 123-45-6789 |
Column
F | Street Address 1 | Alpha/Numeric | 123 Field Street |
Column
G | Street
Address 2 | Alpha/Numeric | Apartment
4 |
Column
H | City | Alpha | Any City |
Column
I | State | 2
State Abbreviation | CO |
Column
J | Zip Code | Numeric (5 or 9 digit) | 12345-6789 |
Column
K | Primary
Phone | Numeric
(Dashes Only) | 123-456-7890 |
Column
L | Start Date | MM/DD/YYYY | 01/01/2017 |
Column
M | Position | | 123456 |
Column
N | Wage Type | Alpha | Hourly or Salary |
Column
O | Employee
Type | Alpha | Full-time
or Part-time |
Column
P | Wage Amount | Numeric (No $ Symbol) | 9.00 |
Column
Q | Pay
Frequency | Alpha | Weekly,
Bi-Weekly, Semi-Monthly or Monthly |
Column
R | Term Date | MM/DD/YYYY | 01/01/2017 |
Column
S | Location
Name | | 987654 |
Column
T | Benefit Category | | 876543 |
TAB 2: Payroll - Hours.
Wages Template Column Definitions:
To avoid processing delays or risk having your
Payroll Files returned to you for correction, you must use the Payroll
Hours/Wages Template provided by Efficient Hire; it contains the data
points necessary for WOTC/ACA and is formatted in the column order we require
for importing your Payroll data.
Column | Name | Input Value | Example |
Column A | Last Name | Alpha | Example = Smith |
Column B | First Name | Alpha | John |
Column C | SSN | XXX-XX-XXXX | 123-45-6789 |
Column D | Start Date | MM/DD/YYYY | 01/01/2016 |
Column E | Term Date | MM/DD/YYYY | 01/01/2016 |
Column F | Hours | Numeric (decimal) | 70.50 |
Column G | Wages | Numeric (decimal) | 669.38 |
Column H | Hours Type | Alpha | WORKING or OT |
Column I | Pay Rate | Numeric (decimal) | 8.75 |
Column J | Pay Period Start | MM/DD/YYYY | 01/29/2016 |
Column K | Pay Period End | MM/DD/YYYY | 02/11/2016 |
Column L | EIN | Numeric (with dash) | 12-3456789 |
Column M | Pay Rate Type | Numeric (2 digit) | 01= Hourly | 02= Salary |
TAB 3: Instructions for
Uploading your Data Files to Efficient Hire:
Revised:
November 22, 2017