Purpose:
To ensure complete Client Payroll files
for employee hours and wages are uploaded to the Efficient Hire Secure Drop Box
by the Payroll deadline for the following:
Payroll & New Employee Import
Template:
The Payroll & New Employee Import Template
contains three (3) tabs -
TAB 1: Employee Data
Sheet Column Definitions:
If you are completing Tab 1 for adding new employees to your portal, you must use the
template supplied by Efficient Hire; it contains the
data points necessary for WOTC/ACA and is formatted in the column order we
require for importing 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:
Note: If you have multiple FEIN's and/or Locations, enter the
Company Name first so we know where the files belong! Example: "Company Name_Location Name"
Revised: January 2019