Employee Tax Information Import Layout

The layout below can be used to import Employee Tax Information into the HRIS. Column Headers must be provided in the import file and the order of the columns must match the order specified in the table below. The import file must have the same number of columns as indicated in the table below, as well.

General Information on Importing Data

For general information on importing data including supported formats and common questions see Imports Overview

When is a Record Added vs Updated?

If an existing record is found using the key fields ([key]) identified below, the HRIS will update that record

Column Header

Data Type

Max Field Length

Required

Notes

 Employee SSN / Employee ID 

 

Text

 

<=20

 

Yes [key]

 Must match an existing employee within the system.

 Pay Date   Date   =1   Yes Date of check or direct deposit.
 Indicator   Text   <50   Yes General description of record (i.e. off cycle, etc.)
 Federal Filing Status   Text   <=50   Yes Must be one of: "Single", "Married", "Married, but withhold at higher Single rate"
Federal Allowances   Numeric      Yes  
Federal Additional Percentage   Numeric        
Federal Additional Amount   Numeric      
 State Tax Filing State   Text   <=20    Must be a valid state name or abbreviation
Unemployment Tax Filing State   Text   <=20   Yes Must be a valid state name or abbreviation 
State Filing Status   Text   <=50   Must be one of: "Single", "Married", "Married, but withhold at higher Single rate"
State Allowances   Numeric      
State Additional Percentage   Numeric      
State Additional Amount   Numeric      
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