It is essential that all information collected is accurate and complete. Each data element listed below is not required, but the more data available, the more robust the analysis and output that will be delivered to your company. For each data due date, a data export is required.
A minimum valid record will have a ‘UnitID’, ‘UnitZipCode’, ‘EmployeeID’, ‘PositionID’ and ‘EmployeeDOB’ for the data export. The only exception to this rule is for the Multi Unit Manager/Area Director position, in which case no Unit ID is necessary since these positions have responsibility over multiple locations.
A “Payroll” data export is requested for either each month (12 exports per year) or each of your company’s pay periods (24, 26 or 52 per year). Each record in this export should correspond to one active unit level employee or unit level employee currently on payroll in your system.
Please include all active employees for the reporting period, even if their pay for that period is zero. Employees who were terminated during the period should have their status indicated in the ‘EmployeeHRStatus’ and ‘TermDate’ fields.