Available data

There are several required fields on the Client Master (and related forms) and Employee (and related forms) dataform. In the following table, fields with an asterisk * indicate that the Export expects to locate, in particular, Import IDs on several users, and lookups. Other fields are available, but not required.

Data

Description
Client Export
  • Org Name (ClientName) *
  • ORG.AKA (LegalName)
  • Org County *
  • Org Address1 *
  • Org City *
  • Org State (StateCode) *
  • Org PostalCode (ZipCode) *
  • CM Contract Type ImportID *
  • CM Corporation Type ImportID *
  • CM Contract Status ImportID *
  • CM Contract Status ImportID (must be either A, T, I or P) *
  • CM Status Date – translated to cmClientEntry.statusDate *
  • CM.ContractEffectiveDate – translated to cmClientEntry.contractDate (only if populated)
  • H (DeliverChecks)
  • ORG.Address2
  • ORG.crBusinessType (CategoryCode)
  • ORG.Phone (Telephone)
  • ORG.Fax
  • ORG.Email
  • ORG.EmployerIDNumber (EIN)
  • ALE ImportID (ALE on the CM) *
  • Processing Team Payroll Specialist User - ImportID (Payroll REP id in Prism) *
  • Processing Team Sales Rep User - ImportID (SalesRep id in Prism)*
  • Processing Team HR Consultant – ImportID (HRRep id in Prism) *
  • Org Phone must be (xxx) xxx-xxxx *
Employee Export
  • EE.FirstName *
  • EE.LastName *
  • EE.DOB *
  • EE.Address1 *
  • EE.ZipCode *
  • EE.City *
  • EE.State (2 character) *
  • EE.SSN *
  • EEI.crEmploymentStatus.ImportID: *
    • Terminated = T
    • Otherwise, Active = A
  • EEI.crEmploymentType.ImportID:
    • Part Time = PT
    • Otherwise, Full Time, FT
  • CL.LocationCode (Work location code, must match Prism value) *
  • EEI.JobCode (must match Prism job code for this client) *
  • EEI.OriginalHireDate *
  • EEI.HireDate *
  • EEI.StartDate *
  • EEI.luPayMethod.ImportID: *
    • Salary = S
    • Hourly = H
    • Driver = D
    • Commission = C
  • EEI.HourlyRate (min 1)
  • EEI.StandardHoursPerPeriod *
  • EE.crMaritalStatus.ImportID: *
    • Married = M
    • Single = S
    • Divorced = D
  • EEI.HRPPayGroup (must match Prism pay group for this client) *
  • EEI.luPayFrequency.ImportID: *
    • Weekly = W
    • Bi-Weekly 1 = B
    • Bi-Weekly 2 = B
    • Monthly = M
    • Semi-Monthly = S
    • Yearly = Y
    • Otherwise, Hourly = H
  • EE.crGender.ImportID: *
    • Male = M
    • Female = F
  • EE.crEthnicClassification.ImportID: *
    • Caucasian = W
    • Asian = A
    • Native American = N
    • Hispanic = H
    • Black = B
    • Unknown = X
  • EE.luWorkStateFilingStatus.ImportID (if required) *
  • EE.luHomeStateFIlingStatus.ImportID (if required)
  • EE.WorkStateTaxExemptAmt (if required) *
  • EE.HomeStateTaxExemptAmt (if required)
  • EE.WorkStatePrimaryAllowance (if required)
  • EE.HomeStatePrimaryAllowance (if required)
  • EE.HomeStateSecondaryAllowance (if required)