Ensure that you have MFA enabled on your Payroll Integrations account before completing the below steps. If you have not yet enabled MFA, you can do so by following the guide found here.
1. Select your company name on the left side of the screen.
2. Select the Payroll Activity Tab
3. Click the Download button on the right and select "Download Payroll TXT"
4. Open a blank workbook in Excel and navigate to the Data tab, Select “From Text/CSV”
5. Find the file you just downloaded and select Open or Import
6. Replace the text under "Fixed Width" with the following, and hit Enter or Load
0, 13, 24, 44, 79, 99, 119, 134, 144, 145, 146, 181, 216, 236, 238, 248, 258, 268, 272, 274, 284, 294, 304, 314, 324, 334, 344, 354, 364, 374, 384, 394, 399, 410, 421, 432, 433, 439, 440, 450, 451, 452, 453, 463, 473, 553, 570, 572, 592, 593, 599, 601, 611, 617, 697
7. Review file, and refer to the below specs to find out which column is which.
Column | Field Description |
1 | Plan Number |
2 | Employee SSN |
3 | Division number |
4 | Last Name |
5 | First Name |
6 | Middle Name |
7 | Name Suffix |
8 | Birth Date |
9 | Gender |
10 | Marital Status |
11 | Address Line 1 |
12 | Address Line 2 |
13 | City |
14 | State |
15 | Zip Code |
16 | Home Phone Number |
17 | Work Phone Number |
18 | Work Phone Ext. |
19 | Country Code |
20 | Hire Date |
21 | Termination Date |
22 | Re-Hire Date |
23 | Checkdate |
24 | Contribution Amount 1 |
25 | Contribution Amount 2 |
26 | Contribution Amount 3 |
27 | Contribution Amount 4 |
28 | Contribution Amount 5 |
29 | Contribution Amount 6 |
30 | Contribution Amount 7 |
31 | Contribution Amount 8 |
32 | Hours Worked |
33 | YTD Total Compensation |
34 | YTD Plan Compensation |
35 | YTD Pre Entry Compensation |
36 | Highly Comp Employee Code |
37 | Percent of Ownership |
38 | Officer Determination |
39 | Participation Date |
40 | Eligibility Code |
41 | Filler |
42 | LOA Reason Code |
43 | LOA Start Date |
44 | LOA End Date |
45 | Work Email Address |
46 | Salary Amount |
47 | Salary Amount Qualifier |
48 | Termination Reason Code |
49 | Sarbanes Oxley Reporting Indicator |
50 | Filler |
51 | Federal Exemptions |
52 | Employer Assigned ID |
53 | Compliance Status Code |
54 | Personal Email Address |
55 | Mobile Phone |