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Import Employees

**Released in Avanti 10**

You can import new employees into Avanti or update information for existing employees in the Employee Profile using Import Employees.

If Import Employees isn’t on your System Menu yet, go to How to Add New Items to Your Avanti Menus for more information.

Important Information
Import Employees is only available for Avanti SaaS Clients.

Import File Overview

  • Columns can be in any order in the import file; each column should have a header row to help identify the column’s information. For more information on how information flows into Avanti, go to the Column Mapping section below.

  • The import file can include columns that won’t import into Avanti.

  • The file can be an excel file or comma delimited (.xls, .xlsx, or .csv).

  • A sample import file can be found as a link at the bottom of this article.

  • When you’re creating new employees, the following are required.

    • Employee Number

    • Surname

    • Given Name

    • City

    • Province

    • Birth Date

    • Initial Hire Date

      Additional columns may be required if an Employee Default Group isn’t selected or if required information isn’t included in the Employee Defaults Group.

  • When you’re updating an existing employee, the only required field is the employee number.

  • For more information on creating the import file, go to the Formatting the Import File section below.

How to Import Employees

Once the file is prepared, you’re ready to start the import.

Step 1: Open Import Employees in the Avanti Desktop Application.
By default, this can be found in Canadian Payroll >> Employee Profile.

Additional Information
Can't find Import Employees in your Avanti Desktop? Go to How to Add New Items to Your Avanti Menus for more information.

Step 2: Select beside Import File, and locate the file.

Additional Information
If an Error found: The process cannot access the file because it is being used by another process message displays, you still have the file open on your computer. Close the file, then select Refresh.

Step 3: Indicate which sheet of the excel file contains employee information in Sheet.

Additional Information
This is only required if you’re importing an Excel file. You can only import one excel sheet at a time.

Step 4: Select the format of any Date in the file:

  • MDY - Select if the dates in the file are Month, Day, then Year.

  • YMD - Select if the dates in the file are Year, Month, then Day.

  • DMY - Select if the dates in the file are Day, Month, then Year.

Additional Information
This is only required if you’re importing a .csv file. For more information on the date formatting, go to the Formatting the Import File section below.

Step 5: Select Allow Duplicate SIN to import employees with a SIN that already exists in Avanti.

Step 6: If you’re importing updates to existing employees, ensure Update Existing Employees is selected. If you’re only importing new employees, it’s best if Update Existing Employees is deselected.

Additional Information
Deselecting Update Existing Employees helps ensure you don’t accidentally overwrite an existing employee when the import file only contains employees who aren’t currently in Avanti.

Step 7: In Avanti Field, select which employee information the column should update.

  • If the column shouldn’t import into Avanti, select Not Used.

Step 8: Repeat Step 7 for each Import Column that doesn’t have an Avanti Field selected.

Additional Information
Also, you should double-check any field automatically mapped to ensure accuracy.

Step 9: Select Import once you’re ready to import the file.

Step 10: If the file is error-free, select Yes to import the file.

  • If there are errors, you’ll need to adjust the file before you can import. If you can’t resolve the error, we’re here to help. Contact Client Care, Care@Avanti.ca, for additional assistance.

Congratulations! You’ve successfully imported the file.

Column Mapping

To support import files from any source, you’ll need to map each column to the correct Avanti field. This means you won’t have to rearrange the columns in the import file.

You’ll only need to map the columns if:

  • It’s the first time you’re importing employees into Avanti

  • You’ve added new columns to the import file

Once you select the import file in Import Employees, the file’s column headers populate the Import Column. The corresponding Avanti Field automatically populates if:

  • You mapped the column during a previous import.

  • The column header matches one of the Possible Headers found in the Formatting the Import File section below.

For example, if column header EE Number hasn’t been mapped and doesn’t match a Possible Header, the Avanti Field defaults to Blank. You’ll need to update the Avanti Field, so Avanti knows this column is the Employee Number.

If a column from the file shouldn’t import into Avanti, select Not Used for the Avanti Field. Only mapped fields import into Avanti.

Formatting the Import File

Province Codes

  • AB – Alberta

  • BC – British Columbia

  • MB – Manitoba

  • NB – New Brunswick

  • NF – Newfoundland

  • NS – Nova Scotia

  • NT – Northwest Territories

  • NU – Nunavut

  • ON – Ontario

  • PE – Prince Edward Island

  • QC – Quebec

  • SK – Saskatchewan

  • YT – Yukon Territories

  • ZZ – Outside North America

Amount Formats
Amounts can have two decimal places unless otherwise indicated. If there’s a comma in an amount, enclose the amount in quotations. Don’t forget to include - for any negative amounts.

The following amounts are valid:

          1432.31          432.00          1432          "1432"          "1,432"          "1,432.31"          -1432.31

Date Format
The year can be 2 or 4 digits. A character separating the day, month and year is optional. Date format can be:

  • Year/Month/Day

  • Month/Day/Year

  • Day/Month/Year

If you’re importing a .csv file, the format of dates in the import file must be consistent with the date selected during import.

For example the following are all valid date entries for December 31, 1962: 

19621231

62/12/31

62-12-31

621231

62 12 31

12311962

12/31/62

12-31-62

123162

12 31 62

31121962

31/12/62

31-12-62

311262

31 12 62

Phone Number Formats

Phone numbers can be separated with a spaces, dashes, or commas. You can also have the area code in brackets. If there’s a comma in the phone number, enclose the number in quotations.

For example the following are all valid numbers for 403 225 2366:

     (403)225-2366          4032252366           225-2366           2252366          “403,252,3666”

Employee Information
All the employee information you can import is outlined below. If one of the Possible Headers is in the header row of the import, the employee information automatically maps to the correct column in Avanti.

Additional details:

  • The Size below indicates the character limit on the import.

  • If the column is in yellow, the information is always required in the import.

  • If the column is blue, the information may be required in the import, depending on the other information imported.

Possible Headers

Size

Content and Format

Accumulated Service Hours, AccumServHrs 

11, 2

This amount populates the appropriate field on the totals tab.

Active

1

This populates the appropriate field on the Employment Data tab. If blank, the default is Yes.          Y – Yes          N – No

Address 1, Addr1

30

This populates the first address line on the Personal tab.

Address 2, Addr2

30

This populates the second address line on the Personal tab.

Advance Taken, AdvTaken

11,2

Amount populates the appropriate field on the Employment Data tab.

Base Rate, BaseRate

11, 2

The rate of the Base Rate Earning Code imported. If no Base Rate Earning Code is imported, this rate applies to Code 001 on the Earning Codes tab. 

When updating an employee, the base rate doesn’t update unless a new base rate is entered.
When creating new employees, this is required unless a grid code is provided.

Base Rate Earning Code, BaseRateEarnCode

3

The earning code of the base rate earning on the Earnings tab. If nothing is entered, the base rate earning code is Code 001.

Base Rate Grid Code, BaseRateGridCode

3

Must be a valid rate grid code. This populates the appropriate field on the base rate earning code field on the Earnings tab.

Base Rate Grid Percent, BaseRateGridPercent

1, 4

Required if a Rate Grid Code is being used. This populates the appropriate field on the base rate earning code field on the Earnings tab.

Base Rate Unit Code, BaseRateCode

1

Required unless grid code was entered. This populates the appropriate field on the base rate earning code field on the Earnings tab. H – Hour W – Week Y – Year U – Unit D – Day M – Month P – Period

Basic G/L Account, BasicEarnGL

 

Required if Basic G/L Option is A. This populates the appropriate field on the Employment Data tab.

Basic G/L Benefit Group, BasicBenGrp

4

Required if Basic G/L Option is A. Enter from the codes defined Canadian Payroll >> Employer Payroll Tables >> G/L Benefit Groups. This populates the appropriate field on the Employment Data tab.

Basic G/L Group, BasicGLGrp

4

Required if Basic G/L Option is A. Enter from the codes defined Canadian Payroll >> Employer Payroll Tables >> G/L Earning Groups. This populates the appropriate field on the Employment Data tab.

Basic G/L Option, BasicGLType

1

This populates G/L Option found on the Employment Data tab. Can be selected from the following options. A – Account G – Group

Birth Date, BirthDate

Date

This populates the field found on the Personal tab.

City

30

This populates the field found on the Personal tab.

Country

 

Country code defaults based upon the province or state. If ZZ is supplied the country code is blank. This populates the field found on the Personal tab.

Defaults Group, EmploymentGrp

9

Enter from the codes defined Canadian Payroll >> Employer Payroll Tables >> Employment Defaults >> Maintain Employment Defaults. This is validated during the import. This populates the appropriate field on the Employment Data tab.

Delivery Code, Delivery

9

Enter from the codes defined Canadian Payroll >> Employer Payroll Tables >> Delivery Codes. This populates the field found on the Payment Method tab. This is validated during import.

Deposit Account 1, Bank1Account

18

This populates the 1st Account Field on the Payment Method tab.

Deposit Account 2, Bank2Account

18

Optional. This populates the 2nd Account Field on the Payment Method tab.

Deposit Account 3, Bank3Account

18

Optional. This populates the 3rd Account Field on the Payment Method tab.

Deposit Account 4, Bank4Account

18

Optional. This populates the 4th Account Field on the Payment Method tab.

Deposit Account 5, Bank5Account

18

Optional. This populates the 5th Account Field on the Payment Method tab.

Deposit Account Type 1, Bank1Type

10

This populates Type for the first Bank on the Payment Method tab.

Deposit Account Type 2, Bank2Type

10

Optional. This populates Type for the second Bank on the Payment Method tab.

Deposit Account Type 3, Bank3Type

10

Optional. This populates Type for the third Bank on the Payment Method tab.

Deposit Account Type 4, Bank4Type

10

Optional. This populates Type for the fourth Bank on the Payment Method tab.

Deposit Account Type 5, Bank5Type

10

Optional. This populates Type for the fifth Bank on the Payment Method tab.

Deposit Amount 1, DepositAmt1

11,2

Not required for Bank 1. Bank 1 is intended for deposit of all amounts remaining after disbursement to any other bank(s) specified.
This populates the amount for the first bank on the Payment Method tab.

Deposit Amount 2, DepositAmt2

11,2

If Deposit type 2 = 0, enter dollar amount, if Deposit Type 2 = 1 enter percent value. This populates the amount for the second bank on the Payment Method tab.

Deposit Amount 3, DepositAmt3

11,2

If Deposit type 3 = 0, enter dollar amount, if Deposit Type 3 = 1 enter percent value. This populates the amount for the third bank on the Payment Method tab.

Deposit Amount 4, DepositAmt4

11,2

If Deposit type 4 = 0, enter dollar amount, if Deposit Type 4 = 1 enter percent value. This populates the amount for the fourth bank on the Payment Method tab.

Deposit Amount 5, DepositAmt5

11,2

If Deposit type 5 = 0, enter dollar amount, if Deposit Type 5 = 1 enter percent value. This populates the amount for the fifth bank on the Payment Method tab.

Deposit Bank Number 1, Bank1Number

3

Required if direct deposit used. This populates for the first Bank on the Payment Method tab.

Deposit Bank Number 2, Bank2Number

3

Optional. This populates for the second Bank on the Payment Method tab.

Deposit Bank Number 3, Bank3Number

3

Optional. This populates for the third Bank on the Payment Method tab.

Deposit Bank Number 4, Bank4Number

3

Optional. This populates for the fourth Bank on the Payment Method tab.

Deposit Bank Number 5, Bank5Number

3

Optional. This populates for the fifth Bank on the Payment Method tab.

Deposit Frequency 1, DepositFreq1

1

This populates appropriate Frequency field on the Payment Method tab. Required if direct deposit used. Defaults is Every Pay Period:
0 - Every Pay Period 1 - First Pay Period Of The Month
2 - Second Pay Period Of The Month 3 - Last Pay Period Of The Month
4 - Third Pay Period Of The Month 5 - Fourth Pay Period Of The Month

Deposit Frequency 2, DepositFreq2

1

Required if a second bank is being imported. Refer to Deposit Frequency for import information.

Deposit Frequency 3, DepositFreq3

1

Required if a third bank is being imported. Refer to Deposit Frequency for import information.

Deposit Frequency 4, DepositFreq4

1

Required if a fourth bank is being imported. Refer to Deposit Frequency for import information.

Deposit Frequency 5, DepositFreq5

1

Required if a fifth bank is being imported. Refer to Deposit Frequency for import information.

Deposit Transit 1, Bank1Transit

5

This populates appropriate Transit field on the Payment Method tab. Required if direct deposit used.

Deposit Transit 2, Bank2Transit

5

This populates appropriate Transit field on the Payment Method tab. Required if a second bank is being imported.

Deposit Transit 3, Bank3Transit

5

This populates appropriate Transit field on the Payment Method tab. Required if a third bank is being imported.

Deposit Transit 4, Bank4Transit

5

This populates appropriate Transit field on the Payment Method tab. Required if a fourth bank is being imported.

Deposit Transit 5, Bank5Transit

5

This populates appropriate Transit field on the Payment Method tab. Required if a fifth bank is being imported.

Deposit Type 1, DepositType1

1

If you're importing a percent in Deposit Amount 1 for the first bank on the Payment Method tab, enter 1. If blank, defaults to Dollar Amount.
0 - Dollar Amount 1 - Percent Amount

Deposit Type 2, DepositType2

1

If you're importing a percent in Deposit Amount 2 for the first bank on the Payment Method tab, enter 1. If blank, defaults to Dollar Amount.
0 - Dollar Amount 1 - Percent Amount

Deposit Type 3, DepositType3

1

If you're importing a percent in Deposit Amount 3 for the first bank on the Payment Method tab, enter 1. If blank, defaults to Dollar Amount.
0 - Dollar Amount 1 - Percent Amount

Deposit Type 4, DepositType4

1

If you're importing a percent in Deposit Amount 4 for the first bank on the Payment Method tab, enter 1. If blank, defaults to Dollar Amount.
0 - Dollar Amount 1 - Percent Amount

Deposit Type 5, DepositType5

1

If you're importing a percent in Deposit Amount 5 for the first bank on the Payment Method tab, enter 1. If blank, defaults to Dollar Amount.
0 - Dollar Amount 1 - Percent Amount

Email – Alerts, EMail-Alert

50

This populates the field found on the Personal tab.

Email – Default, EMail

50

This populates the field found on the Personal tab.

Email – Home, EMail-Home,

50

This populates the field found on the Personal tab.

Email – Pay Statements, EMail-PayStatement

50

Required if Payment Option = 5. This populates the field found on the Personal tab.

Email – Tax Slips, EMail-TaxSlips

50

This populates the field found on the Personal tab.

Email – Work, EMail-Work

50

This populates the field found on the Personal tab.

Employee Number, Empno

9

This populates the field found on the Personal tab.

Employment Status, EmployStatus

2

Enter from the codes defined Canadian Payroll >> Employer Payroll Tables >> Employment Status Codes. This populates the field found on the Employment Data tab.

Enable Web Services, WebStatement

1

This populates the field found on the Personal tab. The default is No. Y – Yes N – No

Estimated Annual Expense, EstAnnualExpense

11, 2

Required if Yes is selected for Use Estimated Annual Income or Use Commission Tax Method. This amount populates the field found on the Tax Factors tab.

Estimated Annual Income, EstAnnualIncome

11, 2

Required if Yes is selected for Use Estimated Annual Income or Use Commission Tax Method. This amount populates the field found on the Tax Factors tab.

Expected Recall Date, ExpectedRecallDate

Date

This populates the field found on the Date tab.

F1 Deductions, Td1F1

11,2

This amount populates the field found on the Tax Factors tab.

Federal K3 Tax Credit, Td1K3

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Additional Tax, Td1ExtraTax

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Age Amount, Td1Credit3

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Basic Personal, Td1Credit1

11,2

This amount populates the field found on the Tax Factors tab. If no value, the Basic Personal amount defaults to federal constant.

Federal TD1 Caregiver Amount, Td1Credit9

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Child Amount, Td1Credit2

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Dependent Transfer, Td1Credit12

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Disability Amount, Td1Credit6

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Eligible Dependent, Td1Credit8

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Infirm Depend 18+, Td1Credit10

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Pension Income, Td1Credit4

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Spousal, Td1Credit7

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Spousal Transfer, Td1Credit11

11,2

This amount populates the field found on the Tax Factors tab.

Federal TD1 Tuition Education, Td1Credit5

11,2

This amount populates the field found on the Tax Factors tab.

Final Pay Ending Date, EmploymentEndDate

Date

This populates the field found on the Date tab.

FTE

1,4

This populates the field found on the Employment Data tab.

Gender

1

Populates the field found on the Personal tab. Default is Male. M – Male F – Female X – Unspecified

Given Name, GivenName

30

This populates the field found on the Personal tab.

HD Designated Area, Td1Hd

11,2

This amount populates the field found on the Tax Factors tab.

HR Benefit Group, BenefitGroup

2

A code defined Benefits Administration >> Installation and Maintenance >> Benefit Groups. This populates the field found on the Employment Data tab.

Initial

1

This populates the field found on the Personal tab.

Initial Hire Date, InitialHireDate

Date

This populates the field found on the Dates tab.

Job Status, JobStatus

2

Enter from the codes defined Canadian Payroll >> Employer Payroll Tables >> Job Status Codes. This populates the field found on the Employment Data tab.

Language, FirstLanguage

1

This populates the field found on the Personal tab. The Default is English, E - English F - French

Last Hire Date, LastHireDate

 

This populates the field found on the Dates tab. If nothing is entered, the Last Hired Date of a new employee defaults to the Initial Hired Date.

LCF Tax Credit, Lcf

11,2

This amount populates the field found on the Tax Factors tab.

LCP Tax Credit, Lcp

11,2

This amount populates the field found on the Tax Factors tab.

Location Code, Locn

4

Enter from the codes defined Canadian Payroll >> Employer Payroll Tables >> Location Codes. This populates the field found on the Employment Data tab.

Marital Status, Marital

1

This populates the field found on the Personal tab. The default is Other. O – Other S - Single E - Divorced F - Separated D – Common Law G - Widowed M – Married

Overtime Exempt, Exempt

1

This populates the field found on the Employment Data tab. The default is No. Y – Yes N – No

Pay Group, PayGrp

3

Enter a pay group from the groups defined Canadian Payroll >> Employer Payroll Tables >> Pay Group. Pay Group is validated during the import. This populates the field found on the Employment Data tab.

Payment Option, ChequeOption

1

This populates the field found on the Payment Method tab. The Default is Cheque and Stub.
0 - Cheque, Stub And Statement 1 - Cheque And Stub 
2 - Cheque And Statement 3 - Deposit And Stub
4 - Deposit And Statement 5 - Deposit And Email Statement

Phone Number 1, PhoneNumber1

30

Please see the allowed phone number formats in Data Formats. This populates the field found on the Personal tab.

Phone Number 2, PhoneNumber2

30

Please see the allowed phone number formats in Data Formats. This populates the field found on the Personal tab.

Phone Number 3, PhoneNumber3

30

Please see the allowed phone number formats in Data Formats. This populates the field found on the Personal tab.

Phone Number 4, PhoneNumber4

30

Please see the allowed phone number formats in Data Formats. This populates the field found on the Personal tab.

Phone Type 1, PhoneType1

2

The default is the Phone Labels specified on the Additional Field Names tab in Canadian Payroll >> Installation & Maintenance >> Payroll Parameters. 00 – Not Used 01 – Work 02 – Home 03 – Work 2 04 – Home 2 05 – Work Fax 06 – Home Fax 07 – Cell 08 – Pager 09 – Other 10 – Work Cell 11 – Home Cell This populates the field found on the Personal tab.

Phone Type 2, PhoneType2

2

Refer to Phone Type 1. This populates the field found on the Personal tab.

Phone Type 3, PhoneType3

2

Refer to Phone Type 1. This populates the field found on the Personal tab.

Phone Type 4, PhoneType4

2

Refer to Phone Type 1. This populates the field found on the Personal tab.

Position Code, Position

6

Enter a Position from the codes defined Canadian Payroll >> Employer Payroll Tables >> Position Codes. This populates the field found on the Employment Data tab.

Postal Code, Postal

10

The first character of the Postal code is validated against the province during the import. This populates the field found on the Personal tab.

Preferred Name, PreferredName

30

This populates the field found on the Personal tab.

Prov K3 Tax Credit, Td1K3p

11,2

This populates the field found on the Tax Factors tab.

Province, Prov

2

This populates the field found on the Personal tab. Enter the appropriate two-character code located in the Province Codes section above.

Province Of Employment, ProvEmployed

2

Enter the appropriate two-character code located in the Province Codes section above. This populates the field found on the Tax Factors tab.

Provincial Family Tax Benefit (MB), Td1pCredit14

11,2

This populates the field found on the Tax Factors tab.

Provincial TD1 Age Amount, Td1pCredit2

11,2

This populates the field found on the Tax Factors tab.

Provincial TD1 Basic Personal, Td1pCredit1

11,2

This populates the field found on the Tax Factors tab. If no value, Basic Personal defaults to provincial constant amount based on Province of Employment.

Provincial TD1 Caregiver Amount, Td1pCredit10

11,2

This populates the field found on the Tax Factors tab. If Province of Employment is Quebec, this populates the Quebec Disability Amount field.

Provincial TD1 Child Amount (SK, YT), Td1pCredit9

11,2

This populates the field found on the Tax Factors tab. If Province of Employment is Quebec, this populates the Quebec Eligible Dependent field.

Provincial TD1 Dependent Transfer, Td1pCredit13

11,2

This populates the field found on the Tax Factors tab.

Provincial TD1 Disability, Amount/QC Additional Tax, Td1pCredit6

11,2

This populates the field found on the Tax Factors tab. If Province of Employment is Quebec, this populates the Quebec Additional Tax field.

Provincial TD1 Dependent/QC Spousal, Td1pCredit8

11,2

This populates the field found on the Tax Factors tab. If Province of Employment is Quebec, this populates the Quebec Spousal field.

Provincial TD1 Infirm Depend 18+, Td1pCredit11

11,2

This populates the field found on the Tax Factors tab. If Province of Employment is Quebec, this populates the Quebec Age Amount field.

Provincial TD1 Pension Income, Td1pCredit4

11,2

This populates the field found on the Tax Factors tab.

Provincial TD1 Senior Supp (Sask), Td1pCredit3

11,2

This populates the field found on the Tax Factors tab.

Provincial TD1 Spousal, Td1pCredit7

11,2

This populates the field found on the Tax Factors tab. If Province of Employment is Quebec, this populates the Quebec Q1 Share Purchase field.

Provincial TD1 Spousal Transfer, Td1pCredit12

11,2

This populates the field found on the Tax Factors tab. If Province of Employment is Quebec, this populates the Quebec Support Payments field.

Provincial TD1 Tuition and Education Amount, Td1pCredit5

11,2

This populates the field found on the Tax Factors tab.

ROE Issued, ROEIssued

1

This populates the field found on the Dates tab. Required if ROE issued is Yes. The default is No.  Y – Yes N – No.

ROE Issued Date, ROEIssuedDate

Date

This populates the field found on the Dates tab. If updating an existing employee, ROE Issued Date updates if the employee has been terminated.

Salaried

1

This populates the field found on the Employment Data tab. The default is Hourly. Y – Salaried N – Hourly

Seniority Date, SeniorityDate

 

This populates the field found on the Dates tab. If nothing is entered, the Seniority Date of a new employee defaults to the Initial Hired Date.

SIN

9

SIN is validated during the import. This populates the field found on the Personal tab.

Sin Expiry Date, SinExpiryDate

Date

This populates the field found on the Dates tab.

Smoker

1

This populates the field found on the Personal tab. The default is No.
Y – Yes N – No

Surname

30

This populates the field found on the Personal tab.

Tax Employment Code, TaxEmploymentCode

2

This populates the field found on the Tax Factors tab for T4 Box 29. The default is Not Applicable.
00 - Not Applicable 13 - Barber/hairdresser
14 - Withdrawal from salary def 11 - Placement agency
15 - Seasonal Agricultural prog 12 - Taxi driver
16 - Social Security Agreement 17 - Fishers

TD1 Tax Exempt, Td1Exempt

1

The default is to deduct federal and provincial tax. This populates the fields found on the Tax Factors tab. Y - Both federal and provincial exempt N - Both federal and provincial not exempt F - Federal exempt, provincial not exempt P - Provincial exempt, federal not exempt

Termination Code, TerminationCode

1

Required if Termination Date provided. This populates the field found on the Dates tab.
A - Shortage of Work/End of Season B - Strike or Lockout 
C - Return to School D - Illness or Injury E - Quit F - Pregnancy
G - Early Retirement H – Worksharing J - Apprentice Training 
K – Other M - Dismissal N - Leave of Absence P - Parental
Z - Compassionate Care

Termination Date, TerminationDate

Date

Employees are inactivated when a termination date is provided. This populates the field found on the Dates tab.

Union Code, UnionCode

6

Enter a valid Union Code from the codes defined Canadian Payroll >> Employer Payroll Tables >> Union Codes. This populates the field found on the Employment Data tab. The default is blank.

Use Commission Tax Method, UseCommTaxMethod

1

This populates the field found on the Tax Factors tab.
Y – Yes N – No.

Use Estimated Annual Income, UseEstAnnualIncome

1

This populates the field found on the Tax Factors tab. The default is No.
Y – Yes N – No.

User Defined Amount 1, DedFig1

11,2

User Defined Amount M1. This populates the corresponding field found on the Values tab.

User Defined Amount 10, DedFig10

11,2

User Defined Amount M30. This populates the corresponding field found on the Values tab.

User Defined Amount 11, DedFig11

11,2

User Defined Amount M31. This populates the corresponding field found on the Values tab.

User Defined Amount 12, DedFig12

11,2

User Defined Amount M32. This populates the corresponding field found on the Values tab.

User Defined Amount 13, DedFig13

11,2

User Defined Amount M33. This populates the corresponding field found on the Values tab.

User Defined Amount 14, DedFig14

11,2

User Defined Amount M34. This populates the corresponding field found on the Values tab.

User Defined Amount 15, DedFig15

11,2

User Defined Amount M35. This populates the corresponding field found on the Values tab.

User Defined Amount 2, DedFig2

11,2

User Defined Amount M2. This populates the corresponding field found on the Values tab.

User Defined Amount 3, DedFig3

11,2

User Defined Amount M3. This populates the corresponding field found on the Values tab.

User Defined Amount 4, DedFig4

11,2

User Defined Amount M4. This populates the corresponding field found on the Values tab.

User Defined Amount 5, DedFig5

11,2

User Defined Amount M5. This populates the corresponding field found on the Values tab.

User Defined Amount 6, DedFig6

11,2

User Defined Amount M6. This populates the corresponding field found on the Values tab.

User Defined Amount 7, DedFig7

11,2

User Defined Amount M7. This populates the corresponding field found on the Values tab.

User Defined Amount 8, DedFig8

11,2

User Defined Amount M8. This populates the corresponding field found on the Values tab.

User Defined Amount 9, DedFig9

11,2

User Defined Amount M9. This populates the corresponding field found on the Values tab.

User Defined Date 1, OtherDate1

Date

User Defined Date M11. This populates the corresponding field found on the Dates tab.

User Defined Date 10, OtherDate10

Date

User Defined Date M20. This populates the corresponding field found on the Dates tab.

User Defined Date 11, OtherDate11

Date

User Defined Date M21. This populates the corresponding field found on the Dates tab.

User Defined Date 12, OtherDate12

Date

User Defined Date M22. This populates the corresponding field found on the Dates tab.

User Defined Date 2, OtherDate2

Date

User Defined Date M12. This populates the corresponding field found on the Dates tab.

User Defined Date 3, OtherDate3

Date

User Defined Date M13. This populates the corresponding field found on the Dates tab.

User Defined Date 4, OtherDate4

Date

User Defined Date M14. This populates the corresponding field found on the Dates tab.

User Defined Date 5, OtherDate5

Date

User Defined Date M15. This populates the corresponding field found on the Dates tab.

User Defined Date 6, OtherDate6

Date

User Defined Date M16. This populates the corresponding field found on the Dates tab.

User Defined Date 7, OtherDate7

Date

User Defined Date M17. This populates the corresponding field found on the Dates tab.

User Defined Date 8, OtherDate8

Date

User Defined Date M18. This populates the corresponding field found on the Dates tab.

User Defined Date 9, OtherDate9

Date

User Defined Date M19. This populates the corresponding field found on the Dates tab.

User Defined Text 1, OtherText1

126

User Defined Text T1. This populates the corresponding field found on the Values tab.

User Defined Text 10, OtherText10

126

User Defined Text T10. This populates the corresponding field found on the Values tab.

User Defined Text 11, OtherText11

126

User Defined Text T11. This populates the corresponding field found on the Values tab.

User Defined Text 12, OtherText12

126

User Defined Text T12. This populates the corresponding field found on the Values tab.

User Defined Text 13, OtherText13

126

User Defined Text T13. This populates the corresponding field found on the Values tab.

User Defined Text 14, OtherText14

126

User Defined Text T14. This populates the corresponding field found on the Values tab.

User Defined Text 15, OtherText15

126

User Defined Text T15. This populates the corresponding field found on the Values tab.

User Defined Text 16, OtherText16

126

User Defined Text T16. This populates the corresponding field found on the Values tab.

User Defined Text 17, OtherText17

126

User Defined Text T17. This populates the corresponding field found on the Values tab.

User Defined Text 18, OtherText18

126

User Defined Text T18. This populates the corresponding field found on the Values tab.

User Defined Text 19, OtherText19

126

User Defined Text T19. This populates the corresponding field found on the Values tab.

User Defined Text 2, OtherText2

126

User Defined Text T2. This populates the corresponding field found on the Values tab.

User Defined Text 20, OtherText20

126

User Defined Text T22. This populates the corresponding field found on the Values tab.

User Defined Text 3, OtherText3

126

User Defined Text T3. This populates the corresponding field found on the Values tab.

User Defined Text 4, OtherText4

126

User Defined Text T4. This populates the corresponding field found on the Values tab.

User Defined Text 5, OtherText5

126

User Defined Text T5. This populates the corresponding field found on the Values tab.

User Defined Text 6, OtherText6

126

User Defined Text T6. This populates the corresponding field found on the Values tab.

User Defined Text 7, OtherText7

126

User Defined Text T7. This populates the corresponding field found on the Values tab.

User Defined Text 8, OtherText8

126

User Defined Text T8. This populates the corresponding field found on the Values tab.

User Defined Text 9, OtherText9

126

User Defined Text T9. This populates the corresponding field found on the Values tab.

Vacation Date, VacDate

Date

This populates the field found on the Dates tab. If nothing is entered, the Vacation Date of a new employee defaults to the Initial Hired Date.

Vacation Earn Code, VacEarnCode

3

Required if Vacation Option is 1. This populates the field found on the Employment Data tab. The earning code must have an Earning Type of Vacation.

Vacation Group, VacGrp

2

Enter a vacation group from the groups defined Canadian Payroll >> Employer Payroll Tables >> Vacation Group. This populates the field found on the Employment Data tab.

Vacation Option, VacCode

1

This populates the field found on the Employment Data tab. Enter from the following options:
0 – Not Accrued or Paid 1 – Paid Each Period 2 – Accrued
3 – Pay Out Accrued

Work Group, WorkGroupId

9

Enter a valid work group from the groups defined in Time & Attendance >> Installation & Maintenance >> Work Groups. This populates the field found on the Employment Data tab.

Y Dependent Credit, Td1Y

11,2

This amount populates the field found on the Tax Factors tab.

M
Marlo is the author of this solution article.

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