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.
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, 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 & Labrador
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.
Some columns may be required if you don’t include a Default Group in the import or if the employee’s Default Group doesn’t contain that information.
Possible Headers | Size | Required | 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. | |
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 |
| Maybe | 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 | Maybe | 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 | Maybe | 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 | Maybe | 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 | Yes | This populates the field found on the Personal tab. |
City | 30 | Yes | 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. | |
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: | |
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. | |
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. | |
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. | |
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. | |
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. | |
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 | Yes | This populates the field found on the Personal tab. |
Employment Status, EmployStatus | 2 | Maybe | 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 | Maybe | 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 | Maybe | 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 | Yes | 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 | Yes | This populates the field found on the Personal tab. |
Initial Hire Date, InitialHireDate | Date | Maybe | 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 | Maybe | 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 | Maybe | This populates the field found on the Employment Data tab. The default is No. Y – Yes N – No |
Pay Group, PayGrp | 3 | Maybe | 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 | Maybe | This populates the field found on the Payment Method tab. The Default is Cheque and Stub. |
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 | Maybe | 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 | Yes | 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 | Maybe | 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 | Maybe | 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. | |
Surname | 30 | Yes | 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. | |
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. | |
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 | Maybe | 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. | |
Use Estimated Annual Income, UseEstAnnualIncome | 1 | This populates the field found on the Tax Factors tab. The default is 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 | Maybe | User Defined Text T1. This populates the corresponding field found on the Values tab. |
User Defined Text 10, OtherText10 | 126 | Maybe | User Defined Text T10. This populates the corresponding field found on the Values tab. |
User Defined Text 11, OtherText11 | 126 | Maybe | User Defined Text T11. This populates the corresponding field found on the Values tab. |
User Defined Text 12, OtherText12 | 126 | Maybe | User Defined Text T12. This populates the corresponding field found on the Values tab. |
User Defined Text 13, OtherText13 | 126 | Maybe | User Defined Text T13. This populates the corresponding field found on the Values tab. |
User Defined Text 14, OtherText14 | 126 | Maybe | User Defined Text T14. This populates the corresponding field found on the Values tab. |
User Defined Text 15, OtherText15 | 126 | Maybe | User Defined Text T15. This populates the corresponding field found on the Values tab. |
User Defined Text 16, OtherText16 | 126 | Maybe | User Defined Text T16. This populates the corresponding field found on the Values tab. |
User Defined Text 17, OtherText17 | 126 | Maybe | User Defined Text T17. This populates the corresponding field found on the Values tab. |
User Defined Text 18, OtherText18 | 126 | Maybe | User Defined Text T18. This populates the corresponding field found on the Values tab. |
User Defined Text 19, OtherText19 | 126 | Maybe | User Defined Text T19. This populates the corresponding field found on the Values tab. |
User Defined Text 2, OtherText2 | 126 | Maybe | User Defined Text T2. This populates the corresponding field found on the Values tab. |
User Defined Text 20, OtherText20 | 126 | Maybe | User Defined Text T22. This populates the corresponding field found on the Values tab. |
User Defined Text 3, OtherText3 | 126 | Maybe | User Defined Text T3. This populates the corresponding field found on the Values tab. |
User Defined Text 4, OtherText4 | 126 | Maybe | User Defined Text T4. This populates the corresponding field found on the Values tab. |
User Defined Text 5, OtherText5 | 126 | Maybe | User Defined Text T5. This populates the corresponding field found on the Values tab. |
User Defined Text 6, OtherText6 | 126 | Maybe | User Defined Text T6. This populates the corresponding field found on the Values tab. |
User Defined Text 7, OtherText7 | 126 | Maybe | User Defined Text T7. This populates the corresponding field found on the Values tab. |
User Defined Text 8, OtherText8 | 126 | Maybe | User Defined Text T8. This populates the corresponding field found on the Values tab. |
User Defined Text 9, OtherText9 | 126 | Maybe | User Defined Text T9. This populates the corresponding field found on the Values tab. |
Vacation Date, VacDate | Date | Maybe | 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 | Maybe | 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 | Maybe | 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 | Maybe | This populates the field found on the Employment Data tab. Enter from the following options: |
WCBgrp | 3 | Maybe | Enter a WCB group from the groups defined Canadian Payroll >> Taxation & Assessment Tables >> Worker’s Comp Groups. This populates Worker’s Comp on the Employment Data tab. |
Work Group, WorkGroupId | 9 | Maybe | 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. |