Employee List Fields (Import/Export)

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The following table lists the fields available for import or export, with a brief description of the field and (when necessary) a character limit for the field. The Import? column identifies which fields are available for import (all are available for export).

Note: Employee fields are exported using EMPLOYEE.CSV as the default file name.

Field Name

Import?

Description of Field

Limit

Employee ID

Y

Alphanumeric - Employee ID number

Up to 20 characters

Employee First Name

Y

Alphanumeric - Employee name

Up to 15 characters

Employee Middle Initial

Y

Alphanumeric - Employee name

1

Employee Last Name

Y

Alphanumeric - Employee name

Up to 20 characters

Sales Rep

Y

Boolean - Sales Rep check box; valid choices are [True] or [False]

Employee

Y

Boolean - Employee check box; valid choices are [True] or [False].

Inactive

Y

Boolean - Inactive check box; valid choices are [True] or [False], where True=Inactive and False=Active.

Address-Line One

Y

Alphanumeric - Employee Address line 1

Up to 30 characters

Address-Line Two

Y

Alphanumeric - Employee Address line 2

Up to 30 characters

City

Y

Alphanumeric - Employee city

Up to 20 characters

State

Y

Alphanumeric - Employee state

Up to 2 characters

Zip

Y

Alphanumeric - Employee ZIP Code

Up to 12 characters

Country

Y

Alphanumeric - Employee country

Up to 15 characters

Employee Social Security #

Y

Alphanumeric - Employee social security number

Up to 11 characters

Employee Type

Y

Alphanumeric - Employee type category

Up to 8 characters

Home Phone

Y

Alphanumeric - Employee home phone number

Up to 20 characters

Employee Email

Y

Alphanumeric - Employee email address (use the [email protected] format)

Up to 64 characters

Federal Filing Status

Y

Numeric (Whole) - Federal filing status; valid numbers are 0 and 1, where 0=Single and 1=Married.

Federal Allowances

Y

Numeric (Whole) - Number of allowances the employee is claiming, enter 99 if employee is exempt.

Additional Fed Withholdings

Y

Numeric (Real) - Any additional withholdings the employee has requested.

State Filing Status

Y

Numeric (Whole) - State filing status; valid numbers are 0 to 15, where 0=Single and 1=Married, 2=Head/Household, 3=Not Required, 4=Married/Jointly, 5=Married/Separately, 6=Qualifying Widow(er), 7=Married/2 Incomes, 8=Special A, 9=Special B, 10=Special C, 11=Special D, 12=Special E, 13=Special F, 14=Special G, 15=Special H.

State Allowances

Y

Numeric (Whole) - Number of allowances the employee is claiming, enter 99 if employee is exempt.

Additional State Withholdings

Y

Numeric (Real) - Any additional withholding the employee has requested.

W2 ID-State

Y

Alphanumeric - Enter the state ID for the W2 forms. This is the state abbreviation. For example, use [GA] for the state of Georgia.

Up to 2 characters

Local Filing Status

Y

Numeric (Whole) - Local filing status; valid numbers are 0 to 15, where 0=Single and 1=Married, 2=Head/Household, 3=Not Required, 4=Married/Jointly, 5=Married/Separately, 6=Qualifying Widow(er), 7=Married/2 Incomes, 8=Special A, 9=Special B, 10=Special C, 11=Special D, 12=Special E, 13=Special F, 14=Special G, 15=Special H.

Local Allowances

Y

Numeric (Whole) - Number of allowances the employee is claiming, enter 99 if employee is exempt.

Additional Local Withholdings

Y

Numeric (Real) - Any additional withholding the employee has requested.

W2 ID-Local

Y

Alphanumeric - Enter the local ID for the W2 forms. This is the location within the state. For example, [NYC RES] for New York City residents.

Up to 8 characters

Retirement Plan

Y

Boolean - Retirement Plan check box, valid choices are [True] or [False]. Check this box if you want the Pension box on the employee's W2 form checked.

Statutory

Y

Boolean - Statutory check box; valid choices are [True] or [False]. Check this box if this contractor qualifies as a statutory employer.

Date Hired

Y

Date - Date employee was hired. Must be in ##/##/## (month/day/yr) format. (This field is required if using Electronic Time and Attendance.)

Date Last Raise

Y

Date - Date of employee's last raise. Must be in ##/##/#### (month/day/yr) format.

Date Terminated

Y

Date - Date of employee's resignation or termination. Must be in ##/##/## (month/day/yr) format.

Label for Employee Custom Field 1

(entered in Employee Defaults)

Y

Alphanumeric - The text value of employee custom field 1 (entered in Maintain Employees/Sales Reps).

Up to 40 characters

Label for Employee Custom Field 2

(entered in Employee Defaults)

Y

Alphanumeric - The text value of employee custom field 2 (entered in Maintain Employees/Sales Reps).

Up to 40 characters

Label for Employee Custom Field 3

(entered in Employee Defaults)

Y

Alphanumeric - The text value of employee custom field 3 (entered in Maintain Employees/Sales Reps).

Up to 40 characters

Label for Employee Custom Field 4

(entered in Employee Defaults)

Y

Alphanumeric - The text value of employee custom field 4 (entered in Maintain Employees/Sales Reps).

Up to 40 characters

Label for Employee Custom Field 5

(entered in Employee Defaults)

Y

Alphanumeric - The text value of employee custom field 5 (entered in Maintain Employees/Sales Reps).

Up to 40 characters

Pay Method

Y

Numeric (Whole) - The employees pay method; valid choices are 0=Salary, 1=Hourly-Hours Per Pay Period, 2=Hourly-Time Ticket Hours (Sage 50 Premium Accounting and higher), and 3=Hourly-Electronic Time (no longer supported).

Pay Frequency

Y

Numeric (Whole) - Frequency of employee payment; valid numbers are: 0=Weekly, 1=Bi-weekly, 2=Semi-monthly, 3=Monthly, and 7=Annually.

Hours Per Pay Period

Y

Numeric (Positive) - If Payment Method=1, then this field is required. If Payment Method=0, 2, or 3, then this field must be blank or zero.

Up to 9999.99

Hourly Billing Rate

Y

Numeric - The hourly rate used when applying this employee's time tickets to customer invoices. All employees have access to this field (salaried or hourly). This field is not required. (Sage 50 Premium Accounting and higher)

Up to 999,999,9999.99

Pay Info-Use Standard (there are 20 levels)

Y

Boolean - Employee's Pay Info Levels (1-20) custom/standard check box; valid choices are [True] or [False], where True=custom and False=use standard.

Pay Info-Account ID (there are 20 levels)

Y

Alphanumeric - G/L Gross account no. for Levels 1-20 (if you are not using standard). Must be a valid account number from your Chart of Accounts.

Pay Info-Rate/Amount (there are 20 levels)

Y

Numeric (Real) - The hourly rate or salary amount for Levels 1-20.

EmpEE Fields-Use Custom (there are 40 employee fields)

Y

Boolean - Employee's Fields 1-40 custom/standard check box; valid choices are [True] or [False], where True=custom and False=use standard.

EmpEE Fields-Account ID (there are 40 employee fields)

Y

Alphanumeric - Employee's Fields'

1-40 G/L account no. (if you are not using standard). Must be a valid account number from your Chart of Accounts.

EmpEE Fields-Calc On (there are 40 employee fields)

Y

Boolean - Employee Fields 1-40 calculation check box; valid choices are [True] or [False], where True=calculation on and False=calculation off.

EmpEE Fields-Calc Name (there are 40 employee fields)

Y

Alphanumeric - Employee Fields

1-40 calculation name from the payroll tax tables.

EmpEE Fields-Amount (there are 40 employee fields)

Y

Numeric (Real) - Employee Fields (1-40) amount if the field is not a calculation. Note that an amount is not required.

EmpEE Fields-Adj Integer (there are 40 employee fields, each with 6 integers)

Y

Numeric (Whole) - Employee Fields (1—40) adjusting gross information. The six adjust integer fields correspond to the 40 possible check boxes under the Adjust button.

EmpER Fields-Use Custom (there are 40 employer fields)

Y

Boolean - Employer's Fields (1-40) custom/standard check box; valid choices are [True] or [False], where True=custom and False=use standard.

EmpER Fields-Liab Acct ID (there are 40 employer fields)

Y

Alphanumeric - Employer Fields (1-40) liability account no. (if you are not using standard). Must be a valid account number from your Chart of Accounts.

EmpER Fields-Exp Acct ID (there are 40 employer fields)

Y

Alphanumeric - Employer Fields (1-40) expense account no. (if you are not using standard). Must be a valid account number from your Chart of Accounts.

EmpER Fields-Calc On (there are 40 employer fields)

Y

Boolean - Employer Fields (1-40) calculation check box; valid choices are [True] or [False], where True=calculation on and False=calculation off.

EmpER Fields-Calc Name (there are 40 employer fields)

Y

Alphanumeric - Employer Fields (1-40) calculation name from the payroll tax formulas.

EmpER Fields-Amount (there are 40 employer fields)

Y

Numeric (Real) - Employer Fields (1-40) amount if the field is not a calculation. Note that an amount is not required.

EmpER Fields-Adj Integer 1-6 (there are 40 employer fields, with up to 6 integers for each)

Y

Numeric (Whole) - Employer Fields (1-40) adjusting gross information. The six adjust integer fields correspond to the 40 possible check boxes under the Adjust button.

Raise Date

Y

Date - Date of employee's raise. Must be in ##/##/## (month/day/yr) format. (Sage 50 Premium Accounting and higher)

Applicable Rate Index (there are 20 levels)

Y

Numeric (Whole) - Hourly or Salary Pay Levels. (Sage 50 Premium Accounting and higher)

Tip: Both the applicable pay rate index and the pay rate name have been included to help map the two together. (For example, 0=Regular, 1=Overtime, etc.)

Applicable Rate Name (entered in Employee Defaults; there are 20 levels)

Y

Alphanumeric - The Field Name for Hourly or Salary Pay Levels (as entered in Employee Defaults on the Pay Level tab). (Sage 50 Premium Accounting and higher)

Base Amount

Y

Numeric (Real) - Base amount of pay, as displayed in Base Amount field of Raise History table. (Sage 50 Premium Accounting and higher)

Up to 14 characters (including commas and decimal point)

Raise Amount

Y

Numeric (Real) - Raise amount, as displayed in Raise Amount field of Raise History table. (Sage 50 Premium Accounting and higher)

Up to 14 characters (including commas and decimal point)

Raise Percentage

Y

Numeric (Real) - Raise percentage, as displayed in Raise Percentage field of Raise History table. (Sage 50 Premium Accounting and higher)

Up to 14 characters (including commas and decimal point)

Raise Notes

Y

Alphanumeric - Notes (If text was entered through use of the Note button in the Raise History table). (Sage 50 Premium Accounting and higher)

Up to 255 characters

Employee Suffix Y Alphanumeric Up to 4
characters
Employee Birth
Date
Y Date
Rehire Date Y Date
Gender Y Boolean-
0=Not Specified
1=Male
2=Female
Health Insurance
Eligible
Y Alphanumeric True/False
Receives electronic
W-2
Y Alphanumeric True/False
Annual Vacation
Hours Given
Y Numeric
Vacation Hours
Received On
Y Boolean -
0=Not Specified
1=By Calendar
Year
3=By Prorate
Vacation Hours
Maximum
Y Numeric
Annual Sick Time
Hours Give
Y Numeric
Sick Time Hours
Received On
Y Boolean -
0=Not Specified
1=By Calendar
Year
3=By Prorate
Sick Time Hours
Maximum
Y Numeric
Medical FSA Amount Y Numeric
Dependent FSA
Amount
Y Numeric
Dependent FSA
Status
Y Enumeration -
0=Single
4=Married Filing
Jointly
5=Married Filing
Separately
Adoption FSA
Amount
Y Numeric
SIMPLE Percentage Y Numeric, 0-100
Roth 401(k)
Percentage
Y Numeric, 0-100
Roth IRA Percentage Y Numeric, 0-100
IRA Percentage Y Numeric, 0-100
403(b) Percentage Y Numeric, 0-100
Roth 403(b)
Percentage
Y Numeric, 0-100
457(b) Percentage Y Numeric, 0-100
408(k) Percentage Y Numeric, 0-100
SIMPLE Catch-up Y Alphanumeric True/False
Roth 401(k) Catch-
up
Y Alphanumeric True/False
Roth IRA Catch-up Y Alphanumeric True/False
IRA Catch-up Y Alphanumeric True/False
403(b) Catch-up Y Alphanumeric True/False
Roth 403(b) Catch-
up
Y Alphanumeric True/False
457(b) Catch-up Y Alphanumeric True/False
408(k) Catch-up Y Alphanumeric True/False
Nickname Y Alphanumeric-Employee nickname up to 15 characters
Work Phone Y Alphanumeric - Employee work phone up to 20 characters
Mobile Phone Y Alphanumeric - Employee mobile phone

up to 20 characters

Employee Email 2 Y Alphanumeric - Employee email address (use the [email protected] format) up to 64 characters
Ethnic Origin Y

Numeric (whole) - Ethnic origin; valid numbers are 0-7, where 0=none specified, 1=American Indian/Alaska Native, 2=Asian, 3=Black/African American, 4=Hispanic/Latino, 5=Native Hawaiian/Pacific Islander, 6=Other, 7=White (Sage 50 Premium Accounting and higher)

Marital Status Y

Numeric (whole) - Marital status; valid numbers are 0-5, where 0=none specified, 1=Married, 2=Single, 3=Divorced, 4=Widowed, 5=Other (Sage 50 Premium Accounting and higher)

Emergency Contact Name Y

Alphanumeric-Employee's emergency contact name (Sage 50 Premium Accounting and higher)

up to 15 characters
Emergency Contact Relationship Y

Alphanumeric-Employee's emergency contact relationship (Sage 50 Premium Accounting and higher)

up to 15 characters
Emergency Contact Phone 1 Y

Alphanumeric-Employee's emergency contact phone 1 (Sage 50 Premium Accounting and higher)

up to 20 characters
Emergency Contact Phone 2 Y

Alphanumeric-Employee's emergency contact phone 2 (Sage 50 Premium Accounting and higher)

up to 20 characters
Employment Status Y

Numeric(whole) - Employee's employment status; valid choices are 0-10, where 0=none specified, 1-10=Statuses 1-10 which are specified in Employee Defaults (Sage 50 Premium Accounting and higher)

Job Title Y

Alphanumeric-Employee's job title (Sage 50 Premium Accounting and higher)

up to 40 characters
Job Code Y

Alphanumeric-Employee's job code (Sage 50 Premium Accounting and higher)

up to 20 characters
Supervisor ID Y

Alphanumeric-Employee ID for the employee's supervisor (Sage 50 Premium Accounting and higher)

up to 20 characters
Division Y

Alphanumeric-Employee's division (Sage 50 Premium Accounting and higher)

up to 50 characters
Location Y

Alphanumeric-Employee's location (Sage 50 Premium Accounting and higher)

up to 50 characters
Department Y

Alphanumeric-Employee's department (Sage 50 Premium Accounting and higher)

up to 50 characters
I-9 Verification Status Y

Numeric(whole) - Employee's I-9 verification status; valid choices are 0-3, where 0=none specified, 1=Yes, 2=No, 3=Pending (Sage 50 Premium Accounting and higher)

I-9 Reverification Date Y

Date-Employee's I-9 reverification date. Must be in ##/##/## (month/day/yr) format. (Sage 50 Premium Accounting and higher)

Next Review Date Y

Date-Employee's next review date. Must be in ##/##/## (month/day/yr) format. (Sage 50 Premium Accounting and higher)

Review Date Y

Date-Employee's review date. Must be in ##/##/## (month/day/yr) format. (Sage 50 Premium Accounting and higher)

Review Rating Y

Numeric(whole) - Employee's review rating; valid choices are 0-10, where 0=none specified, 1-10=Ratings 1-10 which are specified in Employee Defaults (Sage 50 Premium Accounting and higher)

Reviewer ID Y

Alphanumeric-Employee ID for the person who conducted the employee's review (Sage 50 Premium Accounting and higher)

up to 20 characters
Review Notes Y

Alphanumeric-Employee's review notes (Sage 50 Premium Accounting and higher)

up to 100 characters