Company Info

Sage 100 Contractor 5-2-1 Employees

Overview:

Import Employees directly into Sage 100 Contractor. Simply download your employees into Excel, review and apply employee information and import directly into Sage 100 Contractor 5-2-1 Employees.

Are you tired of manually keying in Employees one by one into Sage 100 Contractor? Would you rather download your employees, fill in the blanks in Excel and import the details directly into Sage 100 Contractor? The following integration template allows you to do just that. It mimics every feature and function of the 5-2-1 Employees data entry form.

Key Features:

Import Template Download:

Import File Layout:

HeaderReferenceData TypeTabExampleDescription
   filetypeRequiredPREMP PREMPPREMP
   recnumRequiredNumericHeaderEmployee No
   fstnmeRequired(I)String (50)HeaderFirst Name
   lstnmeRequired(I)String (50)HeaderLast Name
   statusRequired(I) **NumericHeader1=Current; 2=On leave; 3=Quit; 4=Laid off; 5=Terminated; 6=On probation; 7=DeceasedStatus
   emptypRequired(I) **NumericHuman Resources1=Reg full-time; 2=Reg part-time; 3=Temp full-time; 4=Temp part-timeEmployment Type
   genderRequired(I) **NumericHuman Resources1=Male;2=FemaleGender
   wrkcmpRequired(I) **NumericHuman ResourcesWorkers Comp Code
   paypstRequired(I) **NumericHuman ResourcesPosition
   taxsteRequired(I) **String (2)Human ResourcesCATax State
   payprdRequired(I) **NumericCompensation1=Weekly; 2=Bi-weekly; 3=Semi-monthly; 4=Monthly; 5=Quarterly; 6=Semi-annual; 7=AnnualPay Period
   midiniString (1)HeaderMiddle Initial
   addrs1String (50)GeneralAddr 1
   addrs2String (50)GeneralAddr 2
   ctynmeString (50)GeneralCity
   state_String (2)GeneralState
   zipcdeString (10)GeneralZip
   phnnumString (14)GeneralPhone No
   pagnumString (14)GeneralPager No
   faxnumString (14)GeneralFax No
   cllphnString (14)GeneralCell No
   homnumString (14)GeneralHome No
   e_mailString (75)GeneralEmail
   usrdf1String (50)GeneralUser Def 1
   usrdf2String (50)GeneralUser Def 2
   eqpnum**NumericGeneralEquipment
   mrtsts**NumericHuman Resources0=Unassigned; 1=Single; 2=Married; 3=Single with dependents; 4=Married with dependentsBenefit Status
   hertge**NumericHuman Resources0=Decline to state; 1=White (not Hispanic/Latino); 2=Black/African American; 3=Hispanic/Latino (any race); 4=Asian; 5=American Indian/Alaska Native; 6=Native hawaiian/Pacific Islander; 7=Two or more racesHeritage
   empcmpNumericHuman Resources1=yes;0=NoAlways use employee comp code
   uninum**NumericHuman ResourcesUnion
   loctax**NumericHuman ResourcesResidence Locale Tax
   locwrk**NumericHuman ResourcesWork Locale Tax
   socsecString (44)Human Resources[Encyrpted Field]Social Security ***
   dtebthDateHuman Resourcesyyyy-mm-ddBirth Date
   dtehreDateHuman Resourcesyyyy-mm-ddHire Date
   dteinaDateHuman Resourcesyyyy-mm-ddInactive Date
   lstrseDateHuman Resourcesyyyy-mm-ddLast Raise
   i9verfNumericHuman Resources1=yes;0=NoI-9 verified
   crtrptNumericHuman Resources1=yes;0=NoExempt from certified reporting
   exmovrNumericHuman Resources1=yes;0=NoExempt from overtime pay
   hiractNumericHuman Resources1=yes;0=NoEligible under HIRE Act of 2010
   eeoprxNumericHuman Resources1=yes;0=NoUse proxy hours for EEO-1 reporting
   paycls**NumericCompensation0=Unassigned; 1=Hourly; 2=Shift; 3=Day; 4=Week; 5=Salary; 6=Piece; 7=CommissionPay Classification
   paygrpNumericCompensationPaygroup
   payrt1Numeric (6,4)CompensationRegular Hourly Rate
   payrt2Numeric (6,4)CompensationOvertime Hourly Rate
   payrt3Numeric (6,4)CompensationPremium Hourly Rate
   salaryNumeric (10,2)CompensationSalary
   comisnNumeric (3,0)CompensationCommission %
   advdueNumeric (10,2)CompensationAdvanced Due
   accsckNumeric (4,2)CompensationSick Accrued
   sckrteNumeric (5,5)CompensationSick Accrual Rate
   sckmth**NumericCompensation1-Per period; 2-Per hourSick Accrual Method
   sckmaxNumeric (4,2)CompensationSick Accrual Max
   sckbegNumeric (10,0)CompensationSick Last Yr Carry Forward
   accvacNumeric (4,2)CompensationVacation Accrued
   vacrteNumeric (5,5)CompensationVacation Accrual Rate
   vacmth**NumericCompensation1-Per period; 2-Per hourVacation Accrual Method
   vacmaxNumeric (4,2)CompensationVacation Accrual Max
   vacbegNumeric (4,2)CompensationVacation Last Yr Carry Forward
   retchkNumericCompensation1=yes;0=NoRetirement Plan
   sckchkNumericCompensation1=yes;0=NoThird-Party Sick Pay
   w_2elcNumericCompensation1=yes;0=NoConsent for Electronic W-2
   dirdepNumericDirect Deposit1=yes;0=NoEnable Direct Deposit
   prente**NumericDirect Deposit0=None;1=Prenote;2=10 day wait;3=Active;4=InaciveDir Dep - Status 1
   acttyp**NumericDirect Deposit1=Checking;2=SavingsDir Dep - Acct Type 1
   rtnmbrString (9)Direct DepositDir Dep - Route No 1
   actnumString (64)Direct DepositDir Dep - Acct No 1
   rtetyp**NumericDirect Deposit0=None; 1=Dollar amount; 2=Percent of net pay; 3=Remainder of checkDir Dep - Rate Type 1
   depamtNumeric (3,0)Direct DepositDir Dep - Amount 1
   prent2**NumericDirect Deposit0=None; 1=Prenote; 2=10 day wait; 3=Active; 4=InaciveDir Dep - Status 2
   acttp2**NumericDirect Deposit1=Checking;2=SavingsDir Dep - Acct Type 2
   rtnmb2String (9)Direct DepositDir Dep - Route No 2
   actnm2String (64)Direct DepositDir Dep - Acct No 2
   rtetp2**NumericDirect Deposit0=None; 1=Dollar amount; 2=Percent of net pay; 3=Remainder of checkDir Dep - Rate Type 2
   dp2amtNumeric (3,0)Direct DepositDir Dep - Amount 2
   prent3**NumericDirect Deposit0=None; 1=Prenote; 2=10 day wait; 3=Active; 4=InaciveDir Dep - Status 3
   acttp3**NumericDirect Deposit1=Checking;2=SavingsDir Dep - Acct Type 3
   rtnmb3String (9)Direct DepositDir Dep - Route No 3
   actnm3String (64)Direct DepositDir Dep - Acct No 3
   rtetp3**NumericDirect Deposit0=None; 1=Dollar amount; 2=Percent of net pay; 3=Remainder of checkDir Dep - Rate Type 3
   dp3amtNumeric (3,0)Direct DepositDir Dep - Amount 3
   prent4**NumericDirect Deposit0=None; 1=Prenote; 2=10 day wait; 3=Active; 4=InaciveDir Dep - Status 4
   acttp4**NumericDirect Deposit1=Checking;2=SavingsDir Dep - Acct Type 4
   rtnmb4String (9)Direct DepositDir Dep - Route No 4
   actnm4String (64)Direct DepositDir Dep - Acct No 4
   rtetp4**NumericDirect Deposit0=None; 1=Dollar amount; 2=Percent of net pay; 3=Remainder of checkDir Dep - Rate Type 4
   dp4amtNumeric (3,0)Direct DepositDir Dep - Amount 4
   pyremlString (75)Direct DepositDirect Deposit Email
   w4_1_c**NumericW-4 Information1-Single or Married Filing separately; 2-Married filing jointly (or Qualifying widow(er)); 3-Head of householdW-4 - Step 1 Personal Information
   w4_2_c**NumericW-4 Information1=yes;0=NoW-4 - Step 2 Multiple Jobs or Spouse Works
   w4_3__Numeric (10,2)W-4 InformationW-4 - Step 3 Claim Dependants Total Amount
   w4_4_aNumeric (10,2)W-4 InformationW-4 - Step 4(a) - Other Income
   w4_4_bNumeric (10,2)W-4 InformationW-4 - Step 4(b) - Deductions
   w4_4_cNumeric (10,2)W-4 InformationW-4 - Step 4(c) - Extra Witholding
   w4_dteDateW-4 Informationyyyy-mm-ddW-4 - Step 5 - Date Signed
   ntetxtTextHeaderNotes

Required(I) - required when the action type selected is insert or insert and update
** Validated Field - value is either restricted to a defined list of values or exists in the fields respective lookup table in Sage 100 Contractor
*** Field Encryption - this field is encrypted by default, in order to import a value into this field, Encryption must be turned OFF
1) Go To 7-1 Company Information
2) Click Options, then Database Security Encryption
3) Select "OFF"

File Example:
filetype,recnum,fstnme,lstnme,status,emptyp,gender,wrkcmp,paypst,taxste,payprd
EMP,2001,"Harold","Jones",1,1,1,5606,2,CA,2
EMP,2002,"Stacey","McCory",1,1,1,5606,2,CA,2


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System Requirements:

Requires the Sage 100 Contractor Data Integration Suite