Sage 100 Contractor 5-2-2 Payroll Records
Overview:
Import Payroll Records directly into Sage 100 Contractor. Simply download your payroll records into Excel, review and apply payroll record information and import directly into Sage 100 Contractor 5-2-2 Payroll Records.
Are you tired of manually keying in Payroll Records one by one into Sage 100 Contractor? Would you rather download your payroll records, 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 5-2-2 Payroll Records data entry form.
Key Features:
- Download Payroll Records into Excel
- Edit key payroll record information in Excel
- Bulk import payroll records directly into Sage 100 Contractor
- Supports all native features and functions of the 5-2-2 Payroll Records Entry Form
Import Template Download:
Import File Layout:
| Header | Reference | Data Type | Tab | Example | Description |
| COL1 | Required | String (3) | PRR | (File Type Code) | |
| COL2 | Required | String (1) | H | (Header Record) | |
| COL3 | Required (1) ** | Numeric | Header | Employee No | |
| COL4 | Required | Date | Header | yyyy-mm-dd | Period Start |
| COL5 | Required (1) | Date | Header | yyyy-mm-dd | Period End |
| COL6 | Required (1) | String (20) | Header | If no check enter '0000' | Check No |
| COL7 | Required (1) | Date | Header | yyyy-mm-dd | Check Date |
| COL8 | Required ** | Numeric | Header | 1=Regular; 2=Bonus; 3=Hand Computed; 4=Startup; 5=Advance; 6=Third Party | Payroll Type |
| COL9 | Required ** | Numeric | Header | 1,2,3 or 4 | Quarter |
| COL10 | Required | String (2) | Header | Blank = Emp Setup | State |
| COL11 | (2) | Numeric | Header | 1=True;0=False;Blank=Emp Setup | Direct Deposit |
| COL12 | Numeric (10,2) | Header | Blank = Emp Setup | Salary | |
| COL13 | Numeric (6,4) | Header | Blank = Emp Setup | Reg Hrly Rate | |
| COL14 | Numeric (6,4) | Header | Blank = Emp Setup | OT Hrly Rate | |
| COL15 | Numeric (6,4) | Header | Blank = Emp Setup | Premium Hrly Rate | |
| COL16 | Text | Header | Notes |
** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
COL: a placeholder must be provided for each column even if no value is provided
(1) Employee Number, Pay Period, Check Number and Check Date must be unique within a single file
(2) If marked as True then Direct Deposits must be activated for the respective employee, otherwise the entry will be rejected, If left "Blank" the direct deposit flag will be derived from the Employee Setup Record
Details Layout (Timecard)
| COL1 | Required | String (3) | PRR | (File Type Code) | |
| COL2 | Required | String (1) | D | (Detail Record) | |
| COL3 | Required | Numeric | Header | Employee No | |
| COL4 | Required | Date | Timecard | Work Date | |
| COL5 | String (50) | Timecard | Line Description | ||
| COL6 | ** (2) | String (20) | Timecard | Service Order No | |
| COL7 | (1) (2) ** | Numeric | Timecard | Blank = derived from Service Order No | Job No |
| COL8 | (1) ** | Numeric | Timecard | Equip Repaired No | |
| COL9 | ** | Numeric | Timecard | Blank = derived from Employee | Local Payroll Tax |
| COL10 | String (1) | Timecard | Y=yes; N=no; Blank=derived from Job | Certified Payroll | |
| COL11 | ** | Numeric | Timecard | Phase No | |
| COL12 | (2) ** | Numeric (12,3) | Timecard | Blank = Derived from Service Order No type's corresponding Cost Code | Cost Code |
| COL13 | Required (3) (4) ** | Numeric | Timecard | Pay Type | |
| COL14 | ** | Numeric | Timecard | Blank = derived from Employee | Pay Group |
| COL15 | Numeric (6,4) | Timecard | Blank = derived from Pay Group first if exists, then Employee second, based on pay type | Pay Rate | |
| COL16 | (3) | Numeric (5,2) | Timecard | Required if System Pay Type is 1 through 6 | Hours Worked |
| COL17 | (4) | Numeric (6,4) | Timecard | Required if System Pay Type = 7 | Pieces Rate |
| COL18 | (4) | Numeric (8,2) | Timecard | Required if System Pay Type = 7 | Pieces Units |
| COL19 | Required ** | Numeric | Blank = derived from Employee | Workers Comp Code | |
| COL20 | ** | Numeric | Blank = derived from Job first, Employee Position second | Department | |
| COL21 | ** | Numeric | Timecard | Absence | |
| COL22 | String (50) | Timecard | Userdefined | ||
| COL23 | Text | Timecard | Notes |
** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
COL: a placeholder must be provided for each column even if no value is provided
(1) Either a Job No or Equip Repaired No may be entered but not both
(2) Cost Code is Required if a Job Number or Service Order is specified. If Service Order is specified and the cost code is blank the cost code will be derived from the Service Order
(3) Hours Worked is required if System Pay Type is 1 through 6
(4) Pieces Rate and Pieces Units are required if System Pay Type = 7
Calculations Layout
| COL1 | Required | String (3) | PRR | (File Type Code) | |
| COL2 | Required | String (1) | C | (Calc Record) | |
| COL3 | Required | Numeric | Header | Employee No | |
| COL4 | Required (1) ** | Numeric | Calculations | Payroll Calc No | |
| COL5 | Required | Numeric (10,2) | Calculations | Amount |
** Validated Field - value must exist in the respective lookup table in Sage 100 Contractor
COL: a placeholder must be provided for each column even if no value is provided
Note: This section is for importing calculation "override" amounts
(1) Payroll Calc No must be unique across Employee No (empnum)
File Example:
PRR,H,"10",9/15/2019,"9/27/2019","0000","9/27/2019",1,"4",CA,,,,,""
PRR,D,"10","9/16/2019","Day1",,"2017008","","",,,2120.000,"1",,25,5,,,8810,,,,,,"",""
PRR,D,"10","9/17/2019","Day2",,"2017008","","",,,2120.000,"1",,32,3,,,8810,,,,,,"",""