*Social Insurance Number The following table shows fields transferred from Ascentis HR to ACCPAC Pro Series.
|
From Ascentis HR |
To Pro Series |
|
Birth Date |
Birth Date |
|
Citizen |
Citizen |
|
City |
City |
|
Department |
Department (as mapped in Payroll Setup Wizard) |
|
Employee Status |
Status |
|
First Name |
Employee First Name |
|
Group-Term Life Insurance |
Group-term Life Insurance |
|
Home/Work Phone |
Phone |
|
Hours per week |
Regular Hours |
|
Job Title |
Job (as mapped in Payroll Setup Wizard) |
|
Last Name |
Last Name |
|
Last Pay Date |
Last Pay Date |
|
Last Raise Date |
Last Raise Date |
|
Last Review Date |
Last Review Date |
|
Location |
Mapping depends on how the field is set up in Payroll Setup Wizard |
|
Middle Name |
Will be shown in Employee First Name |
|
Next Review Date |
Next Review Date |
|
Pay Period |
Pay Cycle |
|
Sex |
Gender (Male or Female) |
|
SSN * |
SSN * |
|
Start Date for current salary |
Effective Date |
|
State |
State |
|
Street 1 |
Address Line 1 |
|
Street 2 |
Address Line 2 |
|
Termination Date |
Termination Date |
|
Zip or Postal Code |
Zip or Postal |
*Social Insurance Number
Accrual/Leave Fields to be Transferred
|
PR Name |
PR Constraints |
Comments |
|
Active |
On or Off |
Turn off when a leave type accrues zero, has no adjustments, no leave is taken, and available hours are zero. |
|
Use Regular Pay Rate |
On or Off |
Always turn on |
|
Standard Posting Entry |
On or Off |
Must be on; otherwise, it will not be included in posting |
|
Regular Hours |
Cannot be negative |
Any leave taken during the period goes here |
|
Begin Accrual |
Start date of leave type or start of calendar year, whichever is later | |
|
Accrual Rate Period (not named - follows Accrual Rate Field |
Any leave accrued goes here | |
|
Accrual Limit |
On or Off |
Set to 9999. The limit will be traced in Ascentis HR, not in Payroll |
|
Carryover % |
Set to zero (0). Carryover will be calculated in Ascentis HR. | |
|
Balance Forward |
Plug in whatever value would make this formula balance: Balance Forward + YTD Amount Accrued - YTD Amount Taken = Amount Available. The Balance Forward field will be affected by carry over amounts and adjustments Note: YTD is always based on the calendar year. | |
|
YTD Amount Accrued |
Use Calculated value of YTD accrued leave from Ascentis HR . Note: Figure out if YTD always means the calendar year. | |
|
YTD Amount Taken |
Use Calculated value of YTD accrued leave taken from Ascentis HR. Note: Figure out if YTD always means the calendar year. | |
|
Amount Available |
Use calculated value from Ascentis HR of leave available at end of payroll period. |
Health, Life, Disability, and Other Deduction Fields to be Transferred
|
PR Name |
PR Constraints |
Comments |
|
Active |
On or Off |
On if the amount is non-zero |
|
Standard Posting Entry |
On or Off |
Must be on; otherwise it will not be included in posting |
|
Deduction Amount |
Employee contribution | |
|
Yearly Max |
Not applicable. Can be zero? Or else something very large? | |
|
Goal |
Not applicable. Can be zero? Or else something very large? | |
|
Employer Match Amount |
Employer contribution | |
|
Effective Date |
Enrollment effective date | |
|
Active |
On or Off |
Turn off if both contributions are zero |
Retirement Deduction Fields to be Transferred for Rate Based Deductions
|
PR Name |
PR Constraints |
Comments |
|
Active |
On or Off |
On if the amount is non-zero |
|
Standard Posting Entry |
On or Off |
Must be on; otherwise it will not be included in posting |
|
Deduction Rate |
If the Ascentis HR deduction is expressed as an amount and the Payroll deduction is defined as using a rate, then give a warning and do not transfer the amount. | |
|
Yearly Max |
Get the employee yearly contribution from Ascentis HR | |
|
Goal |
Not applicable. Can be zero? Or else something very large? | |
|
Employer Match Rate |
Do not change - use defaults | |
|
Maximum Match |
Do not change - use defaults |
Retirement Deduction Fields to be Transferred for Amount (Flat) based Deductions
|
PR Name |
PR Constraints |
Comments |
|
Active |
On or Off |
On if the amount is non-zero |
|
Standard Posting Entry |
On or Off |
Must be on; otherwise it will not be included in posting |
|
Deduction Amount |
If the Ascentis HR deduction is expressed as a percent and the Payroll deduction is defined as a flat amount, then give a warning and do not transfer the percent. | |
|
Yearly Max |
Get the employee yearly contribution from Ascentis HR | |
|
Goal |
Not applicable. Can be zero? Or else something very large? | |
|
Employer Match Rate |
Employer contribution from Ascentis HR |
Note: Section 125 Dependent and Medical Care Spending Accounts work the same way, except there should be no employer match
Bonus Fields to be Transferred
|
PR Name |
PR Constraints |
Comments |
|
Active |
On or Off |
On if there is a bonus amount during this payroll period. Off if there is no bonus. |
|
Standard Posting Entry |
On or Off |
Must be on; otherwise it will not be included in posting |
|
Pay Rate |
The total of all linked bonuses paid during that period. |
Group Term Life Fields to be Transferred for the Calculation of Tax on Life Imputed Income
|
PR Name |
PR Constraints |
Comments |
|
Active |
On or Off |
On if the amount of life + Supplemental life coverage exceeds $50,000. |
|
Standard Posting Entry |
On or Off |
Must be on; otherwise it will not be included in posting |
|
Pay Rate |
Put the employer's cost for the whole year of linked life and supplemental life plans. $50,000. of coverage is exempt from the tax,. so prorate the cost according to the excess amount of coverage over $50,000 versus the base $50,000. |