Formato estándar de la nómina
Lo más importante
A continuación se presenta una plantilla para cargar las contribuciones estándar de la nómina.
- Excel (.xls) es el formato de archivo estándar. Si se utiliza un programa informático de nóminas para extraer los datos, el formato de nóminas indicado a continuación puede presentarse en un archivo de texto delimitado por comas (.txt).
- La convención de nombres estándar de cada archivo es su número de cuenta Alerus de seis dígitos seguido de la fecha real de la nómina en formato YYMMDD (por ejemplo, 123456220811.xls).
- Utilice el texto de la columna «Descripción» como encabezamiento de las columnas del archivo. Los campos que no contengan datos deben permanecer en blanco.
- Introduzca la información de cada empleado en una fila.
- Al presentar la remuneración y las horas, presente los datos de todos los empleados, participantes y no participantes.
- Los campos identificados como Tipo «A» son alfabéticos y deben estar justificados a la izquierda y en mayúsculas. Los campos identificados como Tipo «N» son numéricos, deben estar justificados a la derecha y no pueden contener comas o $.
- Si necesita ayuda para determinar las columnas de fuentes de cotización que debe utilizar (columnas Q – X), llame a su administrador de cuentas al 800.433.1685.
| COLUMN | REQUIRED | DESCRIPTION | LENGTH | TYPE | FORMAT | COMMENTS |
|---|---|---|---|---|---|---|
| A | Y | Social Security Number | 9 | N | 9(9) | Valid employee Social Security Number (no dashes). Example: 123456789 |
| B | Employee's last name, comma, space, first name, space, middle initial. Example: DOE, JANE R | |||||
| Y | Last Name, First Name MI | 30 | A | X(30) | Employee’s last name, comma, space, first name, space, middle initial. Example: DOE, JANE R If submitting name extensions such as JR or II, employee’s last, space, extension, comma, space, first name, space, middle initial. Example: DOE JR, JOHN R |
|
| C | Y | Street Address 1 | 40 | A | X(40) | Employee's first address line. |
| D | Y | Street Address 2 | 40 | A | X(40) | Employee's second address line. |
| E | Y | City | 28 | A | X(28) | Employee's city of residence. |
| F | Y | State | 3 | A | X(3) | Employee’s 2‐digit abbreviated state code or 3‐digit province abbreviation. Follow postal codes. |
| G | Y | Zip + 4 | 9 | A | X(9) | Employee's 5- or 9-digit zip code (no dash). |
| H | N | Division/ Location | 4 | A | X(4) | Employee's division or location, if applicable, or leave blank. |
| I | Y | Date of Birth | 8 | N | YYYYMMDD | Employee's date of birth (no dashes or slashes). |
| J | Y | Original Date of Hire | 8 | N | YYYYMMDD | Employee's original date of hire (no dashes or slashes). |
| K | N | Date of Eligibility | 8 | N | YYYYMMDD | Employee's date of eligibility as defined by Plan Document |
| L | Y | Date of Rehire | 8 | N | YYYYMMDD | Employee's date of rehire (no dashes or slashes). |
| M | Y | Date of Term | 8 | N | YYYYMMDD | Employee's date of termination (no dashes or slashes). |
| N | Y | Year-To-Date Hours | 8 | N | 9(8) | Cumulative hours worked include holiday, vacation, sick, overtime, and double‐time. Example: 1020.50 |
| O | N | Year-To-Date Gross Compensation | 15 | N | 9(15) | Cumulative gross W‐2 earnings before employee deferral. Gross W‐2 earnings include regular pay, vacation pay, sick pay, holiday pay, bonuses, commissions, and overtime. Do not include severance pay paid after an employee’s termination date. Example: 1234.56 |
| P | N | Year-To-Date Excluded Compensation | 15 | N | 9(15) | Cumulative excluded compensation as outlined in your plan document (e.g., bonuses, commissions, etc.).Example: 500.00 |
| Q | N | Employee Deferral | 10 | N | 9(10) | Current period employee pre-tax deferral amount. Example: 100.00 – if applicable |
| R | N | Employee Roth Deferral | 10 | N | 9(10) | Current period employee Roth after-tax deferral amount. Example: 100.00 – if applicable |
| S | N | Employer Match | 10 | N | 9(10) | Current period employer match amount. Example: 100.00 – if applicable |
| T | N | Employer Discretionary | 10 | N | 9(10) | Current period employer discretionary amount. Example: 100.00 – if applicable |
| U | N | Employee After Tax Deferrals | 10 | N | 9(10) | Current period employee after-tax (not Roth) deferral amount. Example: 100.00 – if applicable |
| V | N | Safe Harbor Profit Sharing | 10 | N | 9(10) | Current period safe harbor profit sharing amount. Example: 100.00 – if applicable |
| W | N | Safe Harbor Match | 10 | N | 9(10) | Current period safe harbor match amount. Example: 100.00 – if applicable |
| X | N | Pension | 10 | N | 9(10) | Current period pension amount. Example: 100.00 – if applicable |
| Y | N | Loan Payments | 10 | N | 9(10) | Current period loan payment amount. Example: 25.00 If your plan allows multiple loans, submit loan payments under a separate file using the Multiple Loan Payment Format on the next page. Leave this field blank if using the multiple loan payment format. |
| Z | Y | Payroll Frequency | 1 | N | 9(1) | Enter the employee's payroll frequency. 7=Weekly, 6=Bi-Weekly, 5=Semi-Monthly, 4=Monthly |