Available Column Options by Report Template

RMS Report Builder - Available Column Options by Report Template

Scope

This reference lists the available column options in Reports (RMS) > Report Builder by report template. It is prepared from current template configuration and dynamic report setup in the source repository.

Use this guide to choose columns confidently when building custom reports and to understand what each column represents.

Note: The published RMS manual currently lists a smaller "standard template" set. The source configuration currently includes additional templates (for example, Unemployment, WC Cost, and Work Injury).

Template Index

Applicant (25 columns)
AR Payment (30 columns)
Assignment (58 columns)
Customer (38 columns)
Employee (34 columns)
Invoice (31 columns)
Invoice Filter (32 columns)
New Hire (26 columns)
Payment (53 columns)
Payment Accrual (51 columns)
Payment Bank (49 columns)
Payment Benefit (47 columns)
Payment Deduction (51 columns)
Payment Tax (56 columns)
Transaction (112 columns)
Transaction Item (102 columns)
Transaction Item Sales Tax (26 columns)
Unemployment (27 columns)
WC Cost (25 columns)
Work Injury (26 columns)

Applicant Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person ID	Unique ID for the person record.	Applicant profile, contact, and application records	System-generated identifier
Name	Name for the selected record.	Applicant profile, contact, and application records	N/A
Customer	Customer value for the selected applicant record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Department	Department value for the selected applicant record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Alias	Alias value for the selected applicant record.	Company alias setup values	N/A
Company	Company value for the selected applicant record.	Company setup values	N/A
Office	Office value for the selected applicant record.	Office setup values	N/A
Recruiter	Recruiter value for the selected applicant record.	Applicant profile, contact, and application records	N/A
Address	Address value for the selected applicant record.	Applicant profile, contact, and application records	N/A
SSN	SSN value used for payroll and compliance context.	Applicant profile, contact, and application records	N/A
Title	Title value for the selected applicant record.	Applicant profile, contact, and application records	N/A
Hire Date	Hire Date value for the selected record.	Applicant profile, contact, and application records	N/A
Job Portal	Job Portal value for the selected applicant record.	Applicant profile, contact, and application records	N/A
Task	Task value for the selected applicant record.	Applicant profile, contact, and application records	N/A
DOB	DOB value for the selected record.	Applicant profile, contact, and application records	Value is decrypted at run time based on user permissions
Status	Current status for the selected record.	Configured setup-list values	N/A
Since	Since value for the selected applicant record.	Applicant profile, contact, and application records	Calculated from a date difference
Skill	Skill value for the selected applicant record.	Configured setup-list values	N/A
Phone	Phone value for the selected applicant record.	Applicant profile, contact, and application records	N/A
Email	Email value for the selected applicant record.	Applicant profile, contact, and application records	N/A
Date Entered	Date Entered value for the selected record.	Applicant profile, contact, and application records	N/A
SRAHire Date	SRAHire Date value for the selected record.	Applicant profile, contact, and application records	N/A
First Name	First Name for the selected record.	Applicant profile, contact, and application records	N/A
Last Name	Last Name for the selected record.	Applicant profile, contact, and application records	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Applicant profile, contact, and application records	Only the last 4 digits are shown

AR Payment Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Invoice ID	Unique ID for the invoice record.	Accounts receivable payment records	System-generated identifier
Alias	Alias value for the selected ar payment record.	Company alias setup values	N/A
Accounting Period	Accounting Period value for the selected ar payment record.	Accounts receivable payment records	N/A
ARBatch ID	Unique ID for the arbatch record.	Accounts receivable payment records	System-generated identifier
Note	Note value for the selected ar payment record.	Accounts receivable payment records	N/A
Company	Company value for the selected ar payment record.	Company setup values	N/A
Office	Office value for the selected ar payment record.	Office setup values	N/A
Payment Method	Payment Method value for the selected ar payment record.	Accounts receivable payment records	N/A
Back Office	Back Office value for the selected ar payment record.	Back-office user setup values	N/A
Payment Amount	Payment Amount value used in payroll, billing, or performance reporting.	Accounts receivable payment records	Default summary aggregation: sum
Balance	Balance value used in payroll, billing, or performance reporting.	Accounts receivable payment records	Default summary aggregation: sum
Reference	Reference value for the selected ar payment record.	Accounts receivable payment records	N/A
Payment Date	Payment Date value for the selected record.	Accounts receivable payment records	N/A
Post Date	Post Date value for the selected record.	Accounts receivable payment records	N/A
Payment Reason	Payment Reason value for the selected ar payment record.	Accounts receivable payment records	N/A
Invoice Payment	Invoice Payment value for the selected ar payment record.	Accounts receivable payment records	Default summary aggregation: sum
Payment Terms	Payment Terms value for the selected ar payment record.	Accounts receivable payment records	N/A
Remaining Balance	Remaining Balance value used in payroll, billing, or performance reporting.	Accounts receivable payment records	Default summary aggregation: sum
Funding By	Funding By value for the selected ar payment record.	Accounts receivable payment records	N/A
Invoice Number	Invoice Number value for the selected ar payment record.	Accounts receivable payment records	N/A
Total Bill	Total Bill value used in payroll, billing, or performance reporting.	Accounts receivable payment records	Default summary aggregation: sum
Sales Tax	Sales Tax value for the selected ar payment record.	Accounts receivable payment records	Default summary aggregation: sum
Discount	Discount value for the selected ar payment record.	Accounts receivable payment records	Default summary aggregation: sum
Charge	Charge value for the selected ar payment record.	Accounts receivable payment records	Default summary aggregation: sum
Invoice Amount	Invoice Amount value used in payroll, billing, or performance reporting.	Accounts receivable payment records	Default summary aggregation: sum
Invoice Balance	Invoice Balance value used in payroll, billing, or performance reporting.	Accounts receivable payment records	Default summary aggregation: sum
Bank Account ID	Unique ID for the bank account record.	Accounts receivable payment records	System-generated identifier
Account Number	Account Number value for the selected ar payment record.	Accounts receivable payment records	N/A
User	User value for the selected ar payment record.	Accounts receivable payment records	N/A
Customer	Customer value for the selected ar payment record.	Configured setup-list values	N/A

Assignment Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Assignment ID	Unique ID for the assignment record.	Assignment and placement records linked to workers and customers	System-generated identifier
Customer ID	Unique ID for the customer record.	Assignment and placement records linked to workers and customers	System-generated identifier
Job ID	Unique ID for the job record.	Assignment and placement records linked to workers and customers	System-generated identifier
Person ID	Unique ID for the person record.	Assignment and placement records linked to workers and customers	System-generated identifier
Alias	Alias value for the selected assignment record.	Company alias setup values	N/A
Name	Name for the selected record.	Assignment and placement records linked to workers and customers	N/A
SSN	SSN value used for payroll and compliance context.	Assignment and placement records linked to workers and customers	N/A
Customer	Customer value for the selected assignment record.	Configured setup-list values	N/A
Department	Department value for the selected assignment record.	Configured setup-list values	N/A
Company	Company value for the selected assignment record.	Company setup values	N/A
Office	Office value for the selected assignment record.	Office setup values	N/A
Work Address	Work Address value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Start Date	Start Date value for the selected record.	Assignment and placement records linked to workers and customers	N/A
End Date	End Date value for the selected record.	Assignment and placement records linked to workers and customers	N/A
RTPay Rate	RTPay Rate value used in payroll, billing, or performance reporting.	Assignment and placement records linked to workers and customers	Default summary aggregation: sum
RTBill Rate	RTBill Rate value used in payroll, billing, or performance reporting.	Assignment and placement records linked to workers and customers	Default summary aggregation: sum
OTPay Rate	OTPay Rate value used in payroll, billing, or performance reporting.	Assignment and placement records linked to workers and customers	Default summary aggregation: sum
OTBill Rate	OTBill Rate value used in payroll, billing, or performance reporting.	Assignment and placement records linked to workers and customers	Default summary aggregation: sum
Salary	Salary value used in payroll, billing, or performance reporting.	Assignment and placement records linked to workers and customers	Default summary aggregation: sum
Resident Address	Resident Address value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Job Title	Job Title value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
WC Code	WC Code value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Phone	Phone value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Email	Email value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Status	Current status for the selected record.	Configured setup-list values	N/A
Assignment Type	Assignment Type value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Performance	Performance value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
End Reason	End Reason value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Shift	Shift value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Markup	Markup value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Staffing Rep	Staffing Rep value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Sales Rep	Sales Rep value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Account Manager	Account Manager value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Entered By	Entered By value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Insert Date	Insert Date value for the selected record.	Assignment and placement records linked to workers and customers	N/A
Margin	Margin value used in payroll, billing, or performance reporting.	Assignment and placement records linked to workers and customers	Default summary aggregation: sum
Hire Date	Hire Date value for the selected record.	Assignment and placement records linked to workers and customers	N/A
Re Hire Date	Re Hire Date value for the selected record.	Assignment and placement records linked to workers and customers	N/A
First Name	First Name for the selected record.	Assignment and placement records linked to workers and customers	N/A
Last Name	Last Name for the selected record.	Assignment and placement records linked to workers and customers	N/A
Last Paid Date	Last Paid Date value for the selected record.	Assignment and placement records linked to workers and customers	N/A
Extra1	Extra1 value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Extra1 Label	Extra1 Label value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Extra2	Extra2 value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Extra2 Label	Extra2 Label value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Extra3	Extra3 value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Extra3 Label	Extra3 Label value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Extra4	Extra4 value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Extra4 Label	Extra4 Label value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Assignment and placement records linked to workers and customers	Only the last 4 digits are shown
Work State	Work State value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Work City	Work City value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Work Zip Code	Work Zip Code value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Resident State	Resident State value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Resident City	Resident City value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Resident Zip Code	Resident Zip Code value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Resident Address1	Resident Address1 value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A
Resident Address2	Resident Address2 value for the selected assignment record.	Assignment and placement records linked to workers and customers	N/A

Customer Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Customer ID	Unique ID for customer.	Customer profile and company setup records	System-generated identifier
Customer	Customer value for the selected customer record.	Customer profile and company setup records	N/A
Department	Department value for the selected customer record.	Customer profile and company setup records	N/A
Status	Current status for the selected record.	Configured setup-list values	N/A
Alias	Alias value for the selected customer record.	Company alias setup values	N/A
Company	Company value for the selected customer record.	Company setup values	N/A
Office	Office value for the selected customer record.	Office setup values	N/A
Back Office	Back Office value for the selected customer record.	Back-office user setup values	N/A
Date Entered	Date Entered value for the selected record.	Customer profile and company setup records	N/A
Pay Period	Pay Period value for the selected customer record.	Configured setup-list values	N/A
Pay Cycle	Pay Cycle value for the selected customer record.	Configured setup-list values	N/A
Pay Week	Pay Week value for the selected customer record.	Customer profile and company setup records	N/A
Over Time Plan	Over Time Plan value for the selected customer record.	Configured setup-list values	N/A
Pay Period End Day	Pay Period End Day value for the selected customer record.	Configured setup-list values	N/A
Credit Limit	Credit Limit value for the selected customer record.	Customer profile and company setup records	Default summary aggregation: sum
Payment Term	Payment Term value for the selected customer record.	Configured setup-list values	N/A
Invoice Week	Invoice Week value for the selected customer record.	Customer profile and company setup records	N/A
Invoice Cycle	Invoice Cycle value for the selected customer record.	Configured setup-list values	N/A
Invoice Delivery	Invoice Delivery value for the selected customer record.	Configured setup-list values	N/A
Invoice Style	Invoice Style value for the selected customer record.	Configured setup-list values	N/A
Email Invoice To	Email Invoice To value for the selected customer record.	Customer profile and company setup records	N/A
Main Address	Main Address value for the selected customer record.	Customer profile and company setup records	N/A
Recruiter	Recruiter value for the selected customer record.	Customer profile and company setup records	N/A
Phone	Phone value for the selected customer record.	Customer profile and company setup records	N/A
Charge	Charge value for the selected customer record.	Configured setup-list values	N/A
Discount	Discount value for the selected customer record.	Configured setup-list values	N/A
Extra1	Extra1 value for the selected customer record.	Customer profile and company setup records	N/A
Extra1 Label	Extra1 Label value for the selected customer record.	Customer profile and company setup records	N/A
Extra2	Extra2 value for the selected customer record.	Customer profile and company setup records	N/A
Extra2 Label	Extra2 Label value for the selected customer record.	Customer profile and company setup records	N/A
Extra3	Extra3 value for the selected customer record.	Customer profile and company setup records	N/A
Extra3 Label	Extra3 Label value for the selected customer record.	Customer profile and company setup records	N/A
Extra4	Extra4 value for the selected customer record.	Customer profile and company setup records	N/A
Extra4 Label	Extra4 Label value for the selected customer record.	Customer profile and company setup records	N/A
City	City value for the selected customer record.	Customer profile and company setup records	N/A
State	State value for the selected customer record.	Customer profile and company setup records	N/A
Zip Code	Zip Code value for the selected customer record.	Customer profile and company setup records	N/A
Funded By	Funded By value for the selected customer record.	Customer profile and company setup records	N/A

Employee Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person ID	Unique ID for the person record.	Worker profile in Zenople, employment details, and assignment history	System-generated identifier
Name	Name for the selected record.	Worker profile in Zenople, employment details, and assignment history	N/A
Company	Company value for the selected employee record.	Company setup values	N/A
Office	Office value for the selected employee record.	Office setup values	N/A
Alias	Alias value for the selected employee record.	Company alias setup values	N/A
Recruiter	Recruiter value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	N/A
SSN	SSN value used for payroll and compliance context.	Worker profile in Zenople, employment details, and assignment history	N/A
Hire Date	Hire Date value for the selected record.	Worker profile in Zenople, employment details, and assignment history	N/A
DOB	DOB value for the selected record.	Worker profile in Zenople, employment details, and assignment history	Value is decrypted at run time based on user permissions
Status	Current status for the selected record.	Configured setup-list values	N/A
Since	Since value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	Calculated from a date difference
Skill	Skill value for the selected employee record.	Configured setup-list values	N/A
Phone	Phone value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	N/A
Email	Email value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	N/A
Date Entered	Date Entered value for the selected record.	Worker profile in Zenople, employment details, and assignment history	N/A
SRAHire Date	SRAHire Date value for the selected record.	Worker profile in Zenople, employment details, and assignment history	N/A
First Name	First Name for the selected record.	Worker profile in Zenople, employment details, and assignment history	N/A
Last Name	Last Name for the selected record.	Worker profile in Zenople, employment details, and assignment history	N/A
Last Paid Date	Last Paid Date value for the selected record.	Worker profile in Zenople, employment details, and assignment history	N/A
Address	Address value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Worker profile in Zenople, employment details, and assignment history	Only the last 4 digits are shown
Gender	Gender value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	N/A
Employee Type	Employee Type value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	N/A
Zip Code	Zip Code value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	N/A
WOTCStatus	WOTCStatus value for the selected employee record.	Configured setup-list values	N/A
Everify Status	Current everify status for the selected record.	Configured setup-list values	N/A
On Assignment	On Assignment value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	Derived using business-rule logic (conditional output)
Assignment ID	Unique ID for the assignment record.	Worker profile in Zenople, employment details, and assignment history	System-generated identifier
State	State value for the selected employee record.	Worker profile in Zenople, employment details, and assignment history	N/A
Customer	Customer value for the selected employee record.	Configured setup-list values	N/A
Birth Year	Birth Year value for the selected record.	Worker profile in Zenople, employment details, and assignment history	Value is decrypted at run time based on user permissions
Birth Month	Birth Month value for the selected record.	Worker profile in Zenople, employment details, and assignment history	Value is decrypted at run time based on user permissions
Birth Day	Birth Day value for the selected record.	Worker profile in Zenople, employment details, and assignment history	Value is decrypted at run time based on user permissions
Department	Department value for the selected employee record.	Configured setup-list values	N/A

Invoice Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Accounting Period	Accounting Period value for the selected invoice record.	Invoice header and customer billing records	N/A
Customer	Customer value for the selected invoice record.	Configured setup-list values	N/A
Customer ID	Unique ID for the customer record.	Invoice header and customer billing records	System-generated identifier
Department	Department value for the selected invoice record.	Configured setup-list values	N/A
Alias	Alias value for the selected invoice record.	Company alias setup values	N/A
Company	Company value for the selected invoice record.	Company setup values	N/A
Office	Office value for the selected invoice record.	Office setup values	N/A
Back Office	Back Office value for the selected invoice record.	Back-office user setup values	N/A
Invoice Number	Invoice Number value for the selected invoice record.	Invoice header and customer billing records	N/A
Total Bill	Total Bill value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	Default summary aggregation: sum
Sales Tax	Sales Tax value for the selected invoice record.	Invoice header and customer billing records	Default summary aggregation: sum
Discount	Discount value for the selected invoice record.	Invoice header and customer billing records	Default summary aggregation: sum
Invoice Amount	Invoice Amount value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	Default summary aggregation: sum
Balance	Balance value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	Default summary aggregation: sum
RTBill Hours	RTBill Hours value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	N/A
OTBill Hours	OTBill Hours value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	N/A
DTBill Hours	DTBill Hours value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	N/A
Hol Bill Hours	Hol Bill Hours value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	N/A
PTOBill Hours	PTOBill Hours value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	N/A
Other Bill Hours	Other Bill Hours value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	N/A
Total Bill Hours	Total Bill Hours value used in payroll, billing, or performance reporting.	Invoice header and customer billing records	N/A
Invoice Date	Invoice Date value for the selected record.	Invoice header and customer billing records	N/A
Due Date	Due Date value for the selected record.	Invoice header and customer billing records	N/A
Funding Organization ID	Unique ID for the funding organization record.	Invoice header and customer billing records	System-generated identifier
Funding Organization	Funding Organization value for the selected invoice record.	Invoice header and customer billing records	N/A
Email Invoice To	Email Invoice To value for the selected invoice record.	Invoice header and customer billing records	N/A
Payment Terms	Payment Terms value for the selected invoice record.	Invoice header and customer billing records	N/A
Month	Month value for the selected invoice record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Quarter	Quarter value for the selected invoice record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Year	Year value for the selected invoice record.	Calendar year values	N/A
Age	Age value for the selected invoice record.	Invoice header and customer billing records	Calculated from a date difference; Derived using business-rule logic (conditional output)

Invoice Filter Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Accounting Period	Accounting Period value for the selected invoice filter record.	Invoice and billing fields optimized for filter-based reporting	N/A
Customer	Customer value for the selected invoice filter record.	Invoice and billing fields optimized for filter-based reporting	N/A
Organization	Organization value for the selected invoice filter record.	Configured setup-list values	N/A
Customer ID	Unique ID for the customer record.	Invoice and billing fields optimized for filter-based reporting	System-generated identifier
Department	Department value for the selected invoice filter record.	Configured setup-list values	N/A
Alias	Alias value for the selected invoice filter record.	Company alias setup values	N/A
Company	Company value for the selected invoice filter record.	Company setup values	N/A
Office	Office value for the selected invoice filter record.	Office setup values	N/A
Back Office	Back Office value for the selected invoice filter record.	Back-office user setup values	N/A
Invoice ID	Unique ID for the invoice record.	Invoice and billing fields optimized for filter-based reporting	System-generated identifier
Invoice Number	Invoice Number value for the selected invoice filter record.	Invoice and billing fields optimized for filter-based reporting	N/A
Total Bill	Total Bill value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	Default summary aggregation: sum
Sales Tax	Sales Tax value for the selected invoice filter record.	Invoice and billing fields optimized for filter-based reporting	Default summary aggregation: sum
Discount	Discount value for the selected invoice filter record.	Invoice and billing fields optimized for filter-based reporting	Default summary aggregation: sum
Charge	Charge value for the selected invoice filter record.	Invoice and billing fields optimized for filter-based reporting	Default summary aggregation: sum
Invoice Amount	Invoice Amount value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	Default summary aggregation: sum
Balance	Balance value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	Default summary aggregation: sum
RTBill Hours	RTBill Hours value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	N/A
OTBill Hours	OTBill Hours value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	N/A
DTBill Hours	DTBill Hours value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	N/A
Hol Bill Hours	Hol Bill Hours value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	N/A
PTOBill Hours	PTOBill Hours value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	N/A
Other Bill Hours	Other Bill Hours value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	N/A
Total Bill Hours	Total Bill Hours value used in payroll, billing, or performance reporting.	Invoice and billing fields optimized for filter-based reporting	N/A
Due Date	Due Date value for the selected record.	Invoice and billing fields optimized for filter-based reporting	N/A
Funding Organization	Funding Organization value for the selected invoice filter record.	Configured setup-list values	N/A
Invoice Date	Invoice Date value for the selected record.	Invoice and billing fields optimized for filter-based reporting	N/A
Start Date	AccountingPeriodDate/InvoiceDate.	Invoice and billing fields optimized for filter-based reporting	N/A
End Date	AccountingPeriodDate/InvoiceDate.	Invoice and billing fields optimized for filter-based reporting	N/A
Date Type	AccountingPeriodDate/InvoiceDate.	Configured setup-list values	N/A
Zero Balance	Zero Balance.	Configured setup-list values	N/A
Passed Due Day	Passed Due Day.	Invoice and billing fields optimized for filter-based reporting	N/A

New Hire Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person ID	Unique ID for the person record.	New-hire onboarding profile and onboarding workflow records	System-generated identifier
Name	Name for the selected record.	New-hire onboarding profile and onboarding workflow records	N/A
Customer	Customer value for the selected new hire record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Department	Department value for the selected new hire record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Alias	Alias value for the selected new hire record.	Company alias setup values	N/A
Company	Company value for the selected new hire record.	Company setup values	N/A
Office	Office value for the selected new hire record.	Office setup values	N/A
Recruiter	Recruiter value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	N/A
Address	Address value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	N/A
SSN	SSN value used for payroll and compliance context.	New-hire onboarding profile and onboarding workflow records	Derived using business-rule logic (conditional output)
Title	Title value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	N/A
Hire Date	Hire Date value for the selected record.	New-hire onboarding profile and onboarding workflow records	N/A
Job Portal	Job Portal value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	N/A
Task	Task value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	N/A
DOB	DOB value for the selected record.	New-hire onboarding profile and onboarding workflow records	Value is decrypted at run time based on user permissions
Status	Current status for the selected record.	Configured setup-list values	N/A
Since	Since value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	Calculated from a date difference
Skill	Skill value for the selected new hire record.	Configured setup-list values	N/A
Phone	Phone value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	N/A
Email	Email value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	N/A
Date Entered	Date Entered value for the selected record.	New-hire onboarding profile and onboarding workflow records	N/A
SRAHire Date	SRAHire Date value for the selected record.	New-hire onboarding profile and onboarding workflow records	N/A
First Name	First Name for the selected record.	New-hire onboarding profile and onboarding workflow records	N/A
Last Name	Last Name for the selected record.	New-hire onboarding profile and onboarding workflow records	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	New-hire onboarding profile and onboarding workflow records	Only the last 4 digits are shown
Workflow Stage	Workflow Stage value for the selected new hire record.	New-hire onboarding profile and onboarding workflow records	N/A

Payment Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person	Person value for the selected payment record.	Payment/check records from payroll processing	N/A
SSN	SSN value used for payroll and compliance context.	Payment/check records from payroll processing	N/A
Accounting Period	Accounting Period value for the selected payment record.	Payment/check records from payroll processing	N/A
Check Number	Check Number value for the selected payment record.	Payment/check records from payroll processing	N/A
Alias	Alias value for the selected payment record.	Company alias setup values	N/A
Check Date	Check Date value for the selected record.	Payment/check records from payroll processing	N/A
Gross	Gross value used in payroll, billing, or performance reporting.	Payment/check records from payroll processing	Default summary aggregation: sum
Tax	Tax value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
Deduction	Deduction value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
Reimbursement	Reimbursement value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
Benefit	Benefit value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
Net	Net value used in payroll, billing, or performance reporting.	Payment/check records from payroll processing	Default summary aggregation: sum
Is DD	Is DD value for the selected payment record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Is W2	Is W2 value for the selected payment record.	Payment/check records from payroll processing	N/A
MTDGross	MTDGross value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
QTDGross	QTDGross value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
YTDGross	YTDGross value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
Check Status	Current check status for the selected record.	Configured setup-list values	N/A
Company	Company value for the selected payment record.	Company setup values	N/A
Office	Office value for the selected payment record.	Office setup values	N/A
Back Office	Back Office value for the selected payment record.	Back-office user setup values	N/A
Office TO	Office TO value for the selected payment record.	Office setup values	N/A
Back Office TO	Back Office TO value for the selected payment record.	Back-office user setup values	N/A
RTHours	RTHours value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
OTHours	OTHours value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
DTHours	DTHours value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
Hol Hours	Hol Hours value used in payroll, billing, or performance reporting.	Payment/check records from payroll processing	Default summary aggregation: sum
PTOHours	PTOHours value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
Other Hours	Other Hours value used in payroll, billing, or performance reporting.	Payment/check records from payroll processing	Default summary aggregation: sum
Post Date	Post Date value for the selected record.	Payment/check records from payroll processing	N/A
Post Person	Post Person value for the selected payment record.	Payment/check records from payroll processing	N/A
Person ID	Unique ID for the person record.	Payment/check records from payroll processing	System-generated identifier
Payment ID	Unique ID for the payment record.	Payment/check records from payroll processing	System-generated identifier
Payment Batch ID	Unique ID for the payment batch record.	Payment/check records from payroll processing	System-generated identifier
Customer	Customer value for the selected payment record.	Configured setup-list values	N/A
First Name	First Name for the selected record.	Payment/check records from payroll processing	N/A
Last Name	Last Name for the selected record.	Payment/check records from payroll processing	N/A
ERTax	ERTax value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
PTOPay	PTOPay value for the selected payment record.	Payment/check records from payroll processing	Default summary aggregation: sum
Last4 of SSN	Last four digits of SSN for identification and validation.	Payment/check records from payroll processing	Only the last 4 digits are shown
Month	Month value for the selected payment record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Quarter	Quarter value for the selected payment record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Year	Year value for the selected payment record.	Calendar year values	N/A
Address1	Address1 value for the selected payment record.	Payment/check records from payroll processing	N/A
Address2	Address2 value for the selected payment record.	Payment/check records from payroll processing	N/A
City	City value for the selected payment record.	Payment/check records from payroll processing	N/A
State	State value for the selected payment record.	Payment/check records from payroll processing	N/A
Zip Code	Zip Code value for the selected payment record.	Payment/check records from payroll processing	N/A
Email	Email value for the selected payment record.	Payment/check records from payroll processing	N/A
RTPay Rate(Avg)	RTPay Rate(Avg) value used in payroll, billing, or performance reporting.	Payment/check records from payroll processing	Default summary aggregation: sum
OTPay Rate(Avg)	OTPay Rate(Avg) value used in payroll, billing, or performance reporting.	Payment/check records from payroll processing	Default summary aggregation: sum
DTPay Rate(Avg)	DTPay Rate(Avg) value used in payroll, billing, or performance reporting.	Payment/check records from payroll processing	Default summary aggregation: sum
Address	Address value for the selected payment record.	Payment/check records from payroll processing	N/A

Payment Accrual Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person	Person value for the selected payment accrual record.	Payment-level accrual detail records	N/A
SSN	SSN value used for payroll and compliance context.	Payment-level accrual detail records	N/A
Accounting Period	Accounting Period value for the selected payment accrual record.	Payment-level accrual detail records	N/A
Check Number	Check Number value for the selected payment accrual record.	Payment-level accrual detail records	N/A
Alias	Alias value for the selected payment accrual record.	Company alias setup values	N/A
Check Date	Check Date value for the selected record.	Payment-level accrual detail records	N/A
Gross	Gross value used in payroll, billing, or performance reporting.	Payment-level accrual detail records	Default summary aggregation: sum
Tax	Tax value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Deduction	Deduction value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Reimbursement	Reimbursement value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Benefit	Benefit value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Net	Net value used in payroll, billing, or performance reporting.	Payment-level accrual detail records	Default summary aggregation: sum
Is DD	Is DD value for the selected payment accrual record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Is W2	Is W2 value for the selected payment accrual record.	Payment-level accrual detail records	N/A
MTDGross	MTDGross value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
QTDGross	QTDGross value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
YTDGross	YTDGross value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Check Status	Current check status for the selected record.	Configured setup-list values	N/A
Company	Company value for the selected payment accrual record.	Company setup values	N/A
Office	Office value for the selected payment accrual record.	Office setup values	N/A
Back Office	Back Office value for the selected payment accrual record.	Back-office user setup values	N/A
Office TO	Office TO value for the selected payment accrual record.	Office setup values	N/A
Back Office TO	Back Office TO value for the selected payment accrual record.	Back-office user setup values	N/A
RTHours	RTHours value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
OTHours	OTHours value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
DTHours	DTHours value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Hol Hours	Hol Hours value used in payroll, billing, or performance reporting.	Payment-level accrual detail records	Default summary aggregation: sum
PTOHours	PTOHours value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Other Hours	Other Hours value used in payroll, billing, or performance reporting.	Payment-level accrual detail records	Default summary aggregation: sum
Post Date	Post Date value for the selected record.	Payment-level accrual detail records	N/A
Post Person	Post Person value for the selected payment accrual record.	Payment-level accrual detail records	N/A
Person ID	Unique ID for the person record.	Payment-level accrual detail records	System-generated identifier
Payment ID	Unique ID for the payment record.	Payment-level accrual detail records	System-generated identifier
Payment Batch ID	Unique ID for the payment batch record.	Payment-level accrual detail records	System-generated identifier
Accrual Plan	Accrual Plan value for the selected payment accrual record.	Payment-level accrual detail records	N/A
Previous	Previous value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Accrue	Accrue value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Deplete	Deplete value for the selected payment accrual record.	Payment-level accrual detail records	Default summary aggregation: sum
Balance	Balance value used in payroll, billing, or performance reporting.	Payment-level accrual detail records	Default summary aggregation: sum
anniversary Date	anniversary Date value for the selected record.	Payment-level accrual detail records	N/A
Tier	Tier value for the selected payment accrual record.	Configured setup-list values	N/A
Customer	Customer value for the selected payment accrual record.	Configured setup-list values	N/A
First Name	First Name for the selected record.	Payment-level accrual detail records	N/A
Last Name	Last Name for the selected record.	Payment-level accrual detail records	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Payment-level accrual detail records	Only the last 4 digits are shown
Address1	Address1 value for the selected payment accrual record.	Payment-level accrual detail records	N/A
Address2	Address2 value for the selected payment accrual record.	Payment-level accrual detail records	N/A
City	City value for the selected payment accrual record.	Payment-level accrual detail records	N/A
State	State value for the selected payment accrual record.	Payment-level accrual detail records	N/A
Zip Code	Zip Code value for the selected payment accrual record.	Payment-level accrual detail records	N/A
Email	Email value for the selected payment accrual record.	Payment-level accrual detail records	N/A

Payment Bank Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person	Person value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
SSN	SSN value used for payroll and compliance context.	Bank distribution records tied to payroll payments	N/A
Accounting Period	Accounting Period value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
Check Number	Check Number value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
Alias	Alias value for the selected payment bank record.	Company alias setup values	N/A
Check Date	Check Date value for the selected record.	Bank distribution records tied to payroll payments	N/A
Gross	Gross value used in payroll, billing, or performance reporting.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Tax	Tax value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Deduction	Deduction value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Reimbursement	Reimbursement value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Benefit	Benefit value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Net	Net value used in payroll, billing, or performance reporting.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Is DD	Is DD value for the selected payment bank record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Is W2	Is W2 value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
MTDGross	MTDGross value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
QTDGross	QTDGross value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
YTDGross	YTDGross value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Check Status	Current check status for the selected record.	Configured setup-list values	N/A
Company	Company value for the selected payment bank record.	Company setup values	N/A
Office	Office value for the selected payment bank record.	Office setup values	N/A
Back Office	Back Office value for the selected payment bank record.	Back-office user setup values	N/A
Office TO	Office TO value for the selected payment bank record.	Office setup values	N/A
Back Office TO	Back Office TO value for the selected payment bank record.	Back-office user setup values	N/A
RTHours	RTHours value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
OTHours	OTHours value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
DTHours	DTHours value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Hol Hours	Hol Hours value used in payroll, billing, or performance reporting.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
PTOHours	PTOHours value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Other Hours	Other Hours value used in payroll, billing, or performance reporting.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Post Date	Post Date value for the selected record.	Bank distribution records tied to payroll payments	N/A
Post Person	Post Person value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
Person ID	Unique ID for the person record.	Bank distribution records tied to payroll payments	System-generated identifier
Payment ID	Unique ID for the payment record.	Bank distribution records tied to payroll payments	System-generated identifier
Payment Batch ID	Unique ID for the payment batch record.	Bank distribution records tied to payroll payments	System-generated identifier
Bank Name	Bank Name for the selected record.	Bank distribution records tied to payroll payments	N/A
Routing Number	Routing Number value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
Account Number	Account Number value for the selected payment bank record.	Bank distribution records tied to payroll payments	Value is decrypted at run time based on user permissions
DDNet	DDNet value for the selected payment bank record.	Bank distribution records tied to payroll payments	Default summary aggregation: sum
Bank Account Type	Bank Account Type value for the selected payment bank record.	Configured setup-list values	N/A
Customer	Customer value for the selected payment bank record.	Configured setup-list values	N/A
First Name	First Name for the selected record.	Bank distribution records tied to payroll payments	N/A
Last Name	Last Name for the selected record.	Bank distribution records tied to payroll payments	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Bank distribution records tied to payroll payments	Only the last 4 digits are shown
Address1	Address1 value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
Address2	Address2 value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
City	City value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
State	State value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
Zip Code	Zip Code value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A
Email	Email value for the selected payment bank record.	Bank distribution records tied to payroll payments	N/A

Payment Benefit Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person	Person value for the selected payment benefit record.	Payment-level benefit detail records	N/A
SSN	SSN value used for payroll and compliance context.	Payment-level benefit detail records	N/A
Accounting Period	Accounting Period value for the selected payment benefit record.	Payment-level benefit detail records	N/A
Check Number	Check Number value for the selected payment benefit record.	Payment-level benefit detail records	N/A
Alias	Alias value for the selected payment benefit record.	Company alias setup values	N/A
Check Date	Check Date value for the selected record.	Payment-level benefit detail records	N/A
Gross	Gross value used in payroll, billing, or performance reporting.	Payment-level benefit detail records	Default summary aggregation: sum
Tax	Tax value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
Deduction	Deduction value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
Reimbursement	Reimbursement value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
Benefit	Benefit value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
Net	Net value used in payroll, billing, or performance reporting.	Payment-level benefit detail records	Default summary aggregation: sum
Is DD	Is DD value for the selected payment benefit record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Is W2	Is W2 value for the selected payment benefit record.	Payment-level benefit detail records	N/A
MTDGross	MTDGross value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
QTDGross	QTDGross value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
YTDGross	YTDGross value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
Check Status	Current check status for the selected record.	Configured setup-list values	N/A
Company	Company value for the selected payment benefit record.	Company setup values	N/A
Office	Office value for the selected payment benefit record.	Office setup values	N/A
Back Office	Back Office value for the selected payment benefit record.	Back-office user setup values	N/A
Office TO	Office TO value for the selected payment benefit record.	Office setup values	N/A
Back Office TO	Back Office TO value for the selected payment benefit record.	Back-office user setup values	N/A
RTHours	RTHours value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
OTHours	OTHours value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
DTHours	DTHours value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
Hol Hours	Hol Hours value used in payroll, billing, or performance reporting.	Payment-level benefit detail records	Default summary aggregation: sum
PTOHours	PTOHours value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
Other Hours	Other Hours value used in payroll, billing, or performance reporting.	Payment-level benefit detail records	Default summary aggregation: sum
Post Date	Post Date value for the selected record.	Payment-level benefit detail records	N/A
Post Person	Post Person value for the selected payment benefit record.	Payment-level benefit detail records	N/A
Person ID	Unique ID for the person record.	Payment-level benefit detail records	System-generated identifier
Payment ID	Unique ID for the payment record.	Payment-level benefit detail records	System-generated identifier
Payment Batch ID	Unique ID for the payment batch record.	Payment-level benefit detail records	System-generated identifier
Category	Category value for the selected payment benefit record.	Payment-level benefit detail records	N/A
Type	Type value for the selected payment benefit record.	Configured setup-list values	N/A
Code	Code value for the selected payment benefit record.	Configured setup-list values	N/A
YTDBenefit	YTDBenefit value for the selected payment benefit record.	Payment-level benefit detail records	Default summary aggregation: sum
First Name	First Name for the selected record.	Payment-level benefit detail records	N/A
Last Name	Last Name for the selected record.	Payment-level benefit detail records	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Payment-level benefit detail records	Only the last 4 digits are shown
Address1	Address1 value for the selected payment benefit record.	Payment-level benefit detail records	N/A
Address2	Address2 value for the selected payment benefit record.	Payment-level benefit detail records	N/A
City	City value for the selected payment benefit record.	Payment-level benefit detail records	N/A
State	State value for the selected payment benefit record.	Payment-level benefit detail records	N/A
Zip Code	Zip Code value for the selected payment benefit record.	Payment-level benefit detail records	N/A
Email	Email value for the selected payment benefit record.	Payment-level benefit detail records	N/A

Payment Deduction Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person	Person value for the selected payment deduction record.	Payment-level deduction detail records	N/A
SSN	SSN value used for payroll and compliance context.	Payment-level deduction detail records	N/A
Accounting Period	Accounting Period value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Check Number	Check Number value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Alias	Alias value for the selected payment deduction record.	Company alias setup values	N/A
Check Date	Check Date value for the selected record.	Payment-level deduction detail records	N/A
Gross	Gross value used in payroll, billing, or performance reporting.	Payment-level deduction detail records	Default summary aggregation: sum
Tax	Tax value for the selected payment deduction record.	Payment-level deduction detail records	Default summary aggregation: sum
Deduction	Deduction value for the selected payment deduction record.	Payment-level deduction detail records	Default summary aggregation: sum
Reimbursement	Reimbursement value for the selected payment deduction record.	Payment-level deduction detail records	Default summary aggregation: sum
Benefit	Benefit value for the selected payment deduction record.	Payment-level deduction detail records	Default summary aggregation: sum
Net	Net value used in payroll, billing, or performance reporting.	Payment-level deduction detail records	N/A
Is DD	Is DD value for the selected payment deduction record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Is W2	Is W2 value for the selected payment deduction record.	Payment-level deduction detail records	N/A
MTDGross	MTDGross value for the selected payment deduction record.	Payment-level deduction detail records	Default summary aggregation: sum
QTDGross	QTDGross value for the selected payment deduction record.	Payment-level deduction detail records	N/A
YTDGross	YTDGross value for the selected payment deduction record.	Payment-level deduction detail records	Default summary aggregation: sum
Check Status	Current check status for the selected record.	Configured setup-list values	N/A
Company	Company value for the selected payment deduction record.	Company setup values	N/A
Office	Office value for the selected payment deduction record.	Office setup values	N/A
Back Office	Back Office value for the selected payment deduction record.	Back-office user setup values	N/A
Office TO	Office TO value for the selected payment deduction record.	Office setup values	N/A
Back Office TO	Back Office TO value for the selected payment deduction record.	Back-office user setup values	N/A
RTHours	RTHours value for the selected payment deduction record.	Payment-level deduction detail records	N/A
OTHours	OTHours value for the selected payment deduction record.	Payment-level deduction detail records	N/A
DTHours	DTHours value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Hol Hours	Hol Hours value used in payroll, billing, or performance reporting.	Payment-level deduction detail records	N/A
PTOHours	PTOHours value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Other Hours	Other Hours value used in payroll, billing, or performance reporting.	Payment-level deduction detail records	N/A
Post Date	Post Date value for the selected record.	Payment-level deduction detail records	N/A
Post Person	Post Person value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Person ID	Unique ID for the person record.	Payment-level deduction detail records	System-generated identifier
Payment ID	Unique ID for the payment record.	Payment-level deduction detail records	System-generated identifier
Payment Batch ID	Unique ID for the payment batch record.	Payment-level deduction detail records	System-generated identifier
Category	Category value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Type	Type value for the selected payment deduction record.	Configured setup-list values	Default summary aggregation: groupby
Code	Code value for the selected payment deduction record.	Configured setup-list values	N/A
Adjustment	Adjustment value for the selected payment deduction record.	Payment-level deduction detail records	Default summary aggregation: sum
YTDAdjustment	YTDAdjustment value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Agency	Agency value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Agency Address	Agency Address value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Customer	Customer value for the selected payment deduction record.	Configured setup-list values	N/A
First Name	First Name for the selected record.	Payment-level deduction detail records	N/A
Last Name	Last Name for the selected record.	Payment-level deduction detail records	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Payment-level deduction detail records	Only the last 4 digits are shown
Address1	Address1 value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Address2	Address2 value for the selected payment deduction record.	Payment-level deduction detail records	N/A
City	City value for the selected payment deduction record.	Payment-level deduction detail records	N/A
State	State value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Zip Code	Zip Code value for the selected payment deduction record.	Payment-level deduction detail records	N/A
Email	Email value for the selected payment deduction record.	Payment-level deduction detail records	N/A

Payment Tax Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Person	Person value for the selected payment tax record.	Payment-level tax detail records	N/A
SSN	SSN value used for payroll and compliance context.	Payment-level tax detail records	N/A
Accounting Period	Accounting Period value for the selected payment tax record.	Payment-level tax detail records	N/A
Check Number	Check Number value for the selected payment tax record.	Payment-level tax detail records	N/A
Alias	Alias value for the selected payment tax record.	Company alias setup values	N/A
Check Date	Check Date value for the selected record.	Payment-level tax detail records	N/A
Gross	Gross value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
Tax	Tax value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
Total Deduction	Total Deduction value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
Reimbursement	Reimbursement value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
Benefit	Benefit value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
Net	Net value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
Is DD	Is DD value for the selected payment tax record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Is W2	Is W2 value for the selected payment tax record.	Payment-level tax detail records	N/A
MTDGross	MTDGross value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
QTDGross	QTDGross value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
YTDGross	YTDGross value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
Check Status	Current check status for the selected record.	Configured setup-list values	N/A
Company	Company value for the selected payment tax record.	Company setup values	N/A
Office	Office value for the selected payment tax record.	Office setup values	N/A
Back Office	Back Office value for the selected payment tax record.	Back-office user setup values	N/A
Office TO	Office TO value for the selected payment tax record.	Office setup values	N/A
Back Office TO	Back Office TO value for the selected payment tax record.	Back-office user setup values	N/A
RTHours	RTHours value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
OTHours	OTHours value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
DTHours	DTHours value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
Hol Hours	Hol Hours value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
PTOHours	PTOHours value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
Other Hours	Other Hours value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
Post Date	Post Date value for the selected record.	Payment-level tax detail records	N/A
Post Person	Post Person value for the selected payment tax record.	Payment-level tax detail records	N/A
Person ID	Unique ID for the person record.	Payment-level tax detail records	System-generated identifier
Payment ID	Unique ID for the payment record.	Payment-level tax detail records	System-generated identifier
Payment Batch ID	Unique ID for the payment batch record.	Payment-level tax detail records	System-generated identifier
Category	Category value for the selected payment tax record.	Payment-level tax detail records	N/A
Type	Type value for the selected payment tax record.	Configured setup-list values	N/A
Code	Code value for the selected payment tax record.	Configured setup-list values	N/A
Taxable Gross	Taxable Gross value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
Subject Gross	Subject Gross value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
Rate	Rate value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
YTDTax	YTDTax value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum
Is Employertax	Is Employertax value for the selected payment tax record.	Configured setup-list values	N/A
Customer	Customer value for the selected payment tax record.	Configured setup-list values	N/A
First Name	First Name for the selected record.	Payment-level tax detail records	N/A
Last Name	Last Name for the selected record.	Payment-level tax detail records	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Payment-level tax detail records	Only the last 4 digits are shown
Total Tax	Total Tax value used in payroll, billing, or performance reporting.	Payment-level tax detail records	Default summary aggregation: sum
ERTax	ERTax value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum; Derived using business-rule logic (conditional output)
EETax	EETax value for the selected payment tax record.	Payment-level tax detail records	Default summary aggregation: sum; Derived using business-rule logic (conditional output)
Address1	Address1 value for the selected payment tax record.	Payment-level tax detail records	N/A
Address2	Address2 value for the selected payment tax record.	Payment-level tax detail records	N/A
City	City value for the selected payment tax record.	Payment-level tax detail records	N/A
State	State value for the selected payment tax record.	Payment-level tax detail records	N/A
Zip Code	Zip Code value for the selected payment tax record.	Payment-level tax detail records	N/A
Email	Email value for the selected payment tax record.	Payment-level tax detail records	N/A
Description	Description value for the selected payment tax record.	Payment-level tax detail records	N/A

Transaction Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Transaction ID	Unique ID for the transaction record.	Time and payroll transaction records	System-generated identifier
Assignment ID	Unique ID for the assignment record.	Time and payroll transaction records	System-generated identifier
Customer	Customer value for the selected transaction record.	Configured setup-list values	N/A
Department	Department value for the selected transaction record.	Configured setup-list values	N/A
Alias	Alias value for the selected transaction record.	Company alias setup values	N/A
Company	Company value for the selected transaction record.	Company setup values	N/A
Office	Office value for the selected transaction record.	Office setup values	N/A
Bill ID	Unique ID for the bill record.	Time and payroll transaction records	System-generated identifier
Accounting Period	Accounting Period value for the selected transaction record.	Time and payroll transaction records	N/A
Person	Person value for the selected transaction record.	Time and payroll transaction records	N/A
SSN	SSN value used for payroll and compliance context.	Time and payroll transaction records	N/A
Job Site	Job Site value for the selected transaction record.	Time and payroll transaction records	N/A
Job Position	Job Position value for the selected transaction record.	Time and payroll transaction records	N/A
Job ID	Unique ID for the job record.	Time and payroll transaction records	System-generated identifier
Transaction Batch ID	Unique ID for the transaction batch record.	Time and payroll transaction records	System-generated identifier
Payment Batch ID	Unique ID for the payment batch record.	Time and payroll transaction records	System-generated identifier
Payment ID	Unique ID for the payment record.	Time and payroll transaction records	System-generated identifier
Invoice Batch ID	Unique ID for the invoice batch record.	Time and payroll transaction records	System-generated identifier
Invoice ID	Unique ID for the invoice record.	Time and payroll transaction records	System-generated identifier
Purchase Order	Purchase Order value for the selected transaction record.	Time and payroll transaction records	N/A
Shift	Shift value for the selected transaction record.	Time and payroll transaction records	N/A
Back Office	Back Office value for the selected transaction record.	Back-office user setup values	N/A
OTPlan	OTPlan value for the selected transaction record.	Time and payroll transaction records	N/A
WCCode	WCCode value for the selected transaction record.	Time and payroll transaction records	N/A
Pay Period	Pay Period value for the selected transaction record.	Time and payroll transaction records	N/A
Invoice Date	Invoice Date value for the selected record.	Time and payroll transaction records	N/A
Check Date	Check Date value for the selected record.	Time and payroll transaction records	N/A
Total Bill	Total Bill value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Total Pay	Total Pay value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Gross	Gross value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Sales	Sales value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Reimbursement	Reimbursement value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Deduction	Deduction value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Adjustment Bill	Adjustment Bill value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
GPAdjustment Pay	GPAdjustment Pay value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
GPAdjustment Bill	GPAdjustment Bill value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
GPAdjustment Cost	GPAdjustment Cost value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
WCWage	WCWage value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
WCCost	WCCost value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Rebate	Rebate value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Sales Tax	Sales Tax value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Discount	Discount value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Credit Card Fee	Credit Card Fee value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Employer Tax	Employer Tax value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Benefit	Benefit value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Burden	Burden value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Payroll Cost	Payroll Cost value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Gross Profit	Gross Profit value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
RTPay	RTPay value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
OTPay	OTPay value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
DTPay	DTPay value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
RTBill	RTBill value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
OTBill	OTBill value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
DTBill	DTBill value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Salary	Salary value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Salary Bill	Salary Bill value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Hol Pay	Hol Pay value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
PTOPay	PTOPay value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Other Pay	Other Pay value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Hol Bill	Hol Bill value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
PTOBill	PTOBill value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Other Bill	Other Bill value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Gross Profit Percent	Gross Profit Percent value used in payroll, billing, or performance reporting.	Time and payroll transaction records	N/A
RTPay Hours	RTPay Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
RTBill Hours	RTBill Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
OTPay Hours	OTPay Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
OTBill Hours	OTBill Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
DTPay Hours	DTPay Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
DTBill Hours	DTBill Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Hol Pay Hours	Hol Pay Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Hol Bill Hours	Hol Bill Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
PTOPay Hours	PTOPay Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
PTOBill Hours	PTOBill Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Other Pay Hours	Other Pay Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Other Bill Hours	Other Bill Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Total Pay Hours	Total Pay Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Total Bill Hours	Total Bill Hours value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
ACAHours	ACAHours value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Pay Percent Transaction	Pay Percent Transaction value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Bill Percent Transaction	Bill Percent Transaction value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
PPE	PPE value for the selected transaction record.	Time and payroll transaction records	N/A
Check Number	Check Number value for the selected transaction record.	Time and payroll transaction records	N/A
Invoice Number	Invoice Number value for the selected transaction record.	Time and payroll transaction records	N/A
Employee Status	Current employee status for the selected record.	Configured setup-list values	N/A
Person ID	Unique ID for the person record.	Time and payroll transaction records	System-generated identifier
On Assignment	On Assignment value for the selected transaction record.	Time and payroll transaction records	Derived using business-rule logic (conditional output)
WCState	WCState value for the selected transaction record.	Time and payroll transaction records	N/A
First Name	First Name for the selected record.	Time and payroll transaction records	N/A
Last Name	Last Name for the selected record.	Time and payroll transaction records	N/A
Charge	Charge value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Last4 of SSN	Last four digits of SSN for identification and validation.	Time and payroll transaction records	Only the last 4 digits are shown
RTPay Rate	RTPay Rate value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
RTBill Rate	RTBill Rate value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
OTPay Rate	OTPay Rate value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
OTBill Rate	OTBill Rate value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
DTPay Rate	DTPay Rate value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
DTBill Rate	DTBill Rate value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum
Month	Month value for the selected transaction record.	Configured setup-list values	N/A
Quarter	Quarter value for the selected transaction record.	Configured setup-list values	Derived using business-rule logic (conditional output)
Year	Year value for the selected transaction record.	Calendar year values	N/A
Address1	Address1 value for the selected transaction record.	Time and payroll transaction records	N/A
Address2	Address2 value for the selected transaction record.	Time and payroll transaction records	N/A
City	City value for the selected transaction record.	Time and payroll transaction records	N/A
State	State value for the selected transaction record.	Time and payroll transaction records	N/A
Zip Code	Zip Code value for the selected transaction record.	Time and payroll transaction records	N/A
Email	Email value for the selected transaction record.	Time and payroll transaction records	N/A
Employee Type	Employee Type value for the selected transaction record.	Time and payroll transaction records	N/A
Agency Cost	Agency Cost value used in payroll, billing, or performance reporting.	Time and payroll transaction records	Default summary aggregation: sum; Derived using business-rule logic (conditional output)
WCRate	WCRate value for the selected transaction record.	Time and payroll transaction records	Default summary aggregation: sum
Assignment Start Date	Assignment Start Date value for the selected record.	Time and payroll transaction records	N/A
Assignment End Date	Assignment End Date value for the selected record.	Time and payroll transaction records	N/A
Last Paid Date	Last Paid Date value for the selected record.	Time and payroll transaction records	N/A

Transaction Item Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Transaction ID	Unique ID for the transaction record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Assignment ID	Unique ID for the assignment record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Company	Company value for the selected transaction item record.	Company setup values	N/A
Department	Department value for the selected transaction item record.	Configured setup-list values	N/A
Alias	Alias value for the selected transaction item record.	Company alias setup values	N/A
Office	Office value for the selected transaction item record.	Office setup values	N/A
Bill ID	Unique ID for the bill record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Accounting Period	Accounting Period value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Person	Person value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
SSN	SSN value used for payroll and compliance context.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Job Site	Job Site value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Job Position	Job Position value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Job ID	Unique ID for the job record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Transaction Batch ID	Unique ID for the transaction batch record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Payment Batch ID	Unique ID for the payment batch record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Payment ID	Unique ID for the payment record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Invoice Batch ID	Unique ID for the invoice batch record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Invoice ID	Unique ID for the invoice record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
Purchase Order	Purchase Order value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Shift	Shift value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Back Office	Back Office value for the selected transaction item record.	Back-office user setup values	N/A
OTPlan	OTPlan value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
WCCode	WCCode value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Pay Period	Pay Period value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Invoice Date	Invoice Date value for the selected record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Check Date	Check Date value for the selected record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Total Bill	Total Bill value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Total Pay	Total Pay value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Gross	Gross value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Sales	Sales value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Reimbursement	Reimbursement value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Deduction	Deduction value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Adjustment Bill	Adjustment Bill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
GPAdjustment Pay	GPAdjustment Pay value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
GPAdjustment Bill	GPAdjustment Bill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
GPAdjustment Cost	GPAdjustment Cost value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
WCWage	WCWage value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
WCCost	WCCost value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Rebate	Rebate value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Sales Tax	Sales Tax value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Discount	Discount value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Credit Card Fee	Credit Card Fee value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Employer Tax	Employer Tax value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Benefit	Benefit value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Burden	Burden value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Payroll Cost	Payroll Cost value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Gross Profit	Gross Profit value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
RTPay	RTPay value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
OTPay	OTPay value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
DTPay	DTPay value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
RTBill	RTBill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
OTBill	OTBill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
DTBill	DTBill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Salary	Salary value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Salary Bill	Salary Bill value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Hol Pay	Hol Pay value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
PTOPay	PTOPay value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Other Pay	Other Pay value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Hol Bill	Hol Bill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
PTOBill	PTOBill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Other Bill	Other Bill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Gross Profit Percent	Gross Profit Percent value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
RTPay Hours	RTPay Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
RTBill Hours	RTBill Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
OTPay Hours	OTPay Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
OTBill Hours	OTBill Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
DTPay Hours	DTPay Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
DTBill Hours	DTBill Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Hol Pay Hours	Hol Pay Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Hol Bill Hours	Hol Bill Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
PTOPay Hours	PTOPay Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
PTOBill Hours	PTOBill Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Other Pay Hours	Other Pay Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Other Bill Hours	Other Bill Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Total Pay Hours	Total Pay Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Total Bill Hours	Total Bill Hours value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
ACAHours	ACAHours value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Pay Percent Transaction	Pay Percent Transaction value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Bill Percent Transaction	Bill Percent Transaction value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Category	Category value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Code	Code value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Pay Unit	Pay Unit value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Bill Unit	Bill Unit value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Pay Rate	Pay Rate value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Item Pay	Item Pay value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Bill Rate	Bill Rate value used in payroll, billing, or performance reporting.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
Item Bill	Item Bill value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	Default summary aggregation: sum
PPE	PPE value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Customer	Customer value for the selected transaction item record.	Configured setup-list values	N/A
Check Number	Check Number value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Invoice Number	Invoice Number value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Person ID	Unique ID for the person record.	Detailed transaction line items (earnings, rates, taxes, deductions)	System-generated identifier
First Name	First Name for the selected record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Last Name	Last Name for the selected record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Detailed transaction line items (earnings, rates, taxes, deductions)	Only the last 4 digits are shown
Address1	Address1 value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Address2	Address2 value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
City	City value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
State	State value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Zip Code	Zip Code value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Email	Email value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A
Type	Type value for the selected transaction item record.	Detailed transaction line items (earnings, rates, taxes, deductions)	N/A

Transaction Item Sales Tax Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Accounting Period	Accounting Period value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Customer	Customer value for the selected transaction item sales tax record.	Configured setup-list values	N/A
Department	Department value for the selected transaction item sales tax record.	Configured setup-list values	N/A
Person	Person value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Alias	Alias value for the selected transaction item sales tax record.	Company alias setup values	N/A
SSN	SSN value used for payroll and compliance context.	Transaction line items related to sales tax reporting	N/A
Company	Company value for the selected transaction item sales tax record.	Company setup values	N/A
Office	Office value for the selected transaction item sales tax record.	Office setup values	N/A
Back Office	Back Office value for the selected transaction item sales tax record.	Back-office user setup values	N/A
WCCode	WCCode value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Job Position	Job Position value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
PPE	PPE value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Item Bill	Item Bill value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	Default summary aggregation: sum
Sales Tax Code	Sales Tax Code value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Rate	Rate value used in payroll, billing, or performance reporting.	Transaction line items related to sales tax reporting	Default summary aggregation: sum
Sales Tax	Sales Tax value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	Default summary aggregation: sum
First Name	First Name for the selected record.	Transaction line items related to sales tax reporting	N/A
Last Name	Last Name for the selected record.	Transaction line items related to sales tax reporting	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Transaction line items related to sales tax reporting	Only the last 4 digits are shown
Address1	Address1 value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Address2	Address2 value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
City	City value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
State	State value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Zip Code	Zip Code value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Email	Email value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A
Description	Description value for the selected transaction item sales tax record.	Transaction line items related to sales tax reporting	N/A

Unemployment Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Unemployment ID	Unique ID for the unemployment record.	Unemployment tax records tied to payroll activity	System-generated identifier
Assignment ID	Unique ID for the assignment record.	Unemployment tax records tied to payroll activity	System-generated identifier
Customer ID	Unique ID for the customer record.	Unemployment tax records tied to payroll activity	System-generated identifier
Job ID	Unique ID for the job record.	Unemployment tax records tied to payroll activity	System-generated identifier
Employee ID	Unique ID for the employee record.	Unemployment tax records tied to payroll activity	System-generated identifier
Employee	Employee value for the selected unemployment record.	Unemployment tax records tied to payroll activity	N/A
Customer	Customer value for the selected unemployment record.	Configured setup-list values	N/A
Department	Department value for the selected unemployment record.	Configured setup-list values	N/A
Alias	Alias value for the selected unemployment record.	Company alias setup values	N/A
Company	Company value for the selected unemployment record.	Company setup values	N/A
Office	Office value for the selected unemployment record.	Office setup values	N/A
Status	Current status for the selected record.	Configured setup-list values	N/A
Determination Status	Current determination status for the selected record.	Configured setup-list values	N/A
Reason Status	Current reason status for the selected record.	Configured setup-list values	N/A
Workflow Stage	Workflow Stage value for the selected unemployment record.	Unemployment tax records tied to payroll activity	N/A
Job Title	Job Title value for the selected unemployment record.	Unemployment tax records tied to payroll activity	N/A
Claim Number	Claim Number value for the selected unemployment record.	Unemployment tax records tied to payroll activity	N/A
Claim Date	Claim Date value for the selected record.	Unemployment tax records tied to payroll activity	N/A
Claim Note	Claim Note value for the selected unemployment record.	Unemployment tax records tied to payroll activity	N/A
Assigned To	Assigned To value for the selected unemployment record.	Unemployment tax records tied to payroll activity	N/A
Entered By	Entered By value for the selected unemployment record.	Unemployment tax records tied to payroll activity	N/A
UIAdmin	UIAdmin value for the selected unemployment record.	Unemployment tax records tied to payroll activity	N/A
Weekly Benefit	Weekly Benefit value for the selected unemployment record.	Unemployment tax records tied to payroll activity	Default summary aggregation: sum
Max Benefit	Max Benefit value for the selected unemployment record.	Unemployment tax records tied to payroll activity	Default summary aggregation: sum
Potential Charges	Potential Charges value for the selected unemployment record.	Unemployment tax records tied to payroll activity	Default summary aggregation: sum
Total Charge	Total Charge value used in payroll, billing, or performance reporting.	Unemployment tax records tied to payroll activity	Default summary aggregation: sum
Total Reserved Amount	Total Reserved Amount value used in payroll, billing, or performance reporting.	Unemployment tax records tied to payroll activity	Default summary aggregation: sum

WC Cost Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Accounting Period	Accounting Period value for the selected wc cost record.	Workers compensation cost records	N/A
Customer	Customer value for the selected wc cost record.	Configured setup-list values	N/A
Department	Department value for the selected wc cost record.	Configured setup-list values	N/A
Person	Person value for the selected wc cost record.	Workers compensation cost records	N/A
Alias	Alias value for the selected wc cost record.	Company alias setup values	N/A
SSN	SSN value used for payroll and compliance context.	Workers compensation cost records	N/A
Company	Company value for the selected wc cost record.	Company setup values	N/A
Office	Office value for the selected wc cost record.	Office setup values	N/A
Back Office	Back Office value for the selected wc cost record.	Back-office user setup values	N/A
WCCode	WCCode value for the selected wc cost record.	Workers compensation cost records	N/A
Job Position	Job Position value for the selected wc cost record.	Workers compensation cost records	N/A
PPE	PPE value for the selected wc cost record.	Workers compensation cost records	N/A
Gross	Gross value used in payroll, billing, or performance reporting.	Workers compensation cost records	Default summary aggregation: sum
WCWage	WCWage value for the selected wc cost record.	Workers compensation cost records	Default summary aggregation: sum
WCCost	WCCost value for the selected wc cost record.	Workers compensation cost records	Default summary aggregation: sum
RTPay Hours	RTPay Hours value used in payroll, billing, or performance reporting.	Workers compensation cost records	Default summary aggregation: sum
OTPay Hours	OTPay Hours value used in payroll, billing, or performance reporting.	Workers compensation cost records	Default summary aggregation: sum
DTPay Hours	DTPay Hours value used in payroll, billing, or performance reporting.	Workers compensation cost records	Default summary aggregation: sum
Hol Pay Hours	Hol Pay Hours value used in payroll, billing, or performance reporting.	Workers compensation cost records	Default summary aggregation: sum
PTOPay Hours	PTOPay Hours value used in payroll, billing, or performance reporting.	Workers compensation cost records	Default summary aggregation: sum
Other Pay Hours	Other Pay Hours value used in payroll, billing, or performance reporting.	Workers compensation cost records	Default summary aggregation: sum
Total Pay Hours	Total Pay Hours value used in payroll, billing, or performance reporting.	Workers compensation cost records	Default summary aggregation: sum
First Name	First Name for the selected record.	Workers compensation cost records	N/A
Last Name	Last Name for the selected record.	Workers compensation cost records	N/A
Last4 of SSN	Last four digits of SSN for identification and validation.	Workers compensation cost records	Only the last 4 digits are shown

Work Injury Template

Available Column	What Data It Shows	Where the Data Comes From	Extra Notes
Employee	Employee value for the selected work injury record.	Work injury and claim tracking records	N/A
SSN	SSN value used for payroll and compliance context.	Work injury and claim tracking records	N/A
Status	Current status for the selected record.	Configured setup-list values	N/A
Job Title	Job Title value for the selected work injury record.	Work injury and claim tracking records	N/A
Company	Company value for the selected work injury record.	Company setup values	N/A
Office	Office value for the selected work injury record.	Office setup values	N/A
Customer	Customer value for the selected work injury record.	Configured setup-list values	N/A
WCCode	WCCode value for the selected work injury record.	Work injury and claim tracking records	N/A
On Assignment	On Assignment value for the selected work injury record.	Work injury and claim tracking records	Derived using business-rule logic (conditional output)
Incident Date	Incident Date value for the selected record.	Work injury and claim tracking records	Derived using business-rule logic (conditional output)
Claim Number	Claim Number value for the selected work injury record.	Work injury and claim tracking records	N/A
Claim Type	Claim Type value for the selected work injury record.	Work injury and claim tracking records	N/A
Source of Injury	Source of Injury value for the selected work injury record.	Work injury and claim tracking records	N/A
Type of Injury	Type of Injury value for the selected work injury record.	Work injury and claim tracking records	N/A
Reserve	Reserve value for the selected work injury record.	Work injury and claim tracking records	Default summary aggregation: sum
Cost	Cost value used in payroll, billing, or performance reporting.	Work injury and claim tracking records	Default summary aggregation: sum
Work Address	Work Address value for the selected work injury record.	Work injury and claim tracking records	N/A
Adjuster	Adjuster value for the selected work injury record.	Work injury and claim tracking records	N/A
State	State value for the selected work injury record.	Work injury and claim tracking records	N/A
WCAdmin	WCAdmin value for the selected work injury record.	Work injury and claim tracking records	N/A
First Name	First Name for the selected record.	Work injury and claim tracking records	N/A
Assigned To	Assigned To value for the selected work injury record.	Work injury and claim tracking records	N/A
Last Name	Last Name for the selected record.	Work injury and claim tracking records	N/A
Employee Name2	Employee Name2 for the selected record.	Work injury and claim tracking records	N/A
Body Parts	Body Parts value for the selected work injury record.	Configured setup-list values	N/A
Insert Date	Insert Date value for the selected record.	Work injury and claim tracking records	N/A