For the most reliable reporting, we recommend that clients use the Standard Employee Template and the Standard Dependent Template, which can be downloaded from the Manage Templates tab:
Using the Standard Template ensures file and data compatibility and provides the simplest uploading process.
Once you have downloaded the Standard Template, enter your employee information following the guidelines provided in the latest version of the Employee Datasheet Guide, and then proceed to the data upload process.
Next Step:
- To use a custom data template, see: Data Management 4 - Create a Custom Data Template
- If you are using the standard template, skip to: Data Management 5 - Upload Your Employee & Dependent Data