Excel Add-In for Paylocity

Build 24.0.9060

EmployeeDetails

Add new employee. Get employee. Update employee

Table Specific Information

Select

The add-in will use the Paylocity API to process WHERE clause conditions built with the following column and operator. The rest of the filter is executed client side within the add-in.

  • EmployeeId supports the '=' comparison.

For example, the following queries are processed server side: 

SELECT * FROM Employee WHERE EmployeeId = '123'

Insert

Following is an example of how to inserting into Employee table with aggregate column(Optional). For example: 

INSERT INTO AdditionalRates#TEMP (Shift, Job, CostCenter1, CostCenter2, CostCenter3,  EffectiveDate, ChangeReason, RateCode, Rate, RatePer, RateNotes) VALUES ( '1', '0000123', '100', '101', '100', '2021-02-09', 'Cost of Living Increase', 'CN', 500, 'week', 'NewRate')

INSERT INTO Employee (FirstName, LastName, MiddleName, Gender, MaritalStatus, PreferredName, PriorLastName, Salutation, Currency, BirthDate, CompanyFEIN, CompanyName, DepartmentPositionChangeReason, DepartmentPositionCostCenter1, DepartmentPositionCostCenter2, DepartmentPositionCostCenter3, DepartmentPositionEffectiveDate, DepartmentPositionEmployeeType, DepartmentPositionIsMinimumWageExempt, DepartmentPositionIsOvertimeExempt, DepartmentPositionIsSupervisorReviewer, DepartmentPositionIsUnionDuesCollected, DepartmentPositionIsUnionInitiationCollected, DepartmentPositionJobTitle, FederalTaxAmount, FederalTaxExemptions, FederalTaxFilingStatus, FederalTaxPercentage, FederalTaxTaxCalculationCode, FederalTaxW4FormYear, HomeAddressAddress1, HomeAddressAddress2, HomeAddressCity, HomeAddressCountry, HomeAddressEmailAddress, HomeAddressMobilePhone, HomeAddressPhone, HomeAddressPostalCode, HomeAddressState, NonPrimaryStateTaxFilingStatus, NonPrimaryStateTaxHigherRate, NonPrimaryStateTaxOtherIncomeAmount, NonPrimaryStateTaxReciprocityCode, NonPrimaryStateTaxtaxCode, PrimaryPayRateAnnualSalary, PrimaryPayRateBaseRate, PrimaryPayRateChangeReason, PrimaryPayRateDefaultHours, PrimaryPayRateEffectiveDate, PrimaryPayRatePayFrequency, PrimaryPayRatePayType, PrimaryStateTaxAmount, PrimaryStateTaxExemptions, PrimaryStateTaxExemptions2, PrimaryStateTaxPercentage, PrimaryStateTaxFilingStatus, PrimaryStateTaxTaxCalculationCode, PrimaryStateTaxTaxCode, PrimaryStateTaxW4FormYear, StatusAdjustedSeniorityDate, StatusChangeReason, StatusEffectiveDate, StatusEmployeeStatus, StatusHireDate, StatusIsEligibleForRehire, TaxSetupSuiState, TaxSetupTaxForm, WorkAddressAddress1, WorkAddressCity, WorkAddressCountry, WorkAddressMobilePhone, WorkAddressPostalCode, WorkAddressState, suffix, IsSmoker, AdditionalRate) VALUES ('TestFirstName1', 'TestLastName', 'TestMiddleName', 'M', 'S', 'Test1', 'TestPrior', 'Mr', 'USD', '1985-11-01', '00-5554442', 'SusanW  Z2222 Clone', 'New Hire', '100', '101', '100', '2021-02-01', 'RFT', false, true, false, false, false, 'Clinical Psychologist', '1', '0', 'M', '1', 'AFAP', '2021', 'TestAddr1', 'TestAddr2', 'NewJordi', 'USA', '[email protected]', '(961)062-1234', '(588)148-1234', '75791', 'NY', 'M', 'false', 0, 'Both', 'NY', '1000', '100', 'New Hire', '8', '2021-02-01', 'M', 'Salary', '1', '0', '0', 5, 'S', 'AFAP', 'AZ', '2019', '2021-02-01', 'New Hire', '2021-02-01', 'A', '2021-02-01', true, 'NY', 'W2', '78FraleighStreet', 'RedHook', 'USA', '(276)369-1234', '12571', 'NY', 'Jr.', true, 'AdditionalRates#TEMP')

Update

Following is an example of how to Update a Employee table: 

UPDATE Employee SET PriorLastName = 'PriorLastName', [CF_PayrollAndHR_Full Computer Access] = true WHERE EmployeeId = '123'

Columns

Name Type ReadOnly References Description
EmployeeId [KEY] String False

Leave blank to have Web Pay automatically assign the next available employee ID.

PreferredName String False

Employee preferred display name.

FirstName String False

Employee first name.

LastName String False

Employee last name.

MiddleName String False

Employee middle name.

WebTimeChargeRate Decimal False

Rate to be charged to third party for time worked by the employee. It is most commonly referenced in the Cost Center Charge, Cost Center Charge vs. Cost Reports, and the Customer Invoice time and attendance reports. Decimal (12,2)

WebTimeIsTimeLaborEnabled Bool False

If set to true, changes to employee data will be reflected in Web Time.

WebTimeBadgeNumber String False

Badge number usually issued for time and attendance system use.

WorkAddressCountry String False

Country.

WorkAddressAddress1 String False

1st address line.

WorkAddressPager String False

Employee pager number.

WorkAddressState String False

State or province.

WorkAddressMailStop String False

Employee mail stop.

WorkAddressEmailAddress String False

Email.

WorkAddressCity String False

City.

WorkAddressPhoneExtension String False

Phone number extension.

WorkAddressLocation String False

Work Location name.

WorkAddressPostalCode String False

Postal code.

WorkAddressCounty String False

County.

WorkAddressAddress2 String False

2nd address line.

WorkAddressMobilePhone String False

Mobile phone number.

WorkAddressPhone String False

Phone number.

Currency String False

Employee is paid in this currency.

EmergencyContacts String False

Add or update Emergency Contacts.

OwnerPercent Decimal False

Percentage of employee's ownership in the company, entered as a whole number. Decimal (12,2)

CustomTextFields String False

Up to 8 custom fields of text type value.

NonPrimaryStateTaxExemptions Decimal False

State tax exemptions value.Decimal (12,2)

NonPrimaryStateTaxOtherIncomeAmount Decimal False

Box 4(a) on form W4 (year 2020 or later): Other income amount. Decimal (12,2)

NonPrimaryStateTaxAmount Decimal False

State tax code.

NonPrimaryStateTaxDependentsAmount Decimal False

Box 3 on form W4 (year 2020 or later): Total dependents amount. Decimal (12,2)

NonPrimaryStateTaxDeductionsAmount Decimal False

Box 4(b) on form W4 (year 2020 or later): Deductions amount. Decimal (12,2)

NonPrimaryStateTaxTaxCalculationCode String False

Tax calculation code. Common values are *F* (Flat), *P* (Percentage), *FDFP* (Flat Dollar Amount plus Fixed Percentage).

NonPrimaryStateTaxPercentage Decimal False

State Tax percentage. Decimal (12,2)

NonPrimaryStateTaxW4FormYear Int False

The state W4 form year Integer

NonPrimaryStateTaxExemptions2 Decimal False

State tax exemptions 2 value.Decimal (12,2)

NonPrimaryStateTaxFilingStatus String False

Employee state tax filing status. Common values are *S* (Single), *M* (Married).

NonPrimaryStateTaxHigherRate Bool False

Box 2(c) on form W4 (year 2020 or later): Multiple Jobs or Spouse Works. Boolean

NonPrimaryStateTaxTaxCode String False

State tax code.

NonPrimaryStateTaxReciprocityCode String False

Non-primary state tax reciprocity code.

NonPrimaryStateTaxSpecialCheckCalc String False

Supplemental check calculation code. Common values are *Blocked* (Taxes blocked on Supplemental checks), *Supp* (Use supplemental Tax Rate-Code).

DepartmentPositionPositionCode String False

Employee position code. Must match Company setup.

DepartmentPositionShift String False

Employee work shift.

DepartmentPositionCostCenter1 String False

Employer defined location, like *branch, division, department*, etc. Must match Company setup.

DepartmentPositionIsSupervisorReviewer Bool False

Indicates if employee is a supervisor or reviewer.

DepartmentPositionIsUnionDuesCollected Bool False

Indicates if union dues are collected.

DepartmentPositionIsMinimumWageExempt Bool False

Indicates if employee is exempt from minimum wage.

DepartmentPositionUnionCode String False

Employee union code. Must match Company setup.

DepartmentPositionSupervisorCompanyNumber String False

Supervisor's company number. Defaults to employee company number.

DepartmentPositionJobTitle String False

Employee current job title.

DepartmentPositionUnionPosition String False

Employee union position. Must match Company setup.

DepartmentPositionCostCenter2 String False

Employer defined location, like *branch, division, department*, etc. Must match Company setup.

DepartmentPositionIsOvertimeExempt Bool False

Indicates if employee is exempt from overtime.

DepartmentPositionEffectiveDate Date False

The date the position takes effect. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

DepartmentPositionCostCenter3 String False

Employer defined location, like *branch, division, department*, etc. Must match Company setup.

DepartmentPositionEqualEmploymentOpportunityClass String False

Values are configured in Company > Setup > HR > EEO Classes.

DepartmentPositionClockBadgeNumber String False

Employee clock badge number. Defaults to employeeId.

DepartmentPositionReviewerEmployeeId String False

Employee id of the reviewer.

DepartmentPositionTipped String False

Indicates if employee receives tips.

DepartmentPositionReviewerCompanyNumber String False

Company number of reviewer.

DepartmentPositionIsUnionInitiationCollected Bool False

Indicates if initiations fees are collected.

DepartmentPositionSupervisorEmployeeId String False

EmployeeId of the supervisor.

DepartmentPositionChangeReason String False

Employee department/position change reason. Must match Company setup.

DepartmentPositionEmployeeType String False

Employee current employment type. Common values *RFT (Regular Full Time), RPT (Regular Part Time), SNL (Seasonal), TFT (Temporary Full Time), TPT (Temporary Part Time)*.

DepartmentPositionWorkersCompensation String False

Employee worker compensation code. Must match Company setup.

DepartmentPositionUnionAffiliationDate Date False

Employee union affiliation effective date. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

DepartmentPositionPayGroup String False

Employee pay group. Must match Company setup.

DisabilityDescription String False

Indicates if employee has disability status.

Ethnicity String False

Employee ethnicity.

AdditionalRate String False

Add Additional Rates.

CustomBooleanFields String False

Up to 8 custom fields of boolean (checkbox) type value.

AdditionalDirectDeposit String False

Add up to 19 direct deposit accounts in addition to the main direct deposit account. IMPORTANT: A direct deposit update will remove ALL existing main and additional direct deposit information in WebPay and replace with information provided on the request. GET API will not return direct deposit data.

CustomDropDownFields String False

Up to 8 custom fields of the dropdown type value.

CompanyFEIN String False

Company FEIN as defined in Web Pay, applicable with GET requests only.

Suffix String False

Employee name suffix. Common values are *Jr, Sr, II*.

MainDirectDepositNameOnAccount String False

Name on the bank account. Defaults to employee's name.

MainDirectDepositRoutingNumber String False

ABA Transit Routing Number, entered without dashes or spaces.

MainDirectDepositBlockSpecial Bool False

Indicates if direct deposit should be blocked when special check types such as Bonus are processed.

MainDirectDepositIsSkipPreNote Bool False

Indicates if account will not pre-note.

MainDirectDepositAccountNumber String False

Account number, entered without special characters and spaces.

MainDirectDepositAccountType String False

Account type. Valid values are *C* (Checking), *S* (Saving), *P* (Pay Card).

MainDirectDepositPreNoteDate Date False

Date to end the pre-note of the account. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

WorkEligibilityIsSsnVerified Bool False

Indicates if employee SSN is verified.

WorkEligibilityForeignPassportNumber String False

Foreign Passport Number.

WorkEligibilityIsI9Verified Bool False

Indicates if employee I9 is verified.

WorkEligibilityAlienOrAdmissionDocumentNumber String False

Employee USCIS or Admission Number. Must be 7-10 characters and may begin with an 'A'

WorkEligibilityI9Notes String False

Notes regarding employee's i9.

WorkEligibilityVisaType String False

Employee Visa type. Must match one of the system coded values.

WorkEligibilityWorkAuthorization String False

Employee work authorization. Must match one of the system coded values.

WorkEligibilityI9DateVerified String False

Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

WorkEligibilitySsnDateVerified String False

The date of employer verification of employee SSN. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

WorkEligibilityCountryOfIssuance String False

If Foreign Passport number is provided, provide its country of issuance. Must match Paylocity setup.

WorkEligibilityAttestedDate Date False

The date the I-9 Verification form was attested by Employer or Authorized representative. Common formats are *MM-DD-CCYY, CCYY-MM-DD*.

WorkEligibilityI94AdmissionNumber String False

Form I-94 admission number. Must be 11 numeric characters

WorkEligibilityWorkUntil String False

End date of employee work eligibility. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

WorkEligibilitySsnNotes String False

Notes regarding employee's SSN.

TaxSetupSitwExemptReason String False

Reason code for SITW exemption. Common values are *SE* (Statutory employee), *CR* (clergy/Religious).

TaxSetupSuiExemptReason String False

Reason code for SUI exemption. Common values are *SE* (Statutory employee), *CR* (clergy/Religious).

TaxSetupSuiState String False

Employee SUI (State Unemployment Insurance) state.

TaxSetupIsStatutory Bool False

Indicates if employee is statutory.

TaxSetupTaxDistributionCode1099R String False

Employee 1099R distribution code. Common values are *7* (Normal Distribution), *F* (Charitable Gift Annuity).

TaxSetupMedExemptReason String False

Reason code for Medicare exemption. Common values are *501* (5019c)(3) Organization), *IC* (Independent Contractor).

TaxSetupFutaExemptReason String False

Reason code for FUTA exemption. Common values are *501* (5019c)(3) Organization), *IC* (Independent Contractor).

TaxSetupSitwExemptNotes String False

Notes for SITW exemption.

TaxSetupMedExemptNotes String False

Notes for Medicare exemption.

TaxSetupSsExemptNotes String False

Notes for Social Security exemption.

TaxSetupIsEmployee943 Bool False

Indicates if employee in agriculture or farming.

TaxSetupIsPension Bool False

Indicates if employee is eligible for pension.

TaxSetupSuiExemptNotes String False

Notes for SUI exemption.

TaxSetupFitwExemptNotes String False

Notes for FITW exemption.

TaxSetupFitwExemptReason String False

Reason code for FITW exemption. Common values are *SE* (Statutory employee), *CR* (clergy/Religious).

TaxSetupSsExemptReason String False

Reason code for Social Security exemption. Common values are *SE* (Statutory employee), *CR* (clergy/Religious).

TaxSetupTaxForm String False

Employee tax form for reporting income. Valid values are *W2, 1099M, 1099R*. Default is W2.

TaxSetupFutaExemptNotes String False

Notes for FUTA exemption.

CustomDateFields String False

Up to 8 custom fields of the date type value.

FederalTaxHigherRate Bool False

Box 2(c) on form W4 (year 2020 or later): Multiple Jobs or Spouse Works. Boolean

FederalTaxDependentsAmount Decimal False

Box 3 on form W4 (year 2020 or later): Total dependents amount. Decimal (12,2)

FederalTaxAmount Decimal False

Tax amount. Decimal (12,2)

FederalTaxTaxCalculationCode String False

Tax calculation code. Common values are *F* (Flat), *P* (Percentage), *FDFP* (Flat Dollar Amount plus Fixed Percentage).

FederalTaxDeductionsAmount Decimal False

Box 4(b) on form W4 (year 2020 or later): Deductions amount. Decimal (12,2)

FederalTaxFilingStatus String False

Employee federal filing status. Common values are *S* (Single), *M* (Married).

FederalTaxPercentage Decimal False

Tax percentage. Decimal (12,2)

FederalTaxOtherIncomeAmount Decimal False

Box 4(a) on form W4 (year 2020 or later): Other income amount. Decimal (12,2)

FederalTaxW4FormYear Int False

The federal W4 form year Integer

FederalTaxExemptions Decimal False

Federal tax exemptions value. Decimal (12,2)

MaritalStatus String False

Employee marital status. Common values *D (Divorced), M (Married), S (Single), W (Widowed)*.

Ssn String False

Employee social security number. Leave it blank if valid social security number not available.

BenefitSetupBenefitClassEffectiveDate Date False

Date when Benefit Class takes effect. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

BenefitSetupBenefitClass String False

Benefit Class code. Values are configured in Web Pay Company > Setup > Benefits > Classes.

BenefitSetupBenefitSalaryEffectiveDate Date False

Date when Benefit Salary takes effect. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

BenefitSetupBenefitSalary Decimal False

Salary used to configure benefits.Decimal(12,2)

BenefitSetupDoNotApplyAdministrativePeriod Bool False

Applicable only for HR Enhanced clients and Benefit Classes with ACA Employment Type of Full Time.

BenefitSetupIsMeasureAcaEligibility Bool False

Only valid for HR Enhanced clients and Benefit Classes that are ACA Employment Type of Full Time.

BirthDate Date False

Employee birthdate. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

PrimaryStateTaxExemptions Decimal False

State tax exemptions value.Decimal (12,2)

PrimaryStateTaxFilingStatus String False

Employee state tax filing status. Common values are *S* (Single), *M* (Married).

PrimaryStateTaxAmount Decimal False

State tax code.

PrimaryStateTaxSpecialCheckCalc String False

Supplemental check calculation code. Common values are *Blocked* (Taxes blocked on Supplemental checks), *Supp* (Use supplemental Tax Rate-Code).

PrimaryStateTaxTaxCalculationCode String False

Tax calculation code. Common values are *F* (Flat), *P* (Percentage), *FDFP* (Flat Dollar Amount plus Fixed Percentage).

PrimaryStateTaxW4FormYear Int False

The state W4 form year Integer

PrimaryStateTaxHigherRate Bool False

Box 2(c) on form W4 (year 2020 or later): Multiple Jobs or Spouse Works. Boolean

PrimaryStateTaxPercentage Decimal False

State Tax percentage. Decimal (12,2)

PrimaryStateTaxTaxCode String False

State tax code.

PrimaryStateTaxExemptions2 Decimal False

State tax exemptions 2 value.Decimal (12,2)

PrimaryStateTaxOtherIncomeAmount Decimal False

Box 4(a) on form W4 (year 2020 or later): Other income amount. Decimal (12,2)

PrimaryStateTaxDeductionsAmount Decimal False

Box 4(b) on form W4 (year 2020 or later): Deductions amount. Decimal (12,2)

PrimaryStateTaxDependentsAmount Decimal False

Box 3 on form W4 (year 2020 or later): Total dependents amount. Decimal (12,2)

LocalTax String False

Add, update, or delete local tax code, filing status, and exemptions including PA-PSD taxes.

Gender String False

Employee gender. Common values *M* (Male), *F* (Female).

StatusChangeReason String False

Employee status change reason. Must match Company setup.

StatusAdjustedSeniorityDate Date False

Adjusted seniority date. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

StatusEffectiveDate Date False

Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

StatusHireDate Date False

Employee hired date. Updates to hire date are not allowed and will be ignored. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

StatusEmployeeStatus String False

Employee current work status. Common values are *A* (Active), *L* (Leave of Absence), *T* (Terminated).

StatusIsEligibleForRehire Bool False

Indicates if employee eligible for rehire.

StatusReHireDate Date False

Rehire date if employee is rehired. Updates to re-hire date are not allowed and will be ignored. Common formats are *MM-DD-CCYY, CCYY-MM-DD*.

HomeAddressMobilePhone String False

Mobile phone number.

HomeAddressAddress1 String False

1st address line.

HomeAddressPostalCode String False

Postal code.

HomeAddressState String False

State or province.

HomeAddressCounty String False

County.

HomeAddressAddress2 String False

2nd address line.

HomeAddressEmailAddress String False

Email.

HomeAddressPhone String False

Phone number.

HomeAddressCity String False

City.

HomeAddressCountry String False

Country.

PriorLastName String False

Prior last name if applicable.

VeteranDescription String False

Indicates if employee is a veteran.

IsSmoker Bool False

Indicates if employee is a smoker.

Salutation String False

Employee preferred salutation.

IsHighlyCompensated Bool False

Indicates if employee meets the highly compensated employee criteria.

CustomNumberFields String False

Up to 8 custom fields of numeric type value.

PrimaryPayRateSalary Decimal False

Employee gross salary per pay period used with payType Salary.Decimal (12,2)

PrimaryPayRateBeginCheckDate Date False

The date of the first check on which the new pay rate will appear. This value is only applicable when updating an existing employee. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

PrimaryPayRatePayRateNote String False

Pay rate notes regarding employee.

PrimaryPayRateEffectiveDate Date False

The date the employee's pay rate takes effect. Common formats include *MM-DD-CCYY*, *CCYY-MM-DD*.

PrimaryPayRatePayType String False

Employee pay type (rate code). Valid values are *Hourly* or *Salary*.

PrimaryPayRateDefaultHours Decimal False

Employee default hours consistently worked. If autoPayType is set to D, employee will be paid hourly base rate for the defaultHours. Decimal (12,2)

PrimaryPayRateAnnualSalary Decimal False

Employee annual salary.Decimal (12,2)

PrimaryPayRateChangeReason String False

Pay rate change reason.

PrimaryPayRatePayGrade String False

Employee pay grade. Must match Company setup.

PrimaryPayRateIsAutoPay Bool False

If set to *True*, employee will be paid automatically using deafultHours.

PrimaryPayRateBaseRate Decimal False

Employee base rate, used for Hourly employees. Decimal (12,2)

PrimaryPayRateRatePer String False

Employee base rate frequency used with payType Hourly. Common values are *Hour, Week*. Default is Hour.

PrimaryPayRatePayFrequency String False

Employee current pay frequency. Common values are *A (Annual), B (Bi-Weekly), D (Daily), M (Monthly), S (Semi-Monthly), Q (Quarterly), W (Weekly)*.

CompanyName String False

Company name as defined in Web Pay, applicable with GET requests only.

CompanyId String True

Id of the Company.

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Build 24.0.9060