I am trying to figure how to create a csv file with the attributes below for an EFT file. I think using a macro would work.
Header Record
Field # Data Element Start Length Format Description
Pos.
1 Record Type 1 1 X(1) “1”
2 Date 2 8 X(8) System Date; MMDDCCYY
3 Time 10 4 X(4) HHMM
4 File Identification 14 11 X(11) “HR”
5 Begin Period Date 25 8 X(8) MMDDCCYY
6 End Period Date 33 8 X(8) MMDDCCYY
7 Filler 41 360 X(360) Blanks
Detail Record
Field # Data Element Start Length Format Description
Pos.
1 Record Type 1 1 X(1) Valid Value
1= Header Record
2=Detailed record
4=Trailer record
Required to identify source of file
2 Social Security Number 2 9 X(9) Required
GCP and International Transfers will always be sent with a 9 + Employee ID if they do not have a valid SSN
3 SSN Change Flag 11 1 X(1) Field will be populated if SSN is changing and will not be populated on any subsequent file unless the SSN changes again.
4 Last Name 12 30 X(30) Required
5 First Name 42 20 X(20) Required
6 Middle Name 62 20 X(20) Optional
7 Birth Date 82 8 X(8) MMDDCCYY
8 Gender 90 1 X(1) Valid Values:
9 Address Line 1 91 30 X(30) Street address
10 Address Line 2 121 30 X(30) P.O. Box/Apt. #
11 City 161 24 X(24) Required
12 State/Providence 185 2 X(2) U.S./Canadian postal standard
13 ZIP Code 187 9 X(9) Required if participant lives in the U.S but will be blank if participant does not live in the U.S..
14 Country Code 196 3 X(3) Valid Values:
15 Full‑Time/Part‑Time Code 199 1 X(1) Used to determine insurance eligibility.
16 FT/PT Effective date 200 8 X(8) MMDDCCYY
17 Tax Unit Code 208 2 X(2) This code is used for payroll reconciliation of employee contributions and loan repayments, calculates 401(k) match, year-end payroll reporting and is used in Connections and Financial Manager reporting.
18 File Status Code 210 1 X(1) Used to indicate employee’s or senior executive’s employment status.
19 Reason for Leaving 210 2 X(2) This code and the file status code will be used to determine which Employment Status value gets set on TBA and Current Employment Status Date will be used to effective date Employment Status...
20 Current Employment Status Date 211 8 9(8) MMDDCCYY
21 Hire Date 219 8 9(8) MMDDCCYY
22 Pay Frequency 227 1 X(1) Valid value:
23 Office Phone Number 228 10 X(10) Alight will derive effective date using the period end date in the file header record.
24 Annual Basic Salary 238 9 S9(7)V9(2)
25 Annual Basic Salary Effective Date 247 8 X(8) MMDDCCYY
26 401(k) Match Eligibility Code 255 2 X (2) Valid Values:
27 DPS Eligibility Code 257 2 X(2) PA=0% - not eligible
28 DB Eligibility Code 259 3 X (3) Valid Values:
29 Job Level 262 8 X(8) Field will only be used for informational purposes and will no longer be used as a benefit driver.
30 Acquisition Code 270 5 X(5) Valid Values
Trailer Record
Field # Data Element Start Length Format Description
Pos.
1 Record Type 1 1 9(1) 4 = File trailer
2 Record Count 2 9 9(9) Total record count including header and trailer records for type*4 trailer
3 Filler 11 390 X(390)
Header Record
Field # Data Element Start Length Format Description
Pos.
1 Record Type 1 1 X(1) “1”
2 Date 2 8 X(8) System Date; MMDDCCYY
3 Time 10 4 X(4) HHMM
4 File Identification 14 11 X(11) “HR”
5 Begin Period Date 25 8 X(8) MMDDCCYY
6 End Period Date 33 8 X(8) MMDDCCYY
7 Filler 41 360 X(360) Blanks
Detail Record
Field # Data Element Start Length Format Description
Pos.
1 Record Type 1 1 X(1) Valid Value
1= Header Record
2=Detailed record
4=Trailer record
Required to identify source of file
2 Social Security Number 2 9 X(9) Required
GCP and International Transfers will always be sent with a 9 + Employee ID if they do not have a valid SSN
3 SSN Change Flag 11 1 X(1) Field will be populated if SSN is changing and will not be populated on any subsequent file unless the SSN changes again.
4 Last Name 12 30 X(30) Required
5 First Name 42 20 X(20) Required
6 Middle Name 62 20 X(20) Optional
7 Birth Date 82 8 X(8) MMDDCCYY
8 Gender 90 1 X(1) Valid Values:
9 Address Line 1 91 30 X(30) Street address
10 Address Line 2 121 30 X(30) P.O. Box/Apt. #
11 City 161 24 X(24) Required
12 State/Providence 185 2 X(2) U.S./Canadian postal standard
13 ZIP Code 187 9 X(9) Required if participant lives in the U.S but will be blank if participant does not live in the U.S..
14 Country Code 196 3 X(3) Valid Values:
15 Full‑Time/Part‑Time Code 199 1 X(1) Used to determine insurance eligibility.
16 FT/PT Effective date 200 8 X(8) MMDDCCYY
17 Tax Unit Code 208 2 X(2) This code is used for payroll reconciliation of employee contributions and loan repayments, calculates 401(k) match, year-end payroll reporting and is used in Connections and Financial Manager reporting.
18 File Status Code 210 1 X(1) Used to indicate employee’s or senior executive’s employment status.
19 Reason for Leaving 210 2 X(2) This code and the file status code will be used to determine which Employment Status value gets set on TBA and Current Employment Status Date will be used to effective date Employment Status...
20 Current Employment Status Date 211 8 9(8) MMDDCCYY
21 Hire Date 219 8 9(8) MMDDCCYY
22 Pay Frequency 227 1 X(1) Valid value:
23 Office Phone Number 228 10 X(10) Alight will derive effective date using the period end date in the file header record.
24 Annual Basic Salary 238 9 S9(7)V9(2)
25 Annual Basic Salary Effective Date 247 8 X(8) MMDDCCYY
26 401(k) Match Eligibility Code 255 2 X (2) Valid Values:
27 DPS Eligibility Code 257 2 X(2) PA=0% - not eligible
28 DB Eligibility Code 259 3 X (3) Valid Values:
29 Job Level 262 8 X(8) Field will only be used for informational purposes and will no longer be used as a benefit driver.
30 Acquisition Code 270 5 X(5) Valid Values
Trailer Record
Field # Data Element Start Length Format Description
Pos.
1 Record Type 1 1 9(1) 4 = File trailer
2 Record Count 2 9 9(9) Total record count including header and trailer records for type*4 trailer
3 Filler 11 390 X(390)