KwantekWinTeam Export Fields With Onboarding

The following fields are exported to WinTeam from Efficient Forms (EHX) when an onboarding request is complete (and approved by admin status). The data transfer is completed by an automated Kwantek process. The format and visibility of resulting data in WinTeam is dependent on how the client is set up in WinTeam.

Export Fields

  • Salutation
  • First Name
  • Middle Name
  • Last Name
  • Phone 1
  • Phone 2
  • Email Address
  • Birth Date
  • Gender
  • Social Security Number
  • Tax Info Federal Add WH - Additional Federal Withholding requested by new hire
  • Tax Info Federal Allowances - Federal Allowances (only applicable for start dates prior to 1/1/2020)
  • Tax Info Federal Status ID
  • Tax Info Federal Other Income*
  • Tax Info Federal Multiple Jobs* - True/False
  • Tax Info Federal Dependent Amount* - Combined total of children and other dependents
  • Tax Info Federal Deduction Amount*
  • Tax Info State ID
  • Address 1
  • Address 2
  • City
  • State
  • Zip
  • Employee Number
  • Hire Date
  • Other Info Date Full Time (Please note this date is passed as the Start Date, regardless of Full-Time vs. Part-Time)
  • Pay Info FT/PT ID - Full-Time/Part-Time selection
  • Pay Check Frequency ID - Selected payroll frequency (weekly/biweekly/etc)
  • Pay Info Type
  • Pay Info Pay Rate - Pay rate
  • Vet Disabled
  • Vet Other
  • Vet Vietnam
  • National Origin ID
  • Pay Info FT/PT ID = Full Time -1, Part Time - 2, Temporary = Subcontractor – 3
  • Other Info Direct Deposit Account Type 1= Checking, 2 = Savings (Account type)
  • Other Info Direct Deposit Financial Name (Bank or Financial Institution Name)
  • Other Info Direct Deposit Routing Number (Primary account routing number)
  • Other Info Direct Deposit Account Number (Primary account number)
  • Primary job^ (Primary Job Site field on the General tab on the Employee Master File in WinTeam)
  • Accrual type^ (General tab on the Employee Master File in WinTeam)
  • Paycheck distribution^ (Check Distribution field on the General tab on the Employee Master File in WinTeam)
  • Employee title type^ (Type field (nested in the Title field add/edit list) on the Pay Info tab on the Employee Master File in WinTeam)
  • Employee type^ (General tab on the Employee Master File in WinTeam)
  • Overtime method^ (OT Method field on the Pay History tab on the Employee Master File in WinTeam)
  • Employee classification^ (Classification field on the General tab on the Employee Master File in WinTeam)
  • Paycheck frequency^ (Frequency field on the General tab on the Employee Master File in WinTeam)
  • Supervisors^ (General tab on the Employee Master File in WinTeam)
  • Location^ (General tab on the Employee Master File in WinTeam)
  • Pay information reason^ (Reason field on the Pay History tab on the Employee Master File in WinTeam)
  • Benefit category^ (Other Info tab on the Employee Master File in WinTeam)

* Fields were added for 2020 W4 changes.

^ These field values are entered during the third step of the Hire Candidate step process if your user ID has the Can Select WinTeam Values permission in the Administer Users window.

Note:  Direct Deposit is for use with a single account only. If the employee selected multiple accounts for their paycheck, only the primary account information will be exported to WinTeam.

Tip:  Use this link for import steps to transfer the employee data into the WinTeam Employee Master File.