Mar 23, 2017 - Driver License Information. Variable: data collected ... Employee Driver's License Expiration Date. Text
Custom Forms Master Field List
EHX Custom Form Field List Employee Personal Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Variable Export Values: (check box only)
Text
Employee Birth Date Employee Gender Employee Marital Status
Check Box
Female=Female Male=Male
Check Box
Check box value: 1= Single 2=Married 3=Divorced 4=Separated 5=Widowed 6=Domestic Partner
Employee First Name
Text
Employee Last Name
Text
Employee Maiden Name
Text
Employee Middle Name
Text
Employee Preferred Name
Text
Employee Name Prefix
Text
Employee Name Prefix
Text
Employee Name Suffix
Text
Employee Name Suffix
Text
Employee SSN
Text
Emp Full name
Text
Employee Middle Initial
Text
Last 4 of SS#
Text
Employee Ethnicity
Text
Disabled
Check Box
1 = Yes, 2 = No
Veteran
Check Box
1 = Yes, 2 = No
Employee Contact Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Employee Email
Text
Employee Primary Phone Number
Text
Employee Secondary Phone Number
Text
Variable Export Values: (check box only)
Employee Residence Address Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Employee Residence Address City
Text
Employee Residence Address State
Text
Employee Residence Address Street 1
Text
Employee Residence Address Street 2
Text
Employee Residence Address Zip Code
Text
Address 1 History End Date
Text
Address 1 History Start Date
Text
Employee Residence 2 City
Text
Employee Residence 2 End Date
Text
Employee Residence 2 Start Date
Text
Employee Residene 2 State
Text
Employee Residence 2 Street 1
Text
Employee Residence 2 Street 2
Text
Employee Residence 2 Zip
Text
Employee Residence 3 City
Text
Employee Residence End Date
Text
Employee Residence 3 Start Date
Text
Employee Residene 3 State
Text
Employee Residence 3 Street 1
Text
1
Variable Export Values: (check box only)
Custom Forms Master Field List Employee Residence 3 Street 2
Text
Employee Residence 3 Zip
Text
Employee Residence 4 City
Text
Employee Residence 4 End Date
Text
Employee Residence 4 Start Date
Text
Employee Residene 4 State
Text
Employee Residence 4 Street 1
Text
Employee Residence 4 Street 2
Text
Employee Residence 4 Zip
Text
Employee Residence 5 City
Text
Employee Residence 5 End Date
Text
Employee Residence 5 Start Date
Text
Employee Residene 5 State
Text
Employee Residence 5 Street 1
Text
Employee Residence 5 Street 2
Text
Employee Residence 5 Zip
Text
Employee Residence Full Street Address
Text
Complete Residence Address - Occurrence 1
Text
Complete Residence Address - Occurrence 2
Text
Complete Residence Address - Occurrence 3
Text
Complete Residence Address - Occurrence 4
Text
Complete Residence Address - Occurrence 5
Text
Employee County of Residence 1
Text
Employee County of Residence 2
Text
Employee County of Residence 3
Text
Employee Mailing Address Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Employee Mailing Address City
Text
Employee Mailing Address State
Text
Employee Mailing Address Street 1
Text
Employee Mailing Address Street 2
Text
Employee Mailing Address Zip Code
Text
Employee Mailing Full Street Address
Text
Employee Complete Mailing Address
Text
Variable Export Values: (check box only)
Driver License Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Employee Driver's License Expiration Date
Text
Employee Driver's License Number
Text
Employee Driver's License State
Text
Variable Export Values: (check box only)
Emergency Contact Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Emergency Contact First Name 1
Text
Emergency Contact Last Name 1
Text
Emergency Contact Primary Phone 1
Text
Emergency Contact Secondary Phone 1
Text
Emergency Contact Relationship 1
Text
Emergency Contact Email 1
Text
Emergenct Contact Full Address 1
Text
Emergency Contact First Name 2
Text
2
Variable Export Values: (check box only)
Custom Forms Master Field List Emergency Contact Last Name 2
Text
Emergency Contact Primary Phone 2
Text
Emergency Contact Secondary Phone 2
Text
Emergency Contact Relationship 2
Text
Emergency Contact Email 2
Text
Emergency Contact Full Address 2
Text
Emergency Contact First Name 3
Text
Emergency Contact Last Name 3
Text
Emergency Contact Primary Phone 3
Text
Emergency Contact Secondary Phone 3
Text
Emergency Contact Relationship 3
Text
Emergency Contact Full Name 1
Text
Emergency Contact Full Name 2
Text
Emergency Contact Full Name 3
Text
Emergency Contact Email 3
Text
Emergency Contact Full Address 3
Text
Direct Deposit Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
DD 1 Account #
Text
DD 2 Account #
Text
DD 3 Account #
Text
DD 4 Account #
Variable Export Values: (check box only)
Text
DD 1 Account Type
Check Box
1= Checking 2=Savings 5=Paycard
DD 2 Account Type
Check Box
1= Checking 2=Savings 5=Paycard
DD 3 Account Type
Check Box
1= Checking 2=Savings 5=Paycard
DD 4 Account Type
Check Box
1= Checking 2=Savings 5=Paycard
DD 1 Amount
Text
DD 2 Amount
Text
DD 3 Amount
Text
DD 4 Amount
Text
DD 1 Bank Name
Text
DD 2 Bank Name
Text
DD 3 Bank Name
Text
DD 4 Bank Name
Text
DD 1 Routing #
Text
DD 2 Routing #
Text
DD 3 Routing #
Text
DD 4 Routing #
Text
DD Type of Deposit 1 - Check Box
✔
Check Box
2=Amount 3=Remainder 4=All
DD Type of Deposit 2 - Check Box
✔
Check Box
2=Amount 3=Remainder 4=All
DD Type of Deposit 3 - Check Box
✔
Check Box
2=Amount 3=Remainder 4=All
DD Type of Deposit 4 - Check Box
✔
Check Box
2=Amount 3=Remainder 4=All
DD Type of Deposit 1 - Descriptive Text
Text
DD Type of Deposit 2 - Descriptive Text
Text
DD Type of Deposit 3 - Descriptive Text
Text
DD Type of Deposit 4 - Descriptive Text
Text
Previous Employment Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Employment 1 History May We Contact
Form Field Type Check Box
Employment 1 History Start Date
Text
Employment 1 History Start Date
Text
3
Variable Export Values: (check box only) 1= Yes 2=No
Custom Forms Master Field List Employment 1 History City
Text
Employment 1 History Address 1
Text
Employment 1 History Address 2
Text
Employment 1 History Employer Name
Text
Employment History 1 State
Text
Employment History 1 Zip
Text
Employment History 1 Job Title
Text
Employment 1 History Ending Pay
Text
Employment 1 History Starting Pay
Text
Employment 1 History Phone
Text
Employment 1 History Departure Reason
Text
Employment 1 History Supervisor
Text
Employment 2 History May We Contact
Check Box
Employment 2 History Start Date
Text
Employment 2 History Start Date
Text
Employment 2 History City
Text
Employment 2 History Address 1
Text
Employment 2 History Address 2
Text
Employment 2 History Employer Name
Text
Employment 2 History State
Text
Employment 2 History Zip
Text
Employment 2 History Job Title
Text
Employment 2 History Ending Pay
Text
Employment 2 History Starting Pay
Text
Employment 2 History Phone
Text
Employment 2 History Departure Reason
Text
Employment 2 History Supervisor
1= Yes 2=No
Text
Employment 3 History May We Contact
CheckBox
Employment 3 History Start Date
Text
Employment 3 History Start Date
Text
Employment 3 History City
Text
Employment 3 History Address 1
Text
Employment 3 History Address 2
Text
Employment 3 History Employer Name
Text
Employment 3 History State
Text
Employment 3 History Zip
Text
Employment 3 History Job Title
Text
Employment 3 History Ending Pay
Text
Employment 3 History Starting Pay
Text
Employment 3 History Phone
Text
Employment 3 History Departure Reason
Text
Employment 3 History Supervisor
Text
Employment 1 History Address Full
Text
Employment 2 History Address Full
Text
Employment 3 History Address Full
Text
1= Yes 2=No
Refrence Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Reference 1 Email
Text
Reference 1 First Name
Text
Reference 1 Full Name
Text
Reference 1 Last Name
Text
4
Variable Export Values: (check box only)
Custom Forms Master Field List Reference 1 Phone Number
Text
Reference 1 Relationship
Text
Reference 2 Email
Text
Reference 2 First Name
Text
Reference 2 Full Name
Text
Reference 2 Last Name
Text
Reference 2 Phone Number
Text
Reference 2 Relationship
Text
Reference 3 Email
Text
Reference 3 First Name
Text
Reference 3 Full Name
Text
Reference 3 Last Name
Text
Reference 3 Phone Number
Text
Reference 3 Relationship
Text
Custom Questions ‐‐ Onboarding Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Onboarding Custom Question Text Response 1
Text
Onboarding Custom Question Text Response 2
Text
Onboarding Custom Question Text Response 3
Text
Onboarding Custom Question Text Response 4
Text
Onboarding Custom Question Text Response 5
Text
Onboarding Custom Question Text Response 6
Text
Onboarding Custom Question Text Response 7
Text
Onboarding Custom Question Text Response 8
Text
Onboarding Custom Question Text Response 9
Text
Onboarding Custom Question Text Response 10
Variable Export Values: (check box only)
Text
Onboarding Custom Question YN Response 1
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 2
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 3
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 4
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 5
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 6
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 7
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 8
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 9
Check Box
1= Yes 2=No
Onboarding Custom Question YN Response 10
Check Box
1= Yes 2=No
Location Onboard Custom Question - Text 1
Text
Location Onboard Custom Question - Text 2
Text
Location Onboard Custom Question - Text 3
Text
Location Onboard Custom Question - Text 4
Text
Location Onboard Custom Question - Text 5
Text
Location Onboard Custom Question - Text 6
Text
Location Onboard Custom Question - Text 7
Text
Location Onboard Custom Question - Text 8
Text
Location Onboard Custom Question - Text 9
Text
Location Onboard Custom Question - Text 10
Text
Location Onboard Custom Question - Y/N 1
Check Box
1= Yes 2=No
Location Onboard Custom Question - Y/N 2
Check Box
1= Yes 2=No
Location Onboard Custom Question - Y/N 3
Check Box
1= Yes 2=No
Location Onboard Custom Question - Y/N 4
Check Box
1= Yes 2=No
Location Onboard Custom Question - Y/N 5
Check Box
1= Yes 2=No
5
Custom Forms Master Field List Location Onboard Custom Question - Y/N 6
Check Box
1= Yes 2=No
Location Onboard Custom Question - Y/N 7
Check Box
1= Yes 2=No
Location Onboard Custom Question - Y/N 8
Check Box
1= Yes 2=No
Location Onboard Custom Question - Y/N 9
Check Box
1= Yes 2=No
Location Onboard Custom Question - Y/N 10
Check Box
1= Yes 2=No
Company Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Company Address City
Text
Company Contact Email
Text
Company Contact Name
Text
Company FEIN - Federal Tax ID
Text
Company Name
Text
Company Number
Text
Company Phone Number
Text
Company Address State
Text
Company Address Street 1
Text
Company Address Street 2
Text
Company Address Zip Code
Text
Variable Export Values: (check box only)
Location Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Location Address City
Text
Location Contact Email
Text
Location Contact Name
Text
Location FEIN - Federal Tax ID
Text
Location Legal Name
Text
Location Name
Text
Location Number
Text
Location Phone Number
Text
Location Address State
Text
Location Address Street 1
Text
Location Address Street 2
Text
Location Address Zip Code
Text
Variable Export Values: (check box only)
Employee Profile Information Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Employee Profile ‐ Question 1 drop down
Text
Employee Profile ‐ Question 2 drop down
Text
Employee Profile ‐ Question 3 drop down
Text
Employee Profile ‐ Question 4 drop down
Text
Employee Profile ‐ Question 5 drop down
Text
Employee Profile ‐ Question 6 drop down
Text
Employee Profile ‐ Question 7 drop down
Text
Employee Profile ‐ Question 8 drop down
Text
Employee Profile ‐ Question 9 drop down
Text
Employee Profile ‐ Question 10 drop down
Text
Employee Profile ‐ Text Response Question 1
Text
Employee Profile ‐ Text Response Question 2
Text
Employee Profile ‐ Text Response Question 3
Text
Employee Profile ‐ Text Response Question 4
Text
Employee Profile ‐ Text Response Question 5
Text
Employee Profile ‐ Text Response Question 6
Text
6
Variable Export Values: (check box only)
Custom Forms Master Field List Employee Profile ‐ Text Response Question 7
Text
Employee Profile ‐ Text Response Question 8
Text
Employee Profile ‐ Text Response Question 9
Text
Employee Profile ‐ Text Response Question 10
Text
Employee Profile ‐ Question 1 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 2 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 3 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 4 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 5 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 6 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 7 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 8 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 9 yes/no
Check box
1= Yes 2=No
Employee Profile ‐ Question 10 yes/no
Check box
1= Yes 2=No
Location Employee Profile Custom Question 1
Text
Location Employee Profile Custom Question 2
Text
Location Employee Profile Custom Question 3
Text
Location Employee Profile Custom Question 4
Text
Location Employee Profile Custom Question 5
Text
Location Employee Profile Custom Question 6
Text
Location Employee Profile Custom Question 7
Text
Location Employee Profile Custom Question 8
Text
Location Employee Profile Custom Question 9
Text
Location Employee Profile Custom Question 10
Text
Location Employee Profile Custom Question 1 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 2 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 3 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 4 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 5 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 6 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 7 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 8 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 9 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 10 Y/N
Check box
1= Yes 2=No
Location Employee Profile Custom Question 1 Dropdown
Text
Location Employee Profile Custom Question 2 Dropdown
Text
Location Employee Profile Custom Question 3 Dropdown
Text
Location Employee Profile Custom Question 4 Dropdown
Text
Location Employee Profile Custom Question 5 Dropdown
Text
Location Employee Profile Custom Question 6 Dropdown
Text
Location Employee Profile Custom Question 7 Dropdown
Text
Location Employee Profile Custom Question 8 Dropdown
Text
Location Employee Profile Custom Question 9 Dropdown
Text
Location Employee Profile Custom Question 10 Dropdown
Text
Employee Payroll Classification
Text
Primary Department
Text
Employee Number
Text to Display: W-4 (W-3 Employee), W-9 (1099 Non-Employee), Corp to Corp 4, Statutory Employee
Text
Employee Type
Check box
Hire Date
Text
Hours Per Week
Text
7
001=Full Time 002=Part Time 003=Temp
Custom Forms Master Field List Pay Frequency
Check Box
Pay Rate
Text
Pay Type
Check Box
Primary Position
1=Weekly 2=Bi-Weekly 3=Semi-Monthly 4=Monthly
01= Hourly 02= Salary
Text
Rehire Y/N?
Check box
Start Date
Text
Supervisor Email
Text
Supervisor Name
Text
Supervisor Phone Number
Text
Work State
1= Yes 2=No
Text
Overtime Exempt
Check Box
Overtime Exempt Description
Text
Overtime Pay Rate
Text
1=Exempt 2=Non-Exempt
State/Federal Withholding Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Variable Export Values: (check box only)
W-4 Filing Status
Check Box
1=Single, 2=Married, 3=Married, but withhold at a higher single rate.
W-4 Exempt?
Check Box
1 = Yes 2 = No
W-4 Allowances
Text
W-4 Additional Amount Withheld
Text
State Filing Status
Text
Text display descriptions below:
1 - Single, 2 - Married, 3 - Married, but withhold at a higher single rate, 4 - Head of Household, 5 - Married or Qualifying Widow(er), 6 - No exemptions or dependents claimed, 7 Certified disabled person (not subject to withholding), 8 - Siingle or married (with two or more incomes), 9 - Married (one income), 10 - Married filinf jointly, 11 - Married filing separately on same return, 12 - Married filing separately, 13 - single or head of household, 14 - married/civil union couple joint, 15 - married/civil union couple separate, 16 Qualifying Widow(er)/Surviving civil union partner, 17 - Married (surviving spouse or unmarried head of household) rate, 18 - Married/Domestic partners filinf jointly, 19 Married/Domestic partners filing separately on same return, 20 - Joint, 21 - Civil union, 22 - Civil union, but withhold at the higher single rate, 23 - Nonresident Military spouse (not subject to withholding), 24 - qoualifying widow(er) with dependent child, or head of household with qualifying person, 25 - Filing Jointly, 26 - Filinf Separately, 27 - Qualifying widow(er) with dependant child, 28 - Single; Married, but legally seperated; or Spouse is a nonresident alien
State Exempt?
Check Box
State Allowances
Text
State Additional Amount Withheld
Text
1 = Yes 2 = No
Signatures Variable: data collected in interview
Field Name: COPY FIELD TO CUSTOM FORM
Form Field Type
Employee Signature (For Employee)
Text
*Approval Signature (For Manager/Admin)
Text
*Approval Title (For Manager/Admin)
Text
*Approval Name (For Manager?Admin)
Text
Automatic Employee Signature‐Applies Signature without formatting a field.
Employee Signature:
Automatic Employee Signature‐Applies Signature without formatting a field.
Manager Signature:
Automatic Employee Signature‐Applies Signature without formatting a field.
Administrator Signature:
Variable Export Values: (check box only)
Text Text Text
*Regardless of workflow; the approval signature, title, and name of whomever approved the request first (Manager or Admin) will display on the custom PDF form.
8
Custom Forms Master Field List Company & Location Onboarding Custom Questions_DropDown Variable: data collected in interview
Field Name: Copy to Custom Form
Form Field Type
Onboard Custom Questions Dropdown 1
Text
Onboard Custom Questions Dropdown 2
Text
Onboard Custom Questions Dropdown 3
Text
Onboard Custom Questions Dropdown 4
Text
Onboard Custom Questions Dropdown 5
Text
Onboard Custom Questions Dropdown 6
Text
Onboard Custom Questions Dropdown 7
Text
Onboard Custom Questions Dropdown 8
Text
Onboard Custom Questions Dropdown 9
Text
Onboard Custom Questions Dropdown 10
Text
Location Onboard Custom Questions Dropdown 1
Text
Location Onboard Custom Questions Dropdown 2
Text
Location Onboard Custom Questions Dropdown 3
Text
Location Onboard Custom Questions Dropdown 4
Text
Location Onboard Custom Questions Dropdown 5
Text
Location Onboard Custom Questions Dropdown 6
Text
Location Onboard Custom Questions Dropdown 7
Text
Location Onboard Custom Questions Dropdown 8
Text
Location Onboard Custom Questions Dropdown 9
Text
Location Onboard Custom Questions Dropdown 10
Text
UPDATED: 03/23/2017
9
Variable Export Values: (Checkbox Only
