Change Employee - Required Update
Use this service to update an existing employee's information for the defined fields only.
Connection Info for POST
URL = https://<SPECTRUM-SERVER>:8482/employee/updateRequiredFields
Authentication: Basic Authentication, Enhanced Authentication
Supported methods: POST
Supported formats: JSON
Sample JSON Body
{
"employeeRequiredImports": [{
"Company_Code": "2nd",
"Employee_Code": "JWALTER",
"Alpha_Sort":"JW",
"First_Name":"James",
"Middle_Name":"W",
"Last_Name":"Walter",
"Employee_Suffix":"DDS",
"Worker_Comp_Code":"0101",
"Department_Code":"DA",
"Employment_Status":"a",
"Termination_Date_List3":"",
"Pay_Type":"h",
"Pay_Frequency_Flag":"W",
"Hourly_Rate":100.00,
"Salary_Amount":"",
"Standard_Work_Hours":"40",
"Emp_Foreign":"N",
"Fed_Tax_Code":"US",
"Subject_to_Fed_Tax":"T",
"Subject_to_FICA_Fed":"T",
"Subject_to_FUTA_Fed":"T",
"Fed_Filing_Status":"SINGLE ",
"Fed_Exemptions":"99",
"Fed_Tax_Override":"666.66",
"Fed_Tax_Override_Cont":"F",
"State_Tax_Code":"AZ",
"Subject_to_State_Tax":"T",
"Subject_to_SDI_State":"E",
"Subject_to_SUTA_State":"T",
"State_Filing_Status":"Married",
"State_Exemptions":"98",
"State_Tax_Override":"2.5",
"State_Tax_Override_Cont":"p",
"Cost_Center":"101",
"Employee_Termination_Reason":"",
"Employee_Rehire_Rating":"10",
"Occupation":"",
"Trade":"",
"Perm_Work_Comp":"Y",
"Pref_Status":"",
"Employee_Telephone_Memo":"Cell phone",
"Employee_Driver_License_State":"AZ",
"Employee_Driver_License_Class":"",
"Employee_Citizenship":"US",
"Employee_Security_Stat":"Secure employee",
"Employee_Veteran_Stat":"",
"Employee_New_Vet":"Y",
"Employee_Disabled":"",
"Employee_Disabled_Note":"PTSD",
"Employee_Place_Birth":"Hospital",
"Effective_Date":"01/01/2020",
"Comments":"",
"Last_Job_Company":"ABC",
"Last_Job_Number":"1D",
"Last_Equipment_Company":"ABC",
"Last_Equipment_Code":"",
"Hire_Date_List1":"12/31/2019",
"Rehire_Date_List2":"",
"Legal_First_Name":"JAMES II",
"Legal_Middle_Name":"W",
"Legal_Last_Name":"Walter",
"Legal_Suffix":"DDS"
}]
}
Underlying File Maintenance
Prior to importing Employee-Required Update information, the following file maintenance areas must be completed:
Assumptions and Dependencies
The Payroll module must be set up.
The Employee code must exist in the defined Company code.
To change an Employee's pay rate the following fields are dependent on each other.
The following fields are required to update the Employee's pay rate information-
Pay_Type
Pay_Frequency_Flag
Standard_Work_Hours
Effective_Date
The following two fields are necessary as well to change the pay rate information but are subject to the defined Pay_Type. Therefore based on the defined Pay_Type, it will then make one of these fields required-
Hourly_Rate
Salary_Amount
If the Fed_Tax_Code field is defined then the following fields are required.
Subject_to_Fed_Tax
Subject_to_FICA_Fed
Subject_to_FUTA_Fed
Fed_Filling_Status
If the State_Tax_Code field is defined then the following fields are required.
Subject_to_State_Tax
Subject_to_SID_State
Subject_to_SUTA_State
State _Filling_Status
The Employee status can be modified using this web service therefore we recommend the user defines the appropriate hire, rehire and termination dates.
The Employee-Required Update Web Service updates an existing employee's information for the defined fields only.
Any field that is left blank will not be updated in Spectrum. The service does not delete values that exist in Spectrum; it only changes data defined in the layout.
The Employee contact is updated based on the fields associated with the Employee Contact record.
Cost center information will only be allowed if the Company is set to a Pending or Yes status.
Field Descriptions
Use the table below for reference when using this service.
Excel | Element Name | Description | Req | Type | Max | Format | Validation |
---|---|---|---|---|---|---|---|
Authorization_ID | Authorization ID to access the server | YES | Text | 20 | Data Exchange Installation Screen | ||
GUID | Unique reference number created by programming | Text | 36 | ** See GUID definition | |||
B | Company_Code | Company Code | Text | 3 | Valid Company in Spectrum | ||
C | Employee_Code | Employee Code | YES | Text | 11 | Unique Identifier / No commas | UPPERCASE FORMAT-NO SYMBOLS |
D | Alpha_Sort | Alpha Reference | Text | 8 | |||
E | First_Name | Employee First Name | Text | 20 | No commas | ||
F | Middle_Name | Employee Middle Name | Text | 20 | No commas | ||
G | Last_Name | Employee Last Name | Text | 30 | No commas | ||
H | Employee_Suffix | Employee name Suffix | Text | 3 | No commas | ||
I | Worker_Comp_Code | Worker's Comp Code | Text | 6 | Worker's Compensation Code Maintenance | ||
J | Department_Code | Department Code | Text | 6 | Department Expense Maintenance | ||
K | Employment_Status | Employee Status | Text | 1 | Employee Status Code Maintenance | ||
L | Termination_Date_List3 | Latest Termination Date | Date | 10 | Enter as: MM/DD/CCYY (for example, 01/05/1982) | Required if Employee Status = 'T' or 'D' | |
M | Pay_Type | Pay Type | Text | 1 | (C)ommission; (H)ourly; (O)vertime or (S)alary only | If (H)ourly selected then Salary_Amount is ignored and Hourly_Rate is required. If (S)alary is selected then Salary_Amount is required and Hourly_ Rate is ignored. | |
N | Pay_Frequency_Flag | Pay Frequency | Text | 1 | (D)aily; (W)eekly; (B)I-weekly; (M)onthly; (S)emi-monthly; (Q)uarterly or (A)nnual only | ||
O | Hourly_Rate | Hourly Rate | Numeric | 6 | Positive number only. Format = 3.4 | Required if Pay_Type = H | |
P | Salary_Amount | Salary Amount for ONE PAY PERIOD ONLY | Numeric | 13 | Enter Amount for ONE PAY PERIOD ONLY! Required if Pay_Type = S , O or C | ||
Q | Standard_Work_Hours | Standard Hours per Pay Period | Numeric | 8 | Positive number only. Format = 4.2 | Required if Pay_Frequency_Flag = D, otherwise calculated by Spectrum if blank. | |
R | Emp_Foreign | Foreign Employee? | Text | 1 | (Y)es or (N)o only | If Payroll Installation option is selected to allow non-US payroll processing then ignore this field which is hidden. | |
S | Fed_Tax_Code | Federal Tax Table Code | Text | 10 | Default to US if Payroll Installation option is not selected. Use default if defined and valid. Can be overridden. If Emp_Foriegn = N then Spectrum defaults this field to US. | Payroll Tax Table Maintenance | |
T | Subject_to_Fed_Tax | Subject to Federal Income Tax | Text | 1 | (E)xempt or (T)axable only. If Emp_Foriegn = N then Spectrum default this field to T(axable). | ||
U | Subject_to_FICA_Fed | Subject to FICA | Text | 1 | (E)xempt or (T)axable only. If Emp_Foriegn = N then Spectrum default this field to T(axable). | ||
V | Subject_to_FUTA_Fed | Subject to Federal Unemployment | Text | 1 | (E)xempt or (T)axable only. If Emp_Foriegn = N then Spectrum default this field to T(axable). | ||
W | Fed_Filing_Status | Federal Filing Status | Text | 20 | If Subject_to_Fed_Tax = T then this field is required. | Payroll Tax Table Maintenance | |
X | Fed_Exemptions | # Exemptions for Federal Income Tax | Numeric | 5 | |||
Y | Fed_Tax_Override | Amount of Federal Income Tax Override | Numeric | 7 | Positive number only. | ||
Z | Fed_Tax_Override_Cont | Federal Income Tax Override Control | Text | 1 | (F)ixed; (P)ercent; (A)dd-on only | ||
AA | State_Tax_Code | Resident State Tax Table Code | Text | 10 | The Tax code must be unique between the Federal, Resident State, Perm Work State, Resident County and Resident Local. | Payroll Tax Table Maintenance | |
AB | Subject_to_State_Tax | Subject to State Income Tax | Text | 1 | (E)xempt or (T)axable only. Required if field name State_Tax_Code is not blank. | ||
AC | Subject_to_SDI_State | Subject to State SDI | Text | 1 | (E)xempt or (T)axable only. Required if field name State_Tax_Code is not blank. | ||
AD | Subject_to_SUTA_State | Subject to State Unemployment | Text | 1 | (E)xempt or (T)axable only. Required if field name State_Tax_Code is not blank. | ||
AE | State_Filing_Status | State Filing Status | Text | 20 | If Subject_to_State_Tax = T then this field is required. | Payroll Tax Table Maintenance | |
AF | State_Exemptions | # Exemptions for State Income Tax | Numeric | 5 | |||
AG | State_Tax_Override | Amount of State Income Tax Override | Numeric | 7 | Positive number only. | ||
AH | State_Tax_Override_Cont | State Income Tax Override | Text | 1 | (F)ixed; (P)ercent; (A)dd-on only | ||
AI | Cost_Center | Employee Cost Center | Text | 10 | Cost Center Maintenance | ||
AJ | Employee_Termination_Reason | Termination Reason | Text | 30 | |||
AK | Employee_Rehire_Rating | Rehire rating (0-10) | Numeric | 2 | |||
AL | Occupation | Occupation | Text | 50 | Occupation File Maintenance | ||
AM | Trade | Trade | Text | 50 | Trade File Maintenance | ||
AN | Perm_Work_Comp | Always use this worker's compensation code on time card? | Text | 1 | (Y)es or (N)o only | ||
AO | Pref_Status | Health Coverage status | Text | 3 | (HCF)=Full Time, (HCP)=Part time or (VAR)=Variable Hours. Defaults to Unassigned if left blank. | ||
AP | Employee_Telephone_Memo | Telephone Memo | Text | 30 | |||
AQ | Employee_Driver_License_State | Driver's License State | Text | 2 | 2 character postal abbreviation | ||
AR | Employee_Driver_License_Class | Driver's License Class | Text | 9 | Data entry field if HR module not installed. | Human Resources License Class if HR Module installed. | |
AS | Employee_Citizenship | Citizenship | Text | 30 | |||
AT | Employee_Security_Stat | Security Status | Text | 30 | |||
AU | Employee_Veteran_Stat | Veteran Status | Text | 1 | (D)=Disabled Veteran (A)=Armed Forces Service Medal Veteran (M)= Disabled Armed Forces (O)=Other Protected Veteran (P)=Disabled Other Protected Veteran (N)=Non-Veteran | ||
AV | Employee_New_Vet | Recently Separated Veteran? | Text | 1 | (Y)es or (N)o only | ||
AW | Employee_Disabled | Disabled? | Text | 1 | (Y)es or (N)o only | ||
AX | Employee_Disabled_Note | Disabled Description | Text | 30 | Available when Disabled? Is yes. Otherwise ignore. | ||
AY | Employee_Place_Birth | Place of Birth | Text | 30 | |||
AZ | Effective_Date | Pay Effective Date | Date | 10 | Enter as: MM/DD/CCYY (for example, 01/05/2010). No duplicate dates may exist. Required if Hourly_Rate or Salary_Amount is defined. | Used to define the effective date for a Pay Rate change on the Employee Master. **See Assumption and Dependency's for Rules. | |
BA | Comments | Pay Rate Revision Comment | Text | 40 | For Pay Rate Changes only. Ignore date if Effective_Date is not defined. | ||
BB | Last_Job_Company | Company code for Last Job worked on | Text | 3 | If left blank and Last_Job_Number is defined then use Company_Code. | Valid Company in Spectrum | |
BC | Last_Job_Number | Last Job worked on | Text | 10 | Valid Job in Company defined | ||
BD | Last_Equipment_Company | Company code for Last Equipment worked on | Text | 3 | If left blank and Last_Equipment_Code is defined then use Company_Code. | Valid Company in Spectrum | |
BE | Last_Equipment_Code | Last Equipment worked on | Text | 10 | Valid Equipment code in Company defined | ||
BF | Hire_Date_List1 | Original hire date | Date | 10 | Enter as: MM/DD/CCYY (for example, 01/05/2010) | ||
BG | Rehire_Date_List2 | Latest rehire date | Date | 10 | Enter as: MM/DD/CCYY (for example, 01/05/2010) | ||
BH | Legal_First_Name | Employee's Legal First Name | Text | 50 | No commas | ||
BI | Legal_Middle_Name | Employee's Legal Middle Name | Text | 50 | No commas | ||
BJ | Legal_Last_Name | Employee's Legal Last Name | Text | 50 | No commas | ||
BK | Legal_Suffix | Employee's Legal Suffix | Text | 3 |