Change Employee - Required Update

Use this service to update an existing employee's information for the defined fields only.

Note: In order to use the new service, add UpdateEmployeeRequiredFields to your Authentication ID.
The prior SOAP service (UpdateEmp_Req) is still available on the template titled Employee Required Import Update – Old. While the service will remain available in the short term, we recommend that you migrate all usage to the new service.

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:

  • System Administration > Installation > Payroll

  • System Administration > Installation > General Ledger > G/L Master File Maintenance

  • System Administration > Installation > Payroll > Employee Maintenance

  • System Administration > Installation > Payroll > Tax Table Maintenance

  • System Administration > Installation > Payroll > Department Expense Maintenance

  • System Administration > Installation > Payroll > Employee Status Code Maintenance

  • System Administration > Installation > Payroll > Supervisor Code Maintenance

  • System Administration > Installation > Payroll > Worker's Compensation Code Maintenance

  • System Administration > Installation > Payroll > Hours Bank Code Maintenance

  • System Administration > Installation > Payroll > Union File Maintenance

  • System Administration > Installation > Payroll > Wage Code File Maintenance

  • System Administration > Installation > Payroll > EEO Classification Maintenance

  • System Administration > Installation > Payroll > Occupation Maintenance

  • System Administration > Installation > Payroll > Trade Maintenance

  • System Administration > Installation > Payroll > Employee User-Defined Fields Maintenance

  • System Administration > Installation > Time + Material > Labor Billing Rates Maintenance

  • System Administration > Installation > Human Resources > Locations Maintenance

  • System Administration > Installation > Human Resources > License Class Maintenance

  • System Administration > Installation > Job Cost > Job Maintenance

  • System Administration > Installation > Equipment Control > Equipment Maintenance

  • System Administration > Installation > Enterprise Management > Cost Center Maintenance

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.

Note: The Authorization_ID and GUID elements are not shown on the Spectrum Excel Office Add-in templates for data entry points.

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