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YOURPEOPLE, INC.

Custom Reporting Fields in Zenefits

When creating reports in the Business Intelligence Application or the Company Hub Reports, you can select custom fields to be included in your report. There are different fields available based on whether you are working in the Business Intelligence Application or the Company Hub Reports.

Section

Business Intelligence App (Single EIN)

Personal

  • Full Name
  • First Name
  • Middle Name
  • Last Name
  • Preferred Name
  • SSN
  • Gender
  • Marital Status
  • Street Address
  • City
  • State
  • Zip
  • Work Email
  • Personal Email
  • Phone
  • Work Phone
  • Work Phone Extension
  • Date of Birth
  • Age
  • T-Shirt Size
  • Dietary Restrictions

Employment

  • Title
  • Compensation (hourly wage or salary)
  • Compensation type (hourly, salary)
  • Worker Type (regular, international, temporary)
  • Monthly salary
  • Salary
  • Currency
  • Prior Salary
  • Prior Salary Change Date
  • Prior Salary Change Percentage
  • Prior Salary Change Reason
  • Hourly Wage
  • Compensation Type
  • Current Employment Start Date
  • Initial Employment Start Date
  • Full Time Start Date
  • End Date
  • Termination Date
  • Employment Type
  • Status (Active / Terminated)
  • Manager (name)
  • Manager (first name)
  • Manager (last name)
  • Manager (Preferred name)
  • Manager (email)
  • Manager (ID)
  • Department
  • Work Location
  • Months of Service
  • Full Years of Service
  • Next Anniversary Date
  • Next Anniversary
  • Termination Type (Involuntary, Can Rehire, No Rehire)
  • Termination Reason
  • Is FLSA Exempt?

Employee Eligibility

  • Citizenship Status
  • I9 Status
  • Verified On
  • Verified By
  • Reverified On
  • First Document Title
  • First Document Issuing Authority
  • First Document Number
  • First Document Expiration Date
  • Second Document Title
  • Second Document Issuing Authority
  • Second Document Number
  • Second Document Expiration Date

Emergency Contact

  • Primary Contact Name
  • Primary Relationship Type
  • Primary Contact Phone
  • Primary Contact Alternate Phone
  • Secondary Contact Name
  • Secondary Relationship Type
  • Secondary Contact Phone
  • Secondary Contact Alternate Phone

Tax

  • Federal Filing Status Code
  • Federal Withholding Allowances
  • Federal Additional Withholding
  • Resident State
  • Federal Filing Status
  • State Filing Status Code
  • State Filing Status
  • State Withholding Allowances
  • State Additional Withholding
  • Work Visa Type
  • Is FICA Exempt

Bank

  • Bank Account Number
  • Bank Routing Number
  • Bank Account Type (Checking/ Savings)
  • All Bank Accounts Information

EEO Data

  • EEO Survey Asked
  • EEO Race
  • EEO Job Category

Benefits

  • Total employee benefits cost

Retirement Benefits

  • Employee Is Enrolled in 401(k)?
  • 401(k) Highly Compensated Employee?
  • 401(k) Key Employee?
  • Employee 401(k) Enrollment Status
  • Employee 401(k) Start Date
  • Employee 401(k) Contribution Percent
  • Employee 401(k) Contribution Amount Per Month
  • Employee Roth Contribution Percent
  • Employee Roth Contribution Amount Per Month
  • Company 401(k) Matching Contribution Percent
  • Company 401(k) Matching Contribution Amount Per Month
  • Employee Pay Frequency
  • 401(k) Change Effective Date
  • Additional Catch-up Allowed?

Medical

  • Enrolled in Medical?
  • Medical Carrier
  • Medical Plan Name
  • Medical Employee Cost Per Pay Period
  • Medical Employer Cost Per Pay Period
  • Medical Employee Cost Monthly
  • Medical Employer Cost Monthly
  • Medical Dependents Coverage
  • Medical Approved Date
  • Medical Status

Dental

  • Enrolled in Dental?
  • Dental Carrier
  • Dental Plan Name
  • Dental Employee Cost Per Pay Period
  • Dental Employer Cost Per Pay Period
  • Dental Employee Cost Monthly
  • Dental Employer Cost Monthly
  • Dental Dependents Coverage
  • Dental Approved Date
  • Dental Status

Vision

  • Enrolled in Vision?
  • Vision Carrier
  • Vision Plan Name
  • Vision Employee Cost Per Pay Period
  • Vision Employer Cost Per Pay Period
  • Vision Employee Cost Monthly
  • Vision Employer Cost Monthly
  • Vision Dependents Coverage
  • Vision Approved Date
  • Vision Status

Life

  • Enrolled in Life?
  • Life Carrier
  • Life Plan Name
  • Life Employee Cost
  • Life Employer Cost
  • Current Life Employer Cost
  • Current Life Policy Amount
  • Life Beneficiaries
  • Life Per Pay Period Deduction

Accidental Death & Dismemberment

  • Enrolled in AD&D?
  • AD&D Carrier
  • AD&D Plan Name
  • AD&D Employee Cost
  • AD&D Employer Cost
  • Current AD&D Employer Cost
  • Current AD&D Policy Amount
  • AD&D Beneficiaries
  • AD&D Per Pay Period Deduction

Short Term Disability

  • Enrolled in Short Term Disability?
  • Short Term Disability Carrier
  • Short Term Disability Plan Name
  • Current STD Policy Amount
  • Current Short Term Disability Employer Cost
  • Short Term Disability Employee Cost Monthly
  • Short Term Disability Employer Cost
  • STD Per Pay Period Deduction

Long Term Disability

  • Enrolled in Long Term Disability?
  • Long Term Disability Carrier
  • Long Term Disability Plan Name
  • Current LTD Policy Amount
  • Current Long Term Disability Employer Cost
  • Long Term Disability Employee Cost Monthly
  • Long Term Disability Employer Cost
  • LTD Per Pay Period Deduction

Commuter

  • Enrolled in Commuter?
  • Employee Mass Transit Contribution
  • Employer Parking Contribution
  • Employer Commuter Contribution
  • Transit Pre-tax Deduction
  • Transit Pre-tax Contribution
  • Transit Post-tax Deduction
  • Transit Post-tax Contribution
  • Parking Pre-tax Deduction
  • Parking Pre-tax Contribution
  • Parking Post-tax Deduction
  • Parking Post-tax Contribution
  • Commuter Benefits Start Date
  • Commuter Last Change Date
  • Commuter Per Pay Period Deduction

HSA

  • Enrolled in HSA-compatible medical insurance?
  • Enrolled in HSA?
  • Employee contribution (Monthly)
  • Employer HSA contribution towards Employees (Monthly)
  • Employer HSA contribution towards Dependents (Monthly)
  • HSA Per Pay Period Deduction
  • HSA Start Date
  • HSA Last Change Date

FSA

  • Enrolled in FSA?
  • Annual Medical FSA Employee contribution
  • Annual Dependent FSA Employee contribution
  • Annual Medical FSA Employer contribution
  • Annual Dependent FSA Employer contribution
  • FSA Per Pay Period Deduction
  • Medical FSA Deduction (Monthly)
  • Medical FSA Contribution (Monthly)
  • Dependent FSA Deduction (Monthly)
  • Dependent FSA Contribution (Monthly)
  • FSA Start Date

HRA

  • Enrolled in HRA?
  • Annual Employee contribution
  • Annual Dependent contribution
  • HRA Start Date

Zenefits Payroll

  • Employee Earnings Name
  • Employee Earnings Unit
  • Employee Earnings Rate
  • Employee Earnings Amount
  • Gross Pay
  • Net Pay
  • Employee Deductions & Garnishments Name
  • Employee Deductions & Garnishments Amount
  • Total Employee Deductions & Garnishments
  • Employer Contributions Name
  • Employer Contributions Amount
  • Total Employer Contributions
  • Employee Paid Taxes Name
  • Employee Paid Taxes Amount
  • Total Employee Paid Taxes Amount
  • Employer Paid Taxes Name
  • Employer Paid Taxes Amount
  • Total Employer Paid Taxes Amount
  • Payroll Run Id
  • Pay Period Start Date
  • Pay Period End Date
  • Check Date
  • Payroll Type
  • Payroll Run State

Payroll Retirement

  • YTD Hours of Service
  • Gross Earnings
  • Gross Earnings YTD
  • 401k Employee Deduction Amount
  • 401k Employer Contribution Amount
  • Roth 401k Employee Deduction Amount
  • Roth 401k Employer Contribution Amount
  • 401k Loan 1 Employee Amount
  • 401k Loan 2 Employee Amount
  • 401k Loan 3 Employee Amount
  • 401k Loan 4 Employee Amount
  • 401k Loan 5 Employee Amount
  • 403b Employee Deduction Amount
  • Roth 403b Employee Deduction Amount
  • 403b Loan 1 Employee Amount
  • 403b Loan 2 Employee Amount
  • 403b Loan 3 Employee Amount
  • 403b Loan 4 Employee Amount
  • 403b Loan 5 Employee Amount

Paid Time Off

  • Vacation liability ($)
  • Vacation balance (hrs)
  • Sick Leave Balance (hrs)
  • Personal Leave Balance (hrs)
  • Available Vacation
  • Vacation base accrual rate (hrs/mth)
  • Vacation used this quarter (hrs)
  • Vacation used YTD (hrs)
  • Scheduled vacation (hrs)
  • Jury Duty and other leave this quarter (hrs)
  • Jury Duty and other leave used YTD (hrs)
  • Scheduled Jury Duty and other leave (hrs)
  • Sick Leave used this quarter (hrs)
  • Sick Leave used YTD (hrs)
  • Personal Leave used this quarter (hrs)
  • Personal Leave used YTD (hrs)
  • Scheduled Personal Leave
  • Vacation Accrual Bonus Rate
  • Sick Leave Accrual Bonus Rate
  • Personal Leave Accrual Bonus Rate

Payroll Custom Report

  • Home Department Code
  • Position Uses Time
  • Supervisor Position
  • Supervisor
  • Badge Number
  • Job Title
  • Location Code
  • NAICS Worker's Comp Code
  • Business Unit Code
  • Pay Class Code
  • Workforce Company Code
  • Workforce File Number

 

Section

Company Hub Reports Fields (Multi-EIN)

Personal

  • Company
  • First Name
  • Middle Name
  • Last Name
  • Preferred Name
  • SSN
  • Gender
  • Marital Status
  • Street Address
  • City
  • State
  • Zip
  • Work Email
  • Personal Email
  • Personal Phone
  • Work Phone
  • Date of Birth
  • Age
  • T-Shirt Size
  • Dietary Restriction

Employment

  • Title
  • Compensation (hourly wage or salary)
  • Compensation Type
  • Monthly Salary
  • Annual Salary
  • Prior Salary
  • Prior Salary Change Date
  • Start Date
  • Termination Date
  • Employment Type
  • Status
  • Manager
  • Manager (email)
  • Department
  • Work Location
  • Months of Service
  • Years of Service
  • Work Anniversary
  • Termination Type
  • Termination Reason

Employee Eligibility

  • I9 Status
  • I9 Verified By
  • I9 Verified On

Emergency Contact

  • Primary Contact Name
  • Primary Relationship Type
  • Primary Contact Phone
  • Primary Contact Alternate Phone
  • Secondary Contact Name
  • Secondary Relationship Type
  • Secondary Contact Phone
  • Secondary Contact Alternate Phone
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