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14 26-Nov-2021 10:22 5 KB Lilia Urtan to previous
13 26-Nov-2021 10:22 5 KB JMyers to previous | to last
12 26-Nov-2021 10:22 6 KB JMyers to previous | to last
11 26-Nov-2021 10:22 5 KB JMyers to previous | to last
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5 26-Nov-2021 10:22 46 bytes JMyers to previous | to last
4 26-Nov-2021 10:22 155 bytes JMyers to previous | to last Federal Quarterly Reporting - Form 941 ==> FEDERAL_ QUARTERLY_ REPORTING_FORM_941
3 26-Nov-2021 10:22 116 bytes JMyers to previous | to last Federal Quarterly Reporting ==> Federal Quarterly Reporting - Form 941
2 26-Nov-2021 10:22 77 bytes JMyers to previous | to last
1 26-Nov-2021 10:22 46 bytes UnknownAuthor to last

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The state of Texas requires that each employer submit employee Quarterly Wages and Wage Distribution reports. The exact requirements vary depending on the type of employer, and some reports are mandatory or optional depending on the type of employer. Personality does not support all TWC (Texas Workforce Commission) requirements, since some are as simple as a single page summary on a quarterly basis.
The state of Texas requires that each employer submit employee Quarterly Wages and Wage Distribution reports. The exact requirements vary depending on the type of employer, and some reports are mandatory or optional depending on the type of employer. Personality2000 does not support all TWC (Texas Workforce Commission) requirements, since some are as simple as a single page summary on a quarterly basis.
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!Employer Quarterly Report
This report provides TWC with Employee Wage details for the quarter.
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!Multiple Work Site Report (BLS3020)
Employer Quarterly Report
This report provides TWC with Employee Wage details for the quarter.
Multiple Work Site Report (BLS3020)
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Personality provides support for submitting these two reports on magnetic media in the [ICESA] format. ICESA is an interstate format in a media format published by the ‘Interstate Conference of Employment Security Agencies’, TWC provides support for two other formats (TWC Tape and TWC Diskette) which are NOT supported.
__Employer Contribution Data (C3)__
Employer Contribution Information is submitted at the same time as the Employer Quarterly report. This report is presently NOT supported by Personality. TWC provides for this information to be included in the same file as the Employer Quarterly Report so long as it is approved by TWC prior to submitting electronically. The C3 must be prepared manually.
!!Texas Workforce Commission Set Up
Personality2000 provides support for submitting these two reports on magnetic media in the ICESA format. ICESA is an interstate format in a media format published by the ‘Interstate Conference of Employment Security Agencies’, TWC provides support for two other formats (TWC Tape and TWC Diskette) which are NOT supported.
Employer Contribution Data (C3)
Employer Contribution Information is submitted at the same time as the Employer Quarterly report. This report is presently NOT supported by Personality2000 . TWC provides for this information to be included in the same file as the Employer Quarterly Report so long as it is approved by TWC prior to submitting electronically. The C3 must be prepared manually.
Texas Workforce Commission Set Up
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!User Field - [IMUF]
The following user field must be established for the ‘Assignment Details’ table.
|Establishment ID|This ID is assigned is assigned by TWC for each work location, and is stored as a user field on each Prime Assignment Detail.
Although optional, this field is required for the Multiple Work Sites report. It is recommended that this user field be set up each employee, even if the Multiple Work Site report is not submitted. This user field must be attached to the Assignment form in the date sensitive area - [IEAS].
User Field - IMUF
The following ‘User Field’ must be established for the ‘Assignment Details’ table.
Although optional, this field is required for the Multiple Work Sites report. It is recommended that this User Fields be set up each employee, even if the Multiple Work Site report is not submitted. This User Field must be attached to the Assignment Form in the date sensitive area - IEAS.
Establishment ID This ID is assigned is assigned by TWC for each work location, and is stored as a User Field on each Prime Assignment Detail.
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!Lexicon - [IMLN]
The user-defined lexicon of X_POSITION_TYPES must be completed with the saved value as the SIC codes that are needed.
The User Defined lexicon of X_TWC_SIC_CODE must be completed. This lexicon provides the names associated with all ‘SIC Codes’ used.
Lexicon - IMLN
The User Defined lexicon of 'X_POSITION_TYPES' must be completed with the saved value as the SIC codes that are needed.
The User Defined lexicon of ‘X_TWC_SIC_CODE’ must be completed. This lexicon provides the names associated with all ‘SIC Codes’ used.
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!Position Details - [IDPS]
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!Tax Jurisdictions - [IDTX]
Tax Jurisdictions - IDTX
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FIPS column has to be manually added on IDTX.
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!Interface Format - [IDIF]
Interface Format - IDIF
The ICESA format used for TWC can be set up using the ‘Define Interface Formats’ function IDIF. Personality2000 provides a default format HL$RPTWC that should be copied and then adjusted to suit the client specific needs.
Once per quarter, the function ‘RPTWC’ must be executed to create the ‘TWC’ Report. It may include both ‘Quarterly Wages' and ‘Multi Work Site’ information. The TWC file is also created in accordance with the IDIF entry chosen.
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The ICESA format used for TWC can be set up using the Define Interface Formats [IDIF] form. Personality provides a default format HL$RPTWC that should be copied and then adjusted to suit the client specific needs.
‘Process Quarterly TWC’ Usage and Examples
Report Parameters
Entity Mandatory, LOV available
Limits the process to the entity specified.
TWC Earnings Element Mandatory, LOV available
Pay element that contains the earnings pay components that qualify for TWC
Payroll Quarter (YYYQQ) Mandatory, text
The ‘Payroll Quarter' will be used to determine which transactions to include in the report. The quarter should be entered as YYYYQQ.
Include Multiple Work Site Mandatory, LOV available
If you wish to include multiple work sites then indicate <Yes>.
Include Wage Records Mandatory, LOV available
If you wish to include wage records then indicate <Yes>. Interface Code Mandatory, LOV available Interface Directory Mandatory, text
Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used.
File Name Mandatory, text
Enter the name of the file that will be created in the interface directory specified.
Write or Append Mandatory, LOV available
If the file already exists should the current information overwrite it or append to it?
Output Header and Trailer Mandatory, LOV available
If the file is to contain a header and trailer record then indicate <Yes>.
Exception Level Mandatory, LOV available
A ‘trace’ report of exception messages may be produced to assist in the testing phase. If necessary, choose from 0 – 9 (highest) level of trace. Please note that this is a voluminous report and will cause very slow performance.
Trial Mandatory, LOV available
The report may be run in trial mode (Yes) or update mode (No)
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!!Process Quarterly TWC
A ‘Record of Employment’ is a pre-printed form provided by the HRDC to report employee’s Employment Insurance information. The instruction for completing ‘Record of Employment’ is provided in the booklet called ‘How to Complete the Record of Employment (ROE) Form’.
The ROE Form supported is INS-2106-09-98E.
The ROE process within Personality2000 will allow users to report employees' Record of Employment information according to user selection criteria to generate a file for the import into the government ROELaser.exe print program.
Please refer to the government Web site for ROE Laser program details.
http://www.hrdc-drhc.gc.ca/ae-ei/pubs/guide.shtml
ROE Set Up
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Once per quarter, RPTWC must be executed to create the ‘TWC’ Report. It may include both ‘Quarterly Wages' and ‘Multi Work Site’ information. The TWC file is also created in accordance with the [IDIF] entry chosen.
User Fields
If ROE Amend Serial #, Box 17 and 19 are to be used, set up the following User Fields in IMUF for
P2K_HR_EMPLOYMENTS.
User Fields on Employment
If an employee requires Box 17 and/or 19 to be reported on the ROE, enter the appropriate values in the User Fields attached to the Employment (IEEI) form.
ROE Fields on Employment
ROE Status
00 Not Required
01 ROE Required/Request Will be picked up by UPROE
02 ROE Issued Updated by UPROE
03 Duplicate Requested Will be picked up by UPROE
04 Duplicate Issued Updated by UPROE
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\\
----
!!Report Parameters & Filters
ROE Issue Date
Updated by UPROE
ROE Letter
Updated by UPROE to the ROE Letter of the Termination Reason (IDTR) for the employee.
Form Definition Variables
Field Identifier Description Suggested Field Source/Constant
ROE-FILE-HEADER File Header Constant PDFSProe
ROE-SOFTWARE-VERS Major and Minor Software Version Constant 0300
ROE-SOFTWARE-REV Software Revision Constant 000
ROE-PRINT-LANG Language used to print ROE Data Base Column EID.LANGUAGE_CODE or Constant E or F
ROE-REFERENCE1 Employer’s Payroll Reference 1 Data Base Column PPA.PAYROLL_CODE
ROE-REFERENCE2 Employer’s Payroll Reference 2 Data Base Column EID.PERSON_CODE
ROE-ER-MAIL-ADDR Use Employer Mailing Address Constant Y or N
ROE-EE-MAIL-ADDR Use Employee Mailing Address Constant Y or N
ROE-1ST-DAY-WORK First Day Worked Data Base Column EEM.FIRST_WORK_DATE
ROE-LAST-DAY-PAID Last Day For Which Paid Data Base Column EEM.LAST_WORK_DATE
ROE-FINAL-PER-END Final Pay Period End Date Data Base Column PPP.PAY_PERIOD_END_DATE
ROE-OCCUPATION Occupation Description Data Base Column EASD.ASSIGNMENT_TITLE
ROE-RECALL-DATE Expected Date of Recall Data Base Column EEM.EXPECTED_RETURN_DATE
ROE-RECALL-CODE Expected Recall Code Data Base Column EEM.REHIRE_STATUS
ROE-REASON Reason for ROE issue Constant DTR.ROE_LETTER
ROE-CONT-NAME Contact name Constant Enter your company data
ROE-CONT-TEL-AREA Contact Phone Area Code Constant Enter your company data
ROE-CONT-TEL Contact Phone Number Constant Enter your company data
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||Report Parameters||
|Entity|Mandatory, LOV available\\Limits the process to the entity specified.
|TWC Earnings Element|Mandatory, LOV available\\Pay element that contains the earnings pay components that qualify for TWC
|Payroll Quarter (YYYQQ)|Mandatory, text\\The ‘Payroll Quarter' will be used to determine which transactions to include in the report. The quarter should be entered as YYYYQQ.
|Include Multiple Work Site|Mandatory, LOV available\\If you wish to include multiple work sites then indicate <Yes>.
|Include Wage Records|Mandatory, LOV available\\If you wish to include wage records then indicate <Yes>.
|SIC Code Source|Mandatory, LOV available
|Interface Code|Mandatory, LOV available
|Interface Directory| Mandatory, text\\Must be a directory on the server for which the current user (as signed onto the client’s network) has write capability. For example the entry ‘C:\TEMP’ accesses the ‘TEMP’ directory on the server, not the local directory for the computer terminal being used.
|File Name| Mandatory, text \\Enter the name of the file that will be created in the interface directory specified.
|Write or Append| Mandatory, LOV available\\If the file already exists should the current information overwrite it or append to it?
|Output Header and Trailer|Mandatory, LOV available\\If the file is to contain a header and trailer record then indicate <Yes>.
|Exception Level|Mandatory, LOV available\\A ‘trace’ report of exception messages may be produced to assist in the testing phase. If necessary, choose from 0 – 9 (highest) level of trace. Please note that this is a voluminous report and will cause very slow performance.
|Trial|Mandatory, LOV available\\The report may be run in trial mode (Yes) or update mode (No)
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![Notes|Edit:Internal.RPTWC]
[{InsertPage page='Internal.RPTWC' default='Click to create a new notes page'}]
Field Identifier Description Suggested Field Source/Constant
ROE-CONT-TEL-EXT Contact Phone Extension Constant Enter your company data
ROE-MONEY-PAID Moneys paid on Separation Constant Y or N
ROE-VACN-CODE Vacation Pay Code Constant Enter a Constant e.g. A, B, … V etc. Or the constant ‘ROE VACN CODE’ which points to the EEM user field ‘ROE VACN CODE’
ROE-VACN-AMT Vacation Pay Amount Element ROE-BOX-17-VACN
ROE-STATHOL1-CODE Statutory Holiday 1 Code Constant Enter a Constant e.g. A, B, … V etc. Or the constant ‘ROE STATHOL1 CODE’ which points to the EEM user field ‘ROE STATHOL1 CODE’
ROE-STATHOL1-DATE Statutory Holiday 1 Date Constant Enter a Date Constant e.g. 24-May-2000 Or the constant ‘ROE STATHOL1 DATE’ which points to the EEM user field ‘ROE STATHOL1 DATE’
ROE-STATHOL1-AMT Statutory Holiday 1 Amount Element ROE-BOX-17-STAT1
ROE-STATHOL2-CODE Statutory Holiday 2 Code Constant Enter a Constant e.g. A, B, … V etc. Or the constant ‘ROE STATHOL2 CODE’ which points to the EEM user field ‘ROE STATHOL2 CODE’
ROE-STATHOL2-DATE Statutory Holiday 2 Date Constant Enter a Date Constant e.g. 01-Jul-2000 Or the constant ‘ROE STATHOL2 DATE’ which points to the EEM user field ‘ROE STATHOL2 DATE’
ROE-STATHOL2-AMT Statutory Holiday 2 Amount Element ROE-BOX-17-STAT2
ROE-STATHOL3-CODE Statutory Holiday 3 Code Constant Enter a Constant e.g. A, B, … V etc. Or the constant ‘ROE STATHOL3 CODE’ which points to the EEM user field ‘ROE STATHOL3 CODE’
ROE-STATHOL3-DATE Statutory Holiday 3 Date Constant Enter a Date Constant e.g. 24-May-2000 Or the constant ‘ROE STATHOL3 DATE’ which points to the EEM user field ‘ROE STATHOL3 DATE’
ROE-STATHOL3-AMT Statutory Holiday 3 Amount Element ROE-BOX-17-STAT3
ROE-OTHER1-DESC Other Money 1 Description Constant Enter a Constant description Or the constant ‘ROE OTHER1 DESC’ which points to the EEM user field ‘ROE OTHER1 DESC’
ROE-OTHER1-AMT Other Money 1 Amount Element ROE-BOX-17-OTH1
Field Identifier Description Suggested Field Source/Constant
ROE-OTHER2-DESC Other Money 2 Description Constant Enter a Constant description Or the constant ‘ROE OTHER2 DESC’ which points to the EEM user field ‘ROE OTHER2 DESC’
ROE-OTHER2-AMT Other Money 2 Amount Element ROE-BOX-17-OTH2
ROE-OTHER3-DESC Other Money 3 Description Constant Enter a Constant description Or the constant ‘ROE OTHER3 DESC’ which points to the EEM user field ‘ROE OTHER3 DESC’
ROE-OTHER3-AMT Other Money 3 Amount Element ROE-BOX-17-OTH3
ROE-COMMENTS ROE Comments Line Data Base Column EEM.ROE_COMMENTS or constant
ROE-SICK-LV-DATE Paid Sick or Parental Leave Date Constant Enter a Date Constant e.g. 01-Aug-2000 Or the constant ‘ROE SICK LV DATE’ which points to the EEM user field ‘ROE SICK LV DATE’
ROE-SICK-LV-AMT Paid Sick or Parental Leave Amt Element ROE-SICK-LV-AMT
ROE-SICK-LV-PER Paid Sick or Parental Per Day or Week Constant D or W
ROE-ER-LANG Correspondence Language Constant E or F
ROE-ISSUER-TEL-AREA Issuer Phone Area Code Constant Enter your company data
ROE-ISSUER-TEL Issuer Phone Number Constant Enter your company data
ROE-ISSUER-TEL-EXT Issuer Phone Extension Constant Enter your company data
ROE-ISSUER-NAME Issuer Name Constant Enter your company data
Produce Record of Employment
The UPROE function produces a file that is then used by the ‘ROELase.exe’ program obtained from HRDC.
‘Produce Record of Employment’ Highlights
‘Produce Record of Employment’ may be found through the menu bar:
The form may also be accessed through the command with ‘UPROE’.
UPROE allows the user to select employees to print the Record of Employment form.
UPROE parameter screen allows the user to select employees by ‘Employment Status’ and ‘Termination