The Field Associations page is used by all import formats to associate the columns in the data that is being imported with the columns inside TRAK.
| Note: | Note that only part of the data will be imported for preview purposes only. |
| Hints: | Before continuing, confirm that the data in the grid is formatted correctly. The scroll bars may be used to confirm that the columns are formatted correctly and to edit the associations. |
| If the columns do not appear correctly, reconfigure the previous pages so the data does appear correctly. |
Overview of the page
This page has several different areas:
1.The light blue area of the grid is non-editable data.
2.The white area shows which TRAK fields must be associated with the imported data.
3.The list to the far right shows fields that may be imported. These categories include Required, Calculation, and Information.
List of fields
Below is a categorized list of fields that may be imported from the client data file:
| Note: | The maximum size for each field is shown only when relevant. |
Field Name |
Description |
Max size |
Required FieldsThe following two fields are required for importing client data. |
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First Name |
First name of the client. |
25 |
Last Name |
Last name of the client |
25 |
Calculation FieldsThe following fields are used for paycheck calculations. Depending upon the configuration of the Employer File, fields may not be listed (e.g. second qualified plan contributions). |
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Income |
Per paycheck income for the client. If the income from the data file represents more then one paycheck, it may be manipulated on the next page. |
|
Add Income |
Any additional income that the client receives. See the Paycheck help for information regarding this field. |
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Federal Status |
The client's federal filing status. Should be either 'Married' ('M') or 'Single' ('S'). |
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Federal Allow |
Number of federal allowances the client is filing. |
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Add Federal Tax |
Any additional federal tax that the client is paying per paycheck. |
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State Status |
The client's state filing status. Should correspond to the filing status in the Paycheck calculator (either the full name selected on the left of the Paycheck Calculator abbreviation or the right). |
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State Allow |
Number of state allowances the client is claiming. |
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Add State Tax |
Any additional state tax paid by the client per paycheck. |
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Local Tax |
Local tax values can be imported if, in the employer file, the local tax is configured to prompt for the value. If local taxes are to be imported, the field name will be the name of the local tax entered in the employer file editor with "[LOCAL TAX]" added as a suffix. |
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Sec 125 |
Value for the client's total Section 125 contributions. |
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QualifiedPlan_1_Dollar or QualifiedPlan_1_Percent |
Contributions to the primary qualified plan as a dollar or percent value. Only one field will be visible, depending upon the configuration of the employer file. |
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Qualified Plan_2_Dollar or Qualified Plan_2_Percent |
Contributions to the secondary qualified plan as a dollar or percent value. Only one field will be visible, depending upon the configuration of the secondary retirement plan in the employer file. |
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Pension Plan Dollar and/or Pension Plan Percent |
Used when the employer file is set to enter pension plan contributions as a dollar or percent. |
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Employee Class |
For custom retirement plans with Employee Class selected as the Profit Sharing Method, this column should match the name of the employee class. This will associate the participant with the class related to the profit sharing rate. |
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After Tax Deduct |
Paycheck reductions on an after tax deduction basis. |
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Current Balance |
Current balance of the participant's qualified plan. |
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DOB |
Client's date of birth. |
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DOE |
Client's date of employment. |
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Retire Date or Retire Age |
Only one may be configured. A default value for retire age may be set on the Defaults page. (Click here to see an example in the Defaults Values page). |
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DBValue |
This is a projected income for an optional defined benefit account. The value may be in today's dollar (and increased annually until retirement) or value at retirement (with no pre-retirement adjustments) as configured in the Batch Gap Report Configuration Editor's Defined Benefit Account tab. It can only be used in the Batch Gap report. |
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QualifiedPlan_1_RothDollar or QualifiedPlan_1_RothPercent |
Contribution to the Roth account. |
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RothActBalance |
Balance for the Roth account. |
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Gender |
Gender of person. First letter of value should be a "F" or "M" (for "female" or "male", respectively). Value is not case sensitive. |
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UseSS |
Determines if Social Security is to be included in the illustration for this individual. |
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Act #n Name, Act #n Balance Act #n Contribution Act #n Contribs. per Year |
Imports fields for additional accounts. The number of additional accounts is configured on the Data Formats tab. Note that these additional accounts are not taken into consideration in the Batch Processing reports, but are available in the Quick Gap and Gap Analysis calculators. |
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Information Fields |
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SSN |
Social Security Number. May be used to identify client to merge imported data. |
11 |
Address |
Client's address. |
|
City |
Client's city. |
25 |
State |
Client's state. Note that this is their state of residence, and note the state for state tax withholding calculations (that is configured in the employer file). |
2 |
Zip |
Client's zip code. |
10 |
Home Phone |
Client's home phone number. |
20 |
Mobile Phone |
Client's cell phone number. |
20 |
Fax |
Client's fax number. |
20 |
Work Phone |
Client's work phone number. |
20 |
Client's email address. |
30 |
|
Spouse Name |
Client's spouse's name. |
20 |
