BSwift Demographics Export

Modified on Tue, Mar 7, 2023 at 9:22 AM

Overview

This task creates a comma-separated value (CSV) file for BSwift that contains basic staff demographic, contact, and position information.

Selection of Data

All Staff members (Active or Inactive) are included by default.

If the Active Staff Only option is used then only Active staff are included.

Takes Position Tracking records that have a signed contract attached to them. Each row is a different position, so staff with more than one position will have multiple rows.

Data is sorted by staff name.

Layout Output

StaffDemographicDataIntegration.csv

The file does not contain a header row.

Column	Column	Description	Notes
1	A	Company ID	Points to the company in BSwift's system, set to "x" for every employee
2	B	Employee ID	Staff ID
3	C	First Name	First name on the demographics tab
4	D	Last Name	Last name on the demographics tab
5	E	SSN	Social Security Number
6	F	Address 1	Legal residence street address
7	G	Address 2	Legal residence apt number, etc.
8	H	City	Legal residence city
9	I	State	Legal residence state
10	J	Zip	Legal residence zip code
11	K	Gender	State reporting gender identity (male/female)
12	L	Date of Birth	Date of Birth on the demographics tab
13	M	Marital Status	Marital Status on the demographics tab
14	N	White	"YES" if ethnicity is checked White on the demographics tab
15	O	American Indian/Alaskan	"YES" if ethnicity is checked American Indian/Alaskan on the demographics tab
16	P	Black or African American	"YES" if ethnicity is checked Black or African American on the demographics tab
17	Q	Asian	"YES" if ethnicity is checked Asian on the demographics tab
18	R	Hispanic	"YES" if ethnicity is checked Hispanic on the demographics tab
19	S	Hawaiian Native/Other Pacific Islander	"YES" if ethnicity is checked Hawaiian Native/Other Pacific Islander on the demographics tab
20	T	Cell Phone	Primary Cell Phone Number in contacts tab
21	U	Home Phone	First non-mobile phone number in contacts tab
22	V	Office Phone	First phone number with 'Work' flag checked in contacts tab
23	W	Office Extension	Extension for Office Phone, if exists in contacts tab
24	X	Home Email	Primary Personal Email in contacts tab
25	Y	Work Email	Primary Work Email in contacts tab
26	Z	Current Employment Status	"A" for Active or "I" for Inactive, if checked Active Staff Only in properties tab then only "A" staff will show
27	AA	Hire Date	First Date of Hire on demographics tab
28	AB	Termination Date	Date of Termination if Termination Record exists
29	AC	Termination Reason	Note for Termination if Termination Record exists
30	AD	Rehire Date	Date of Rehire on demographics tab
31	AE	Hours Per Week	Max. Hours Per Week on position tracking tab
32	AF	Hourly/Salary	"Hourly" if position is paid hourly, "Salary" if position is paid annually
33	AG	Full/Part Time	"FT" if position is full time, "PT" if position is part time
34	AH	Pay Rate/Salary	Hourly wage if position is paid hourly, annual wage if position is paid annually
35	AI	Pay Frequency	Date range for position or Number of pays in school year (Decided by option on the Task) - This value is pulled from the Payroll Summary tab as of the date the task is run.
36	AJ	Job Title	Description for position
37	AK	Location	Location for position
38	AL	Department	Department for position
39	AM	Benefit Class Code	Code for Benefit Class in healthcare tab, codes can be added in Setup.Codes
40	AN	Benefit Class Description	Description for Benefit Class in healthcare tab, codes can be added in Setup.Codes