Employee Action Form Instructions
This form contains 60 fields organized into 17 sections. Below is a complete list of every field, its type, and what information is expected.
| Field Name | Type | Description |
|---|---|---|
| Accrual Information | ||
| Accruals Yes | Radiobutton |
Check this box if accruals are applicable for the employee.
|
| Accrual Rate | Number |
Please provide the accrual rate for this employee. Fill only if 'Accruals Yes' is 'Yes'.
Depends on:
Accruals Yes
|
| Accruals No | Radiobutton |
Check this box if accruals are not applicable for the employee.
|
| Base Rate 1 | ||
| Base Rate 1 | Number |
Please enter the employee's base rate for the first rate.
|
| Hourly Rate | Number |
Please enter the employee's hourly rate.
|
| Salary per Pay Period | Number |
Please enter the employee's salary per pay period.
|
| Base Rate 2 | ||
| Rate 2 Name | Text |
Please provide the name or identifier for Base Rate 2.
|
| Rate 2 Amount | Number |
Please provide the monetary amount for Base Rate 2.
|
| Rate 2 Effective Date | Date |
Please provide the effective date for Base Rate 2.
|
| Client Information | ||
| Client Name | Text |
Please provide the full name of the client.
|
| Client Code | Text |
Please provide the unique identification code for the client.
|
| Current Pay Period Information | ||
| Hours | Number |
Please enter the total number of hours worked during this current pay period.
|
| Partial Salary Amount | Number |
Please provide the partial salary amount for this current pay period.
|
| Employee Address | ||
| Address Line 1 | Text |
Please enter the first line of the employee's street address.
|
| Address Line 2 | Text |
Please enter the second line of the employee's street address, such as an apartment, suite, or unit number.
|
| City | Text |
Please enter the city where the employee resides.
|
| State | Text |
Please enter the two-letter abbreviation for the state where the employee resides.
|
| Zip Code | Text |
Please enter the employee's postal zip code.
|
| Employee Identification | ||
| Employee Number | Text |
Enter the unique identification number assigned to the employee.
|
| Last Name | Text |
Enter the full last name of the employee.
|
| First Name | Text |
Enter the full first name of the employee.
|
| Middle Initial | Text |
Enter the middle initial of the employee's name, if applicable.
|
| Employee Personal Information | ||
| Phone Number | Text |
Please provide the employee's contact phone number.
|
| Sex: Male | Radiobutton |
Check this box if the employee's sex is male.
|
| Sex: Female | Radiobutton |
Check this box if the employee's sex is female.
|
| Social Security Number | Text |
Please provide the employee's Social Security Number.
|
| Birth Date | Date |
Please provide the employee's birth date.
|
| Employment Details | ||
| Home Department Number | Text |
Please enter the employee's home department number.
|
| Workers Compensation Code | Text |
Please enter the workers' compensation code for the employee.
|
| Hire Date | Date |
Please enter the date the employee was hired.
|
| Termination Date | Date |
Please enter the date of employee termination. Fill only if 'Termination' is 'Yes'.
Depends on:
Termination
|
| Federal Tax Withholding | ||
| Federal Exemptions | Text |
Enter the number of federal tax exemptions you are claiming.
|
| Fixed Federal Withholding | Number |
Enter a fixed amount or percentage of federal income tax to be withheld from your pay.
|
| EIC Code | Text |
Enter your Earned Income Credit (EIC) code, if applicable.
|
| Additional Federal Withholding | Number |
Enter any additional federal income tax amount you wish to have withheld from your pay.
|
| First Deduction | ||
| First Deduction Type | Text |
Enter the type of the first deduction.
|
| First Deduction Amount/Percentage | Number |
Enter the amount or percentage for the first deduction.
|
| First Other Earning | ||
| Other Earning Type | Text |
Enter the type of this other earning.
|
| Other Earning Amount/Percentage | Number |
Provide the amount or percentage for this other earning.
|
| Effective Date | Text | |
| Frequency | Text | |
| Other Earning Effective Date | Date |
Enter the date this other earning becomes effective.
|
| Other Earning Frequency | Text |
Specify the frequency at which this other earning is disbursed.
|
| Form Submission Purpose | ||
| New Employee | Checkbox |
Check this box if the purpose of this form is to provide information for a new employee.
|
| Change to Existing Employee | Checkbox |
Check this box if the purpose of this form is to update information for an employee who is already on file.
|
| Termination | Checkbox |
Check this box if the purpose of this form is to report the termination of an employee.
|
| General | ||
| Effective Date | Text | |
| Frequency | Text | |
| Effective Date | Text | |
| Other Earnings Effective Date | Date |
Enter the effective date for these other earnings.
|
| Other Earnings Frequency | Text |
Enter the frequency for these other earnings.
|
| Second Deduction | ||
| Second Deduction Type | Text |
Enter the type of the second deduction to be applied.
|
| Second Deduction Amount or Percentage | Number |
Enter the amount or percentage for the second deduction.
|
| Second Other Earning | ||
| Second Other Earning Type | Text |
Enter the type of the second other earning.
|
| Second Other Earning Amount/Percentage | Number |
Provide the amount or percentage for the second other earning.
|
| State Tax Withholding | ||
| State Marital Status | Text |
Please enter the employee's marital status for state tax withholding purposes.
|
| State Exemptions | Number |
Please enter the total number of state tax exemptions claimed by the employee.
|
| Additional State Withholding | Number |
Please enter any additional amount the employee wishes to have withheld for state tax.
|
| Fixed State Withholding | Text |
Please enter the fixed dollar amount or percentage the employee wishes to have withheld for state tax.
|
| Work State | Text |
Please enter the state where the employee primarily works if it is not California.
|