Utilize our template to create your census
If your payroll company does not provide a census, you will need to create one by filling out this template. You can also find the template in the onboarding task tracker by clicking on the “census info.”
The following fields are required to be completed:
- SSN - Social security number of each employee
-
Date of Birth - Birthdate of each employee
-
Date of Hire - Date, the employee, was originally hired. (If the date of hire is later than the date of termination, we will treat this as a rehire. However, if your payroll system allows, it is best to report the date of rehire separately so that we will have both the original hire date and the rehire date.)
-
Date of Termination - Date that employee was terminated. (If an employee has been rehired and subsequently terminated again, provide the most recent date of termination.)
-
Date of Rehire - Date the employee was hired if they were employed by the company previously. (If an employee is rehired and subsequently terminated, the date of rehire should be left blank. If an employee has been rehired multiple times, provide the most recent date of rehire.)
-
Year to Date Hours Worked - Total number of hours worked by the employee since January 1st of this year.
-
Pay Group - If your company has multiple pay groups, this identifies which pay group each employee belongs to. (The identifier is defined at the time of setup. If you are unsure of the exact value, please contact us at onboarding@vestwell.com.)
-
First Name - First name of the employee
-
Middle name - Middle name or initial of the employee
-
Last Name - Last name of the employee
-
Email - Email of the employee
-
Phone Number - Phone number of the employee
-
Address Line 1 - Street address of the employee
-
Address Line 2 - Additional street address information of the employee
-
City - City of the employee
-
State - State of the employee
-
Postal Code - Postal code for the employee
Formatting Tips
-
Social Security Numbers - The tool will accept the number with or without dashes.
-
Numbers - The tool will accept commas and $, so no need to remove them.
-
Dates - The tool accepts dates in almost any format, such as mm/dd/yyyy, m/d/yyyy, or m/d/yy.
-
Phone Numbers - The tool will accept values with or without parentheses and dashes.