Equifax Setup

Use this form to configure the Equifax Export file.

Note:  This process does not use Client Access Group security.

To access the form, click Back Office menu. Under Operations|Action, click Equifax Setup.

To set up Equifax:

1. Complete the following fields:

Field

Description

Report Setup

Source ID This is assigned by Equifax.

Source Type

This is assigned by Equifax.

Submission File Code

Indicate the appropriate submission file code from the following:

• Initial - This is the default option.
• Replacement

UCX Account Number

This is assigned by Equifax.

Reporting Address

Select which type of address should be used in position 593 from the following:

• Home
• Work
• Mailing
• Other

Report Using Hours Worked?

By default this box is checked. Un-check this box if you do not want this report to use hours worked.

Use the company number for the location code?

By default this box is checked. Un-check this box if you do not want this report to use the client ID for the Location/Division Code.

Reporting Entity

Select the reporting entity from the following:

• Client
• Employer

Required Record Types

Equifax Required Record Types

Select the record types you need from the following:

• 000HEADER - Header Record
• 140ERWOTCLOC - Employer WOTC Location Record
• 202EMPLPIM - Employee General Information Record
• 210EMPLPAYINFO - Employee Pay Information Record
• 220EMPLPAYDTL - Employee Pay Detailed Information Record
• 230EMPLBENINFO - Employee Benefits Information Record
• 290EMPLTAXCRDT - Employee Tax Credit Record
• 350EMPLI9LOC - Employee I9 Location Information Record
• 999FOOTER - Footer Record

Employer Information

Employer ID

Enter the Employer IDs that you want for the Equifax export file or click the Employer ID link and select them from the Select Employer dialog box.

TCI ID

Enter the TCI ID assigned by Equifax for the selected employer.

Limit to Clients

Client ID

Enter the Client ID that you want for the Equifax export file or click the Client ID link and select them from the Select Clients dialog box.

Client Name

This field auto-populates based on the selection above.

Exclude Clients

Client ID

Enter the Client ID that you do not want for the Equifax export file or click the Client ID link and select them from the Select Clients dialog box.

Client Name

This field auto-populates based on the selection above.
2. Click Save to save the record.
3. Click Cancel to cancel the changes made in the form.