Configure the Equifax Data Export for The Work Number Service

When naming a configuration, use something meaningful that is easily identifiable in the Data Export screen.

Configuring the Data Export with Basic Settings

To set up an Equifax Data Export configuration for The Work Number service:

1. Go to Integrations > Data Export Setup > Payroll Data Export.
2. Click Equifax to load the toolstrip, if it’s not shown.
3. Click New.
4. Click the Configurable Fields tab.
5. In the Name field, enter a meaningful name for the data export (for example, Equifax DE Config), then enter a meaningful description in the Description field.
6. In the Effective From field, specify the effective start date for this configuration. This marks the effective start date, but also helps to control the option to automatically create the file upon payroll commit.
7. If you’ve gone live with the Payroll feature in production, in the Active column, select the checkbox to make the configuration active, controlling creation upon payroll commit.
8. In the General Options section, complete the following:
   • Enter the Equifax account number (TALX_InHouse_Number).
   • If necessary, enter the Co/Sub number.
   • In the Legal Entity drop-down list, select the master legal entity to be used by the customer.
   • (Optional) In the Termination Lookback Days field, enter a whole, non-negative number, from 1 to a maximum of 365 if you want to override the default, which is 90.
   • (Optional) In the Report Job Title As drop-down list, select how the employee’s job title is reported in the exported data. When you leave the field blank, the employee’s position name is used by default.
9. In the Pay Type Mapping section, select the Equifax Regular pay type mapping for the Regular drop-down list.
10. Determine if you need to set additional configuration options (see the Important note below).
    • If so, click the Additional Options tab and proceed to the next part of this task, Configuring the Data Export with Additional Options.
    • If not, click Save to finish.

Important: If you don’t need to exclude either any US legal entities or US pay groups, then you’ve completed the data export setup configuration. However, if you need to set these options, continue to the next configuration steps.

Configuring the Data Export with Additional Options

If you have a US legal entity or pay group that needs to be excluded.

Before You Begin: Note that you won’t use the options in the Multi Pay Group Export Options section of the Additional Options tab.

1. Ensure that you’ve completed the preceding steps in the previous part of this task, “Configuring the Data Export with Basic Settings.”
2. Click the Additional Options tab.
3. In the Exclusion Options section, in the Excluded Pay Groups drop-down list, select the pay groups to exclude.
4. In the Exclusion Options section, in the Excluded Legal Entities drop-down list, select the legal entities to exclude.
5. Click Save.