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Formatting ER Files

Total questions: 15

Worksheet time: 4hrs 45mins

Name
Class
Date
1.

Regardless of the plan, all ER files have the same formatting requirements.

a)

True

b)

False

2.

The Census File has _______ columns for employers to complete per employee.

a)

24

b)

20

c)

19

d)

125

3.

Birthdate can be in any of the following formats (check all that apply):

a)

01/01/1970

b)

Jan 1st 1970

c)

1/1/1970

d)

01011970

4.

SSN/ITIN must be ______ digits and _________ contain spaces.

a)

9; can

b)

11;cannot

c)

9;cannot

d)

11;can

5.

If any mailing address fields are populated, then the following fields MUST be completed (check all that apply):

a)

Mailing Zip Code

b)

Mailing State

c)

Mailing Line 1

d)

Mailing City

e)

Mailing Line 2

6.

The date of birth field is not required on the Census File.

a)

False

b)

True

7.

The following fields are optional on the Census File (check all that apply):

a)

Primary Phone Number

b)

Email Address

c)

External Payroll ID

d)

Mailing Address

8.

In an uploaded Excel File, the primary phone numbers are 10 digits long and can be in the following formats (check all that apply):

a)

(555) 555 5555

b)

5555555555

c)

555-555-5555

d)

(555)-555-5555

9.

In the Contribution File, the dollar amount has to have the dollar sign ($) before it.

a)

True

b)

False

10.

The external payroll ID field has a max of________ alphanumeric characters and _______ contain spaces.

a)

25; cannot

b)

17; can

c)

25; can

d)

17; cannot

11.

The following could be errors when an ER uploads a Contribution File (check all that apply):

a)

The employee account status is "open"

b)

Roth deferral amount is a numeric amount that is less than 1

c)

External Payroll ID is invalid

d)

The employee is over 59 1/2

12.

The physical address can be a P.O. Box.

a)

True

b)

False

13.

The email address can contain letters, number and the following special characters (check all that apply):

a)

Period .

b)

Dash -

c)

At sign @

d)

Underscore _

14.

The dollar amount on the Contribution File should be formatted as (check all that apply):

a)

$nn.nn

b)

nn.nn

c)

$nn

d)

nn

15.

What would happen if the zip code on 1 row in a 25 row file is invalid for the state provided?

a)

The system would process all valid rows and reject the invalid row(s) that for review

b)

The system would reject the whole file for review with a detailed warning pop-up.

c)

The system would update the incorrect zip code according to the USPS website

d)

The file will process and the employer will receive an error in their message center an hour later informing them of an error