SimplyMerit Data Dictionary

Welcome to the SimplyMerit Data Dictionary

Your comprehensive guide to all data fields in the SimplyMerit compensation management system. This resource provides detailed information on import requirements, valid values, field dependencies, and usage notes to help you successfully manage your compensation data.

Whether you're setting up a new compensation cycle, troubleshooting data imports, or training new administrators, you'll find everything you need to work effectively with SimplyMerit data right here.

Need help? Reach out to SimplyMerit support by clicking Submit a request.

To download a CSV template of all fields with examples, including any of your company's custom field, log in to your SimplyMerit account and navigate to Configuration -> Data Import -> Universal -> Full CSV Import and click the Download Full Template button.

Helpful Resources

SimplyMerit

Access the SimplyMerit platform to manage your compensation cycles

Knowledge Center

Browse articles, guides, and FAQs in our comprehensive help center

MorganHR

Learn more about MorganHR's compensation consulting services

Required Employee Census Data

9 fields

Core employee information required for system import and basic functionality.

Field Name	Legacy Name	Description	Valid Values
Employee ID Required	`EMP_ID`	A unique identifier assigned to each employee within the organization. This serves as the primary key for employee records and must be consistent across all imports. The value must be unique for each employee and cannot be changed once established, as it is used throughout the system to track compensation history, equity grants, bonus programs, and organizational relationships.	Text
Manager's Employee ID Required	`PARENT_EMP_ID`	The unique employee identifier of the direct manager or supervisor for this employee. This field establishes the reporting hierarchy within SimplyMerit and determines organizational structure visibility. The value must match an existing Employee ID in the system. Only one user may have a blank Manager's Employee ID, and that will be whoever is designated as the top of the hierarchy (typically the CEO or equivalent).	Text
First Name Required	`FIRST_NAME`	The employee's legal first name or preferred first name as it should appear in the system and on compensation documents. Please note that special characters are not supported.	Text
Last Name Required	`LAST_NAME`	The employee's legal last name or surname as it should appear in the system and on compensation documents. Please note that special characters are not supported.	Text
Email Required	`EMAIL`	The employee's email address used for system access, notifications, and communication. This email serves as the login credential for SimplyMerit and is where merit letters, bonus notifications, and other compensation communications will be sent. Must be a valid, unique email address format. Duplicate email addresses across employee records will cause import errors. If the employee does not have an email address, a fake email address must be provided to ensure system functionality.	Text
Is Admin Required	`IS_ADMIN`	A critical security flag that determines whether the employee has HR Administrator privileges within SimplyMerit. Administrators have full access to system configuration, can view all employee data across the organization, modify compensation budgets, adjust system settings, and access sensitive analytics. Be careful who is assigned as HR Administrators within SimplyMerit as they will have access to all configuration options. Default is "no"	yes, no
Wages Required	`WAGES`	The employee's current base compensation amount. For exempt (salaried) employees, this represents their annual salary expressed as a whole number (e.g., 75000 for $75,000/year). For non-exempt (hourly) employees, this represents their hourly rate (e.g., 25.50 for $25.50/hour). The interpretation of this field depends on the FLSA Status field.	Numeric amount
FLSA Status Required	`FLSA_STATUS`	Exempt (salaried) or non-exempt (hourly) Hourly employees - set this field to "non-exempt" and then enter their hourly rate in the Wages field. Salaried employees - set this to "exempt" and enter their annual salary in Wages.	exempt, non-exempt
Currency Required	`CURRENCY`	The three-letter ISO currency code for the employee's salary and compensation values (e.g., USD, EUR, GBP, CAD) Refer to the Supported Currencies guide for list of supported currencies.	Three-letter ISO code (USD, EUR, GBP)

Return to Top

Additional Employee Census Data

59 fields

Optional employee information that enhances reporting and compensation planning.

EMPLOYEE INFORMATION

Field Name	Legacy Name	Description	Valid Values
Job Title	`title`	The employee's current job title as it appears in the HR system, used for organizational charts and compensation analysis The title is displayed on the My Org and My Team pages as well as listed as the "Position" on the employee informational pop-up window.	Text
Enable Invitation	`enable_invitation`	Identifies whether manager should receive a SimplyMerit log-in invitation Blank is equivalent to a "yes" value. If the value is "no," the manager will not receive an invitation to connect to SimplyMerit to manage adjustments. Default is "yes"	yes, no, (blank)
Country	`country`	The country where the employee is based or employed, which may affect tax treatment, benefits eligibility, and pay structures	Text
Date of Hire	`hire_date`	Date the employee was hired	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Term Date	`term_date`	The employee's termination date. IMPORTANT: Only upload a value when you want to remove an employee from SimplyMerit - any valid date in this field will delete the employee from the system	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Rehire Date	`rehire_date`	Date the employee was rehired	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Years at Company Insights Only	`years_at_company`	Number of years working at this company	Numeric

PERFORMANCE & ADJUSTMENTS

Field Name	Legacy Name	Description	Valid Values
Performance Rating Value	`performance_rating_value`	Performance rating numeric value that aligns with the configured Rating Scale Whole numbers that each align with the Performance Rating Scale on the configuration screens starting with 1 as the top-most score	Whole numbers 1, 2, … n, and (blank)
Matrix Segment	`matrix_segment`	Name for the optional third dimension for merit matrix, aligns with Config > Performance System > Merit Matrix Examples: Country Name, Division Name, Executives	Text
Merit Percent Exception	`merit_percent_exception`	Preload an employee-level exception on Configuration \| Exceptions page Percentages should appear as decimal values (0.05 = 5%)	Range between 0.00 and 1
Merit Percent	`merit_percent`	Preload each employee's merit percentage value for managers Can be pre-loaded with merit percent recommendations. Will also contain the final merit percent at the end of the process.	Range between 0.00 and 1
Promotion Percent	`promotion_percent`	Preload each employee's promotion percentage value for managers Can be pre-loaded with promotion percent recommendations. Will also contain the final promotion percent at the end of the process.	Range between 0.00 and 1
Promotion Title	`promotion_title`	New title from promotion as entered by manager	Text
Other Percent	`other_percent`	Preload each employee's other adjustment percentage value for managers Can be pre-loaded with other adjustment percent recommendations. Will also contain the final other adjustment percent at the end of the process.	Range between 0.00 and 1
Lump Sum Amount	`lump_sum_amount`	Preload each employee's lump sum amount for managers Can be pre-loaded with lump sum amount recommendations. Will also contain the final lump sum amount at the end of the process.	Range between 0.00 and 1

JOB CLASSIFICATION

Field Name	Legacy Name	Description	Valid Values
Job Level Insights Only	`job_level`	Job level within the company These can be unique to each customer	Text
Report to Job Level Insights Only	`reports_to_job_level`	Manager's job level These should align with the previous field and can be unique to each customer	Text
Job Grade Insights Only	`job_grade`	The job grade or level assigned to the position, typically used for salary range assignment and internal equity analysis	Text
Weekly Standard Hours	`weekly_standard_hours`	Number of hours per week considered standard for this employee Combine with "ft_pt" field for part-time hourly employees	Numeric
Full-time or Part-time	`ft_pt`	Employment classification indicating whether the employee works full-time (ft) or part-time (pt), which affects benefits eligibility and proration Combine with "weekly_standard_hours" for part-time hourly employees	ft, pt
Job Function Insights Only	`job_function`	Major job families Sample values could include "IT," "HR," "Sales," etc.	Text
Job Class Insights Only	`job_class`	Typically worker's comp class codes	Text
Job Code Insights Only	`job_code`	Unique identifier for the job	Text
Pay Frequency Insights Only	`pay_frequency`	Frequency of pay	Text
Pay Per Period Amount Insights Only	`pay_per_period`	Salary broken down to per pay period rate (exempt) or hourly (non-exempt)	Numeric amount
Salary Structure	`salary_structure`	Salary structure as defined by your organization	Text

ORGANIZATION

Field Name	Legacy Name	Description	Valid Values
Division Name	`division_name`	The business division or major organizational unit where the employee works, used for reporting and budget allocation	Text
Department Name	`department_name`	The department within the organization where the employee is assigned, used for cost center allocation and org structure	Text
Market Minimum	`market_min`	Market data range minimum for the job Annual salary range for salaried workers, and hourly rate range for hourly workers	Numeric amount
Market Midpoint	`market_mid`	Market data range mid-point for the job Annual salary range for salaried workers, and hourly rate range for hourly workers	Numeric amount
Market Maximum	`market_max`	Market data range maximum for the job Annual salary range for salaried workers, and hourly rate range for hourly workers	Numeric amount
Company Code	`company_code`	Unique company identifier This is a legacy field that may be used however you like… same for all employees or used to group employees by sub-company. SimplyMerit does not use this for any processing.	Text
Comments	`comment`	Salary adjustment comments Allows you to preload salary adjustment comments on the data import.	Text

CUSTOM IDS

Field Name	Legacy Name	Description	Valid Values
Custom ID 1	`custom_id_1`	Additional unique identifier field for this employee	Text
Custom ID 2	`custom_id_2`	Additional unique identifier field for this employee	Text
Custom ID 3	`custom_id_3`	Additional unique identifier field for this employee	Text
Custom ID 4	`custom_id_4`	Additional unique identifier field for this employee	Text

CONTACT INFORMATION

Field Name	Legacy Name	Description	Valid Values
Address Line 1	`address_first`	First line of the employee's address This can be the employee's home or work address.	Text
Address Line 2	`address_second`	Second line of the employee's address This can be the employee's home or work address.	Text
City	`city`	City name	Text
State / Province	`state_province`	State or province	Text
Postal Code	`postal_code`	Zip or postal code	Text
Phone Number	`phone`	The employee's contact phone number, which may be displayed on compensation statements or used for communication	Numeric amount

DEMOGRAPHICS

Field Name	Legacy Name	Description	Valid Values
Date of Birth	`date_of_birth`	Birthdate Text format using YYYYMMDD	Formatted as YYYYMMDD
Gender	`gender`	The employee's gender as recorded in the HR system, used for diversity reporting and pay equity analysis	Text
Race	`race`	The employee's race/ethnicity as self-identified or recorded in the HR system, used for EEO compliance and diversity reporting	Text
Education Degree	`education_degree`	Highest degree earned	Text
Degree Date	`degree_date`	Date associated with highest degree earned Text format using YYYYMMDD	Formatted as YYYYMMDD
Veteran	`is_veteran`	Flag that identifies if this employee is a veteran	yes, no, (blank)
EEO Category	`eeo_category`	The Equal Employment Opportunity job category classification (e.g., Officials & Managers, Professionals, Technicians) required for federal reporting	Text

EMPLOYEE STATUS

Field Name	Legacy Name	Description	Valid Values
Salary Note	`salary_note`	A free-text field for notes related to the employee's salary, such as adjustment reasons, special circumstances, or manager comments	Text
Lock Employee Row	`lock_employee_row`	Lock all details in the employee's row	yes, no
Lock Out of App	`lock_out_of_app`	Lock the specific employee out of SimplyMerit	yes, no
Leave of Abensence	`leave_of_abesance`	Employee's leave of absence	Numerical
Override Proration Percent	`override_proration_percent`	Employee's override proration percent	Decimal (0.05 = 5%)
Employment Status Label	`employment_status_label`	CoreTeam Only: Empl Status that aligns with the employment_status_value This field is used to export the employment status label as entered on the Configuration \| Employment Statuses page	Text
Employment Status Value	`employment_status_value`	CoreTeam Only: Numeric value that aligns with the configured Empl Status Whole numbers that each align with the Employment Statuses on the configuration screens starting with 1 as the top-most status	Whole numbers 1, 2, … n, and (blank)

Return to Top

Bonus Data

25 fields

Fields related to bonus programs.

CURRENT CYCLE

Field Name	Legacy Name	Description	Valid Values
Incentive Program 1 Name Required	`INCENTIVE_PROGRAM_NAME_1`	Bonus program name	Text
Incentive Program 1 Target Type Required	`INCENTIVE_PROGRAM_1_TARGET_TYPE`	Bonus type	percentage, nominal, discretionary, subjective
Incentive Program 1 Target Required	`INCENTIVE_PROGRAM_1_TARGET`	Bonus target value either as percentage or amount Percentages should appear as decimal values (0.05 = 5%), Amounts should appear as numeric (6000 = $6,000).	Numeric amount
Incentive Program 1 Plan Proration Required	`INCENTIVE_PROGRAM_1_PLAN_PRORATION`	Extra multiplier or proration value Percentages should appear as decimal values (0.05 = 5%, 1.00 = 100%)	Range between 0.00 and 1
Incentive Program 1 Salary	`incentive_program_1_salary`	Annualized salary that was effective for this bonus instance If blank, SimplyMerit will use the current base salary when calculating bonuses that represent a percent of base salary.	Numeric amount
Incentive Program 1 Performance Factor	`incentive_program_1_performance_factor`	Bonus attainment percentage Percentages should appear as decimal values (0.95 = 95%). If there is a value here, SimplyMerit will display it to the manager. If no value exists, the manager will need to enter it.	Decimal (0.05 = 5%)
Incentive Program 1 Budget Multiplier	`incentive_program_1_budget_multiplier`	Optional, additional multiplier that can be used for altering a bonus program's budget	Decimal range with 1 as 100%
Incentive Program 1 Lock	`incentive_program_1_lock`	Optional lock for a bonus program that prevents managers from altering the data If locked, admins can still edit the data, but managers will be unable to edit Performance Factor or Bonus Earned	yes, no
Incentive Program 1 Start Date	`incentive_program_1_start_date`	Start date of the bonus program participation for this employee Within the current bonus plan year, this is the start date of the bonus program for the employee. No proration applied if blank.	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 End Date	`incentive_program_1_end_date`	End date of the bonus program participation for this employee Similarly, this is the end date of the bonus program for the employee. SimplyMerit will prorate based on the number of days between start and end date. No proration applied if blank.	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 Cycle Start Date	`incentive_program_1_cycle_start_date`	Start date of the bonus program. Helpful for stub year cycles. No proration applied if blank	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 Cycle End Date	`incentive_program_1_cycle_end_date`	End date of the bonus program. Helpful for stub year cycles. No proration applied if blank	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 Note	`incentive_program_1_note`	Incentive program system notes	Text
Incentive Program 1 Comment	`incentive_program_1_comment`	Incentive program comments Allows you to preload incentive comments on the data import.	Text

HISTORICAL DATA

Field Name	Legacy Name	Description	Valid Values
Incentive Program 1 - Prior 1 - Effective Date	`incentive_program_1_prior_1_effective_date`	Historical data follows for each bonus program	M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 - Prior 1 - Amount Earned	`incentive_program_1_prior_1_amount_earned`	The bonus or incentive amount paid in the most recent historical period, useful for year-over-year comparisons These historical fields can be used to show historical bonus attainment amounts for each instance of the bonus program	Numeric amount
Incentive Program 1 - Prior 2 - Effective Date	`incentive_program_1_prior_2_effective_date`	The effective date of the second most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 - Prior 2 - Amount Earned	`incentive_program_1_prior_2_amount_earned`	The bonus or incentive amount paid in the second most recent historical period, useful for year-over-year comparisons	Numeric amount
Incentive Program 1 - Prior 3 - Effective Date	`incentive_program_1_prior_3_effective_date`	The effective date of the third most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 - Prior 3 - Amount Earned	`incentive_program_1_prior_3_amount_earned`	The bonus or incentive amount paid in the third most recent historical period, useful for year-over-year comparisons	Numeric amount
Incentive Program 1 - Prior 4 - Effective Date	`incentive_program_1_prior_4_effective_date`	The effective date of the fourth most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 - Prior 4 - Amount Earned	`incentive_program_1_prior_4_amount_earned`	The bonus or incentive amount paid in the fourth most recent historical period, useful for year-over-year comparisons	Numeric amount
Incentive Program 1 - Prior 5 - Effective Date	`incentive_program_1_prior_5_effective_date`	The effective date of the fifth most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Incentive Program 1 - Prior 5 - Amount Earned	`incentive_program_1_prior_5_amount_earned`	The bonus or incentive amount paid in the fifth most recent historical period, useful for year-over-year comparisons	Numeric amount

The above "incentive_program_1..." fields are repeated for "incentive_program_2...", "incentive_program_3...", "incentive_program_4...", and "incentive_program_5..."

Return to Top

Equity Data

54 fields

Fields related to equity grants.

CURRENT GRANT

Field Name	Legacy Name	Description	Valid Values
Grant 1 Name Required	`GRANT_1_NAME`	Name of equity grant program This may be adjusted in SimplyMerit on the Configuration \| Equity Grant Types screen	Text
Grant 1 Currency Required	`GRANT_1_CURRENCY`	Currency for the equity grant This may be adjusted in SimplyMerit on the Configuration \| Equity Grant Types screen	Three-letter ISO code (USD, EUR, GBP)
Grant 1 Target Quantity Required	`GRANT_1_TARGET_QUANTITY`	Budgeted quantity of shares for the employee This appears in the hover pop-up next to the Quantity field	Whole numbers
Grant 1 Quantity	`grant_1_quantity`	Quantity of shares as shown on the Equity tab under Grant Quantity Can be pre-loaded so that the Quantity field shows a value other than zero. Will also contain the final, approved quantity of shares.	Numeric
Grant 1 Date	`grant_1_date`	Equity Grant Date if known This may also be added to SimplyMerit on the Configuration \| Equity Grant Types screen	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Grant 1 Unit Price	`grant_1_unit_price`	Unit price for the Equity Grant if known This may also be added to SimplyMerit on the Configuration \| Equity Grant Types screen	Numeric amount
Grant 1 Value	`grant_1_value`	Value of shares, if known, is output in this field	Numeric amount
Grant 1 Comment	`grant_1_comment`	Equity Grant comments - may be pre-loaded	Text
Grant 1 Grant ID	`grant_1_grant_id`	ID field for the equity grant	Text
Grant 1 Underlying Security	`grant_1_underlying_security`	Underlying security	Text
Grant 1 Grant Type	`grant_1_grant_type`	Type of grant	Text
Grant 1 Lock	`grant_1_lock`	Lock a grant	yes, no
Grant 1 Note	`grant_1_note`	Grant system notes	Text
Grant 1 Vesting Schedule	`grant_1_vesting_schedule`	Vesting schedule	Text

HISTORICAL DATA

Field Name	Legacy Name	Description	Valid Values
Grant 1 - Prior 1 - Quantity	`grant_1_prior_1_quantity`	Historical data follows for each equity grant	Numeric
Grant 1 - Prior 1 - Unit Price	`grant_1_prior_1_unit_price`	The price per share or unit at the time of the most recent historical equity grant	Numeric amount
Grant 1 - Prior 1 - Value	`grant_1_prior_1_value`	The total calculated value of the most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 1 - Effective Date	`grant_1_prior_1_effective_date`	The effective date of the most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Grant 1 - Prior 1 - Unvested Quantity	`grant_1_prior_1_unvested_quantity`	The number of shares or units granted in the most recent historical equity award	Numeric
Grant 1 - Prior 1 - Vested Quantity	`grant_1_prior_1_vested_quantity`	The number of shares or units granted in the most recent historical equity award	Numeric
Grant 1 - Prior 1 - Unvested Value	`grant_1_prior_1_unvested_value`	The total calculated value of the most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 1 - Vested Value	`grant_1_prior_1_vested_value`	The total calculated value of the most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 2 - Quantity	`grant_1_prior_2_quantity`	The number of shares or units granted in the second most recent historical equity award	Numeric
Grant 1 - Prior 2 - Unit Price	`grant_1_prior_2_unit_price`	The price per share or unit at the time of the second most recent historical equity grant	Numeric amount
Grant 1 - Prior 2 - Value	`grant_1_prior_2_value`	The total calculated value of the second most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 2 - Effective Date	`grant_1_prior_2_effective_date`	The effective date of the second most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Grant 1 - Prior 2 - Unvested Quantity	`grant_1_prior_2_unvested_quantity`	The number of shares or units granted in the second most recent historical equity award	Numeric
Grant 1 - Prior 2 - Vested Quantity	`grant_1_prior_2_vested_quantity`	The number of shares or units granted in the second most recent historical equity award	Numeric
Grant 1 - Prior 2 - Unvested Value	`grant_1_prior_2_unvested_value`	The total calculated value of the second most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 2 - Vested Value	`grant_1_prior_2_vested_value`	The total calculated value of the second most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 3 - Quantity	`grant_1_prior_3_quantity`	The number of shares or units granted in the third most recent historical equity award	Numeric
Grant 1 - Prior 3 - Unit Price	`grant_1_prior_3_unit_price`	The price per share or unit at the time of the third most recent historical equity grant	Numeric amount
Grant 1 - Prior 3 - Value	`grant_1_prior_3_value`	The total calculated value of the third most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 3 - Effective Date	`grant_1_prior_3_effective_date`	The effective date of the third most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Grant 1 - Prior 3 - Unvested Quantity	`grant_1_prior_3_unvested_quantity`	The number of shares or units granted in the third most recent historical equity award	Numeric
Grant 1 - Prior 3 - Vested Quantity	`grant_1_prior_3_vested_quantity`	The number of shares or units granted in the third most recent historical equity award	Numeric
Grant 1 - Prior 3 - Unvested Value	`grant_1_prior_3_unvested_value`	The total calculated value of the third most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 3 - Vested Value	`grant_1_prior_3_vested_value`	The total calculated value of the third most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 4 - Quantity	`grant_1_prior_4_quantity`	The number of shares or units granted in the fourth most recent historical equity award	Numeric
Grant 1 - Prior 4 - Unit Price	`grant_1_prior_4_unit_price`	The price per share or unit at the time of the fourth most recent historical equity grant	Numeric amount
Grant 1 - Prior 4 - Value	`grant_1_prior_4_value`	The total calculated value of the fourth most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 4 - Effective Date	`grant_1_prior_4_effective_date`	The effective date of the fourth most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Grant 1 - Prior 4 - Unvested Quantity	`grant_1_prior_4_unvested_quantity`	The number of shares or units granted in the fourth most recent historical equity award	Numeric
Grant 1 - Prior 4 - Vested Quantity	`grant_1_prior_4_vested_quantity`	The number of shares or units granted in the fourth most recent historical equity award	Numeric
Grant 1 - Prior 4 - Unvested Value	`grant_1_prior_4_unvested_value`	The total calculated value of the fourth most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 4 - Vested Value	`grant_1_prior_4_vested_value`	The total calculated value of the fourth most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 5 - Quantity	`grant_1_prior_5_quantity`	The number of shares or units granted in the fifth most recent historical equity award	Numeric
Grant 1 - Prior 5 - Unit Price	`grant_1_prior_5_unit_price`	The price per share or unit at the time of the fifth most recent historical equity grant	Numeric amount
Grant 1 - Prior 5 - Value	`grant_1_prior_5_value`	The total calculated value of the fifth most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 5 - Effective Date	`grant_1_prior_5_effective_date`	The effective date of the fifth most recent historical compensation record, used for tracking salary progression over time	M/D/YY, M/D/YYYY, or YYYYMMDD
Grant 1 - Prior 5 - Unvested Quantity	`grant_1_prior_5_unvested_quantity`	The number of shares or units granted in the fifth most recent historical equity award	Numeric
Grant 1 - Prior 5 - Vested Quantity	`grant_1_prior_5_vested_quantity`	The number of shares or units granted in the fifth most recent historical equity award	Numeric
Grant 1 - Prior 5 - Unvested Value	`grant_1_prior_5_unvested_value`	The total calculated value of the fifth most recent historical equity award at grant	Numeric amount
Grant 1 - Prior 5 - Vested Value	`grant_1_prior_5_vested_value`	The total calculated value of the fifth most recent historical equity award at grant	Numeric amount

The above "grant_1..." fields are repeated for "grant_2...", "grant_3...", "grant_4...", and "grant_5..."

Return to Top

Historical Data

8 fields

Historical compensation data.

Field Name	Legacy Name	Description	Valid Values
Prior 1 Salary Date	`prior_1_salary_date`	Date of previous compensation adjustment IMPORTANT: The prior_1_...columns should pertain to the CURRENT salary for the employee. Date-of-last-increase prorations are based on prior_1_salary_date.	Formatted as M/D/YY, M/D/YYYY, or YYYYMMDD
Prior 1 Salary	`prior_1_salary`	Previous salary amount Amounts should appear as numeric (6000 = $6,000)	Numeric amount
Prior 1 Total Bonus	`prior_1_total_bonus`	Previous total bonus amount Amounts should appear as numeric (6000 = $6,000)	Numeric amount
Prior 1 Total Equity	`prior_1_total_equity`	Previous total equity amount Amounts should appear as numeric (6000 = $6,000)	Numeric amount
Prior 1 Total Comp	`prior_1_total_comp`	Previous total compensation amount Amounts should appear as numeric (6000 = $6,000)	Numeric amount
Prior 1 Currency	`prior_1_salary_currency`	Previous currency code	Three-letter ISO code (USD, EUR, GBP)
Prior 1 Performance Score	`prior_1_performance_score`	Previous performance score	Text
Prior 1 Salary Reason	`prior_1_salary_reason`	Explanation of increase given Example: Merit Increase	Text

The above "prior_1..." fields are repeated for "prior_2...", "prior_3...", "prior_4...", and "prior_5..."

Return to Top

Dynamic Fields

57 fields

Dynamic fields related to benefits.

RETIREMENT BENEFITS

Field Name	Legacy Name	Description	Valid Values
401(k) Company Contribution	`401k_company_amount`	The employer's matching contribution to the employee's 401(k) retirement savings plan, typically calculated as a percentage of employee contributions up to a specified limit	Numeric amount Example: $4,500
401(k) Employee Contribution	`401k_employee_amount`	The employee's own contributions to their 401(k) retirement savings plan, including both pre-tax and Roth contributions if applicable	Numeric amount Example: $4,000
Safe Harbor Company Match	`safe_harbor_company_amount`	Employer contributions made under a Safe Harbor 401(k) plan design, which allows the plan to automatically satisfy certain IRS non-discrimination testing requirements	Numeric amount Example: $4,000
Safe Harbor Employee Contribution	`safe_harbor_employee_amount`	Employee contributions to a Safe Harbor 401(k) plan, which provides immediate vesting of employer matching contributions	Numeric amount Example: $2,350
Total Retirement - Company	`total_retirement_company_amount`	The combined total of all employer-provided retirement benefits, including 401(k) matches, profit sharing, and other retirement plan contributions	Numeric amount Example: $4,500
Total Retirement - Employee	`total_retirement_employee_amount`	The combined total of all employee retirement contributions across all qualified retirement plans	Numeric amount Example: $3,500

INSURANCE BENEFITS

Field Name	Legacy Name	Description	Valid Values
AD&D Insurance - Company	`adnd_company_amount`	The employer-paid premium for Accidental Death and Dismemberment insurance, which provides benefits for death or serious injury resulting from accidents	Numeric amount Example: $1,250
AD&D Insurance - Employee	`adnd_employee_amount`	The employee-paid premium for Accidental Death and Dismemberment insurance, which provides benefits for death or serious injury resulting from accidents	Numeric amount Example: $500
Dental Insurance - Company	`dental_company_amount`	The employer-paid portion of dental insurance premiums covering preventive care, basic procedures, and major dental work	Numeric amount Example: $2,300
Dental Insurance - Employee	`dental_employee_amount`	The employee-paid portion of dental insurance premiums covering preventive care, basic procedures, and major dental work	Numeric amount Example: $1,650
Life Insurance - Company	`life_company_amount`	The employer-paid premium for group term life insurance, providing death benefits to designated beneficiaries	Numeric amount Example: $1,000
Life Insurance - Employee	`life_employee_amount`	The employee-paid premium for group term life insurance, providing death benefits to designated beneficiaries	Numeric amount Example: $1,000
Long-Term Care - Company	`long_term_care_company_amount`	The employer-paid premium for long-term care insurance, which covers nursing home care, assisted living, and home health services	Numeric amount Example: $450
Long-Term Care - Employee	`long_term_care_employee_amount`	The employee-paid premium for long-term care insurance, which covers nursing home care, assisted living, and home health services	Numeric amount Example: $350
Long-Term Disability - Company	`ltd_company_amount`	The employer-paid premium for long-term disability insurance, providing income replacement for extended illnesses or injuries lasting beyond the short-term disability period	Numeric amount Example: $500
Long-Term Disability - Employee	`ltd_employee_amount`	The employee-paid premium for long-term disability insurance, providing income replacement for extended illnesses or injuries lasting beyond the short-term disability period	Numeric amount Example: $450
Medical Insurance - Company	`medical_company_amount`	The employer-paid portion of medical insurance premiums for health coverage including doctor visits, hospitalization, and prescription medications	Numeric amount Example: $5,125
Medical Insurance - Employee	`medical_employee_amount`	The employee-paid portion of medical insurance premiums for health coverage including doctor visits, hospitalization, and prescription medications	Numeric amount Example: $4,500
Prescription Coverage - Company	`prescription_company_amount`	The employer-paid cost for prescription drug coverage, which may be standalone or included as part of the medical plan	Numeric amount Example: $3,000
Prescription Coverage - Employee	`prescription_employee_amount`	The employee-paid cost for prescription drug coverage, which may be standalone or included as part of the medical plan	Numeric amount Example: $450
Short-Term Disability - Company	`std_company_amount`	The employer-paid premium for short-term disability insurance, providing income replacement during temporary illnesses or injuries typically lasting up to 90-180 days	Numeric amount Example: $1,250
Short-Term Disability - Employee	`std_employee_amount`	The employee-paid premium for short-term disability insurance, providing income replacement during temporary illnesses or injuries typically lasting up to 90-180 days	Numeric amount Example: $500
Vision Insurance - Company	`vision_company_amount`	The employer-paid portion of vision insurance premiums covering eye exams, glasses, and contact lenses	Numeric amount Example: $1,250
Vision Insurance - Employee	`vision_employee_amount`	The employee-paid portion of vision insurance premiums covering eye exams, glasses, and contact lenses	Numeric amount Example: $450
Total Insurance - Company	`total_insurance_company_amount`	The combined total of all employer-paid insurance premiums including medical, dental, vision, life, and disability coverage	Numeric amount Example: $7,800
Total Insurance - Employee	`total_insurance_employee_amount`	The combined total of all employee-paid insurance premiums deducted from payroll	Numeric amount Example: $4,500

HEALTHCARE SPENDING ACCOUNTS

Field Name	Legacy Name	Description	Valid Values
Dependent Care FSA - Company	`dependent_care_company_amount`	The employer-contributed amount to a Dependent Care FSA, used to pay for eligible childcare or eldercare expenses with pre-tax dollars	Numeric amount Example: $1,000
Dependent Care FSA - Employee	`dependent_care_employee_amount`	The employee-contributed amount to a Dependent Care FSA, used to pay for eligible childcare or eldercare expenses with pre-tax dollars	Numeric amount Example: $1,000
Flexible Spending Account - Company	`fsa_company_amount`	The employer-contributed amount to a Healthcare Flexible Spending Account for eligible medical, dental, and vision expenses using pre-tax dollars	Numeric amount Example: $1,250
Flexible Spending Account - Employee	`fsa_employee_amount`	The employee-contributed amount to a Healthcare Flexible Spending Account for eligible medical, dental, and vision expenses using pre-tax dollars	Numeric amount Example: $1,250
Health Savings Account - Company	`hsa_company_amount`	The employer-contributed amount to a Health Savings Account, a tax-advantaged account available to employees enrolled in a high-deductible health plan	Numeric amount Example: $500
Health Savings Account - Employee	`hsa_employee_amount`	The employee-contributed amount to a Health Savings Account, a tax-advantaged account available to employees enrolled in a high-deductible health plan	Numeric amount Example: $500

TIME OFF

Field Name	Legacy Name	Description	Valid Values
Floating Holiday Value	`floater_company_amount`	The calculated monetary value of floating holidays based on the employee's daily rate of pay	Numeric amount Example: $4,300
Floating Holiday Days	`floater_days`	The number of floating holidays granted to the employee annually, which can be used at the employee's discretion	Numeric (whole or decimal) Example: 5
Company Holiday Value	`holiday_company_amount`	The calculated monetary value of company-paid holidays based on the employee's daily rate of pay	Numeric amount Example: $5,400
Company Holiday Days	`holiday_days`	The number of company-observed paid holidays the employee receives annually	Numeric (whole or decimal) Example: 11
Paid Time Off Value	`pto_company_amount`	The calculated monetary value of PTO based on the employee's daily rate of pay	Numeric amount Example: $5,000
Paid Time Off Days	`pto_days`	The total number of Paid Time Off days available to the employee for vacation, personal time, or other approved absences	Numeric (whole or decimal) Example: 15
Sick Leave Value	`sick_company_amount`	The calculated monetary value of sick leave based on the employee's daily rate of pay	Numeric amount Example: $4,500
Sick Leave Days	`sick_days`	The number of paid sick days available to the employee for illness or medical appointments	Numeric (whole or decimal) Example: 5
Total Time Off Days	`total_days`	The total number of paid days off combining PTO, holidays, sick days, and floating holidays	Numeric (whole or decimal) Example: 25
Total Time Off Value	`total_days_company_amount`	The total monetary value of all time-off benefits including PTO, holidays, sick leave, and floating holidays	Numeric (whole or decimal) Example: $7,400

TAX CONTRIBUTIONS

Field Name	Legacy Name	Description	Valid Values
Federal Unemployment Tax	`fed_unemployment_company_amount`	The employer's contribution to Federal Unemployment Tax (FUTA), which funds unemployment compensation programs	Numeric amount Example: $2,300
Medicare Tax - Company	`medicare_company_amount`	The employer portion of Medicare payroll tax (1.45% of wages), which funds the federal Medicare health insurance program	Numeric amount Example: $500
Medicare Tax - Employee	`medicare_employee_amount`	The employee portion of Medicare payroll tax (1.45% of wages), which funds the federal Medicare health insurance program	Numeric amount Example: $500
Social Security Tax - Company	`social_security_company_amount`	The employer portion of Social Security tax (6.2% of wages up to the annual limit), which funds retirement and disability benefits	Numeric amount Example: $550
Social Security Tax - Employee	`social_security_employee_amount`	The employee portion of Social Security tax (6.2% of wages up to the annual limit), which funds retirement and disability benefits	Numeric amount Example: $500
State Unemployment Tax	`state_unemployment_company_amount`	The employer's contribution to State Unemployment Tax (SUTA), which funds state-level unemployment insurance programs	Numeric amount Example: $1,200
Total Payroll Taxes - Company	`total_tax_company_amount`	The combined total of all employer-paid payroll taxes including Social Security, Medicare, and unemployment taxes	Numeric amount Example: $4,500
Total Payroll Taxes - Employee	`total_tax_employee_amount`	The combined total of all employee-paid payroll taxes including Social Security, Medicare, and unemployment taxes	Numeric amount Example: $2,300

OTHER BENEFITS

Field Name	Legacy Name	Description	Valid Values
Auto Allowance	`auto_allowance_company_amount`	A fixed monthly or annual payment provided to employees who use their personal vehicles for business purposes	Numeric amount Example: $1,000
Employee Assistance Program	`eap_company_amount`	The value of the Employee Assistance Program, providing confidential counseling and support services for personal and work-related issues	Numeric amount Example: $500
Health Club/Gym Benefit	`health_club_company_amount`	The employer-provided gym membership or fitness reimbursement benefit to promote employee health and wellness	Numeric amount Example: $1,000
Other Benefits - Company	`other_benefits_company_amount`	Additional employer-provided benefits not captured in other specific benefit categories	Numeric amount Example: $350
Other Benefits - Employee	`other_benefits_employee_amount`	Additional employee-paid benefits not captured in other specific benefit categories	Numeric amount Example: $350
Tuition Reimbursement	`tuition_company_amount`	The employer's contribution toward employee education expenses, including college courses, certifications, and professional development programs	Numeric amount Example: $1,250
Wellness Program Benefit	`wellness_company_amount`	The value of employer-sponsored wellness programs, which may include health screenings, fitness challenges, and preventive care incentives	Numeric amount Example: $750

Return to Top

System Generated Data

17 fields

Fields generated by the system during processing. These fields are output from SimplyMerit and should not be included in data uploads.

Field Name	Legacy Name	Description	Valid Values
Performance Rating Label System Generated	`performance_rating_label`	System-generated field displaying the text label that corresponds to the employee's performance_rating_value based on the configured Performance Rating Scale. This field is used to export the performance rating label as entered on the Configuration \| Performance Rating page	Text
Merit Increase Amount System Generated	`merit_amount`	The calculated dollar amount of the merit increase based on the merit percentage applied to the employee's base salary	Numeric amount
Salary After Merit System Generated	`salary_after_merit`	The employee's projected base salary after the merit increase has been applied, calculated as current salary plus merit amount	Numeric amount
Promotion Percentage System Generated	`promotion_percent`	The percentage increase awarded for a promotion, applied to base salary in addition to any merit increase	Decimal (0.05 = 5%)
Promotion Increase Amount System Generated	`promotion_amount`	The calculated dollar amount of the promotional increase based on the promotion percentage	Numeric amount
Promotion Title System Generated	`promotion_title`	The new job title assigned to the employee as part of their promotion, if different from current title	Text
Salary After Promotion System Generated	`salary_after_promotion`	The employee's projected salary after both merit and promotional increases have been applied	Numeric amount
Other Adjustment Percentage System Generated	`other_percent`	Additional salary adjustment percentage for market corrections, equity adjustments, or other special increases	Decimal (0.05 = 5%)
Other Adjustment Amount System Generated	`other_amount`	The calculated dollar amount of any additional salary adjustments beyond merit and promotion	Numeric amount
Lump Sum Payment Amount System Generated	`lump_sum_amount`	The calculated one-time payment amount, often used in lieu of base salary increases for employees at range maximum	Numeric amount
Bonus Amount System Generated	`bonus_amount`	The calculated total bonus payout across all incentive programs for the current compensation cycle	Numeric amount
Equity Value System Generated	`equity_value`	The calculated total value of all equity grants awarded in the current compensation cycle	Numeric amount
Proration Percentage System Generated	`proration_percent`	The calculated proration factor based on hire date or eligibility period, used to adjust compensation awards for partial-year employees	Decimal (0.05 = 5%)
Total Compensation System Generated	`total_comp`	The comprehensive value of the employee's complete compensation package including base salary, bonuses, equity, and benefits	Numeric amount
New Total Salary System Generated	`new_salary`	The employee's final projected salary after all adjustments (merit, promotion, other) have been applied for this compensation cycle	Numeric amount
Merit Status System Generated	`merit_status`	System-generated status indicator showing the state of the employee's merit review (e.g., Pending, Approved, Locked)	Text
Bonus Status System Generated	`bonus_status`	System-generated status indicator showing the state of the employee's bonus review (e.g., Pending, Approved, Locked)	Text
Promotion Amount System Generated	`promotion_amount`	System generated promotion amount value	Numeric amount
Other Amount System Generated	`other_amount`	System generated other adjustment amount value	Numeric amount
Incentive Program 1 Amount Earned System Generated	`incentive_program_1_amount_earned`	System generated bonus amount earned SimplyMerit calculates this value	Numeric amount

Return to Top