Overview Checklist

Data Extraction

Data Formatting

Data Extraction Steps

Employee Demographics

1. On the Main Menu on the left, go to Data → Reports → New Report → Start from scratch

2. On the left in the search bar, search for the following or use the drop down for appropriate sections. Select all of the following:
1. Employee → Employee → Employee Personal Information
1. Legal first name
2. Legal middle name
3. Legal last name
4. Date of birth
5. Home - Street address
6. Home - City
7. Home - State code
8. Home - Zip
9. SSN (full number, not the last 4 digits)
10. Personal email
2. Employee → Employee → Employment Status
1. Employment status
2. Last day of work
3. Start date
3. Employee → Employee → Employment information
1. Work location name
2. Work location - Street address
3. Work location - City
4. Work location - State code
5. Work location - Zip
4. Employee → Employee → Compensation
1. Payment type
2. Hourly Rate
3. Annual Base Compensation
4. Annual Salary Equivalent
5. Payroll → Employee Paycheck Settings → Bank Account Details (may need to click “All objects” to back out of the Employee folder)
1. Routing number
2. Account number
3. Account type
4. Distribution Priority
5. Distribution Amount

3. Once all fields have been selected, remove any FILTERS such as Active Employees only, or adjust the filter to include all types.
1. When migrating payroll demographics, you’ll retrieve Active, Inactive, and Terminated employees if they have been paid in the current calendar year.

4. Save

5. Report Name: Employee Demographics

6. Download
1. File Type: Excel

Deductions

1. You can run the following report to identify who has deductions, but there is no report in Rippling that shows per-payroll deductions.

2. On the Main Menu on the left, Data → Reports → New Report → Start from scratch

3. On the left in the search bar, search for the following or use the drop down for appropriate sections. Select all of the following:
1. Payroll → Employee Deduction Type
1. Deduction Code
2. Deduction Type
3. Employee Deduction Amount
2. The employee’s name will show on the report even if you do not select first/last name

4. In the rightmost column is a file preview. Adjust the date to Current Date.

5. Save

6. Report Name: Employee Deductions

7. Download
1. File Type: Excel

Historical Payrolls

1. On the Main Menu on the left, Payroll → Reports

2. Click the Eye Icon on the Journal Report
1. Entity: Select the Company
2. Check Dates From and To: Select appropriate dates
1. From will be the first day of the quarter, and To will be the last day of the quarter.
1. Q1 (1/1 - 3/31)
2. Q2 (4/1 - 6/30)
3. Q3 (7/1 - 9/30)
4. Q4 (10/1 - 12/31)
2. Apply
3. Next select Download
1. File types: CSV
2. Report Type: Employee
3. Download the report now
4. Download report
1. The report will be separated by individual check dates, with a running total for the date range at the bottom.
3. Repeat the steps for each necessary Quarter in current year.

Company Tax Information

1. On the Main Menu on the left, Click Payroll → Filings → Tax Settings
1. Federal Tax Information
1. Take a screenshot of tax parameters
2. State Tax Settings → Click on State
1. Take a screenshot of tax parameters
💡

Screenshots allows you to record critical Tax IDs, Rates, and more since this is not available via a downloadable report.

Tax Returns

1. On the Main Menu on the left, Click Payroll → Filings → Records

2. Select Employer

3. Download
• If starting in Q1, pull the prior quarter's return (Q3 or Q4) to confirm tax information.
• If starting mid-year, pull every closed quarters return in the current year.

Data Formatting