Indicative Data Reference Examples

Recommendation, 2007 April 15

Document Editor:

Kim Bartkus, HR-XML Consortium

Contributors:

Joanne Fritz, ADP

Buddy Kresge, BenefitsXML

Vamsee Srikakolapu, CitiStreet

Chris Clark, Fidelity

Toby Shaw, Hewitt

Kim Bartkus, HR-XML Consortium

Chuck Allen, HR-XML Consortium

Paul Kiel, HR-XML Consortium

Lon Pilot, Lon Pilot, LLC

Bill Kerr, Oracle

Jean Handel Baily, SAP

 

Copyright © 2006 HR-XML Consortium, Inc.

Abstract

This document contains reference examples using the Indicative Data schemas.

 

Table of Contents

1     Overview.. 3

2     Trading Partner Roles. 3

3     Reference Examples. 4

3.1      Example A – William’s Story. 4

3.1.1        Example A1 – New Hire. 5

3.1.2        Example A2 – Personal Address Change. 7

3.1.3        Example A3 – Leave of Absence. 8

3.1.4        Example A4 – Termination. 10

3.1.5        Example A5 – Rehire. 11

3.1.6        Example A6 – Acquisition (Snapshot) 16

3.1.7        Example A7 – Acquisition (History) 20

3.2      Example B – Death of an Employee. 29

3.2.1        Example B1 – Death of an Active Employee. 30

3.2.2        Example B2 – Death of a Retiree. 31

3.3      Example C – Prehire and Cancel 31

3.3.1        Example C1 – Prehire. 32

3.3.2        Example C2 – Cancel Hire. 34

4     Appendix A - Document Version History. 34

5     Appendix B – Related Documents. 34

 

1         Overview

This document contains descriptions and XML examples for a variety of the indicative data scenarios.

These examples should be reviewed in conjunction with the Indicative Data specification (see Appendix B – Related Documents).

2         Trading Partner Roles

The Indicative Data schemas support the exchange of enrollment and payroll information between trading partners.  Trading partners may be large employers, HR software vendors, third party administrators, or insurance carriers.

The role of the trading partner within the context of the Indicative Data schemas is to communicate and/or receive benefit enrollment information as it relates to a subscriber or dependent. 


3         Reference Examples

3.1        Example A – William’s Story

William Jones started working at the Canadian Widget Manufacturing company. He moved his family to New York, when his job was transferred to the US branch. William took a leave of absence when his son was born. He voluntarily left Acme and was re-hired within a year. Shortly afterward, the company was acquired by Acme.

 

Example A1— New Hire

January 1, 1987 - William Jones started working at Widget Manufacturing.

 

Example A2 – Address Change

June 06, 1998 – William transferred to US branch of company. Changed family address to New York.

 

Example A3 – Leave of Absence

March 21, 1999 – William went on FMLA (family leave) but decided to use his 6 weeks of vacation so that his leave would be paid. He intended to return work on May 4.  

 

May 1, 1999 – William informed his boss that he needed to extend his leave since they were unable to find a nanny. He expected to return to work on June 20.  His leave switched from paid to unpaid as his vacation was exhausted.

 

June 20, 1999 – William returned to work.

 

Example A4 – Termination

October 18, 2003 – William voluntarily terminated employment with Widget.

 

Example A5 – Rehire

June 21, 2004 – William was re-hired at Widget.

 

Example A6 – Acquisition (Snapshot)

October 25, 2004 - Acme (Manufacturing Division) acquired Widget Manufacturing.

 

Example A7 – Acquisition (History)

January 1, 1987 - William Jones started working at Widget Manufacturing. 

August 28, 1996 - William married Margaret and added her as a dependent.

June 06, 1998 – William transferred to US branch of company. Changed family address to New York.

March 21, 1999 – William and Margaret had a son, Paul, and added him as a dependent.

March 21 – June 20, 1999 – William took a 3 month leave of absence.

October 18, 2003 – William voluntarily terminated employment with Widget.

June 21, 2004 – William was re-hired at Widget.

October 25, 2004 - Acme (Manufacturing Division) acquired Widget Manufacturing.

3.1.1          Example A1 – New Hire

January 1, 1987 - William Jones started working at Widget Manufacturing. This document represents the indicative information that may be used by a benefits outsourcer or payroll vendor.

 

 <IndicativeBatch>

      <TransactionType>Full</TransactionType>

      <CreateDate>1987-01-31</CreateDate>

      <BaselineDate>1987-01-31</BaselineDate>

      <IndicativeData>

             <Employer>

                   <OrganizationName>Widget Manufacturing</OrganizationName>

                   <OrganizationId idOwner="Dunn &amp; Bradstreet">

                         <IdValue name="DUNNS">72241</IdValue>

                   </OrganizationId>

             </Employer>

             <Employee>

                   <PersonInfo>

                         <PersonLegalId validFrom="1961-04-05" validTo="2000-05-11" idOwner="Canadian Social Insurance">

                                <IdValue name="SIN">123-456-789</IdValue>

                         </PersonLegalId>

                         <PersonName>

                                <GivenName>William</GivenName>

                                <FamilyName>Jones</FamilyName>

                         </PersonName>

                         <DateOfBirth>1961-04-05</DateOfBirth>

                         <GenderCode>1</GenderCode>

                         <MaritalStatus>

                                <StandardValue>Unmarried</StandardValue>

                         </MaritalStatus>

                         <ContactInfo validFrom="1987-01-01">

                                <Location>home</Location>

                                <WhenAvailable>evenings</WhenAvailable>

                                <Telephone>

                                      <FormattedNumber>(418)555-9876</FormattedNumber>

                                </Telephone>

                                <PostalAddress>

                                      <CountryCode>CA</CountryCode>

                                      <PostalCode>G1R 5C7</PostalCode>

                                      <Region>Quebec</Region>

                                      <Municipality>Quebec City</Municipality>

                                      <DeliveryAddress>

                                            <AddressLine>875, rue Fraser</AddressLine>

                                      </DeliveryAddress>

                                </PostalAddress>

                         </ContactInfo>

                   </PersonInfo>

                   <EmployeeInfo>

                         <EmployeeId validFrom="1987-01-01" idOwner="Widget Manufacturing">

                                <IdValue name="EE Id">320</IdValue>

                         </EmployeeId>

                         <ContactInfo validFrom="1987-01-01">

                                <Location>office</Location>

                                <WhenAvailable>weekdays</WhenAvailable>

                                <Telephone>

                                      <FormattedNumber>(418)555-1000</FormattedNumber>

                                </Telephone>

                                <PostalAddress>

                                      <CountryCode>CA</CountryCode>

                                      <PostalCode>G1R 5C7</PostalCode>

                                      <Region>Quebec</Region>

                                      <Municipality>Quebec City</Municipality>

                                      <DeliveryAddress>

                                            <AddressLine>100, rue Monte</AddressLine>

                                      </DeliveryAddress>

                                </PostalAddress>

                         </ContactInfo>

                         <RemunerationBasis>Salaried</RemunerationBasis>

                         <OvertimeStatus>exempt</OvertimeStatus>

                         <EmploymentLevel>FullTime</EmploymentLevel>

                         <ResourceRelationship>Employee</ResourceRelationship>

                         <EmploymentTerm>Regular</EmploymentTerm>

                         <LaborBargainingUnitStatus>NonMember</LaborBargainingUnitStatus>

                         <ForeignStatus>Domestic</ForeignStatus>

                         <EmployeeGroup validFrom="1987-01-01" idOwner="Widget Manufacturing">

                                <IdValue name="StatusCode">Y17LT6</IdValue>

                         </EmployeeGroup>

                   </EmployeeInfo>

                   <EmploymentInfo>

                         <IsEmployed>true</IsEmployed>

                         <Employment>

                                <HireInfo typeOfHire="NewHire">

                                      <HireDate>1987-01-01</HireDate>

                                      <!-- Note: no original hire dates or adjusted hire dates need to be sent for a new hire -->

                                </HireInfo>

                         </Employment>

                   </EmploymentInfo>

                   <JobPositionInfo>

                         <JobPositionDetail validFrom="1987-01-01">

                                <PositionId idOwner="Widget Manufacturing">

                                      <IdValue name="Job Id">20</IdValue>

                                </PositionId>

                                <PositionTitle>Assembly Line Worker</PositionTitle>

                                <JobLevel>

                                      <JobPlan>Assembly Line</JobPlan>

                                      <JobGrade>B17</JobGrade>

                                      <JobStep>1</JobStep>

                                </JobLevel>

                                <JobCategory>Shop Floor</JobCategory>

                                <JobEntryReason>

                                      <StandardValue>Hire</StandardValue>

                                </JobEntryReason>

                         </JobPositionDetail>

                         <ScheduledHours baseInterval="Daily">8</ScheduledHours>

                         <ScheduledHours baseInterval="Weekly">40</ScheduledHours>

                   </JobPositionInfo>

                   <OrganizationInfo>

                         <Organization validFrom="1987-01-01">

                                <OrganizationName>Widget Manufacturing</OrganizationName>

                                <OrganizationId idOwner="Dunn &amp; Bradstreet">

                                      <IdValue name="DUNNS">72241</IdValue>

                                </OrganizationId>

                         </Organization>

                         <OrganizationalUnit validFrom="1987-01-01">

                                <OrganizationalUnitName>Quebec Plant</OrganizationalUnitName>

                                <OrganizationalUnitId idOwner="Widget Manufacturing">

                                      <IdValue name="Division Id">01</IdValue>

                                </OrganizationalUnitId>

                         </OrganizationalUnit>

                         <WorkLocation allocationPercentage="100">

                                <Id>

                                      <IdValue name="location code">87609</IdValue>

                                </Id>

                         </WorkLocation>

                   </OrganizationInfo>

                   <RemunerationInfo>

                         <RemunerationDetail validFrom="1987-01-01">

                                <PayRate currencyCode="CAD">15</PayRate>

                                <PayRateFrequency>

                                      <StandardValue>Hourly</StandardValue>

                                </PayRateFrequency>

                                <RemunerationType>

                                      <StandardValue>BasePay</StandardValue>

                                </RemunerationType>

                         </RemunerationDetail>

                   </RemunerationInfo>

                   <AffiliationInfo>

                         <LaborBargainingUnitMembership>

                                <OrganizationName>Canadian Shop Floor Workers Union</OrganizationName>

                                <MemberId validFrom="1987-01-01" validTo="1998-06-05">

                                      <IdValue>P71154</IdValue>

                                </MemberId>

                         </LaborBargainingUnitMembership>

                   </AffiliationInfo>

             </Employee>

      </IndicativeData>

</IndicativeBatch>

3.1.2          Example A2 – Personal Address Change

June 06, 1998 – William transferred to US branch of company. William changed the family address to New York.

 

<IndicativeData>

      <Employer>

             <OrganizationName>Widgets Manufacturing</OrganizationName>

             <OrganizationId idOwner="Dunn &amp; Bradstreet">

                   <IdValue name="DUNNS">12345</IdValue>

             </OrganizationId>

             <TaxId validFrom="1975-01-01" validTo="notKnown" idOwner="US IRS">

                   <IdValue name="EIN">67890</IdValue>

             </TaxId>

             <LegalId validFrom="1975-01-01" validTo="notKnown" idOwner="US IRS">

                   <IdValue name="EIN">67890</IdValue>

             </LegalId>

      </Employer>

      <Employee changeType="Update">

             <PersonInfo>

                   <PersonLegalId idOwner="US SSA">

                         <IdValue name="SSN">456-11-1111</IdValue>

                   </PersonLegalId>

                   <PersonId idOwner="Widget Manufacturing">

                         <IdValue name="Person Unique Id">12440</IdValue>

                   </PersonId>

                   <PersonName>

                         <GivenName>William</GivenName>

                         <FamilyName>Jones</FamilyName>

                   </PersonName>

                   <!-- Contact Info includes personal address change to the US-->

                   <ContactInfo precedence="Primary" validFrom="1998-06-06">

                         <Location>home</Location>

                         <WhenAvailable>evenings, weekends</WhenAvailable>

                         <Telephone>

                                <FormattedNumber>1 212 555 1212</FormattedNumber>

                         </Telephone>

                         <PostalAddress>

                                <CountryCode>US</CountryCode>

                                <PostalCode>11217</PostalCode>

                                <Region>NY</Region>

                                <Municipality>Brooklyn</Municipality>

                                <DeliveryAddress>

                                      <AddressLine>4100 Abiline Avenue</AddressLine>

                                      <Unit>15A</Unit>

                                </DeliveryAddress>

                         </PostalAddress>

                   </ContactInfo>

             </PersonInfo>

             <EmployeeInfo>

                   <EmployeeId idOwner="Widget Manufacturing">

                         <IdValue name="EE Id">320</IdValue>

                   </EmployeeId>

             </EmployeeInfo>

      </Employee>

</IndicativeData>

3.1.3          Example A3 – Leave of Absence

Start Leave of Absence

March 21, 1999 – William went on FMLA (family leave) but decided to use his 6 weeks of vacation so that his leave would be paid. He intended to return work on May 4. 

 

<IndicativeData>

             <Employer>

                   <OrganizationName>Widget Manufacturing</OrganizationName>

                   <OrganizationId idOwner="Dunn &amp; Bradstreet">

                         <IdValue name="DUNNS">72241</IdValue>

                   </OrganizationId>

             </Employer>

      <Employee changeType="Update">

             <PersonInfo>

                   <PersonLegalId idOwner="US SSA" validFrom="2000-05-12">

                         <IdValue name="SSN">456-11-1111</IdValue>

                   </PersonLegalId>

                   <PersonId idOwner="Widget">

                         <IdValue name="Person Unique Id">12440</IdValue>

                   </PersonId>

                   <PersonName>

                         <GivenName>William</GivenName>

                         <FamilyName>Jones</FamilyName>

                   </PersonName>

             </PersonInfo>

             <EmployeeInfo>

                   <EmployeeId validFrom="1987-01-01" idOwner="Widget Manufacturing">

                         <IdValue name="EE Id">320</IdValue>

                   </EmployeeId>

             </EmployeeInfo>

             <EmploymentInfo>

                   <IsEmployed>true</IsEmployed>

                   <Employment>

                         <IsOnLeave>true</IsOnLeave>

                         <LeaveInfo employeeLeaveStatus="Active" remunerationLeaveStatus="Paid">

                                <LeaveDate>1999-03-21</LeaveDate>

                                <LeaveReason>Family Leave</LeaveReason>

                                <LastDateWorked>1999-03-20</LastDateWorked>

                                <ScheduledReturnToWorkDate>1999-05-04</ScheduledReturnToWorkDate>

                         </LeaveInfo>

                         <IsTerminated>false</IsTerminated>

                   </Employment>

             </EmploymentInfo>

      </Employee>

</IndicativeData>

Extended Leave of Absence

May 1, 1999 – William informed his boss that he needed to extend his leave since they were unable to find a nanny. He expected to return to work on June 20.  His leave switched from paid to unpaid as his vacation was exhausted.

 

<IndicativeData>

             <Employer>

                   <OrganizationName>Widget Manufacturing</OrganizationName>

                   <OrganizationId idOwner="Dunn &amp; Bradstreet">

                         <IdValue name="DUNNS">72241</IdValue>

                   </OrganizationId>

             </Employer>

      <Employee changeType="Update">

             <PersonInfo>

                   <PersonLegalId idOwner="US SSA" validFrom="2000-05-12">

                         <IdValue name="SSN">456-11-1111</IdValue>

                   </PersonLegalId>

                   <PersonId idOwner="Widget">

                         <IdValue name="Person Unique Id">12440</IdValue>

                   </PersonId>

                   <PersonName>

                         <GivenName>William</GivenName>

                         <FamilyName>Jones</FamilyName>

                   </PersonName>

             </PersonInfo>

             <EmployeeInfo>

                   <EmployeeId validFrom="1987-01-01" idOwner="Widget Manufacturing">

                         <IdValue name="EE Id">320</IdValue>

                   </EmployeeId>

             </EmployeeInfo>

             <EmploymentInfo>

                   <IsEmployed>true</IsEmployed>

                   <Employment>

                         <IsOnLeave>true</IsOnLeave>

                         <LeaveInfo employeeLeaveStatus="Active" remunerationLeaveStatus="Unpaid">

                                <LeaveDate>1999-03-21</LeaveDate>

                                <LeaveReason validFrom="1999-05-01">Family Leave Extension</LeaveReason>

                                <LastDateWorked>1999-03-20</LastDateWorked>

                                <ScheduledReturnToWorkDate>1999-06-20</ScheduledReturnToWorkDate>

                         </LeaveInfo>

                         <IsTerminated>false</IsTerminated>

                   </Employment>

             </EmploymentInfo>

      </Employee>

</IndicativeData>

Return from Leave of Absence

June 20, 1999 – William returned to work.

 

<IndicativeData>

      <Employer>

             <OrganizationName>Widget Manufacturing</OrganizationName>

             <OrganizationId idOwner="Dunn &amp; Bradstreet">

                   <IdValue name="DUNNS">72241</IdValue>

             </OrganizationId>

      </Employer>

      <Employee changeType="Update">

             <PersonInfo>

                   <PersonLegalId idOwner="US SSA" validFrom="2000-05-12">

                         <IdValue name="SSN">456-11-1111</IdValue>

                   </PersonLegalId>

                   <PersonId idOwner="Widget">

                         <IdValue name="Person Unique Id">12440</IdValue>

                   </PersonId>

                   <PersonName>

                         <GivenName>William</GivenName>

                         <FamilyName>Jones</FamilyName>

                   </PersonName>

             </PersonInfo>

             <EmployeeInfo>

                   <EmployeeId validFrom="1987-01-01"  idOwner="Widget Manufacturing">

                         <IdValue name="EE Id">320</IdValue>

                   </EmployeeId>

             </EmployeeInfo>

             <EmploymentInfo>

                   <IsEmployed>true</IsEmployed>

                   <Employment>

                         <IsOnLeave>false</IsOnLeave>

                         <LeaveInfo>

                                <LeaveDate>1999-03-21</LeaveDate>

                                <ReturnedToWorkDate>1999-06-20</ReturnedToWorkDate>

                         </LeaveInfo>

                         <IsTerminated>false</IsTerminated>

                   </Employment>

             </EmploymentInfo>

      </Employee>

</IndicativeData>

3.1.4          Example A4 – Termination

October 18, 2003 – William voluntarily terminated employment with Widget.

 

<IndicativeData>

      <Employer>

             <OrganizationName>Widget Manufacturing</OrganizationName>

             <OrganizationId idOwner="Dunn &amp; Bradstreet">

                   <IdValue name="DUNNS">12345</IdValue>

             </OrganizationId>

             <TaxId validFrom="1975-01-01" validTo="notKnown" idOwner="US IRS">

                   <IdValue name="EIN">67890</IdValue>

             </TaxId>

             <LegalId validFrom="1975-01-01" validTo="notKnown" idOwner="US IRS">

                   <IdValue name="EIN">67890</IdValue>

             </LegalId>

      </Employer>

      <Employee changeType="Update">

             <PersonInfo>

                   <PersonLegalId idOwner="US SSA">

                         <IdValue name="SSN">456-11-1111</IdValue>

                   </PersonLegalId>

                   <PersonId idOwner="Widget Manufacturing">

                         <IdValue name="Person Unique Id">12440</IdValue>

                   </PersonId>

                   <PersonName>

                         <GivenName>William</GivenName>

                         <FamilyName>Jones</FamilyName>

                   </PersonName>

             </PersonInfo>

             <EmployeeInfo>

                   <EmployeeId idOwner="Widget Manufacturing">

                         <IdValue name="EE Id">320</IdValue>

                   </EmployeeId>

             </EmployeeInfo>

             <EmploymentInfo>

                   <IsEmployed>false</IsEmployed>

                   <Employment>

                         <IsTerminated>true</IsTerminated>

                         <TerminationInfo isVoluntary="true">

                                <TerminationReason>New employment opportunity</TerminationReason>

                                <TerminationDate>2003-10-18</TerminationDate>

                                <LastDateWorked>2003-10-18</LastDateWorked>

                                <LastDatePaid>2003-10-31</LastDatePaid>

                         </TerminationInfo>

                   </Employment>

             </EmploymentInfo>

      </Employee>

</IndicativeData>

3.1.5          Example A5 – Rehire

June 21, 2004 – William was rehired at Widget. Upon rehire, the following document was sent to a benefits third party administrator.

 

<IndicativeBatch>

      <TransactionType>Change</TransactionType>

      <CreateDate>2004-11-15</CreateDate>

      <BaselineDate>2004-11-15</BaselineDate>

      <IndicativeData>

             <Employer>

                   <OrganizationName>Widget Manufacturing</OrganizationName>

                   <OrganizationId idOwner="Dunn &amp; Bradstreet">

                         <IdValue name="DUNNS">72241</IdValue>

                   </OrganizationId>

             </Employer>

             <Employee>

                   <PersonInfo>

                         <PersonLegalId idOwner="US SSA" validFrom="2000-05-12">

                                <IdValue name="SSN">456-11-1111</IdValue>

                         </PersonLegalId>

                         <PersonName>

                                <GivenName>William</GivenName>

                                <FamilyName>Jones</FamilyName>

                         </PersonName>

                         <DateOfBirth>1961-04-05</DateOfBirth>

                         <GenderCode>1</GenderCode>

                         <MaritalStatus validFrom="1996-08-28">

                                <StandardValue>Married</StandardValue>

                         </MaritalStatus>

                         <ContactInfo precedence="Primary" validFrom="1998-06-06">

                                <Location>home</Location>

                                <WhenAvailable>evenings, weekends</WhenAvailable>

                                <Telephone>

                                      <FormattedNumber>1 212 555 1212</FormattedNumber>

                                </Telephone>

                                <PostalAddress>

                                      <CountryCode>US</CountryCode>

                                      <PostalCode>11217</PostalCode>

                                      <Region>NY</Region>

                                      <Municipality>Brooklyn</Municipality>

                                      <DeliveryAddress>

                                            <AddressLine>4100 Abiline Avenue</AddressLine>

                                            <Unit>15A</Unit>

                                      </DeliveryAddress>

                                </PostalAddress>

                         </ContactInfo>

                         <Citizenship validFrom="2000-05-12">

                               <CountryCode>US</CountryCode>

                         </Citizenship>

                         <IsVeteran>false</IsVeteran>

                         <IsDisabled>false</IsDisabled>

                         <IsTobaccoUser>true</IsTobaccoUser>

                         <Dependent>

                                <PersonLegalId idOwner="US SSA">

                                      <IdValue name="SSN">221871555</IdValue>

                                </PersonLegalId>

                                <PersonName>

                                      <FormattedName>Margaret Jones</FormattedName>

                                </PersonName>

                                <DateOfBirth>1963-05-21</DateOfBirth>

                                <GenderCode>2</GenderCode>

                                <ContactInfo precedence="Primary" validFrom="1998-06-06">

                                      <Location>home</Location>

                                      <Telephone>

                                            <FormattedNumber>1 212 555 1212</FormattedNumber>

                                      </Telephone>

                                      <PostalAddress>

                                            <CountryCode>US</CountryCode>

                                            <PostalCode>11217</PostalCode>

                                            <Region>NY</Region>

                                            <Municipality>Brooklyn</Municipality>

                                            <DeliveryAddress>

                                                   <AddressLine>4100 Abiline Avenue</AddressLine>

                                                   <Unit>15A</Unit>

                                            </DeliveryAddress>

                                      </PostalAddress>

                                </ContactInfo>

                                <Relationship>

                                      <StandardValue>Spouse</StandardValue>

                                </Relationship>

                         </Dependent>

                         <Dependent>

                                <PersonLegalId idOwner="US SSA">

                                      <IdValue name="SSN">223990987</IdValue>

                                </PersonLegalId>

                                <PersonName>

                                      <FormattedName>Paul Jones</FormattedName>

                                </PersonName>

                                <DateOfBirth>1999-03-21</DateOfBirth>

                                <GenderCode>1</GenderCode>

                                <ContactInfo precedence="Primary" validFrom="1999-03-21">

                                      <Location>home</Location>

                                      <Telephone>

                                            <FormattedNumber>1 212 555 1212</FormattedNumber>

                                      </Telephone>

                                      <PostalAddress>

                                            <CountryCode>US</CountryCode>

                                            <PostalCode>11217</PostalCode>

                                            <Region>NY</Region>

                                            <Municipality>Brooklyn</Municipality>

                                            <DeliveryAddress>

                                                   <AddressLine>4100 Abiline Avenue</AddressLine>

                                                   <Unit>15A</Unit>

                                            </DeliveryAddress>

                                      </PostalAddress>

                                </ContactInfo>

                                <Relationship>

                                      <StandardValue>Child</StandardValue>

                                </Relationship>

                         </Dependent>

                   </PersonInfo>

                   <EmployeeInfo>

                         <EmployeeId validFrom="2004-06-21" validTo="2004-10-24" idOwner="Widget Manufacturing">

                                <IdValue name="EE Id">654</IdValue>

                         </EmployeeId>

                         <!--William works Monday, Tuesday, Thursday, and Friday at the New York Plant and Wednesday at the Syracuse Plant. -->

                         <ContactInfo precedence="Primary" validFrom="2004-06-21">

                                <Location>office</Location>

                                <WhenAvailable>Monday, Tuesday, Thursday, Friday</WhenAvailable>

                                <Telephone>

                                      <FormattedNumber>1 212 456 5000</FormattedNumber>

                                </Telephone>

                                <PostalAddress>

                                      <CountryCode>US</CountryCode>

                                      <PostalCode>11220</PostalCode>

                                      <Region>NY</Region>

                                      <Municipality>Manhattan</Municipality>

                                      <DeliveryAddress>

                                            <AddressLine>5001 Progress Street</AddressLine>

                                      </DeliveryAddress>

                                </PostalAddress>

                         </ContactInfo>

                         <ContactInfo precedence="Secondary" validFrom="2004-06-21">

                                <Location>office</Location>

                                <WhenAvailable>Wednesday</WhenAvailable>

                                <Telephone>

                                      <FormattedNumber>1 212 570 3123</FormattedNumber>

                                </Telephone>

                                <PostalAddress>

                                      <CountryCode>US</CountryCode>

                                      <PostalCode>11225</PostalCode>

                                      <Region>NY</Region>

                                      <Municipality>Syracuse</Municipality>

                                      <DeliveryAddress>

                                            <AddressLine>15 Warehouse Road</AddressLine>

                                      </DeliveryAddress>

                                </PostalAddress>

                         </ContactInfo>

                         <RemunerationBasis>Salaried</RemunerationBasis>

                         <OvertimeStatus>exempt</OvertimeStatus>

                         <EmploymentLevel>FullTime</EmploymentLevel>

                         <ResourceRelationship>Employee</ResourceRelationship>

                         <EmploymentTerm>Regular</EmploymentTerm>

                         <LaborBargainingUnitStatus>NonMember</LaborBargainingUnitStatus>

                         <ForeignStatus>Domestic</ForeignStatus>

                         <IsVIP>false</IsVIP>

                         <IsExecutive>false</IsExecutive>

                         <IsOfficer>false</IsOfficer>

                         <IsHighlyCompensated>true</IsHighlyCompensated>

                         <IsPercentOwner percentage="5">true</IsPercentOwner>

                         <EmployeeGroup validFrom="2004-06-21" validTo="2004-10-24" idOwner="Widget Manufacturing">

                                <IdValue name="StatusCode">X17RN9</IdValue>

                         </EmployeeGroup>

                   </EmployeeInfo>

                   <EmploymentInfo>

                         <IsEmployed>true</IsEmployed>

                         <Employment>

                                <HireInfo typeOfHire="Rehire">

                                      <HireDate>2004-04-01</HireDate>

                                      <!-- Note that the following nodes MAY need to be sent on a rehire.  Trading Partner

                                            Agreements will handle which new hire information needs to be sent.-->

                                      <OriginalHireDate>1987-01-01</OriginalHireDate>

                                      <AdjustedHireDate type="service start date">1987-01-01</AdjustedHireDate>

                               </HireInfo>

                         </Employment>

                   </EmploymentInfo>

                   <JobPositionInfo>

                         <JobPositionDetail validFrom="2004-06-21">

                                <PositionId idOwner="Widget Manufacturing">

                                      <IdValue name="Job Id">22</IdValue>

                                </PositionId>

                                <PositionTitle>Floor Manager</PositionTitle>

                                <JobLevel>

                                      <JobPlan>Management</JobPlan>

                                      <JobGrade>B10</JobGrade>

                                      <JobStep>1</JobStep>

                                </JobLevel>

                                <JobCategory>Shop Floor - Management</JobCategory>

                                <JobEntryReason>

                                      <NonStandardValue>x:Rehire</NonStandardValue>

                                </JobEntryReason>

                         </JobPositionDetail>

                   </JobPositionInfo>

                   <OrganizationInfo>

                         <Organization validFrom="1987-01-01">

                                <OrganizationName>Widget Manufacturing</OrganizationName>

                                <OrganizationId idOwner="Dunn &amp; Bradstreet">

                                      <IdValue name="DUNNS">72241</IdValue>

                                </OrganizationId>

                         </Organization>

                         <OrganizationalUnit validFrom="1998-06-06">

                                <OrganizationalUnitName>New York Plant</OrganizationalUnitName>

                                <OrganizationalUnitId idOwner="Widget Manufacturing">

                                      <IdValue name="Division Id">02</IdValue>

                                </OrganizationalUnitId>

                                <AccountingCode description="cost center">54321</AccountingCode>

                         </OrganizationalUnit>

                         <WorkLocation allocationPercentage="80">

                                <Name>Manhattan</Name>

                                <Id idOwner="Acme">

                                      <IdValue name="location Id">M25</IdValue>

                                </Id>

                                <PostalAddress>

                                      <CountryCode>US</CountryCode>

                                </PostalAddress>

                         </WorkLocation>

                         <WorkLocation allocationPercentage="20">

                                <Name>Syracuse</Name>

                                <Id idOwner="Acme">

                                      <IdValue name="location Id">M27</IdValue>

                                </Id>

                                <PostalAddress>

                                      <CountryCode>US</CountryCode>

                                </PostalAddress>

                         </WorkLocation>

                   </OrganizationInfo>

                   <RemunerationInfo>

                         <RemunerationDetail validFrom="2004-06-24">

                                <PayRate currencyCode="USD">150000</PayRate>

                                <PayRateFrequency>

                                      <StandardValue>Annually</StandardValue>

                                </PayRateFrequency>

                                <RemunerationType>

                                      <StandardValue>BasePay</StandardValue>

                               </RemunerationType>

                         </RemunerationDetail>

                         <PayCycleFrequency>

                                <StandardValue>Weekly</StandardValue>

                         </PayCycleFrequency>

                         <PayGroup>1334</PayGroup>

                   </RemunerationInfo>

                   <AffiliationInfo>

                         <LaborBargainingUnitMembership>

                                <OrganizationName>US Shop Floor Workers Union</OrganizationName>

                                <MemberId validFrom="1998-06-06" validTo="2003-10-18">

                                      <IdValue>U8801544</IdValue>

                                </MemberId>

                         </LaborBargainingUnitMembership>

                         <Association type="Professional">

                                <Name>North American Manufacturing Association</Name>

                                <Id idOwner="NAMA">

                                      <IdValue name="member Id">098893</IdValue>

                                </Id>

                                <StartDate dateDescription="Join Date">

                                      <AnyDate>1990-08-12</AnyDate>

                                </StartDate>

                         </Association>

                   </AffiliationInfo>

             </Employee>

      </IndicativeData>

</IndicativeBatch>

3.1.6          Example A6 – Acquisition (Snapshot)

October 25, 2004 - Acme (Manufacturing Division) acquired Widget Manufacturing.

 

<IndicativeData>

      <Employer>

             <OrganizationName>Acme</OrganizationName>

             <OrganizationId idOwner="Dunn &amp; Bradstreet">

                   <IdValue name="DUNNS">12345</IdValue>

             </OrganizationId>

             <TaxId validFrom="1975-01-01" validTo="notKnown" idOwner="US IRS">

                   <IdValue name="EIN">67890</IdValue>

             </TaxId>

             <LegalId validFrom="1975-01-01" validTo="notKnown" idOwner="US IRS">

                   <IdValue name="EIN">67890</IdValue>

             </LegalId>

      </Employer>

      <Employee changeType="Add">

             <PersonInfo>

                   <PersonLegalId idOwner="US SSA" validFrom="2000-05-12">

                         <IdValue name="SSN">456-11-1111</IdValue>

                   </PersonLegalId>

                   <PersonId idOwner="Acme">

                         <IdValue name="Person Unique Id">12440</IdValue>

                   </PersonId>

                   <PersonName>

                         <GivenName>William</GivenName>

                         <FamilyName>Jones</FamilyName>

                   </PersonName>

                   <DateOfBirth>1961-04-05</DateOfBirth>

                   <GenderCode>1</GenderCode>

                   <MaritalStatus validFrom="1996-08-28">

                         <StandardValue>Married</StandardValue>

                   </MaritalStatus>

                   <ContactInfo precedence="Primary" validFrom="1998-06-06">

                         <Location>home</Location>

                         <WhenAvailable>evenings, weekends</WhenAvailable>

                         <Telephone>

                                <FormattedNumber>1 212 555 1212</FormattedNumber>

                         </Telephone>

                         <PostalAddress>

                                <CountryCode>US</CountryCode>

                                <PostalCode>11217</PostalCode>

                                <Region>NY</Region>

                                <Municipality>Brooklyn</Municipality>

                                <DeliveryAddress>

                                      <AddressLine>4100 Abiline Avenue</AddressLine>

                                      <Unit>15A</Unit>

                                </DeliveryAddress>

                         </PostalAddress>

                   </ContactInfo>

                   <Citizenship validFrom="2000-05-12">

                         <CountryCode>US</CountryCode>

                   </Citizenship>

                   <IsVeteran>false</IsVeteran>

                   <IsDisabled>false</IsDisabled>

                   <IsTobaccoUser>true</IsTobaccoUser>

                   <Dependent>

                         <PersonLegalId idOwner="US SSA">

                                <IdValue name="SSN">221871555</IdValue>

                         </PersonLegalId>

                         <PersonName>

                                <FormattedName>Margaret Jones</FormattedName>

                         </PersonName>