Valiant Legacy Data Export & Access

Trackforce Valiant is sunsetting its Vision time and labor management and Vault payroll
management products in 2024. As a result, system access in any form will no longer be available
and client data will not be retained. Current and former clients may wish to export or access the
data stored in these Valiant products for historical reporting purposes.

NOTE: VISION, VANTAGE, VAULT, & VIP are impacted by this sunset.

 

Read-Only Product Access


Clients will have continued read-only access to Valiant products through May 31, 2024 under
the terms of your current agreement. You may wish to use the reporting and export features in
the product to download and archive any data using the product features during this time.

WARNING: No product access will be available after May 31, 2024.

 

Standard Payroll Export Formats


Trackforce Valiant is providing standard data export packages comprising data from January 1,
2017 by account and/or EIN, including:


1. Batch Reports – Per Business Unit, per year, system-produced batch reports, (voided)
checks, and vouchers from all finalized batches: regular, off-cycle, adjustments, and
manual batches. Manual checks are not included.

2. Year End – Summary (W3) and Statement (W2) files for each tax year for all year-end
forms (e.g., W-2, 1099, 499, etc.).

3. YTD/QTD Details – Per Business Unit, raw paycheck, earnings, deductions, and tax
reporting by year or by quarter.

4. Employee Birthday Listing – Per Business Unit, basic employee info with birthday.

5. Employee Contact List – Per Business Unit, employee contact data.

6. Employee Hire Date Range – Per Business Unit, employee hire date plus 60, 90, 180, 352.

7. Employee List – Per Business Unit, date filtered 1/17 – 12/23, basic employee info.

8. Employee Rate Change History – Per Business Unit, date filtered 1/17 – 12/23, earning
rate changes.
9. Department Summary Analysis – Per Business Unit, date filtered by Year/Quarter,
department-based summary of earnings, deductions, taxes, Displayed by current, MTD,
and YTD.
10. Deduction Not Taken Period – Per Business Unit, date filtered by Quarter, YTD-based
summary of deductions with goal, taken, and balance.

11. Cash Analysis By Divisions – Per FEIN, date filtered by Year/Quarter, Consolidated
summary of all payroll details, gross pay, deductions, deduction payables, taxes, and invoice.

12. Gross Net Summary by EIN – Per FEIN, date filtered by Year/Quarter, Consolidated
summary earnings, deductions, taxes.

13. Deductions Tabular – Per Business Unit, date filtered by Year/Quarter, By employee grid
layout of deductions.

14. Net Payment Register – Per Business Unit, date filtered by Year/Quarter, By bank
account, list of paychecks with check number, employee, check date, method.

15. Tax Summary Consolidated – Per FEIN, date filtered by Year/Quarter, Tax summary with
taxable wages, rate, taxes.

16. Payroll Register – Per Business Unit, date filtered by Year/Quarter, By department,
employee, check the detailed list of paycheck earnings, deductions, and taxes.

 

Trackforce Valiant is unable to support custom data requests. Access to standard export
packages will be available until September 30, 2024.

 

Standard TLM Export Formats


Trackforce Valiant is providing standard data export packages comprising data from January 1,
2017. Monthly reports are run by division for each month


1. Payroll detail by Emp/Cust – Per Business Unit, listing payroll hours and rates
for each employee.
2. Billing detail by Loc/Cust - Per Business Unit, listing billing hours and rates for
each employee.
3. Schedulers Report - Per Business Unit, listing employee schedule and punch
times.
4. Customer Analysis - Hourly - Per Business Unit, listing customer summary
profit.
5. Invoice List - Per Business Unit, invoice summary list.

Trackforce Valiant is unable to support custom data requests. Access to standard export
packages will be available until September 30, 2024.

 

Access to Standard Exports

 

Clients may access and download standard exports from Trackforce Valiant via Secure File
Transfer Protocol (SFTP). Given the sensitive nature of employee and corporate information
contained in the standard export package, clients should designate a data owner and Trackforce
Valiant will provide account-specific SFTP credentials to that individual.

 

Access credentials for SFTP downloads will be sent to each account's main contact. A single set of credentials will be provided to each organization. If your organization has not received credentials, then please reach out to your dedicated CSM or send an email to Support@Trackforce.com to request credentials. If you need further assistance accessing the SFTP download, we recommend consulting your internal IT team or utilizing one of our recommended clients, such as WinSCP, CoffeeCup Software, or FileZilla.

 

The folder structure for the SFTP system is listed below:


Payroll Folder structure:


• BatchReports
     o FEIN/Year/DivisionName/Batch#/(Report for this batch)
     o FEIN/Year/CheckIndex/.xlsx
• PerQuarter
     o BusinessUnit/DivisionName/Year/Month(3/6/9/12)/ReportName/PDF
     o EIN/FEINCompanyName/Year/Month(3/6/9/12)/ReportName/PDF
• PerYear
     o BusinessUnit/DivisionName/Year/Month(12)/ReportName/PDF
     o EIN/FEINCompanyName/Year/Month(12)/ReportName/PDF
     o Employee non dated will be in 2024
• YearEnd
     o FEINCompanyName/Year/FormType_Statements and Summary
• YTDDetails
     o FEIN/YTDDetails_FEIN_Year.xlsx
     o FEIN/QTDDetails_FEIN_Year_Qtr.xlsx

 

TLM Folder structure:

 

• PerMonth
     o BusinessUnit/DivisionName/Year/Month/ReportName/PDF

 

Note: Payroll-related data will be available initially, and then TLM data will be accessible at a later date. If your TLM data is not available on your initial attempt, then wait 2 weeks and try again.

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