SOC Code Reporting
Employees → Job Titles
💡 Certain states require SOC code reporting. If this requirement applies to your business, add SOC codes to your employees in Payroll.
Standard Occupational Classification (SOC): According to the US Bureau of Labor Statistics, the Standard Occupational Classification (SOC) system is used by federal agencies to classify workers into occupational categories for the purpose of collecting, calculating, or disseminating data. Detailed occupations in the SOC with similar job duties, and in some cases, skills, education, and/or training, are grouped together.
Where can I find the SOC codes to assign to employees?
The codes are on the US Department of Labor website under the Bureau of Labor Statistics.
Adding SOC Codes to Employees
Employees → Job Titles → Add Job Title button
Once a new hire has been entered through Heartland Hire or into Payroll directly, you will need to manually assign the SOC code. This feature is not available in the Quick Hire or Employee Wizard.
To begin, select the blue Add Job Title button.
A new window will appear. Adjust the Effective Date if needed and select the proper SOC code from the SOC Code Search dropdown before saving.
Effective Date: Reference your specific policies related to the matter. The system defaults to the date of entry.
SOC Code Search: Select the applicable SOC code for the employee and Save.
SOC 1 Report Request Process
What is a SOC 1 Report (formerly SSAE18 SOC 1 Report)?
A Service Organization Control (SOC) 1 report focuses on controls at the service organization that would be useful to user entities and their auditors for the purpose of planning a financial statement audit of the user entity and evaluating internal controls over financial reporting at the user entity. The SOC 1 report contains the service organization’s system description and an assertion from management. In addition, the independent service auditor's opinion or service auditor report is included.
There are two types of SOC 1 reports: a Type I report is intended to cover the service organization’s system description at a specific point in time, whereas Type II includes detailed testing of the controls over a minimum six-month period (also known as Tests of Operating Effectiveness).
How do I request a SOC 1 Report?
- Contact your Payroll Support Team to request the SOC 1 Report.
- A Non-Disclosure Agreement (NDA) will be sent to you for completion if one is not already on file.
- Return the completed NDA.
When will I receive the SOC 1 Report?
Upon receipt of the completed NDA, the Customer Assurance Team will send the report/bridge letter via encrypted email with a turnaround time of 15 business days.