Updated 12/19/22: You can download the latest Datatech Software Update to fix the CalSavers import error. The program has been modified to handle the new format. Please download the update by opening your HR program and going to Tools > Check for Updates.
CalSavers recently changed the Employee List download file, eliminating a column that was vital for our software to determine employee status.
We are working to modify our import process to use a combination of the other columns within the file to determine status. We will let you know as soon as this update is available.
Thank you for your patience. Please see the instructions below if you need to manually update your CalSavers records in the meantime. You can contact our support department with any additional questions.
Manually Editing Employee CalSavers Files
It is possible to manually input the needed information from CalSavers. You will need to review which employees will need changes made on the CalSavers Website.
Employees must now show Active, Eligible, and a Value greater than Zero % to show they are enrolled. To edit these setting in an employee’s file, follow these steps:
1) Go to Retirement > Review Retirement Records and enter the Starting Date.
2) Double-click on a highlighted employee to edit their file.
3) Change the Enrollment Status, if necessary.
Note: If their status changed from Enrolled to Opt-Out, change status to Declined. You will know if they have Opted-Out when the import file shows they are Active, Eligible-Yes, and Contribution Zero.
4) Change the Contribution Rate, if necessary.
5) Click Save.
6) Repeat this process for all employees that need to be edited.