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The information presented in these articles should not be construed as legal, accounting, or tax advice. 

Our employees are not accountants or lawyers and they do not provide accounting, tax, or legal advice.

You should consult with a professional advisor familiar with your particular factual situation for advice concerning specific accounting, tax, or legal matters before making any decisions.

#4 CalSavers Export Contributions

We will cover how to export payroll contributions. This report will contain the employee’s identifying information and contribution amount. You will be able to generate it by check dates and export it in the state’s required format.

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#3 CalSavers Import

We will cover how to import the employee status. The import employee status will update the retirement records which control whether a deduction is created or disabled.

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#2 CalSavers Census Export

Learn how to generate the Employee Census Export. The Census is designed for the CalSavers and OregonSaves retirement programs. It will help you determine what employees are eligible for enrollment and export it in the required format.

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Safety Meeting Records

Learn how to document a Safety Meeting or Training Record in the Human Resource program. This video includes adding descriptions, creating Sign-In Sheets, and adding or removing employees.

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Selection Table Entry

This video will show how to customize the Selection Table Entry to the needs of your company.

This table deals with complaints, warnings, injuries, and litigation. It will also go over how to limit View, Edit, or Save permissions for specific operators.

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1095-C Reports

Section 3: Menu 1095-C Reports5:57 min. This video will go step-by-step through the 1095-C Reports

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Hour Eligibility Report

This video reviews how to run and read the Hour Eligibility Report. The Hour Eligibility Report helps you determine which employees are full-time and are due an offer of coverage. There are different methods of running the report depending on your setup. In this video example, we will assume the company makes an offer of coverage at the time hired and uses pre-enrollments.

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