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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.
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.
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.
We will cover the initial setup in your Datatech Accounting (Payroll) and Human Resource programs for those participating in CalSavers.
HR Section 5: Retirement Plans #1 Retirement Plan CalSavers #2 CalSavers Census Export #3 CalSavers