Watch the Video
This video is for customers that have already uploaded employees to CalSavers/OregonSaves and need to start their process of importing the contribution status.
Importing the Contribution Status
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18:35
Tools > HR Setup > Retirement Tab
Set up the Retirement Plan
Import Employee Status
Review Retirement Records
Export Payroll Contributions
Census Export
Please Note: After filming this video, the following issue was identified:
- If you have employees with different pay cycles, CalSavers requests to have them in separate Payroll Lists. When exporting Contributions, they want these lists separated. We will be working on an update to facilitate this.
As always, we will continue updating the retirement tools as we get more information from CalSavers.
Import Employee Status
There are two changes that will aid users that uploaded employees to CalSavers manually.
External Payroll ID
What if the CalSavers Employee Data export does not have an External Payroll ID? The software will now try to match the employee based on the employee’s name and the last four digits of their social security number.
Upper/Lower Case Names
Previously, when there was no External Payroll ID, the software did not match employee names with names in CalSavers that were entered in upper/lower case. We have now updated the import to handle upper/lower case names.
Click here for additional resources.
You can review your specific situation with CalSavers.
Employer Assistance: 855-650-6916