On an ongoing basis, you are responsible for submitting contributions and managing savings rate changes made by your employees. To accomplish this, you will use the “Contributions” page in your employer portal.
How to Navigate to the “Contributions” Page
- Log in to your employer portal.
- From the home page, click on the contributions icon, a hand holding a coin.
An Overview of the “Contributions” Page
Below, we will provide an overview of each of the following sections within the “Contributions” page:
- Next Pay Date Section
- Payroll Integration Banner
- Employee Contributions Section
- History Section
Next Pay Date Section
The "Next Pay Date" is the date by which we are expecting you to submit contributions. The pay dates are based on the schedule you provided to the state program.
The View Savings Rate Changes button will surface if your eligible employees submit changes to their savings rate on their portal. You must update your payroll records to reflect these changes. You may also receive an email notification four business days prior to your next pay date, giving you time to implement any changes. Once you have accounted for the savings rate change, be sure to click Done. This will help you stay current on the savings rates your employees wish to have.
Note: If you do not have a set payroll schedule, we will not be able to send you email notifications. Therefore, you must review any savings rate changes on your employer portal before each pay period.
From time to time, you may pay employees a bonus or some other compensation that is off-cycle from your regular pay schedule. If you do, you can use the Other Actions button to select an off-cycle contribution. You will also use this feature if you do not have a regularly recurring pay schedule.
The Start Contribution button will allow you to start a new payroll submission.
The ⚙️ Payroll Setup button will allow you to edit your company’s payroll and banking information.
Payroll Integration Banner
To the right of the "Next Pay Date" section, you will find a banner that may surface information regarding a potential payroll integration for your company. What you see within this banner depends on the payroll provider you have indicated to us that your business uses. You will see one of the following experiences:
- If your payroll provider is Gusto or QuickBooks Online: We will surface a setup experience for you to connect the integration with your provider. To get started, simply select the Setup now button. If you want to learn more about the integration, simply select the Learn more button.
- If your payroll provider might have an integration with the state program: We will surface information for you to view to determine if your payroll provider has an integration with the state program. To find this information, click on View Available Connections. This will take you to a comprehensive list of payroll providers that are integrated with the state program. From this list, you may click on the name of a payroll provider to learn more about the integration.
- If your payroll provider does not have an integration with the state program: If your payroll provider does not have an integration with the state program, we will surface information on how you can submit employee contributions manually. To view these directions, please select the How to submit a contribution button.
- If you have already set up a payroll integration: If you have already set up an integration with the state program and your payroll provider, no banner will be surfaced here.
Employee Contributions Section
View the total employee contributions based on the current year.
This amount includes any contributions made directly by employees and may differ from the amount of contributions you deducted on their behalf.
History Section
The “History” section reflects your past payroll submissions and their status, including any that have been started but not successfully completed. You may use the dropdown filters to segment past contributions by a certain time range, transaction type (either contributions or off-cycle), or pay group. The statuses include:
- “Submission Started” - You have not completed the submission.
- “Processing” - You have confirmed the submission, but it has not yet been delivered (the processing time is usually about one business hour).
- “Completed” - The contribution has been delivered to the custodian.
- “Missing” - A contribution is considered missing when it is seven business days past due.
From the “History” section, you may also select the three dots underneath the “Action” column for additional options for the submissions you have started:
- Resume submission
- Restart submission
- Cancel
The allowable actions for missing submissions are:
- Start contribution
- Skip/Remove Pay Date
Reviewing Submission Details
To review the details of a submission, in the “History” section, click on the date in blue in the “Transaction” column. Then you will see the details of the submission, including:
- The status
- The employee contribution breakdown and total
- A Cancel button, where you can cancel the submission