Report Description
Required employee information for CA, CT, IL and OR state savings (also called Secure Choice) programs.
AQ Highlights
- Includes employees that have wages in CA, CT, IL, & OR during date range entered in parameters.
- Includes only those employees that are 18 years of age or older (*19 years or older in Connecticut)
- The address must be a physical residence, not a PO box. If the employee only has a PO Box, an error will display when the report is generated.
Parameters
Parameter Name |
Options |
Description |
Branch (Employee) |
All, selected branch locations |
|
State |
CA, CT, IL, OR |
|
Date Type |
Accounting Period, Check Date, Week Worked |
|
Start Date |
Select Date from Calendar |
|
End Date |
Select Date from Calendar |
|
Pay Cycle |
All, Weekly, Biweekly, Semi-Monthly, Monthly |
Options used to differentiate employees based on their frequency of pay. |
Start Print From |
Employee Count Number |
The file can only contain a max of 2000 records. Each employee record is numbered in sequence. If there are more than 2000 records, the report can be re-run starting with a higher employee number - likely number 2001. |
Run Type |
View, Commit |
View: Query displays a list of all eligible employees during the selected Date Type & Date Range.
Commit: Query will commit displayed employees during the selected Date Type & Date Range. Employees will not display again when report is run.
|
Report Fields (CA, IL & OR)
Field Name |
Description |
SSN/ITIN |
The employee's social security or individual taxpayer identification number. |
Full Name |
The employee’s First Name, M.I., & Last Name. |
Birthdate |
The employee’s date of birth. |
Address |
The employee's home address. |
State |
The employee's state of residence. |
ZIP Code |
The postal code of the employee's residence. |
Phone |
The employee's phone number. |
|
The employee’s email address. |
Report Fields (CT)
Field Name |
Description |
SSN/ITIN |
The employee's social security or individual taxpayer identification number. |
Full Name |
The employee’s First Name, M.I., & Last Name. |
Birthdate |
The employee’s date of birth. |
Physical Address |
The employee's physical home address. |
Physical City |
The employee's physical city of residence. |
Physical State |
The employee's physical state of residence. |
Physical ZIP Code |
The postal code of the employee's physical residence. |
Phone |
The employee's phone number. |
|
The employee’s email address. |
Mailing Address |
The employee's mailing address. |
Mailing City |
The employee's mailing city. |
Mailing State |
The employee's mailing state. |
Mailing ZIP Code |
The employee's mailing postal code. |
External Payroll ID |
The employee's external payroll ID. |
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