Standard AQ - State Saves_Employee List AQ

Report Description

Required employee information for CA, CO, CT, DE, IL, MD, NJ, OR, and VA state savings (also called Secure Choice) programs.

AQ Highlights

• Includes employees that have wages in CA, CO, CT, DE, IL, MD, NJ, OR, or VA during the date range entered in the parameters.
• The report 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, CO, CT, DE, IL, MD, NJ OR, VA
Date Type	Accounting Period, Check Date, Week Worked
Start Date	Select Date from the Calendar
End Date	Select Date from the 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 the 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.
Email	The employee’s email address.

Report Fields (CO or 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.
Email	The employee’s email address.
Mailing Address 1	The employee's mailing street address 1. (If mailing address is not available, it pulls the employees’ W2 street address 1.)
Mailing Address 2	The employee's mailing street address 2. (If mailing address is not available, it pulls the employees’ W2 street address 2.)
Mailing City	The employee's mailing city. (If mailing address is not available, it pulls the employees’ W2 city.)
Mailing State	The employee's mailing state. (If mailing address is not available, it pulls the employees’ W2 state.)
Mailing ZIP Code	The employee's mailing postal code. (If mailing address is not available, it pulls the employees’ W2 zip code.)
External Payroll ID	The employee's external payroll ID.

Report Fields (DE, NJ)

Field Name	Description
SSN	The employee's social security number.
First Name	The employee’s First Name
Middle Name	The employee’s Middle Name
Last Name	The employee’s Last Name
Birthdate	The employee’s date of birth.
Physical Address 1	The employee's physical home address 1
Physical Address 2	The employee's physical home address 2
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.
Primary Phone	The employee's phone number.
Email	The employee’s email address.
Mailing Address 1	The employee's mailing address 1.
Mailing Address 2	The employee's mailing address 2.
Mailing Address City	The employee's mailing city.
Mailing Address State	The employee's mailing state.
Mailing Zip Code	The employee's mailing postal code.
External Payroll ID	The employee's external payroll ID.

 

Report Fields (MD)

Field Name	Description
SSN	The employee's social security number.
First Name	The employee’s First Name
Middle Name	The employee’s Middle Name
Last Name	The employee’s Last Name
Birthdate	The employee’s date of birth.
Physical Address 1	The employee's physical home address 1
Physical Address 2	The employee's physical home address 2
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.
Primary Phone	The employee's phone number.
Email	The employee’s email address.
Mailing Address 1	The employee's mailing address 1.
Mailing Address 2	The employee's mailing address 2.
Mailing Address City	The employee's mailing city.
Mailing Address State	The employee's mailing state.
Mailing Zip Code	The employee's mailing postal code.
External Payroll ID	The employee's external payroll ID.

Report Fields (VA)

• 30 hours or more worked per week and VA worksite
• Once an employee reaches the 30 hours worked, they will appear on the report once, should they reach 30 hours again on a different paycheck in the future they will not appear on the report again.

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.
Primary Phone	The employee's phone number.
Email	The employee’s email address.
Mailing Address 1	The employee's mailing street address 1. (If the mailing address is not available, it pulls the employees’ W2 street address 1.)
Mailing Address 2
Mailing City	The employee's mailing city. (If the mailing address is not available, it pulls the employees’ W2 city.)
Mailing State	The employee's mailing state. (If the mailing address is not available, it pulls the employees’ W2 state.)
Mailing ZIP Code	The employee's mailing postal code. (If the mailing address is not available, it pulls the employees’ W2 zip code.)
External Payroll ID	The employee's external payroll ID.