Standard AQ - State Saves_Employee Contribution File

Overview

Updated 12/08/2022

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Report Description
Parameters
Active state-sponsored retirement plans
Report Fields (CO)
Report Fields (CA, IL & OR)
Report Fields (CT)
Format Before Upload (CT only)
Report Fields (MD)
Format before upload (MD only)

Report Description

Required employee contribution information for California, Colorado, Illinois, Maryland, Oregon, and Connecticut state savings (often called Secure Choice) programs (ie. Calsavers, IL Secure Choice, etc.)

Note:  After exporting the report, please manually update the format of the amount column to Currency before uploading it to the state's website.

Parameters

Parameter Name	Options	Description
Branch (Employee)	All available branches
Start Date	Select a date from the calendar
End Date	Select a date from the calendar
Date Type	Check Date, Accounting Period Date
Deduction Type	Pulls every deduction type in the database	Select the payroll deduction that is set up in your system for the state savings program.
State	See list below

Active state-sponsored retirement plans

State	Retirement Legislation
California	CalSavers
Colorado	Colorado SecureSavings
Connecticut	MyCTSavings
Illinois	Illinois Secure Choice
Oregon	OregonSaves
Maryland	MarylandSaves

Report Fields (CO)

Field Name	Description
SSN	Social Security Number for the employee.
First Name	First Name of employee.
Last Name	Last Name of employee.
Date of Birth	Date of Birth of the employee
Roth Contribution	Roth Contribution Amount for the employee.
Warning	“Worksite State does not match with the state parameters”. This warning is to alert the user that employees NOT in the state you selected have the deduction type set up for that state savings program.

Report Fields (CA, IL & OR)

Field Name	Description
Last Name	Last Name of employee.
First Name	First Name of employee.
SSN	Social Security Number for the employee.
Contribution Amount	Contribution Amount for the employee.
External Payroll ID	Avionté Employee ID number of employee, pulling from Employee > Detail.
State	Shows the worksite state of the employee.
Warning	“Worksite State does not match with the state parameters”. This warning is to alert the user that employees NOT in the state you selected have the deduction type set up for that state savings program. An example would be running the AQ for the state of IL, entering IL in the parameter.  If the employee has the deduction for IL Secure Choice, selected as a parameter when you run the AQ, then the warning will alert you that the employee has the deduction but is not located in the state of IL. The warning is useful as the user will then need to determine if the employee SHOULD have the deduction.

Report Fields (CT)

Field Name	Description
SSN	Social Security Number for the employee.
First Name	First Name of employee.
Last Name	Last Name of employee.
Post Tax Contribution	Post Tax Contribution Amount for the employee.
Warning	“Worksite State does not match with the state parameters”. This warning is to alert the user that employees NOT in the state you selected have the deduction type set up for that state savings program.

Report Fields (MD)

Field Name	Description
SSN	Social Security Number for the employee.
First Name	First Name of employee.
Last Name	Last Name of employee.
Roth Contribution	Roth Contribution Amount for the employee.
Warning	“Worksite State does not match with the state parameters”. This warning is to alert the user that employees NOT in the state you selected have the deduction type set up for that state savings program.

Format before upload (CT only)

Note:  After exporting the report, please manually update format of amount column to Currency before uploading to the state's website.

1. Open the exported file
2. Click on the Post Tax Contribution column
   
   
   
   
3. Click on the $ symbol (to format as currency)
   
   
   
   
4. Be sure to save your changes.

Format before upload (MD only)

Note:  After exporting the report, please manually update the format of the amount column to Currency before uploading it to the state's website.

1. Open the exported file
2. Click on the Roth Contribution column
3. Click on the $ symbol (to format as currency)
4. Be sure to save your changes.