Standard AQ - State Saves_Employee Contribution File

Report Description

Required employee contribution information for California, Colorado, Illinois, Maryland, Oregon,  Connecticut, and Virginia state savings (often called Secure Choice) programs (i.e.. 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.

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Parameters

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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

Virginia

Virginia Retirement Savers | RetirePath Virginia

 

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 & VA)

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
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  3. Click on the $ symbol (to format as currency)
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  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.
  5.  

 

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