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Payroll Processing
Participant Management

Needs Attention (2)
Action Status Batch Name Payroll Date Transaction Total Scheduled Date Division/Location Plan # Plan Name Mode Type Last Updated Transaction Id
Submit|Edit|Delete Ready to PostHourly Payroll05/15/YYYY$242.58--0001565011ABC Company Savings Plan 1OnlineLoans06/30/YYYY5337101
Submit|Edit|Delete Ready to PostSalary Payroll05/29/YYYY$2.00----565011ABC Company Savings Plan 1OnlineContributions06/12/YYYY5307254
2 of 2 results found.

Transaction History

File Upload - View Details

ABC Company Savings Plan 1: 565011

Transaction Summary Details - Submitted

Payroll Date
05/29/YYYY
Sequence
22
User ID
DEMO
Transaction ID
5307036
Transfer Mode
Production

Batch Total
$600.00
Total Contributions
$600.00
Number of Transactions
21


Funding Sources
ACH Debit
$0.00

Batches submitted successfully on weekends and market holidays, or after 4:00 pm ET (or earlier, should the market close for trading prior to 4:00 pm ET) on a business day, will not be processed until the following business day.
ABC Company Savings Plan 1 - (565011)
Display Participants

0001 - WEEKLY

Total A Remittance
$100.00
Total B Remittance
$200.00
Total EVOL Remittance
$300.00
Total Enrollment/Adds
1
Total Contribution Amount
$600.00
Total Demographic Changes
1
Total Remittance Amount
$600.00

Contributions
Contributions Total$600.00

Each division requires banking information to establish ACH debit.
Action Division/Location Number Division/Location Name Bank Name Account
Edit Bank 0001 WEEKLY Bank of Wendy Savings
Edit Bank 0005 WEEKLY BIWEEKLY Bank of Wendy Checking
Edit Bank 0006 WEEKLY HOURLY Bank of Wendy Checking
Edit Bank 0007 WEEKLY SALARY Bank of Wendy Checking
4 of 4 results found.
ABC Company Savings Plan 1: 565011

Select processing option

Payroll Date
Pay Period is used to clarify Current vs. Prior
Year contributions as it applies to the IRS Limits.
Batch Name
Assign a batch name to quickly locate it when copying a payroll forward.

Divisions/Locations

Contributions

Money Source

Loans

Populate Data From a Previous Payroll (optional)
Populate this batch with a previous batch's data. The selections made above could restrict the actual data that gets populated.
View Example
Copy Previous Batch
Select a previous payroll to populate the same participants and their respective batch data in this new payroll.
  • You will be able to add more participants on the next screen.
  • If you need to add or remove batch options, start a new transaction using Enter Data Manually.

1. Import Participant Payroll Data
2. Select a Template
Select a Template
Create New Template
Detailed Formatting Instructions
Important Tips
  • Data must be formatted as text and the file format must be .xls, .xlsx, .csv or .txt.
  • Import multiple payroll dates separately.
  • Confirm that all employees on the file are entered into the system and that the enrollment process is complete.
  • Verify participant account balance prior to submitting adjustments with negative values.
    • Accounts are subject to change with market value fluctuation.
  • If there are header/trailer lines, they must be identified when creating the template on the next screen.
    • Rows must be consecutive.
    • Remove any blank rows.

File Upload Help
ABC Retirement Savings Plan

Pay Period is used to clarify Current vs. Prior Year contributions as it applies to IRS limits.
Important Tips
  • Data must be formatted as text and the file format must be .xls, .xlsx, .csv or .txt.
  • Files must be less than 48 MB.
  • Import multiple payroll dates separately.
  • Confirm that all employees on the file are entered into the system and that enrollment process is complete.
  • Verify participant account balance prior to submitting adjustments with negative values.
    • Accounts are subject to change with market value fluctuation.

Participant Management
Help

This history does not include transactions submitted via File Upload. View those transactions on the Payroll Processing Center


5 of 5 results found.
Export to Excel
Action Status Division/Location Plan # Plan Name Type Submitted Date Transaction Id
View Submitted Successfully 0001 WEEKLY 565011 ABC Company Savings Plan 1 Add_Enroll 05/28/2026 5303176
View Submitted Successfully 0001 WEEKLY 565011 ABC Company Savings Plan 1 UPDATE_PART 05/08/2026 5291697
View Submitted Successfully 0001 WEEKLY 565011 ABC Company Savings Plan 1 Add_Enroll 05/08/2026 5292219
View Submitted Successfully 0001 WEEKLY 565011 ABC Company Savings Plan 1 Add_Enroll 05/04/2026 5287272
View Submitted Successfully 0001 WEEKLY 565011 ABC Company Savings Plan 1 Add_Enroll 05/04/2026 5287273
5 of 5 results found.