Understanding Your Census and Submitting Your First Payroll
To properly operate your plan, we need precise information about your employees, including exact dates of hire, rehire, birth, and termination. Then, we use that data to apply your plan's eligibility and other rules. This section explains what we need and why we need it.
- Edit Employees During Onboarding
- Why You Must Provide a Census
- Census Files: What We Need and Why We Need It
- Determining Who is An Employee
- Where to Find a Copy of Your Census
- How to Create a Census If You Don't Have a Copy
- How to Convert an Excel File to a CSV
- Submitting First Payroll Contribution Submission (Integrated Plans)
- Submitting First Payroll (Non-Integrated Plans)