This article describes how to configure a client for the Standard 401k to Alerus - plans with multiple loans moov definition. If your client's plan does not allow for more than one loan per employee, see the How to configure an Alerus moov article instead. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
If you have not already done so, please add the Standard 401k to Alerus - plans with multiple loans moov to your account by following these steps.
Once the Standard 401k to Alerus - plans with multiple loans moov has been added to your account, access the moovs section on the left side menu and click on the Standard 401k to Alerus - plans with multiple loans moov.
The Standard 401k to Alerus - plans with multiple loans moov provides separate summary notifications for contribution and loan data once it has been sent to Alerus. The notifications can be sent to any email address you wish and can also be configured to send to multiple email addresses.
To edit the notification step for contribution data, click on the cog icon under step 9: Action - Notify on the left. Then toggle the "Use default parameters" off and enter in the email addresses you would like to receive the notification. If you would like to enter multiple email addresses, separate them with a comma. A Reply to email is also required in the event that a recipient of the notification replies to the email.
To save your parameters click on the Save Changes button.
To edit the notification step for loan data, click on the cog icon under step 15: Action - Notify on the left. Then toggle the "Use default parameters" off and enter in the email addresses you would like to receive the notification. If you would like to enter multiple email addresses, separate them with a comma. A Reply to email is also required in the event that a recipient of the notification replies to the email.
To save your parameters click on the Save Changes button.
Note: these settings apply to any client configuration you set up for this specific moov. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
In the moov configuration section, click the Add button to add a new client to send retirement data to Alerus.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - this field should be set to 'Testing' until the testing phase has been completed.
Expected Frequency - the client's payroll frequency
File Name Starts With - typically the client or company code within your payroll platform. The value entered into this field is important as the file you send to detamoov must start with this value.
File Name Contains - optional value that is included in the file name
Alerus - plans with multiple loans file specifications
For more information on the Alerus - plans with multiple loans file specifications detamoov uses to transform the Standard 401k extract file, please visit the Standard 401k to Alerus - plans with multiple loans help page.
Field Overrides - Contributions
Alerus requires that the Payroll Frequency be included in the contribution file sent to them.
To add a field override for the Payroll Frequency field, locate step 5: Action - Transform and click the Field Overrides panel. Then click the Add button and select '26: Payroll Frequency' from the Output field dropdown menu.
The value you need to enter in the Override Value field will be the Alerus payroll frequency code that corresponds to the client's payroll frequency, here:
Weekly = 7
Bi-Weekly = 6
Semi-Monthly = 5
Monthly = 4
File Name Overrides - Contributions
Alerus requires that the Plan ID be included in file name. If you do not store the Plan ID in payroll then you will need to add an override for the Plan ID in the file name.
To add a file name override, locate step 7: Action - Name File and toggle the 'Use default parameters' off. Then change the Naming Component Type Custom Field of Plan ID to Text and enter in the Plan ID.
Notification step overrides - Contributions
At the beginning of this article you configured the notification step for the moov to send a notification once contribution data has been sent to Alerus. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
To override the notification step, locate step 9: Action - Notify and toggle the "Use default parameters" off and enter/remove email addresses from Email Address and Reply To fields. If you would like to enter multiple email addresses, separate them with a comma.
Alerus requires that the Payroll Frequency be included in the loan file sent to them.
To add a field override for the Payroll Frequency field, locate step 11: Action - Transform and click the Field Overrides panel. Then click the Add button and select and enter a value for the following fields:
7: Payroll Frequency
14: Payroll Frequency
The value you need to enter in the Override Value field will be the Alerus payroll frequency code that corresponds to the client's payroll frequency, here:
Weekly = 7
Bi-Weekly = 6
Semi-Monthly = 5
Monthly = 4
Alerus requires that the Plan ID be included in file name. If you do not store the Plan ID in payroll then you will need to add an override for the Plan ID in the file name.
To add a file name override, locate step 13: Action - Name File and toggle the 'Use default parameters' off. Then change the Naming Component Type Custom Field of Plan ID to Text and enter in the Plan ID.
Notification step overrides - Loans
At the beginning of this article you configured the notification step for the moov to send a notification once the moov had completed. You also have the ability to configure the notification step for each client configuration if you wish to add or remove email addresses per client.
To override the notification step, locate step 15: Action - Notify and toggle the "Use default parameters" off and enter/remove email addresses from Email Address and Reply To fields. If you would like to enter multiple email addresses, separate them with a comma.
To complete the configuration for your client, click the Next button at the bottom of the page and then the Save button on the moov summary page.
