This article describes how to configure a client for the Standard 401k to The Standard moov definition. 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 The Standard moov to your account by following these steps.
Once the Standard 401k to The Standard moov has been added to your account, access the moovs section on the left side menu and click on the Standard 401k to The Standard moov.
The Standard 401k to The Standard moov uses sftp credentials to send the file to The Standard. These credentials are provided to you by The Standard and will need to be configured on the moov.
You will be provided with the following and need to configure the sftp step with this information:
Username
Password
Production folder path
Test folder path
To configure the sftp settings, click on the cog wheel icon for the Action - Deliver step on the left, toggle the 'Use default parameters' off, enter in your username and password and then click Save Changes.
The Standard 401k to The Standard moov provides a notification for when the moov is complete. The notification 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, click on the cog icon under the Action - Notify step 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.
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.
To save your parameters click on the Save Changes button.
In the moov configuration section, click the Add button to add a new client to send retirement data to The Standard.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - the status field is important when configuring a new integration with The Standard as it provides the SFTP directory used to send to The Standard while in their testing phase. 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 much start with this value.
File Name Contains - optional value that is included in the file name
The Standard File Specifications
For more information on The Standard file specifications detamoov uses to transform the Standard 401k extract file, please visit the Standard 401k to The Standard help page.
If you are a UKG Ready user and an employee was not paid in the current pay period, a field override is needed to provide the PAY DATE, PAYROLL BEGIN DATE and PAYROLL END DATE. detamoov has provided custom fields that take the existing dates from the source file and allow you to apply them to the missing fields.
To provide the override custom fields, locate the Action - Transform step, click the Field Overrides panel, and click the Add button. Then select the appropriate field from the Output Field dropdown, change the Override Type to Custom Field, and then select the Custom field from the dropdown menu as shown below:
The Standard requires that the Payroll Frequency be included in the file sent to them. To ensure this field is correct, create a field override for the PAYROLL FREQUENCY field using the following values:
W = WEEKLY
B = BIWEEKLY
S = SEMIMONTHLY
M = MONTHLY
To add a Field Override, locate the Action - Transform step, expand the Field Overrides panel and click the Add button. Then select the appropriate Output field, set the Override Type to Text and enter the Override Value.
The Standard requires that the following fields be included in the file sent to them:
CONTRIBUTION RATE PRE-TAX
CONTRIBUTION FLAT DOLLAR PRE-TAX
CONTRIBUTION RATE ROTH
CONTRIBUTION FLAT DOLLAR PRE-TAX
The detamoov Standard 401k mapping does not currently have dedicated fields for these fields to map. In order for you to provide this information to The Standard, we suggest you use the Reserved fields in the Standard 401k file.
For example, we will use the Reserved 2-5 fields and create a transformation override for each field above:
| The Standard Field Name | Standard 401k Field Mapping | Field Type |
| 20: CONTRIBUTION RATE PRE-TAX | Reserved2 | Whole number without % sign |
| 21: CONTRIBUTION FLAT DOLLAR PRE-TAX | Reserved3 | Numeric without $ sign or commas |
| 22: CONTRIBUTION RATE ROTH | Reserved4 | Whole number without % sign |
| 23: CONTRIBUTION FLAT DOLLAR ROT | Reserved5 | Numeric without $ sign or commas |
Please ensure that the mapping and field types coming out of payroll are correct to ensure that detamoov receives the correct data in each field.
To add a Transformation Override, locate the Action - Transform step, expand the Transformation Overrides panel and click the Add button. Then select the appropriate Output field and click the Add Override button.
On the panel that appears on the right, select the appropriate Reserved field from the Input Fields dropdown menu.
NOTE: A Transformation Override will need to be created for each of the 4 fields mentioned above. Please ensure that they all are mapped to the appropriate Reserved field.
The Standard requires that the Plan ID and Payroll Vendor ID be included in the file name sent to them. To provide these values, an override is required on the Name File step. To override the Name File step, locate the Action - Name File step and toggle the "Use default parameters" off.
If you do not store the Plan ID in payroll, you will need to change the Plan ID Naming Component Type to Text and enter in the Plan ID in the Text field.
To provide the Payroll Vendor ID, replace the text "[PayrollVendorID]" in the 3rd Naming Component with your client's Payroll Vendor ID provided by The Standard.
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 the Action - Notify step 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.
