This article describes how to configure a client for the Fidelity Loan Feedback to UKG moov definition used for 360 integration. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
Note: Before you can configure your client for the Fidelity Loan Feedback to UKG moov, you will need to create a UKG Premier Integration. Please contact us at [email protected] if you have not yet set this up.
Create an SFTP Account in detamoov
Fidelity will send the deduction feedback file to detamoov via SFTP. To create an SFTP account, make sure you are logged in with an administrator level account. Click on your initials in the top right corner and select the Admin Console link.
Note: If you have already created a detamoov SFTP user for the Fidelity Deduction Feedback to UKG moov, you don't need to create another user for the Fidelity Loan Feedback to UKG moov. One SFTP user can be used for both feedback files.
Within the Admin Console, select the Settings tab and click on the SFTP row. Once the SFTP area expands, click the Add button to add a new SFTP account.
The side sheet will be where you'll enter information on your new SFTP account. All fields are required. Here's some information on each field:
- Username: required, cannot contain spaces and must be unique across all SFTP accounts.
- Password: required and must adhere to the standard detamoov password requirements.
- Confirmation password: required and must match the password field exactly (case sensitive).
- Description: required and used to describe why you're creating this account.
Once you've entered all the information above, click Save and your account will be created.
Provide Fidelity with the SFTP credentials created above to allow them to send the deduction feedback files for your client.
Host: sftp.prod.detamoov.com
Port: 22
Username: username created above
Password: password created above
After the UKG Premier Integration has been activated on your account and the SFTP account has been created, please add the Fidelity Loan Feedback to UKG moov to your account by following these steps.
Once the Fidelity Loan Feedback to UKG moov has been added to your account, access the moovs section on the left side menu and click on the Fidelity Loan Feedback to UKG moov.
The Fidelity Loan Feedback to UKG moov provides a notification once the moov is complete with a summary of the deduction changes that were made in UKG. 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 send file step, click on the cog icon under the Action - Send File 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 send file 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 the moov.
Client/Entity - either select an existing client or click the + sign to create a new client.
Status - Set to Active
Expected Frequency - the client's payroll frequency
File Name Starts With - odc[Fidelity Plan ID]
File Name Contains - lon
(The "l" in "lon" is a lower-case L)
Note: make sure that the File Name Starts With and File Name Contains fields match as this can cause issues pulling the Fidelity feedback file and updating UKG.
Click Next once you have completed the ID and source section.
UKG Loan Deduction Code Transformation Override
If your UKG loan deduction code for your client is different than the default of RETIREMENT LOAN, then you will need to create a transformation override to update the mappings.
Note: The Fidelity Loan Feedback to UKG moov contains 3 separate Transform steps. The following information relates to step 6 Action - Transform only.
To provide a transformation override, locate step 6 - Action Transform, expand the Transformation Overrides panel and click ADD.
Then select field 6: Deduction Code and click ADD OVERRIDE.
On the side panel that appears, in the Replacement Groups field, replace the "RETIREMENT LOAN" part of 401k Loan|RETIREMENT LOAN with your client's loan deduction code.
For example, if your UKG loan deduction code is "Loan", we would replace "RETIREMENT LOAN" with this value and click OK.
UKG Earnings List Transformation Override
detamoov has a default value of "401k Earnings" set as the Earning Lists sent to UKG. If your client's plan has a different value, you will need to create an override to set this value.
Note: The Fidelity Loan Feedback to UKG moov contains 3 separate Transform steps. The following information relates to step 6 Action - Transform only.
To provide a transformation override, locate step 6 - Action Transform, expand the Transformation Overrides panel and click ADD.
Then select field 16: EE Amount Earnings List and click ADD OVERRIDE.
On the side panel that appears, replace "401k Earnings" with your Earnings List value and click OK.
To configure the UKG Import step for you client, locate the Action - UKG Import step, expand the UKG API panel and click ADD.
On the side panel that appears, select your UKG API Premier Integration, enter the Company Short Name, select the Import Type of Scheduled Deduction.
If your client runs multiple payrolls and you want to only run specific payrolls, enter in a value in the Payroll Name Contains.
You can also enter in one or more email addresses in the Error Messages Email. If left blank, all detamoov users on your account with administrator rights will receive emails if the UKG API import fails.
Click OK to complete the UKG Import configuration.
At the beginning of this article you configured the send file step for the moov to send a notification once the moov had completed. You also have the ability to configure the send file step for each client configuration if you wish to add or remove email addresses per client.
To override the send file step, locate the Action - Send File 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.
