This article describes how to configure the Betterment Deduction Feedback Split by Employee ID moov. This moov is intended for Betterment plans where there are multiple PrismHR client IDs within a single plan. If your client's plan does not have multiple client IDs, please see How to configure the Betterment Deduction Feedback to PrismHR moov.
To adopt the Betterment Deduction Feedback Split by Employee ID moov, click on the moovs option on the left and click the ADD button in the upper right.
Then expand the 'Retirement - Retirement to Payroll' section, click on the 'Betterment Deduction Feedback Split by Employee ID' moov and click USE THIS MOOV by scrolling down to the bottom of the right sidenav.
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 - [your client's Betterment Plan ID]
File Name Contains - deferral
Note: make sure that the File Name Starts With and File Name Contains fields match as this can cause issues pulling the Betterment feedback file and updating PrismHR.
To automate the 360 integration, configure the SFTP schedule. Click the SFTP banner under the Trigger - SFTP Pull Data Trigger step and click Add.
On the New SFTP Configuration section on the right, select the SFTP Pull option from the Premier Integration menu. Then select either "Every X weeks" or "On certain days of the month", depending on how often you would like detamoov to check for new deduction files. We recommend that you check for feedback files at least twice a week. In the example below, we have set up a schedule to check for files twice a week on Tuesdays and Fridays.
Proper Configuration for each Client ID in PrismHR
Each Client ID in PrismHR requires a Filter step override and a Name File step override. The table below describes which Filter and File Name steps need an override for the number of Client IDs expected in the Betterment feedback file.
| Clients in file | Filter Steps to Override | File Name Steps to Override |
| Client ID 1 | Step 3 | Step 5 |
| Client ID 2 | Step 8 | Step 10 |
| Client ID 3 | Step 13 | Step 15 |
| Client ID 4 | Step 18 | Step 20 |
| Client ID 5 | Step 23 | Step 25 |
Overrides for Filter Step for each Client Id in PrismHR
To properly split the Betterment Deduction Feedback file for each Client Id in PrismHR, you will need to provide filter overrides for each Client Id. For example, if our client's Betterment plan has three clients that we expect in the feedback file, then we need to set filter overrides for the first three filter steps. If there are four clients, then four filter overrides are needed, and so on.
Note: the payroll company is responsible for the maintenance of the list of the External Employee ID to ensure employees are sent to the correct Client Id in PrismHR. This includes adding to the list of External Employee IDs for any recently hired employees. If an employee is not added to the list, their deduction and loan updates will not be sent to PrismHR.
To set a filter override, click on the Filter Overrides panel, click the ADD button.
Then select Filter 1: External Employee ID and click ADD OVERRIDE.
The default filter is set to filter out any record where the value is not 'EE_ExternalID'. You will need to replace the value 'EE_ExternalID' with a comma-separated list of the Employee IDs of the employees to be sent to a single Client ID in PrismHr and click OK.
The above filter override will remove any Employee where their External Employee ID sent from Betterment does not equal 01, 02, 03, or 04.
In the next step you will override the Name File step to ensure these employees are sent to the correct Client ID in PrismHR.
To ensure the correct employees are sent to their Client ID in PrismHr, override the Name File step to provide the Client ID. Locate the Name File step associated with the Filter override for the employees in the PrismHR client and toggle the 'Use default parameters' switch Off. Then replace the text '[Client - Override]' with the PrismHR Client ID.
Once you have created a Filter and Name File override for each Client ID expected in the Betterment feedback file, scroll to the bottom of the page and Click Next. Then click Save on the summary page.
PrismHR - Configure a Web Service/API User
Before detamoov can update deductions in PrismHR, the Allowed Methods for Retirement Providers to PrismHR Integrations (known as "360") must be added to the Web Service/API User. These methods can be found in the Configuring a Web Service/API User in PrismHR article.
Configure the client for the Betterment Deduction Feedback to PrismHR moov
Each client ID in PrismHR will need to be separately configured for the Betterment Deduction Feedback to PrismHR moov. To configure the Client IDs, click on moovs and click ADD. Then expand the 'Retirement - Retirement to Payroll' and select the Betterment Feedback to PrismHR moov, then click USE THIS MOOV.
Once the Betterment Deduction Feedback to PrismHR moov has been added to your account, access the moovs section on the left side menu and click on the Betterment Deduction Feedback to PrismHR moov.
The Betterment Deduction Feedback to PrismHR moov provides a notification once the moov is complete with a summary of the retirement plan and loan changes that were made in PrismHR. 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 -[PrismHR Client ID]-[Betterment Plan Id]
File Name Contains - deduction
Note: make sure that the File Name Starts With and File Name contains fields are correct as this can cause issues pulling the Betterment feedback file and updating PrismHR.
The PrismHR Plan ID is required for detamoov to update changes via their API. A field override is required to provide this as the Plan ID in Betterment may be different from the Plan ID in PrismHR .
The PrismHR Plan ID can be found in Benefit Plan Maintenance/Retirement Plans:
To create a field override locate step 4 Action Transform and expand the Field Overrides section.
NOTE: There are 3 separate Transform steps on the Betterment Deduction Feedback to PrismHR moov. Make sure are you creating the field override on step 4 - Action Transform.
Then click the ADD button and select field 8: Plan ID and enter you the PrismHR Plan ID in the Override value field.
If detamoov receives a Loan in the feedback file, it is important to understand the relationship between the Betterment Loan ID and the TPA Loan Identifier field in PrismHR.
If an employee makes a change to an existing loan in Betterment, the Betterment Loan ID passed in the feedback file must match the TPA Loan Identifier fields in PrismHR. If these don't match, a new loan will be created for this employee instead of an update to the existing loan.
Configure the PrismHR Retirement 360 Step
To configure the PrismHR Retirement 360 step for you client, locate the Action - PrismHR Retirement 360 step, expand the PrismHR API panel and click ADD.
On the side panel that appears, select your PrismHR Premier Integration and enter in the Client Id.
Optionally, you can toggle the 'Skip Employee Retirement Plan ID Validation' switch on. This is applicable when your client has multiple retirement plans inside PrismHR and you don't want detamoov to validate the Plan ID field for each employee. If this option is toggled on, detamoov will skip the validation of the employee retirement plan ID when updating existing deferrals and loans. Since most situations require retirement plan ID validation, this option is toggled off by default.
You can also enter in one or more email addresses in the Error Messages Email. If left blank, all detamoov users on your account will receive emails if the PrismHR Retirement 360 step fails.
Click OK to complete the PrismHR Retirement 360 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.
