This article describes how to configure a client for the Standard 401k to Transamerica Large Market moov definition. If your client's plan is not a Transamerica Large Market plan, please see how to configure a Transamerica moov. 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 Transamerica Large Market moov to your account by following these steps.
Once the Standard 401k to Transamerica Large Market moov has been added to your account, access the moovs section on the left side menu and click on the Standard 401k to Transamerica Large Market moov.
The Standard 401k to Transamerica Large Market 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 Transamerica.
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 Transamerica as it provides the correct file name used to send to Transamerica 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 must start with this value.
File Name Contains - optional value that is included in the file name
Transamerica File Specifications
For more information on the Transamerica Large Market file specifications detamoov uses to transform the Standard 401k extract file, please visit the Standard 401k to Transamerica Large Market 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 Payroll Start Date, Payroll End Date, and Pay 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:
Account Number
If you do not store the Transamerica Account Number (Plan ID) in payroll, create a field override for the Account Number field.
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.
Employee Division/Location Code
Transamerica requires that an Employee Division/Location Code be included in the file sent. This value will be provided to you by Transamerica. To ensure this field is correct, create a field override for the Employee Division/Location Code field.
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.
Class Code
Transamerica may require that a Class Code be included in the file sent. This value will be provided to you by Transamerica. To ensure this field is correct, create a field override for the Class Code field.
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.
Employee Payroll Frequency
Transamerica requires that an Employee Payroll Frequency be included in the file sent. To ensure this field is correct, create a field override for the Employee Payroll Frequency field using the following values:
12 = Monthly
24 = Semi-Monthly
26 = Bi-Weekly
52 = Weekly
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.
Transamerica requires that the Division ID be included in the file name. To ensure that the file name is correct, locate the Action - Name File step and toggle the 'use default parameters' off. The Division ID must be included in both the naming rule used in production and naming rule use in test.
Naming rule used in production
In the Text field for the Naming Component replace the text "[Division ID Override]" with the Division ID provided by Transamerica.
Naming rule used in test
Scroll down to the Naming rule used in test section and also replace the text "[Division ID Override]" with the Division ID provided by Transamerica.
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.
