This article describes how to configure a client for the Transamerica Large Market Deduction Feedback to PrismHR moov definition used for 360 integration. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
Important: This article is specific to Transamerica Large Market plans that do not have catch-up enabled.
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.
After the PrismHR Premier Integration has been activated on your account, please add the Transamerica Large Market Deduction Feedback to PrismHR moov to your account by following these steps.
Once the Transamerica Large Market Deduction Feedback to PrismHR moov has been added to your account, access the moovs section on the left side menu and click on the Transamerica Large Market Deduction Feedback to PrismHR moov.
The Transamerica Large Market 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 - [Transamerica PlanId]_[Transamerica Division]
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 Transamerica feedback file and updating PrismHR.
Click Next once you have completed the ID and source section.
Transamerica makes the feedback files available for your client based on their payroll schedule. To ensure that the feedback files are pulled, you will need to automate the 360 integration by configuring 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 feedback 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 Tuesday and Friday.
Click OK once you have created your SFTP configuration.
Transamerica Large Market deduction codes are specific to your client's plan. To ensure the deduction is correctly updated in PrismHR you will need to create a Transformation Override to include the deduction codes. Please contact Transamerica to understand the deduction codes that will be sent for your client's plan.
To create a transformation override locate step 3: Action Transform and expand the Transformation Overrides section.
NOTE: There are 4 separate Transform steps on the Transamerica Large Market Deduction Feedback to PrismHR moov. Make sure are you creating the transformation override on step 3: Action - Transform.
Then click the ADD button and select field 10: Deduction Code and enter you the PrismHR Plan ID in the Override value field.
As an example, say a plan has a PreTax and Roth contribution and Transamerica sends the following deduction codes:
401 (k) Elective
Roth 401 (k)
On the side panel that appears, in the Replacement Groups field, replace the left side of |401k with your client's deduction codes and then click OK.
Note: the values entered here are case-sensitive and must be entered exactly as they will be sent from Transamerica. If the values are not correct, the updates will not be made in PrismHR.
The PrismHR Plan ID is required for detamoov to update changes via their API. A field override is required to provide this as or the Plan ID in Transamerica 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 6: Action Transform and expand the Field Overrides section.
NOTE: There are 4 separate Transform steps on the Transamerica Large Market Deduction Feedback to PrismHR moov. Make sure are you creating the field override on step 6: 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.
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.
If you have a Multi-Entity Group set up for your clients, please see the Using Multi-Entity Groups article for information on how to use a Multi-Entity Group on your configuration.
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.
Plans with Transamerica Large Market Loans
Transamerica sends the updates to loans in a separate file and requires that you configure the Transamerica Large Market Loan Feedback to PrismHR moov. If your client's plan has loans, please see the How to configure the Transamerica Large Market Loan Feedback to PrismHR moov article.
