This article describes how to configure a client for the Empower Deduction Feedback to PrimePay GPAY moov definition used for 360 integration. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
To add a moov to your account, click on moovs on the left hand menu and click the ADD button in the upper right.
Then expand the Retirement - Retirement to Payroll panel, select the moov you wish to adopt and click the USE THIS MOOV button on the right.
detamoov will validate the feedback data coming from Empower for any Catch Up records. If a Catch Up record is found, a validation report will be sent and the Catch Up records will be filtered out of the data sent to PrimePay GPAY. These records are filtered out as a result of our implementation team being notified that Catch Up is automatically configured in PrimePay GPAY.
In the event that a Catch Up record is sent by Empower, the Empower Deduction Feedback to PrimePay GPAY moov will generate a notification email. An example of the validation report generated when a deduction record contains a Catch Up:
To edit the validate file step, click on the cog icon under the Action - Validate Files 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.
To save your parameters click on the Save Changes button.
The Empower Deduction Feedback to PrimePay GPAY moov provides a notification once the moov is complete with a summary of the retirement plan changes that were made in PrimePay GPAY. 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 - GQ19OEDF.[Your client's Empower Plan ID].D[Division ID]
(This value is generated by Empower. Please confirm the exact file name to ensure the files for your client are pulled from their SFTP successfully)
File Name Contains -
Note: make sure that the File Name Starts with field matches as this can cause issues pulling the Empower feedback file and updating PrimePay GPAY.
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 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 Tuesdays and Fridays.
Click OK once you have created your SFTP configuration.
Configure the PrimePay GPAY Retirement 360 Step
To configure the PrimePay GPAY Retirement 360 step for you client, locate the Action - PrimePay GPAY Retirement 360 step, expand the PrimePay GPAY API panel and click ADD.
On the side panel that appears, select your PrimePay GPAY Premier Integration and enter in the following credentials:
Employer Unique ID - the Employer # in PrimePay GPAY
Loan Deduction Codes - this field can be left blank as Empower sends loan changes in a separate feedback file
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 PrimePay GPAY API import fails.
Click OK to complete the PrimePay GPAY 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.
Empower sends the updates to loans in a separate file and requires that you configure the Empower Loan Feedback to PrimePay GPAY moov. If your client's plan has loans, please see the How to Configure the Empower Loan Feedback to PrimePay GPAY moov article.
