This article describes how to configure a client for the Transamerica Deduction Feedback to ReadyPay moov definition used for 360 integration. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
Create an SFTP Account in detamoov
Transamerica will send the 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.
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 Transamerica with the SFTP credentials created above to allow them to send the feedback files for your client.
Host: sftp.prod.detamoov.com
Port: 22
Username: username created above
Password: password created above
Once the Transamerica Deduction Feedback to ReadyPay moov has been added to your account, access the moovs section on the left side menu and click on the Transamerica Deduction Feedback to ReadyPay moov.
The SFTP credentials required to send the deferral and/or loan updates to ReadyPay are specific to your account. You will need to edit the Deliver SFTP settings and provide your account-specific credentials. To edit the Deliver SFTP step, click the cog icon under the Action - Deliver SFTP step and toggle the "Use default parameters" off. Then enter the following ReadyPay credentials specific to your account and click Save Changes:
Host
Port
Username
Password
Folder Path (if different than the root directory)
The Transamerica Deduction Feedback to ReadyPay moov provides a notification once the moov is complete with a summary of the retirement plan and loan changes that were sent to ReadyPay. 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 - payrollvendorfeed_[your client's Transamerica Contract Number or Large Market Account Number]
File Name Contains -
Note: make sure that the File Name Starts with field matches as this can cause issues pulling the Transamerica feedback file and updating ReadyPay.
Click Next once you have completed the ID and source section.
ReadyPay requires the company value be included in the 'co' field for each employee.
To add a Field Override to provide this value, locate step 4: Action - Transform, expand the Field Overrides panel.
NOTE: There are three separate Transform steps on the Transamerica Deduction Feedback to ReadyPay moov. Make sure are you creating the field override on step 4: - Action Transform.
Then click the ADD button and select field 1: co and enter the ReadyPay value in the Override value field.
If your ReadyPay dcode values for your client are different that the default values listed below, you will need to create a transformation override to update the mappings.
Default ReadyPay dcode values:
401K
401KC
4ROTH
4ROTC
401KLOAN
For example, if your client's ReadyPay 401k code is "PreTax" instead of "401K", you will need to override the default mappings to change to this value.
NOTE: There are three separate Transform steps on the Transamerica Deduction Feedback to ReadyPay moov. Make sure are you creating the transformation override on step 4: - Action Transform.
To provide a transformation override, locate step 4: Action - Transform, expand the Transformation Overrides panel and click ADD.
Then select field 3: dcode and click ADD OVERRIDE.
On the side panel that appears, in the Replacement Groups field, replace the right side of 401k|401K with your client's deduction code. From our example, we would enter "PreTax" to the right of the pipe character.
Add any additional overrides for your client's dcodes and click OK.
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.
