This article describes how to configure a client for the Fidelity Deduction Feedback to UKG moov definition used for 360 integration. Each client configuration will vary based on their plan specification and will need to be configured accordingly.
New client configurations should adopt the Fidelity Deduction Feedback to UKG moov instead of using the Fidelity Deduction Feedback to UKG Legacy moov. Existing configurations on the Legacy moov will need to be migrated if the plan participates in supplemental or bonus payroll deductions.
The Fidelity Deduction Feedback to UKG moov will process standard deduction changes submitted by Fidelity. For plans that participate in supplemental or bonus payroll deductions, detamoov will send a summarized notification of the supplemental or bonus amounts of what is received in the feedback data, as a summary only; no changes will be made in payroll by detamoov for supplemental or bonus records.
Notes on Fidelity plans with supplemental or bonus deductions:
- The Fidelity feedback data does not indicate if a supplemental or bonus record amount is a per-payroll deduction or a one-time lump sum
- For plans with these options enabled, participant records that do not have these deductions will be received from Fidelity as zero-filled and included in the summarized notification that is sent.
Configuring the UKG API with a Service Account
Before you can configure your client for the Fidelity Deduction Feedback to UKG moov, you will need to create a UKG Premier Integration. Please review the Configuring the UKG API with a Service account article.
Create a UKG Scheduled Deduction Report
detamoov uses a Scheduled Deductions saved report that is called through the UKG API. Each company will need to have this report created before the 360 integration can be configured. See the Create the Scheduled Deduction Report for 360 Retirement Integrations article for steps on how to create this report.
Create an SFTP Account in detamoov
Fidelity 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 Fidelity 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
Fidelity - Electronic Data Transmission Connectivity Form
You will need to complete the Fidelity Electronic Data Transmission (EDT) connectivity form to enable 360. For more information, please see the Fidelity - Electronic Data Transmission Connectivity Form article.
After the UKG Premier Integration has been activated on your account and the SFTP account has been created, please add the Fidelity Deduction Feedback to UKG moov to your account by following these steps.
Once the Fidelity Deduction Feedback to UKG moov has been added to your account, access the moovs section on the left side menu and click on the Fidelity Deduction Feedback to UKG moov.
Send File Settings - Executive Summary
The Fidelity Deduction Feedback to UKG moov provides a notification once the moov is complete with a summary of the retirement plan changes that were made in UKG. 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 step 13: Action - Send File 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.
Send File Settings - Supplemental/Bonus records
The Fidelity Deduction Feedback to UKG moov provides a notification for plans that have a Supplemental or Bonus option with a summary of these deductions sent by Fidelity. The notification can be sent to any email address you wish and can also be configured to send to multiple email addresses.
This step must be configured with at least one email address and a Reply to email even if the plan doesn't have a Supplemental or Bonus option.
To edit the send file step, click on the cog icon under step 19: Action - Send File 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 - odc[Fidelity provided value]
File Name Contains - def
Note: make sure that the File Name Starts with field matches as this can cause issues pulling the Fidelity feedback file and updating UKG.
Click Next once you have completed the ID and source section.
Fidelity Deduction Feedback File Format
The Fidelity Deduction Feedback file is sent in a fixed-length format where each deduction is identified by a Record Identifier. Below is a table showing the Fidelity Record Identifiers and the corresponding deduction type:
| Record Identifier | Deduction Type | Notes |
| 01 | Participant Identification | |
| 02 | PreTax/AfterTax Percent | Supported |
| 02 | PreTax/AfterTax Percent Supplemental |
Not supported in detamoov Sent in a summary |
| 02R | Roth Percent | Supported |
| 02R | Roth Percent Supplemental |
Not supported in detamoov Sent in a summary |
| 04 | PreTax/AfterTax Dollar Amount | Supported |
| 04 | PreTax/AfterTax Dollar Amount Supplemental |
Not supported in detamoov Sent in a summary |
| 04R | Roth Dollar Amount | Supported |
| 04R | Roth Dollar Amount Supplemental |
Not supported in detamoov Sent in a summary |
| 05 | Status Code | |
| 06 | Spillover Percent | Not supported in detamoov |
| 06C | Catch Up Percent | Supported |
| 06R | Roth Catch Up Percent | Supported |
| 07 | Spillover | Not supported in detamoov |
| 07C | Catch Up Dollar Amount | Supported |
| 07R | Roth Catch Up Dollar Amount | Supported |
| TT1 | Trailer Record |
Certain records are automatically sent for a participant when your client's plan has an available election, even if the participant has not made an election. For example:
If Roth elections are available in the plan, the Pre-Tax/After-Tax records and Roth records will always be sent together.
If Roth Catch Up elections are available in the plan, the regular Catch Up records and Roth Catch Up records will always be sent together.
If a participant changes one or more of their deferral elections, all of their deferral elections will be fed back on the feedback file.
The Pre-Tax and After-Tax deductions exist on the same record in the Fidelity Deduction Feedback file. detamoov needs to create both of these deductions from the record as we have no way of knowing if your client's plan has one or the other, or both. So we create a filter to remove the After-Tax record by default and allow you to override the default settings.
Remove the After-Tax filter
If your client's plan has an After-Tax contribution then you will need to remove the default filter rule to allow detamoov to send the appropriate deduction.
To create a filter override locate step 6: Action - Filter , expand the Filter Overrides section and click ADD.
Select Filter 4: Deduction Code and click Add Override.
On the right-hand side, hover over the Deduction Code | STRING field and click the trash can icon and click OK.
Add a Pre-Tax filter
If your client's plan has an After-Tax contribution, but doesn't have a Pre-Tax contribution, then you will need to change the default filter rule to allow detamoov to send the appropriate deduction.
To create a filter override locate step 6: Action - Filter, expand the Filter Overrides section and click ADD.
Select Filter 4: Deduction Code and click Add Override.
On the right-hand side, replace the text "401k PostTax" with the text "401k" and click OK.
UKG Deduction Code Transformation Override
Fidelity records are transformed by detamoov and the deduction code is set by default for the 401k and 401k Roth deductions. If your UKG deduction codes for your client are different than the default values in the table below, or the plan has a deduction that detamoov does not set a default for, you will need to create a transformation override to update the mappings.
The table below shows the Fidelity deduction code for the employee, the code detamoov maps the Fidelity code to, and the default UKG deduction code.
Deduction Code Table
| Fidelity Record Identifier | Fidelity Deduction | detamoov Code | UKG Deduction Code (default) |
| 02 | Pre-Tax Percent | 401k | 401k |
| 02 | After-Tax Percent | 401k PostTax | |
| 04 | Pre-Tax Dollar Amount | 401k | 401k |
| 04 | After-Tax Dollar Amount | 401k PostTax | |
| 02R | Roth Percent | 401k Roth | Roth401k |
| 04R | Roth Dollar Amount | 401k Roth | Roth401k |
| 06C | Pre-Tax Catch Up Percent | 401k Catch Up | |
| 06R | Roth Catch Up Percent | 401k Roth Catch Up | |
| 07C | Pre-Tax Catch Up Dollar Amount | 401k Catch Up | |
| 07R | Roth Catch Up Dollar Amount | 401k Roth Catch Up |
Below is an example of a UKG Deduction. detamoov uses the value in the Code field as shown below:
Override Existing Deduction Code Mapping
Example 1: detamoov receives the Fidelity Record 02 for the Pre-Tax contribution and converts it to 401k. A transformation is then performed to convert 401k to the UKG code. By default, this value would be 401k. If your client's deduction code is different in UKG, say your UKG deduction code is "PreTax" instead of 401k, then you will need to provide a transformation override for the Deduction Code field.
Note: The Fidelity Deduction Feedback to UKG moov contains six separate Transform steps. The following information relates to step 8: Action - Transform only.
To provide a transformation override, locate step 8: Action - Transform, expand the Transformation Overrides panel and click ADD.
Then select field 6: Deduction Code 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.
Note: Do not change the 401k Loan mapping on the transformation override. UKG Loan Deduction Codes will need to be entered when you configure the UKG Retirement 360 step.
In our example, we will replace 401k with PreTax and then click OK.
Override to Add Contribution Code Mapping
Example 2: detamoov receives the Fidelity Record 06C for the Pre-Tax Catch Up contribution and converts it to 401k Catch Up. Since we don't set a default for this code when converting to UKG, you will need to provide a transformation override to include the replacement group 401k Catch Up|[your UKG Code].
Note: The Fidelity Deduction Feedback to UKG moov contains six separate Transform steps. The following information relates to step 8: Action - Transform only.
To provide a transformation override, locate step 8: Action - Transform, expand the Transformation Overrides panel and click ADD.
Then select field 6: Deduction Code and click ADD OVERRIDE.
On the side panel that appears, in the Replacement Groups field, add a new group: 401k Catch Up|[your UKG Code]. If your UKG deduction code, for example, is "CatchUp", then we would include the following and click OK.
Note: Do not change the 401k Loan mapping on the transformation override. UKG Loan Deduction Codes will need to be entered when you configure the UKG Retirement 360 step.
Repeat this process for any other Fidelity deduction codes that your client's plan uses.
UKG Earnings List Transformation Override
detamoov has a default value of "401k Earnings" set as the Earning Lists sent to UKG. If your client's plan has a different value, you will need to create an override to set this value.
Note: The Fidelity Deduction Feedback to UKG moov contains six separate Transform steps. The following information relates to step 8: Action - Transform only.
To provide a transformation override, locate step 8: Action - Transform, expand the Transformation Overrides panel and click ADD.
Then select field 16: EE Amount Earnings List and click ADD OVERRIDE.
On the side panel that appears, replace "401k Earnings" with your Earnings List value and click OK.
Configure the UKG Retirement 360 Step
To configure the UKG Retirement 360 step for your client, locate the Action - UKG Retirement 360 step, expand the UKG API panel and click ADD.
On the side panel that appears, select your UKG API Premier Integration and enter in the following parameters:
- Company Short Name - the company short name in UKG
- The Scheduled Deduction Report System ID - If you have not created this report, refer to the Create the Scheduled Deduction Report for 360 Retirement Integrations article
- Loan Deduction Codes - this field can be left blank as Fidelity sends loan deduction changes in a separate 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 UKG API import fails.
Click OK to complete the UKG Import configuration.
Send File Step Override - Executive Summary
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 step 13: Action - Send File 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.
Filter Override - Supplemental or Bonus
Remove the After-Tax Supplemental or Bonus filter
The Pre-Tax and After-Tax supplemental or bonus deductions exist on the same record in the Fidelity Deduction Feedback file. detamoov needs to create both of these deductions from the record as we have no way of knowing if your client's plan has one or the other, or both. So we create a filter to remove the After-Tax Supplemental record by default and allow you to override the default settings.
If your client's plan has an After-Tax contribution with a supplemental or bonus option, you will need to remove the default filter rule to allow detamoov to send the appropriate deduction.
To create a filter override locate step 15: Action - Filter, expand the Filter Overrides section and click ADD.
Select Filter 1: Deduction Code and click Add Override.
On the right-hand side, scroll to the bottom of the Filter Rules. Hover over the Deduction Code | STRING field for "401k PostTax Supplemental" and click the trash can icon and click OK.
Add a Pre-Tax Supplemental or Bonus filter
If your client's plan has an After-Tax contribution with a supplemental or bonus option, but doesn't have a Pre-Tax contribution with a supplemental or bonus option, then you will need to change the default filter rule to allow detamoov to send the appropriate deduction.
To create a filter override locate step 15: Action - Filter, expand the Filter Overrides section and click ADD.
Select Filter 1: Deduction Code and click Add Override.
On the right-hand side, replace the text "401k PostTax Supplemental" with the text "401k Supplemental" and click OK.
Send File Step Override - Supplemental/Bonus records
At the beginning of this article you configured the send file step for the moov to send a summary of supplemental/bonus records received from Fidelity. 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 step 19: Action - Send File 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.
Principal sends the updates to loans in a separate file and requires that you configure the Fidelity Loan Deduction to UKG moov. If your client's plan has loans, please see the How to configure the Fidelity Loan Feedback to UKG moov article.
