This article describes how to configure a client for the Standard 401k to Ubiquity (census) moov definition that sends the census data to Ubiquity. To include the payroll data for your client's plan, please refer to the bottom of this article after completing this setup on your account.
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 Ubiquity (census) moov to your account by following these steps.
The Standard 401k to Ubiquity (census) moov requires that a detamoov SFTP user is created to send the standard 401k extract to the Standard 401k to Ubiquity (payroll) moov. To create the SFTP user, please follow step 2 of our guide on SFTP Maintenance.
Once the Standard 401k to Ubiquity (census) moov has been added to your account and the SFTP user has been created, access the moovs section on the left side menu and click on the Standard 401k to Ubiquity (census) moov.
Ubiquity requires that the census and payroll data be sent to them in separate files. The Standard 401k to Ubiquity (census) moov uses a Deliver SFTP step to send the source data to the Standard 401k to Ubiquity (payroll) moov to process payroll data separately. To ensure that this occurs, you must use the SFTP credentials created previously in this article.
On Step 4 - Deliver SFTP, click on the cog icon and then toggle the Use default parameters off. Enter in the username and password you recently created from the Create a detamoov SFTP User section above and click Save Changes.
The Standard 401k to Ubiquity (census) 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 sent 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 Ubiquity (census).
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 Ubiquity as it provides the correct SFTP directory used to send files to Ubiquity 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
Ubiquity requires that the Plan ID be included in the file sent to them. If you do not store the Plan ID in payroll then you will need to add a Field Override for the CUSTODIAL_ACCOUNT_ID 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.
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 AS_OF_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:
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.
Sending payroll data to Ubiquity
To send payroll data to Ubiquity, please visit the Ubiquity (payroll) article on how to configure and link the census moov to send the payroll data to Ubiquity.
