How to configure a TIAA moov
For every client/plan you configure to transfer to TIAA, transformation overrides are required since each TIAA plan requires different data elements and different values. We've built our standard 401k to TIAA transformation to handle every situation that may be required. To continue with configuring your client's pl…
24-Jan-2024
My created moov is not showing in my moovs
Have you created your own moov, but you are not seeing it when you access your moovs section? This article will describe how you can ensure that the moov is accessible after it has been created. Publish the moov First, you will want to make sure that you have published the moov so that it is accessible in your…
01-Jun-2023
Xero - using Tracking Categories in an IIF (tab delimited) moov
This article describes how to use the CLASS and LOCATION fields in an IIF file to map to Tracking Categories in Xero. Mapping the IIF CLASS Field In this example, we will use a Xero Tracking Category called 'Benefit' that has the following Tracking Category options: Retirement Tax In the IIF file below, …
12-Oct-2023
Add a delay to a moov step
This article describes how to add a delay to a moov step on a moov configuration. To add a delay to a moov step you will first want to click on moovs on the left hand menu and then select a moov: Then select the moov configuration where you want to add a delay: On the edit configuration page click Next: …
02-Jun-2023
How to configure a TCG moov
This article describes how to configure a client for the Standard 401k to TCG moov definition. 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 TCG moov to your account by following t…
15-Feb-2024
How do I override a transformation on a moov configuration?
A moov configuration for a specific client allows for you to override how the standard transformations work for each field in your file. For example, you may have a plan with John Hancock which requires the Safe Harbor Employer Match value to not go into the normal John Hancock 'SHMAC' field, but rather into the 'ER…
04-Aug-2023
Add an approver to a moov step
This article describes how you can add an approval to a moov step. This will ensure that the moov execution does not continue until it has been approved. NOTE: the step the approval is placed on will execute and then the moov execution will be paused until it is approved by the user. If you wish to pause the…
09-Aug-2023
How to configure The Standard moov
This article describes how to configure a client for the Standard 401k to The Standard moov definition. 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 The Standard moov to your accou…
01-Jul-2024
How to configure a PCS moov
This article describes how to configure a client for the Standard 401k to PCS moov definition. 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 PCS moov to your account by following t…
30-May-2024
How to set a delay on the Data File trigger step of a moov configuration
This article will describe how to set a delay on the Data File Trigger step to allow data tied to the same moov configuration to be merged into a single file. Key Notes/FAQ's for file merging 1. File merging will only work when data received is tied to the same moov configuration (file name starts with / file name …
13-Jul-2023
