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Showing articles from moovs tag

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: …

How to configure a CUNA Mutual moov

This article describes how to configure a client for the Standard 401k to CUNA Mutual moov definition.  Each client configuration will vary based on their plan specification and will need to be configured accordingly. SFTP Credentials CUNA Mutual SFTP credentials are specific to your payroll company and include…

How to configure a Benefit Consultants Group (BCG) moov

This article describes how to configure a client for the Standard 401k to Benefit Consultants Group 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 Benefit Consultant…

How to configure a Wespath moov

This article describes how to configure a client for the Standard 401k to Wespath 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 Wespath moov to your account by  fol…

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…

How to configure a Prosper moov

This article describes how to configure a client for the Standard 401k to Prosper 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 Prosper moov to your account by  fol…

Connect to Xero

This article describes how you can create a connection to a Xero account to allow the import of files using detamoov. 1. Adopt the Xero moov If you have not already done so, you will need to adopt the Xero moov to your account.  Click the moovs option in the left-hand menu and then click the ADD button …

How do I manually execute a premier integration?

This article describes how to manually execute a premier integration service. To execute a premier service integration, you must first: * have an active premier service integration.  Please  Contact Us  if you have not set up the Premier Integration. * have a moov configuration set up for a premier service…

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…

Resolving a Collision

A collision occurs when more than one moov instance for the same client occurs at the same time.  When a collision occurs all users on the account will receive an email informing them that a collision has occurred and needs to be resolved. NOTE : A collision automatically stops all file processing, and it is es…

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