Employer Dashboard Overview
The Employer Dashboard is designed to streamline the setup and administrative tasks associated with maintaining your group retirement savings plan, including:
- Manage employees: add, remove or change plan members
- View employee information
- Report payroll contributions
- Upload your payroll files
- Find templates and troubleshooting tips
The Employer Dashboard provides everything you need in one place, including links to resources such as employee and payroll templates. It also links to support articles and videos.
The employee list contains all eligible members and information about their plan, including:
- Who is new (added in the last 14 days)
- Enrollment status
- Employer and employee contribution amounts
- Contribution amounts to their RRSP and TFSA
- The date they were added to the plan
Terminated employees will not show up in your employee list.
Tags and Filtering
The tags "New" (added to the plan in the last 14 days), "Enrolled" and "Not Enrolled" can be used to filter employee records. When you click a tag, the list will filter to display the employee records for that tag.
Note: If you download the file when a filter is active, the downloaded file will only include the employee records with that tag.
The search function allows you to search for employees by name or email address.
Update your employees
When you would like to add or remove employees to your plan or change an employee's group, you can do so by uploading an employee.xlsx with the changes you wish to apply. Simply select "Update Employee List" from the Employees tab, and follow the steps.
Note: The QuickBooks integration automatically syncs data, so QuickBooks Payroll users don't need to make employee updates.
How to add or remove employees from the plan
Pay Contributions Tab
This is where you will upload your payroll register file to direct payroll contributions from your account to your employee's accounts. Once you upload your file, you will have the opportunity to review the individual contributions, as well as the total contribution amount before you submit the file.
How to make contributions each pay cycle
Employee Requests Tab
All employee changes will be listed in the Employee Requests tab of the Employer Dashboard, so you can track (and 'update' or 'dismiss') requests. These requests are listed with the most recent requests on top. In the event you have two pending requests from one employee, the most recent request will be above the previous requests. You can update the most recent request, and dismiss previous requests.
Employee change requests include:
- New contributions for newly enrolled employees
- Restarted contributions for employees who had previously stopped contributions
- Changed contribution amounts
- Changed contribution allocation
- Stopped contributions
You can track which requests you have actioned in your payroll by clicking the checkmark beside the request. If you would like to dismiss the request, you can choose the "x" beside the request. This means that you will not be updating the information in your payroll system. Once you have actioned a request, it will be moved to the Updated or Dismissed section. This will help keep track of what you have updated in your payroll system.
In the event you have two pending requests from one employee, the most recent request will be above the previous requests. You can update the most recent request, and dismiss previous requests.
The next time you upload a payroll register file, your actioned requests will be moved to the "Archived" section, where you can review all of your historical employee requests.
How to adjust your payroll when employee contributions change