Employer Dashboard Overview

The Employer Dashboard simplifies the management of your group retirement savings plan by centralizing key administrative functions. It allows you to manage employees, view your employees' requests, report payroll contributions, and access templates and support resources—all in one place. It also includes visibility into your full payroll contribution history, with statuses, submission details, and download access for manually uploaded files.

Key Functions:

• Manage Employees: Easily add, remove, or update employee information, track enrolment status, and manage contributions.
• Payroll Contributions: Upload payroll files to allocate contributions to employee accounts, with the ability to review and confirm details before submission. Once submitted, you can view historical contribution files and track real-time file statuses such as Submitted, Completed, or Cancelled.
• Employee Requests: Monitor and action employee requests, such as changes in contributions.
• Reports: Access quarterly reports summarizing payroll uploads and contributions, helping you reconcile data with your payroll system.
• Support Resources: Links to templates, troubleshooting tips, and educational materials are readily available.

The Employer Dashboard ensures that all essential tasks and resources are accessible, making it easier to maintain your group retirement plan.