Import Employee Status

Importing Employee Status for CalSavers/OregonSaves

Importación del estado del empleado para CalSavers/Oregon Saves

The Import Employee Status is designed for the download “Employee Data” available from CalSavers & OregonSaves.

The Employee Data export from these programs will look similar to this:

As we get more feedback from customers, compatibility with other retirement program export formats will be added.

Go to Retirement > Import Employee Status.

Plan ID

Select the Plan ID for the entries in the file.

Excel Filename

Use the Explorer button to locate and select the import file. A licensed copy of Excel is necessary to import the file.

When the import is complete, you will get a pop-up with the import results:

The program will also generate a report of the import file.

Manually Generated Census Files

The main identifier for the import is the External Payroll ID. If you upload or add employees manually into the CalSavers/OregonSaves website without the Datatech Employee Account # as the External Payroll ID, you can edit them manually through the website portal.

Note When the CalSavers file does not have the External Payroll ID, the program will attempt to find a matching employee account based on the last four digits of the social security number and the employee's name during the import process.