Automatically uploads payroll information to DB Precision from an external payroll vender as a Sponsor Archive on a scheduled basis. Eliminates the need for regular manual uploading of this information.
- Status: choose to Enable or Disable the scheduled task.
- API User Name: enter the username used to access the API.
- API User Password: enter the password used to access the API.
- Payroll Date Adjustment (days): enter the number of days, positive or negative, to adjust from the date of request to the pay date. For example, if the request is run on Tuesday, but the payroll date is the prior Thursday, enter -5 here.
- API Address: enter the address used to access the API.
- Sponsors: click the Sponsors button to select the Plan Sponsor(s) for which the automatic task will run. Add Sponsors using the "+" button and enter the EIN for the Sponsor, or select All Sponsors.
- Schedule: click the Schedule button to open the Task Scheduler - Schedule screen and set up the timing and frequency of the task.
