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Step 3: DER Setup

Updated

To ensure payroll data is correctly ingested into Relius, set up a Global Data Entry Routine to match the Finch format. Before setting up the DER, ensure the right User Defined Payroll Elements are set up.

1. User Defined Source Mapping

Finch provides data on the following sources. For pay statement details associated to each of these items to correctly be represented in Relius, you must map each of these Finch sources to a User Defined Payroll Element.

Requirements:

  1. Every plan that will be using the Finch integration should have the same User Defined Payroll Element for each source. For example, if User Defined Payroll Element 10 is used for Employee Roth Contribution, each plan should be using User Defined Payroll Element 10 for the Employee Roth Contribution source.
  2. Ensure that all existing plans have been updated to use the Finch DER to avoid issues.
  3. Because the same DER will be used for all Finch plans, ensure that you create a User Defined Payroll Element for any source that appears across your employers. For example, even if only one plan uses Money Purchase, ensure that there is a Payroll Element and that it is a part of the Finch DER.

Recommendations:

  1. Make new User Defined Payroll Elements for Finch sources even if some of these sources are already assigned. For example, you may already have User Defined Payroll Element 8 for Employee Roth Contribution; we recommend creating a new User Defined Payroll Element for Employee Roth Contribution for plans that will be leveraging Finch.
    1. In case you do not have any User Defined Payroll Elements remaining, you will need to delete a few Elements, update any associated plans, and create the Finch Elements instead.

Source

These are the available Finch sources that can be mapped to a Relius User Defined Payroll Element. Note you may not have all of these for each plan.
Employee Roth Contribution
Non-Elective Employer Contribution
Safe Harbor Match
Safe Harbor Non-Elective
Qualified Non-Elective
Money Purchase
Employer Roth Match

 

2. DER Setup

Make sure that each User Defined Payroll Elements that you set up in Step 1 is assigned to the corresponding Field Order in the table below. This will ensure that the Finch Payroll Column will map to the correct field in Relius. (Replace User Defined x with the User Defined Payroll Element that was set up earlier for the corresponding source.)

Data Entry Routine - Name Column Element Name Max Field Length Finch Source
Payroll Integ. Global Import 1 Plan ID 12 n/a
Payroll Integ. Global Import 2 Name - First 20 n/a
Payroll Integ. Global Import 3 Name - Middle 20 n/a
Payroll Integ. Global Import 4 Name - Last 20 n/a
Payroll Integ. Global Import 5 Social Security Number 11 n/a
Payroll Integ. Global Import 6 Address - Street 1 30 n/a
Payroll Integ. Global Import 7 Address - Street 2 30 n/a
Payroll Integ. Global Import 8 Address - City 30 n/a
Payroll Integ. Global Import 9 Address - Foreign State 30 n/a
Payroll Integ. Global Import 10 Address - Postal Code 9 n/a
Payroll Integ. Global Import 11 Date of Birth 10 n/a
Payroll Integ. Global Import 12 Date of Hire - Original 10 n/a
Payroll Integ. Global Import 13 Date of Rehire 10 n/a
Payroll Integ. Global Import 14 Termination Date 10 n/a
Payroll Integ. Global Import 15 [blank]   n/a
Payroll Integ. Global Import 16 Pay Frequency Sequence Number 5 n/a
Payroll Integ. Global Import 17 Pay Begin Date 10 n/a
Payroll Integ. Global Import 18 Pay End Date 10 n/a
Payroll Integ. Global Import 19 Pay Frequency Code 1 n/a
Payroll Integ. Global Import 20 Gross Earnings 9 n/a
Payroll Integ. Global Import 21 Current Hours of Service 7 n/a
Payroll Integ. Global Import 22 Current Deferral $ 9 n/a
Payroll Integ. Global Import 23 User Defined x $ 9 Employee Roth Contribution
Payroll Integ. Global Import 24 Loan Payment 9 n/a
Payroll Integ. Global Import 25 Employer Match 9 n/a
Payroll Integ. Global Import 26 User Defined x $ 9 Non-Elective Employer Contribution
Payroll Integ. Global Import 27 User Defined x $ 9 Safe Harbor Match
Payroll Integ. Global Import 28 User Defined x $ 9 Safe Harbor Non-Elective
Payroll Integ. Global Import 29 User Defined x $ 9 Qualified Non-Elective
Payroll Integ. Global Import 30 Employer 9 Profit Sharing
Payroll Integ. Global Import 31 User Defined x $ 9 Money Purchase
Payroll Integ. Global Import 32 User Defined x $ 9 Employer Roth Match

 

3. Options Menu

Select the following:

  • Delimited File Format (defaults to comma - which is correct)
  • Set Default PIN on Import
  • Dates:
    • Recommendation: Do NOT select  "Replace existing dates with input"
    • Use the defaults