Process Payroll Contributions (File Upload)
Key Takeaway
User-friendly instructions for employers with more than 50 participants.
Prior to submitting your first payroll file to Alerus, we would like you to submit a test file in order to ensure format accuracy. Create a file using the standard payroll format guide and follow the instructions below to submit your test. Note: When you submit your test file, please indicate “this is a test file” in the comment section. After successfully submitting a test file, you will continue to use the format to upload your payroll files in the future.
To log in, you will need your User ID sent via email and your Temporary Password sent via postal mail. Your Password will arrive several days after you receive your User ID. If you do not have your User ID, please contact your account administrator.
Submitting Contributions
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Log into Employer Access, then click Plan Access and select your Plan ID.
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Under Manage My Contributions, select Contribution Submission.
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Click Add New Contribution or click Copy to copy a prior submission.
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Select the appropriate payroll frequency, then set the payroll date and click Create.
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Select Upload to submit a file, choose the data to import Contributions Only/Contributions and Loans combined, Loans only, or contribution only and multi-loan file, select the Contribution Structure, then click Next.
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To import a file, select Browse and attach your file. Click Upload and a sample of your imported file will appear in the File Viewer (lower part of screen).
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Under $ Source totals, enter the amount for each contribution source included in the file. Click Validate. This will perform a consistency check on your file.
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Review Validation Results – rejects and warnings, if any. Rejects in participant data will be bolded. The rejects must be corrected before proceeding. The warnings should be reviewed. Make any corrections in the file and re-upload.
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Select the Funding Method: ACH (if set up), check, or wire/ACH credit. Enter the amount and click Next. If you would like to set up an ACH account to facilitate the most efficient contribution processing, please contact your account administrator.
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The Verification page allows you to perform a final check before submitting your file. It includes a source breakdown and a review of participant detail. Verify all data is correct and click Submit. The contribution is not received at Alerus until the Submit button has been clicked.
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The Confirmation page is the final screen and includes the data verified on the previous screen. Select Print for a PDF confirmation. In Contribution Submission, you will see both the submitted file and the PDF confirmation.