Tier Availability: Team, Core, Essential, Premium, Business

Security Rights Required: Maintenance

This information can only be imported once so make sure that the data is accurate and complete. 

The initial population of data into PensionPro requires that a preformatted excel data sheet be completed for import. In order to import Employer Data Information:

  1. Access the import sheet by clicking on Power Tools > Import > PensionPro Setup  >Employer Data.
  2. A browser will open. Click the Download a Template button.
  3. Using the instructions tab of the template, organize and compile data for import.
  4. Import the data sheet in PensionPro by clicking on Power Tools > Import > PensionPro Setup > Employer Data. This will open a browser to the Import Employer Data support page. Click the Select a Spreadsheet button browse to the datasheet that has been saved and click the Upload button to import the populated spreadsheet.
  5. Any errors encountered in importing the data will appear when the data is submitted for Import. Any changes that need to be made should be changed and then saved before trying to import the data again. Once all data has been scrubbed and the errors corrected, the import will show as completed once processed. All data must be formatted correctly before the import will complete.

The Employer Data Tab:

  • Client ID:  The ID of the client in PensionPro. This is a required column and must contain data for each entry.
  • Client Name Column is the name of the client in PensionPro. This is a required column and must contain data for each entry.
  • Employer Identification Number:  The EIN for the client. It must be 9 numbers in length.
  • Client Fiscal Year End Month: The month portion of the client’s fiscal year-end. It must be a 1 or 2 digit number.  This is a required column and must contain data for each entry.
  • Client Fiscal Year End Day: The day portion of the client’s fiscal year-end.  It must be a 1 or 2 digit number. This is a required column and must contain data for each entry.
  • Plan Year End:  The Plan Year End date that is associated with the client's plan with the earliest period end. The format of this field is 'MM/DD/YYYY'. This is a required column and must contain data for each entry.
  • Entity Type:  The type of entity that the client is listed as. This value comes from the Entity Type list value in PensionPro and can be customized.  
  • NAIC Business Code:  The Business Activity Code for the client.
  • Payroll Provider:  The Provider that the client uses for processing payroll.
  • Payroll Frequency:  The Payroll Frequency that client uses.  This value comes from the Payroll Frequency list value in PensionPro and can be customized. 

The Principals Data Tab:

  • Client ID: The Client ID in PensionPro. This is a required column and must contain data for each entry.
  • Client Name: The name of the client in PensionPro. This is a required column and must contain data for each entry.
  • Name: The Name of the principal for the company. This is a required column and must contain data for each entry.
  • Title: The Officer Title type of the principal. This value comes from the Officer Titles list value in PensionPro and can be customizedThis is a required column and must contain data for each entry.
  • Officer: Displays whether the principal listed is an Officer. This is a required column and must contain a Yes or No answer for each record entered.
  • Ownership %: Displays the percentage of Ownership for the principal listed.  This column will display up to 2 decimal places for ownership, if applicable. This is a required column and must contain data for each entry.

The Family Relationships Data Tab:

  • Client ID: The Client ID in PensionPro. Any client that is entered on this worksheet must have an entry on the principals data worksheet as well. This is a required column and must contain data for each entry.
  • Client Name:  The name of the client in PensionPro. Any client that is entered on this worksheet must have an entry on the principals data worksheet as well. This is a required column and must contain data for each entry.
  • Name: The name of the family member that is related to a principal. This is a required column and must contain data for each entry.
  • Relationship:  The relationship of the family member to the principal. This is a required column and must contain data for each entry.
  • Principal Related to Name:  The name of the principal that the family member is related to.  Any principal that is entered on this worksheet must have an entry on the principals data worksheet and the names must match exactly for the data to import. This is a required column and must contain data for each entry.

The Other Businesses Data Tab:

  • Client ID: Column is the ID of the client in PensionPro.  Any client that is entered on this worksheet must have an entry on the employer data worksheet as well. This is a required column and must contain data for each entry.
  • Client Name:  The name of the client in PensionPro.  Any client that is entered on this worksheet must have an entry on the employer data worksheet as well. This is a required column and must contain data for each entry.
  • Employer Identification Number:  The EIN for the client.  It must be 9 numbers in length. This is a required column and must contain data for each entry.
  • Other Business Legal Company Name:  The legal entity type for the other business listed. This is a required column and must contain data for each entry.
  • Address:  The address for the other businesses listed.
  • City: The name of the city for the other business's address. This column is only required if you have elected to enter address information for the other business.
  • State: The state abbreviation for the other business's address. This column is only required if you have elected to enter address information for the other business.
  • Zip Code:  The zip code for the other business's address.  It must be a 5 or 9 digit number, it must be formatted to include leading zeros and may include dashes. This column is only required if you have elected to enter address information for the other business.
  • Phone Number:  The phone number for the other business.
  • Entity Type:  The type of entity for the other business listed. This value comes from the Entity Type list value in PensionPro and can be customized. This is a required column and must contain data for each entry.
  • Sponsors a Plan:  Displays whether or not the other business sponsors a plan. This is a required column and must contain a Yes or No answer for each plan entered.
  • Has Employees: Displays whether or not the other business listed has employees.

The Other Owners Data Tab:

  • Other Business Legal Company Name:  The legal entity name of the other business. Any business that is entered on this worksheet must have an entry on the other businesses data worksheet and the names must match exactly for the data to import. This is a required column and must contain data for each entry.
  • Other Owners Name:  The name of the other owner. This is a required column and must contain data for each entry.
  • Ownership Percentage:  Displays the percentage of ownership that the principal has in the company.  For each company, if ownership is entered, it must sum 100% between all principals. This column will display up to 2 decimal places for ownership, if applicable. This is a required column and must contain data for each entry.

 

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