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Payroll Facilitation


Learn more about options so your payroll provider and CalSavers can work together to make facilitating CalSavers easy.

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Provider System Integration

Employee roster and payroll data can be sent easily and securely to CalSavers through API payroll provider integration.

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Provider Account Access

In some cases, employers may choose to give their payroll provider access to the employer’s CalSavers employer portal. Some payroll providers may then manually upload files or update employee records.

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Provider FTP Access

Payroll Providers who do not currently offer a system integration may upload files via FTP connection.

If…

Then…

The payroll provider needs access to the employer portal to view employees’ contribution rates and upload the employee (payroll) file through the employer portal… The payroll representative should be added to the client account with full web access
The employer (client) will be providing the payroll provider with updated employee contribution rates prior to each pay date so the payroll provider can upload the employee (payroll) file through the employer portal. The payroll representative should be added to the client account with limited web access

In either case, once the payroll representative is added, the representative will receive an access code to enter the portal at employer.calsavers.com. Once inside the portal, the provider will be prompted to manually enter information or upload a file.

Here are the accepted file types:

Excel

AscensusX

A8 ASCII

Excel

A CSV (comma-separated values) file that can be created from a Microsoft Excel spreadsheet.

AscensusX

A simple file format that eliminates the combination (concatenation) of fields and offers some optional extra data fields such as status.

A8 ASCII

A simple file format that requires adding together (concatenating) fields such as first name and last name so they appear together. An example of this is Smith, John in one field rather than two separate fields.

Have questions? Contact Us:

For additional assistance, you can contact us via email at clientservices@calsavers.com or (855) 650 – 6916, Monday through Friday, 8 a.m. - 8 p.m. PT

If you are sending an email, format the subject line as: CalSavers / Your Company Name / Payroll Provider Inquiry

In the body of the email, include a detailed description of your issue or question, your phone number, and the best time to reach you to respond to your inquiry.