Employers who have registered with CalSavers and who plan to add you as their payroll representative can do so in one of two ways, depending on how you plan to submit files to the program. As a first step, it is important to discuss with your client how you will process their files before they add you to their CalSavers account.
A simple file format that eliminates the combination (concatenation) of fields and offers some optional extra data fields such as status.
Adding Employees
Employee Information Template InstructionsSending Contributions
Employee Contribution Information Template InstructionsA CSV (comma-separated values) file that can be created from a Microsoft Excel spreadsheet.
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.
Adding Employees
Employee Information Template InstructionsSending Contributions
Employee Contribution Information Template InstructionsA more complex industry standard format that is typically only used by employers and payroll providers who are already familiar with it and using it for other purposes.
Sending Contributions
Employee Contribution Information Template InstructionsFor additional assistance, you can contact us via email at payrollprovidersupport@ascensus.com or by phone at 1-855-321-9555. Monday through Friday, 9 a.m. - 8 p.m. ET