Sending files to CalSavers
There are several ways that authorized payroll proiders can submit employee information to Calsaversa on behalf of their client.
Provider System Integration
Payroll providers can transmit employee roster and payroll data easily and securely between the vendor’s software and CalSavers through API system integration.
Provider Account Access
Payroll Providers who do not currently offer a system integration may require log-in access to the employer’s CalSavers account to manually upload files or update employee records.
Provider FTP Access
Payroll Providers who do not currently offer a system integration may upload files via FTP connection.
Provider System Integration (API).
Once an employer selects the payroll provider in the employer portal, the payroll representative will receive a data-sharing agreement. The payroll vendor will not be able to connect to the employer‘s account until the agreement is signed. The employer will also need to add payroll identification information and assign the company bank account used to send employee contributions
If a payroll provider has API capabilities, but does not yet have a system integration with CalSavers, contact Client Services at clientservices@calsavers.com or (855) 650 – 6916 to explore how to configure a connection.
Provider Account Access
Manually update information or submit files at employer.calsavers.comPayroll providers may be granted limited access to the employer’s CalSaver‘s account to manage employee roster or contribution information. The employer (client) must first set this up within their account.
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.
Adding Employees
Employee Information Template (MS EXCEL File)Sending Contributions
Contribution Template (MS EXCEL File)AscensusX
A simple file format that eliminates the combination (concatenation) of fields and offers some optional extra data fields such as status.
Adding Employees
Instructions for Adding Employee InformationSending Contributions
Instructions for Uploading ContributionsA8 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.
Adding Employees
Instructions for Adding Employee InformationSending Contributions
Instructions for Uploading ContributionsProvider FTP Access
Payroll providers who use FTP generally receive updated employee contribution rates from their client prior to each pay date so the payroll provider can upload the employee (payroll) file using FTP.
To begin, an employer first needs to add the payroll provider in the employer portal. Once that step has been accomplished, the payroll representative will receive FTP login and connection instructions via email from CalSavers.
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.
Adding Employees
Employee Information Template (MS EXCEL File)Sending Contributions
Contribution Template (MS EXCEL File)AscensusX
A simple file format that eliminates the combination (concatenation) of fields and offers some optional extra data fields such as status.
Adding Employees
Instructions for Adding Employee InformationSending Contributions
Instructions for Uploading ContributionsA8 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.
Adding Employees
Instructions for Adding Employee InformationSending Contributions
Instructions for Uploading ContributionsHave 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.