Adding a Payroll Solution
(Optional)
CalSavers provides three different ways for employers to connect an external payroll solution. If you work directly with a payroll representative, you should consult with them to ensure that they will be able to support you.
Provider System Integration
Some payroll providers can transmit employee roster and payroll data easily between the vendor’s software and CalSavers through system integration (i.e., API connection).
Software Integration
Businesses use licensed software to manage their payroll activities.
Provider Account Access
Payroll providers who do not currently have a technical system integration may require log-in access to your CalSavers account.
You can add your payroll solution when you add your employee information (recommended) or by selecting Payroll Provider from the Employer Dashboard
Adding a payroll vendor with system integration
A number of vendors have already worked with CalSavers to create a seamless system integration. They can transmit employee roster and payroll data easily between their system and CalSavers through an API connection. You can connect with an integrated partner by choosing Payroll Provider from the Dashboard.
If you contract with one of these vendors, you will be asked to enter contact information so that a data-sharing agreement can be sent to them. Your vendor will not be able to connect to your account until the agreement is signed.
Also, you will need to add payroll identification information and assign the company bank account used to send your employee’s contribution
I use a software solution
CalSavers allows for employee data to be easily, quickly and securely transmitted between select payroll software you license and CalSavers. As you make changes in your application, they will show up in the CalSavers employer portal, creating a seamless experience. Access Payroll Provider from the Dashboard to see what software solutions are currently integrated.
My vendor does not have system integration.
Payroll providers who do not currently have a technical system integration may require log-in access to your CalSavers account. (Generally, a vendor listed under “Other” does not offer a system integration.) Contact information for a representative from the payroll vendor is required.
Before Adding a Payroll Representative:
- As early as possible, contact your payroll representative and discuss program responsibilities.
- Share program information with them.
- Ask for the name/email of the individual who will support you.
- Discuss the support you require:
Choose one option
The payroll provider will view your employees’ contribution rates and upload the employee (payroll) file through the employer portal. Requires that your provider has access to the Employer Portal You will be providing your 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. Requires that your provider has access to the Employer Portal. You will be providing your payroll provider with updated employee contribution rates prior to each pay date so the payroll provider can upload the employee (payroll) file using FTP. Does NOT require that your provider has access to the Employer Portal. - Finalize any agreements with your vendor before you continue