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This 11-minute recording walks through the setup and processing of a plan using our plan aggregation tool. This feature allows you to combine the data from two or more plans into an additional “master plan”. This feature is most commonly us...
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This 35-minute recording walks through various new comparability profit sharing scenarios, including the setup, calculating allocations, testing and the auto-solve features. ...
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The Create/Edit Grid and Grid Mapping video is a tutorial for creating and editing custom census grids that includes compensation mapping for primary and supplemental census grids. Written instructions can also be found in Part 5: Census | ...
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View this quick, two-minute video demonstrating the global client package functionality.
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This video goes over how to run Component testing/Restructuring within the Compliance module.
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Click here to watch a video on census upload on a per payroll basis using the Payroll Processing feature in the DC Compliance module.
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Click here to watch a video on Eligibility calculations using the Payroll Processing feature in the DC Compliance module.
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Click here to watch a short video on calculating allocations on a per payroll basis through the payroll processing feature in the DC Compliance module.
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Click here to watch a short video on calculating Projected Eligibility and running the Projected Eligibility Report in the DC Compliance Payroll module.
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Click here to watch a short video on Payroll 402(g) and Plan Limit Catchup and Excess in the DC Compliance Payroll module.