Configuration

The following table lists the settings you can configure. Configurations that can only be adjusted on the system-level are listed first, followed by configurations that can be adjusted on the group or system level.

Depending on your setup and the applications you have installed, you might not have access to every listed configuration.

See Important setup configurations for a list of configurations we recommend setting up when you first set up your system.

System-only configurations

AlwaysCalculateConversions

Determines whether the employers can enter a negative quantity in the Remittance Detail Entry page.

• Always recalculate quantity formulas—Applies when adding or editing members. Prevents employers from overriding app conversion values.
• Only recalculate while adding members (Default)

Apply .25 Quantity Interval

Determines the interval allowed to be entered for any given quantity.

Check Payment Method Text

Determine the cart label that displays when making Check payments. The default is Check.

Copy Past Remittances to Display

The number of past remittances to display when copying to a new remittance. The minimum is 10 and the maximum is 99. The default is 10.

Copy Remittance Options

Determines whether the Copy Remittance button is made available to employers.

• Show (Default)
• Hide

CreditPaymentProcessedEmail - Check

The text of the email sent to configured recipients when credit is used for a check payment posted to the core administration system. Click Edit HTML to edit the text (see Using variables in emails).

CreditPaymentProcessedEmail - EFT

The text of the email sent to configured recipients when credit is used for an EFT payment posted to the core administration system. Click Edit HTML to edit the text (see Using variables in emails).

Default Payroll Disbursement Date

Determines whether the employer portal populates a default payroll disbursement date.

• True (Default)—The payroll disbursement date is set to the remittance payroll thru date.
• False—No default is applied.

DisableUserEmail

The text in the email that is sent to an employer when a portal administrator disables the employer's portal account. Click Edit HTML to edit the text (see Using variables in emails).

DueRemittanceDisplayCutoffDays

The number of days added to the EFT payment process date to calculate the deposit date that is transferred to the core administration system.

eCheck Cutoff time

The time each day after which the current date can't be selected as the process date for eCheck payments. After the cutoff time, the earliest date that can be selected is the next business day.

EFT Cutoff time

The time each day after which the current date can no longer be selected as the process date for EFT payments. After the cutoff time, the earliest date that can be selected is the next business day.

EFT Float Days

The number of days added to the EFT process payment process date to calculate the deposit date that is transferred to the core administration system. The default is one day.

File Upload Remittance Options

Determines if the File Upload option is available on the employer portal.

• Show (Default)
• Hide

Fund Office Display Name

The text to use when displaying the Fund Office name in the employer portal.

Include Supplemental Members in Custom Copy

Determines if supplemental members are included in the custom copy.

• True (Default)
• False

IsGroupContext

Require employers remitters to work on one group at a time.

• True (Default)—Set employer portal to use group-level configuration settings. The group selection control displays on the Home page, and the group selected by the employer determines which logo, News & Information, remittances, and policies display.
• False—Only see the system-level settings The group-level configurations are ignored, and the system-level settings display.

LandingFlexibleAndConvenient

The text that displays on the first panel on the Landing page. To edit the text, click Edit HTML.

LandingSafeAndSecure

The text that displays on the second panel on the Landing page. To edit the text, click Edit HTML.

LandingSaveTimeAndMoney

The text that displays on the third panel on the Landing page. To edit the text, click Edit HTML.

Mask Employee ID in Partial Match Employee Notification

Determines whether the first five digits of employer IDs display as asterisks (masked) in the Partial Match Employee notification.

• True—The employee ID will be masked.
• False (Default)—The employee ID won't be masked and employers can see all digits.

MaskEmployeeID

Determines whether the first five digits of employee IDs display as asterisks (masked) in all employer portal pages.

• TRUE—The employee ID is masked on all pages. During remittance entry, the system masks the first five digits.
• FALSE—The employee ID isn't masked, and employers can see all digits.

New Employee Status From Date

From Date to be assigned to new employees in the portal.

Payment Page Expanded

Determines where the portal payment cart expands to show each remittance's payment details or collapsed showing an expandable payment summary grid.

• True (Default)—Expanded
• False—Collapsed

Payment Page Text

Enter text that displays on the payment page. Click Edit HTML to edit the text (see Using variables in emails).

Payment Page Text Header

The custom header that will display in the payment page text panel. The payment page text panel is directly above the Payment Summary panel.

Payment Retention

The number of days payment and remittance information is stored in the portal after a remittance is transferred to the core administration system.

Privacy

The logo of your privacy certificate vendor, such as TRUSTe. The logo displays on the Landing page. To add a logo, click Edit HTML.

Remittance Entry Grid—Employee Identifier Header

The column heading on the Remittance Entry grid for the employee identifier. The default is the employee SSN.

Remittance PDF Disclaimer

Text to be displayed on the top of the Remittance Confirmation and Remittance Receipt PDF intended for legal disclaimers.

RemittanceCancelledScheduledPaymentEmail

The text of the email sent to configured recipients when an employer portal scheduled payment is canceled. Click Edit HTML to edit the text (see Using variables in emails).

RemittancePaymentNoWorkEmail

The text of the system-generated email that is sent to configured recipients when an employer portal no work report is transferred to the core administration system for posting. Click Edit HTML to edit the text (see Using variables in emails).

Remitter Override Label

Label to display next to the Remitter A portal user than can remit for multiple employers. Override field. This feature is enabled by setting the Remittance Override Employer Type configuration setting.

ScheduledRemittanceDailyTransfer

The time each day when remittances are transferred to the fund office system. To change the time, select the hour, minutes, seconds, or time of day, and then click the up or down arrows to increase or decrease the values. This setting applies only to remittances that are scheduled. 12:00AM is the default.

Security

The logo of your virus protection vendor; for example, McAfee. The logo displays on the Landing page. Follow the vendor's guidelines for using the logo. To add the logo, click Edit HTML.

SSL

The logo of your digital certificate vendor; for example, VeriSign. The logo displays on the Landing page. Follow the vendor's guidelines for using the logo. To add the logo, click Edit HTML.

Update Partial Match Employees with New Member Status Code

When posting a remittance, update the partial match employees with the configured new member status code and date.

User Cannot Reuse Password for (Days)

The number of days that must pass before an employer can reuse an old password. The count begins on the day when the password was first issued. The default is 365 days.

User Must Change Password After (Days)

The number of days an employer's password can be used before it expires and the employer is forced to update the password. The default is 90 days.

System or Group configurations

Adjustment Request Back Date

Limits the work periods during which employers can submit amendment requests. Enter the number of months back from the current month for which employers can enter amendment requests. The default is six months.

Allow Adjustment Requests

Determines if employers can submit amendment requests from the History page.

• True (Default)—Employers can submit amendment requests.
• False—Employers can't submit.

Allow Employer Address Update

Determines if employers can update their address in the employer portal.

• True (Default)—Employers can update the address.
• False—Employers can't update the address.

Note: We recommend that you adjust this setting only at the system level. Addresses entered in the employer portal aren't validated for Intelligent Mail (IMb) compliance.

Allow New Member

Determines whether an employer can add an employee ID that doesn't already exist in the fund office system.

• Allow New Employee (Default)—Employer is prompted for the new employee data.
• Do not allow new employee—Employer can't continue entering data for the new employee.

Allow Partial Member Posting

Controls whether a remittance containing partial members will automatically post.

• Allow remittances with partial members to post
• Suspend remittances with partial members and notify the fund office—An email is sent to the fund office using the email configured for RemittancePaymentEmailInternalRecipient that includes an unmasked listing of the member ID in question.

AllowNegativeQuantity

Determines whether employers can enter a negative quantity in the Remittance Detail Entry page.

• True—Employer is expected to enter a minus sign and a number.
• False (Default)—Employers can't enter negative quantities.

Assume Leading Zero During File Upload

Assume up to two leading zeros during the file upload process when the SSN is less than nine characters.

ContactUsAddress

The text that displays in the Address panel of the Customer Service Information window. To edit the text, click Edit HTML.

ContactUsContactInformation

The text that displays in the Phone Numbers & Contacts panel of the Customer Service Information window. To edit the text, click the Edit HTML button.

Date Display Format

The date format used in all employer portal pages. The default is MM/DD/YYYY.

Default country code

The default country code used in all employer portal address entry forms. The country codes that are available for selection are defined in the core administration software. The default is USA.

Default Deposit Type—Check

The deposit type assigned to employer portal check payments. Select from the list of core administration system non-EFT Electronic funds transfer-money that is transferred electronically. deposit types.

Default Deposit Type—Credit

The deposit type assigned to employer portal credit payments. Select from the list of core administration system non-EFT Electronic funds transfer-money that is transferred electronically. deposit types.

Default Deposit Type—eCheck

The deposit type assigned to employer portal eCheck payments. Select from the list of core administration system non-EFT Electronic funds transfer-money that is transferred electronically. deposit types.

Default Deposit Type—EFT

The deposit type assigned to employer portal EFT payments. Select from the list of core administration EFT Electronic funds transfer-money that is transferred electronically. deposit types.

Default Deposit Type—No Work

The deposit type that will automatically be assigned to employer portal no work A blank remittance made to the fund office if no work has been done, and no benefits are accrued during a payment period. reports. Select one from a list of the core administration system deposit types.

EmployerPortalLogo

The logo that displays in the header of every employer portal page. To Insert an image in GIF, JPG, or PNG format, click Select Image.

EnableUserEmail

The email text sent when an employer administrator enables the employer's portal account. To edit the text, click Edit HTML.

ForgotUsernameEmail

If an employer forgets their username, they can request it be emailed to them. This setting contains the text that displays in the email. To edit the text, click Edit HTML.

HomePageCustomHTML

Specifies the content that displays in the News & Information apart on the employer portal Home page. To edit the text, click Edit HTML.

Include Universal Agreements

Specifies whether employers can select a universally linked agreement An agreement that isn't linked to any specific employer, but is available to all employers. All of the contracts under a universally linked agreement are available to all employers during remittance entry. when they create a remittance.

• Exclude Universally Linked Agreements (Default)
• Include Universally Linked Agreements

MaskEmployeeID

Determine if the first five digits of employee IDs display as asterisks (masked) in all employer portal pages.

• TRUE (Default)—The employee ID is masked on all pages. During remittance entry, the system masks the first five digits.
• FALSE—The employee ID isn't masked, and employers can see all digits.

Member Partial Match

Determine what happens when an employer enters an employee ID that exists in the core administration system but can't be validated against the existing member record in the core administration system.

• Handle as New (Default)—Employer is prompted for new employee data.
• Prevent Entry—Employer can't enter data for the employee ID.

Note: Data that has been flagged as Partial Match displays in the Partial Match Employees tab in the employer portal Admin Tool. See Manage partial-match employees.

Member Required Fields

The fields an employer must complete when adding a new member. Select the check boxes of the required fields. EmployeeID, FirstName, and LastName don't display in the list, because they're always required. BirthDate is the default.

Member-owned funds—suppress due date

For remittances that include a member-owned fund such as a 401(k), this option determines if the due date from the core administration system's Due record displays in the Your Remittances Due table on the Home page.

• False (Default)—The core administration system's remittance due date displays in the table.
• True—The core administration system's remittance due date doesn't display, and the due date is blank.

Member-owned funds—suppress due date message

If Member-owned funds—suppress due date is set to True, this message shows when the employer first arrives at the Home page. To edit the text, click Edit Text. The default is Remittances for which a due date isn't displayed are due on or before the seventh calendar day after your pay date.

New Employee Status

Status assigned to new employees that are entered via employer portal. Use this setting to distinguish new employees entered via employer portal from new employees entered via the core administration system's Receipts Entry. Select from the list of the core administration system member status codes with the eRemit Flag set to Y.

NewUserNotification

The email text sent to a contact when the employer administrator invites them to create an employer account. To edit the text, click Edit HTML.

OpenRemittanceDescription

The remittance description that displays in the portal. Select the data elements to include in the description. To learn more, see Update the remittance description.

Payment Amount Options

Specify if employer payments must include any damages Additional charges that employers are responsible for based on an agreement (e.g. late fees or legal fees).. The options are:

• Damage payment not required—Employer can choose to include damages in the payment.
• Damage payment required (Default)—Employer must include damages in the payment.
• Damages not included—Damages won't be included in the remittance amount paid, and employers won't be able to make payments towards damages via the employer portal.

Payment methods

The payment methods available to employers. The options are Check Only, EFT Only (Default), and EFT+Check.

Note: Employers with active bank accounts must use the EFT payment method, even when the EFT+Check option is selected. The Payment page enforces this rule.

Payment Receipt Text—Check

For a check payment, this optional text (up to 255 characters) shows on the Payment Confirmation page and on the payment receipt. To edit the text, click Edit HTML.

Payment Receipt Text—eCheck

For an eCheck payment, this optional text (up to 255 characters) displays in the Payment Confirmation window and on the payment receipt. To edit the text, click Edit HTML.

Payment Receipt Text—EFT

For an EFT payment, this optional text (up to 255 characters) displays in the Payment Confirmation window and on the payment receipt. To edit the text, click Edit HTML.

PostedRemittancesToDisplay

Determines if the system displays all posted remittances or only those posted via the employer portal.

• ALL (Default)—The list of remittances that employers can copy from and the remittances that display on the History page include all prior remittances, regardless of operator.
• Web Only—The system only displays remittances from ContributionsXG that have an operator of WEB in the copy from list and on the History page.

PrivacyPolicy

The privacy policy that displays when an employer clicks the Privacy Policy link at the bottom of the employer portal. To edit the text, click Edit HTML.

Note: The boilerplate text contains a number of placeholders that must be edited before you offer the employer portal to employers.

Prompt for Member Status

Determine if the Status and Status Date columns display in the Employee Details entry table.

• TRUE—Employer has to select a member status code. Only member status codes with the eRemit flag set to Y in the core administration system will display in the list.
• FALSE (Default)—The system doesn't prompt the employer for a status code.

RemittanceCommentOption

Determines if the comment field displays in the Employee Details page.

• True—The employer can include a comment.
• False (Default)—The comment field is hidden.

RemittancePaymentEmailInternalRecipient

The internal email address to be included as a blind carbon copy on the Remittance Payment Scheduled and Remittance Payment Processed emails. See Remittance transfer email status messages.

RemittancePaymentProcessedEmail

The text of the email sent to configured recipients when an employer portal scheduled payment is transferred to the fund office system for posting. Click Edit HTML to edit the text (see Using variables in emails).

Note: The Payment Processed email doesn't indicate whether a processed remittance A remittance (payment) that was sent to the system be processed. posted successfully, was suspended, or failed posting.

RemittancePaymentScheduledEmail

The text of the email sent to configured recipients when an employer confirms a remittance payment. Click Edit HTML to edit the text (see Using variables in emails).

RequiredComment

Determines if remittance comments are required.

• True (Default)—The Comment field is required.
• False—The Comment field isn't required.

SecurityPolicy

The security policy that displays when an employer clicks the Security Policy link at the bottom of every employer portal page. To edit the text, click Edit HTML.

Note: The boilerplate text contains a number of placeholders that must be edited before you offer the portal to employers.

TermsOfUse

The Terms of Use policy that displays when an employer clicks the Terms of Use link at the bottom of every employer portal page. To edit the text, click the Edit HTML button.

Note: You can't change the basys Terms of Use, but you can append your own additional items to the text.

Work Period Back Date

When an employer creates a new remittance, the work period can be in the past. This setting indicates the number of months back from the current date that is allowed. The default is two months.

Work Period display format

The display format for the work period in the Home, Employee Detail, and History pages in the employer portal. The options are MMYYYY and YYYYMM (Default).

Work Period Forward Date

When an employer creates a new remittance, the work period can be in the future. This setting specifies the number of future months from the current date that is allowed. The default is zero.