Here is our dilemma, we have a team that manages 401k Business for approximately 70 Companies.  Each of those companies has anywhere from 30 to 500 employees.  FYI - their business is growing SUPER fast.. 

There is a lot of data movement needed on a regular basis that could be done efficiently if we could simply upload the data. 

Example 1:  

Today we have 20 new employees for one company, 3 for another and 75 for another.  To enter those employees into Junxure, it could take 2 to 3 days. We have tried the import tool however, the amount of data that we can import is limited.  Even with the ability to import, someone would have to go back and enter additional information 1 by 1. (ie all the information listed in the suggested resolutions #2 below)  

Example 2:  22 employees from Company 1 and 14 employees from company two have been terminated.   It would be great to select them all and use the record data change tool to update them to terminated employees. 

 

Example 3: 

There are 20 employees that have address updates.  Someone here has to go into Junxure and update the Record Address as well as the Person 1 Address for each of these. It would be nice to see that copy address button available for records that already exist and not just when adding a new record. The same is true for phone numbers and emails.

Suggested Resolutions 

1. Allow the upload into user fields, employment, Income, 

2. Allow uploads to the employment section and make that section more robust for Teams that manage a lot of  401k Business 

Suggested fields to add to the employment section include

• Employment Status:  Make this a drop down that could be managed via list data maintenance
• Pay Frequency: with the following options.  weekly, biweekly, semimonthly, and monthly 
• Eligible to Enroll:  Date an employee is eligible to enroll in the companies 401k plan
• Date of Termination:  Date the employee left the company.  
• Pretax Deferral Rate: Text Field
• Roth Deferral Rate: Text Field
• State Exemption: drop down from 1-10
• Federal Exemption: drop down from 1-10
• Tax Filing:  Married, Single, Widowed       a drop down in list data maintenance. 
• Smart Start Date: date field