401K Report

The 401K Report will detail information that can be submitted to 401K providers on behalf of a company utilizing uAttend Payroll services. This report will also outline current and YTD (Year-To-Date) contributions and matches from employees and the employer. If you are using uAttend Payroll, your Payroll Admin will have access to the Payroll Reports Dashboard at the bottom of the Reports page in your uAttend portal when Payroll is enabled.

The information in this article applies to accounts using uAttend Payroll. If you are not yet using uAttend Payroll, check out our other reports available to you by following this link.

Notes:

• At a minimum, Check dates must be specified to produce the 401K report.
• The report can be filtered by pay run IDs, benefit codes, and deduction codes.
• The report can also be sorted by employee social security number or employee last/first name in ascending and descending order.

To produce a 401K Report:

1. Navigate to the Reports tab.
2. Scroll down to the Payroll Reports Dashboard.
3. Click on 401K Report.

4. Click the Employee drop-down menu to select all employees or specify individual employees.

5. Use the Organization Levels to select one or multiple departments.

6. Select the Pay Run Ids from the drop-down menu.

7. Select the Benefit Codes from the drop-down menu.

8. Select the desired Check Date range. Manually enter the dates or click the Calendar icon and select a day using the calendar pop-up.

9. Adjust the Sorting Criteria to meet your needs.
10. Click View. The Report may take a few minutes to load depending on the size of the report.
11. Click the Export icon to export your report.