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January 2, 2020
Question

Can we download the employee census report on Excel for 401K, how do we do that?

  • January 2, 2020
  • 1 reply
  • 33 views
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1 reply

Kristine Mae
Moderator
January 2, 2020

Yes, you can download the 401k census report, Joyceahansen. I'm here to share with you the steps.

 

Here's how:

  1. Click Reports.
  2. Go to Employees & Payroll.
  3. Click More Payroll Reports in Excel, then select 401(k) Reports.
  4. Click the Report Type drop-down arrow, then select Census.
  5. Select Create Report.

I'll include screenshots to guide you better.

 

 

 

 

There is also a report like Deferred Compensation that'll show you the 401k information. Here's how you can pull it up:

  1. Click Reports.
  2. Go to Employees & Payroll.
  3. Click More Payroll Reports in Excel, then select Deferred Compensation Report (for 401(k) & more).
  4. Turn on Macros.
  5. Under Plan Type, select 401k.
  6. Select the reporting period dates, then click Create Report

Visit us anytime if ever you have other payroll concerns. We're here to assist you. 

BigRedConsulting
Level 15
February 29, 2020

@Kristine Mae 

The instructions you copy/pasted don't match your graphics.