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CalSavers Integration Steps

Follow the steps below to kick off your State IRA payroll integration. This should only take a few minutes 

 

 

Setup steps may vary by provider. Please contact your payroll provider for assistance if needed.

  1. To get started, log in to the CalSavers Employer Portal.
  2. Select Payroll Provider on the left hand side of the screen under “Dashboard”, then select add new.
  3. Select “I have a different payroll provider”. This will start the process of connecting your payroll provider to CalSavers with Payroll Integrations. Select your payroll provider from the dropdown box.

    ⚠️Keep in mind that some payroll providers like ADP have different versions, so make sure you select the version you are currently using, then select next.

  4. Add the banking information used to send employee contributions if you have not already added it to the CalSavers employer portal. Choose that bank and select next to connect your payroll provider.
  5. A new window will open that will have Payroll Integrations at the top. Click connect and select confirm to connect with CalSavers.
  6. Select “click here to connect Payroll Integrations.”
  7. A new window will open and you'll be prompted to log in to your payroll provider’s system. Here, you will add your information and the onboarding code.
  8. Return to the Payroll Integrations onboarding screen, check the checkbox and press continue.
  9. Once everything is complete, you will see a screen that says “Connection complete!”