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📄 Downloading a Compliance Report in Payroll Integrations

The Compliance Report feature allows you to download participant-level payroll data directly from the Payroll Integrations website. While most commonly used for year-end testing, this report can be generated at any time throughout the year.

The compliance report includes:

• Full participant census

• Year-to-date (YTD) hours

• YTD compensation

• Total participant contributions

• Total employer contributions (if tracked via payroll)

🔐 Requirements Before You Begin

• Multi-Factor Authentication (MFA) must be enabled to download reports.
  ➤ Refer to: Enabling Multi-Factor Authentication

• If Payroll Integrations did not process payrolls for the full year, you must run a Backfill prior to generating the report.
  ➤ See: Running Backfill

📥 How to Download a Compliance Report

1. Access the Plan

   • From the Payroll Integrations dashboard, search for the plan by name or Plan ID in the top-right corner.

   • Click on the plan to open its details.

2. Select the Division

   • In the Divisions section, click the division name for which you'd like to run the report.

3. Run the Report

   • Under the Actions menu on the right-hand side, click “Run Compliance Report.”

4. Choose Date Range

   • Select the desired start and end dates for the report period.

5. Download the Report

   • Click “Run and Download.”
     The report will be generated and available for download almost immediately.

🔁 Note: If the plan has multiple divisions, you will need to repeat Steps 2–5 for each division individually.

🛠 Need Help?

For any additional support, please submit a help desk ticket here and our team will assist you as soon as possible.