📄 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:
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Full participant census
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Year-to-date (YTD) hours
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YTD compensation
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Total participant contributions
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Total employer contributions (if tracked via payroll)
🔐 Requirements Before You Begin
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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
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Access the Plan
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From the Payroll Integrations dashboard, search for the plan by name or Plan ID in the top-right corner.
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Click on the plan to open its details.
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Select the Division
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In the Divisions section, click the division name for which you'd like to run the report.
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Run the Report
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Under the Actions menu on the right-hand side, click “Run Compliance Report.”
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Choose Date Range
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Select the desired start and end dates for the report period.
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Download the Report
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Click “Run and Download.”
The report will be generated and available for download almost immediately.
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🔁 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.