Indicative Data: Manual Entry Process
3:44
Description
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New employees can be loaded manually into PSW without a file upload.
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3:44
New employees can be loaded manually into PSW without a file upload.
Contribution and loan errors generate after loading the file if the data submitted doesn’t match or work with the services the plan offers.
4:34
A contribution file layout will tell Fidelity how to read your file. It will map the data columns in your file to Fidelity's system.
5:35
Hours based vesting and eligibility is a method of determining a year of service by tracking actual hours worked.
3:49
See the steps to establish an automatic debit account; an account that is a sponsor bank account for which Fidelity has been authorized to initiate electronic debits for the purpose of funding contributions, loan repayments, and other plan payments.
5:17
PSW’s email and online notifications can help you stay organized and productive with point-in-time alerts.
4:11
A participant file layout will allow you to load your participant information to PSW so that Fidelity can read it and create participant accounts.
3:55
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