How to Correct 401(k) Import Status
To fix import errors, we recommend confirming the following are formatted correctly.
General Validations
- that SSN field has nine digits, and there are no dashes or spaces
- that either SSN or Zenefits ID is included, not both
- that SSN matches what is in Zenefits
Deferral Validations
- ensure that Roth & traditional amounts are recorded in separate rows for the same employee
- ensure that employees that do not have a 401(k) amount are removed
- if contribution data is in percentage, make sure the "%" is omitted
- make sure dates are in MM / DD /YYYY format
- make sure that formatting for Y/N fields only contains Y/N
- match percent or cap percent are missing
Loan Validations
- make sure plan number has alphanumeric characters
- ensure that Primary Residence field is only filled with Y/N
An easy way to correct some of the above formatting errors is to select all the cells in the spreadsheet, click on Format from the toolbar, click Cells, then Text.