From the employee management screen, click on any employee's blue, hyperlinked name to see additional data and information.
From an employee’s page, you will have the ability to view their:
- Employment Status - Surfaces if the employee is employed or terminated
- External Payroll ID - View or edit the external payroll ID
- Eligibility - Shows if the employee is eligible and the date the employee entered the plan
- Requirements - See the employee’s CIP status, waiting period, account, and employer status
- ID & Contact Info - View the employee's SSN, date of birth, email, phone number, and home address
- Account Sources - View the employee's Roth savings rate and year-to-date contributions amount
Before the employee becomes "Active," you may be able to edit certain employee information. However, once they are "Active," you will only be able to edit the external payroll ID.