Client Success Team
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Activity overview
Latest activity by Client Success Team-
Client Success Team created an article,
How do I reset my Employer Dashboard password?
Resetting your password You can reset your password by clicking on "Forgot Password" on the login page, and an email code will be sent to the email that you used to register with the plan. If you n...
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Client Success Team created an article,
Can I have multiple users or share my Employer Dashboard account?
Can I have multiple users or share this account? We don’t recommend sharing accounts. Currently, only your main administrative contact can access the Employer Dashboard, and two-step authentication...
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Client Success Team created an article,
Can I upload multiple pay periods in the same file?
No, please upload a single payroll register for each pay period.
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Client Success Team created an article,
What happens if I miss a payroll or forget to upload my register?
Upload your payroll register in your Employer Dashboard account as soon as possible. You will be reminded to upload your payroll register file prior to your pay period end date, and again if you ha...
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Client Success Team created an article,
How to make catch-up payment or retroactive adjustments
To make lump sum catch-up payments or retroactive adjustments, submit a payroll register updated for these contributions. The amounts can be added to your regular payroll cycle contributions or a s...
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Client Success Team created an article,
Creating your Employer Dashboard account
Create Your Employer Dashboard Account Once you’ve received your email invitation, you’ll need to complete a two-step process to set up a secure dashboard account. Click on the link in your email i...
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Client Success Team created an article,
Employer Dashboard Overview
The Employer Dashboard simplifies the management of your group retirement savings plan by centralizing key administrative functions. It allows you to manage employees, view your emplo...
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Client Success Team created an article,
How does the Restricted RRSP work with my employer’s contribution?
The benefits of an Restricted RRSP Your retirement plan is designed to help you improve your retirement security. The Restricted RRSP plays an important part in helping you achieve that goal. It mi...
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Client Success Team created an article,
How does my Restricted RRSP work?
The benefits of a Restricted RRSP Your retirement plan is designed to help you improve your retirement security. The Restricted RRSP plays an important part in helping you achieve that goal. It ...
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Client Success Team created an article,
Maintenance Overview
Congratulations on setting up your plan! There are only a few things you'll need to do to maintain your plan. Submitting contributions (every payroll cycle) Every time you run payroll, you need to...