How do I Print a Contribution Rate Change Report?

For a short video demonstrating the processes, click HERE

A payroll best practice is to always print a Contribution Rate Change report prior to processing payroll.  You can print a participant Contribution Rate Change report at any time from your Sponsor account at Jocelyn Pension Consulting.

From the Sponsor dashboard, go to the Forms & Reports menu and select Reports.

In the Reports window, under Report Selection click on Contribution Rate Changes.  Enter the applicable From and To date you wish to report.  It is a good idea to run the report from the last time you generated the report to the current day.  Hit the Submit button. 

A popup will appear indicating that your report is running.

When the Report has competed, the window will indicate that the report is ready to be reviewed.  Click Open Report.

If there are no changes for the selected period, the following message will appear:

Contribution rate changes should be implemented in payroll as soon as administratively possible.