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How can I fix incorrect employee information on my Guideline roster?
How can I fix incorrect employee information on my Guideline roster?
Updated over a week ago

If you are seeing incorrect employee information within your Guideline roster, it is typically because the info was entered incorrectly in your payroll account.

Depending on your payroll provider, here's how to correct this information:

If you have a 360 integration partner, you can fix this by logging into your payroll account and updating the fields in question (date of birth, hire date, email, name, termination date, etc). It will take up to 24 hours for the changes to sync to Guideline.

If you use a 180 payroll sync provider, the employee information will only be updated on the plan’s start date. To avoid potential delays to your employees’ participation in the plan, you may update the incorrect information directly on your Guideline roster as well as your payroll provider platform to ensure employee eligibility is accurately noted for initial contributions.

If you have a self-service plan, you will need to update all employee information directly in your Guideline roster.


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