Keeping your employee census up to date is one of the most important steps you can take to ensure a smooth start to the new plan year. This short video tutorial walks you through how to review and update employee information in your Ubiquity system, including marking terminated employees, adding new hires, and updating rehires.

Why You Should Complete Your Annual Census Cleanup Before Year-End

We recommend completing an annual census cleanup before year-end. Doing so helps ensure that when it’s time to verify your census for annual testing or contribution calculations, your data is already accurate and complete. This means:

  • Less time spent updating employee records during the busy testing season
  • Faster processing of your annual tests and contribution calculations
  • Fewer delays in meeting important deadlines like the March 15 testing correction date

By taking a few minutes now to review your employee information, you’ll save valuable time later and help keep your plan in compliance with IRS requirements.

Watch the video below to see how easy it is to manage your employee data in the system.

Watch: How to Review and Update Employee Information

Need Help?

If you need assistance, please contact us.