Participants, Eligibility, Vesting, and More
Learn about how Stax.AI performs census scrubs, imports payroll data, and tracks participant eligibility.
Viewing ParticipantsLearn about CX's participants system toview eligibility, entry dates, and compensation information.
Provisions, Eligibility, and CompensationLearn how to import plan provisions and calculate eligibility.
Exporting Participant Census DataLearn how to export census files directly from CX.
Managing Custom IssuesCreate custom issues to work with your plan sponsors to correct incorrect data on census or employee records.
Equivalency Method CalculationsLearn how to configure equivalency method for plans to ensure eligibility is accurately tracked.
Importing Vesting Basis