Technology

• SQL Server
• Microsoft Excel
• Time Plus Payroll Software

The Challenge

One of our clients needed a custom 401k report. They were manually creating the report using data in canned/available reports.

We wrote a custom script to extract the data, pull it into Excel in the format required, and save the file with the customer number and date stamp.

Below is a short video (1:40) of what the automation looks like.

[kad_youtube url=”https://www.youtube.com/watch?v=QnUn-K56PyI” ]