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” ]