State Saves Talent List Report (BOLD Analyze)

October 02, 2026 17:36

Required employee information for CA, CO, CT, IL, MD, OR, and VA state savings (also called Secure Choice) programs.
The report includes only those talents that are 18 years of age or older (*19 years or older in Connecticut)
The address must be a physical residence, not a PO box. If the talent only has a PO Box, an error will display when the report is generated.

Note: This report is part of the INSIGHTS product, please contact your Account Manager to learn more.

Click on the links below for more information:

If you don't have access to INSIGHTS/Analyze, please reach out to your Account Manager.

CHAPTERS

Legend
Filter Panel
Locating the Analyze Report
Logic
Filter Options
Graphs/Widgets
Field Details
State = CT, CO
State = MD
State = IL, OR, CA
State = VA

Required employee information for CA, CO, CT, IL, MD, OR, and VA state savings (also called Secure Choice) programs.

Filter Name	Options	Description
Division	All available Employer list	Use this filter to refine Employer of Talent
Region	All available Region list	Use this filter to refine Region of Talent
Office	All available Branch list	Use this filter to refine Branch of Talent
Pay Cycle	Weekly, BiWeekly, SemiMonthly, Monthly	Use this filter to refine PayCycle of Transaction
State	CA, CO, CT, IL, MD, OR, VA	Use this filter to refine Report Result as per the State
Start Print From	Freetext to enter Talent Count	The report can only contain a max of 2000 records. Each talent record is numbered in sequence. If there are more than 2000 records, the report can be re-run starting with a higher talent number - likely number 2001.
Date Type	Accounting Period Date, Check Date, Week Worked
Date From		Use this filter to refine Payment Check for the Check Date or Accounting Period Date or Week Worked of Transaction between the Date Range
Date To
Date Range	None, Today, Tomorrow, …	When 'Date Range' is selected, 'Date From' and 'Date To' will be automatically disabled. The user will need to select either 'Date Range' or enter 'Date From' and 'Date To'.

State = CT, CO

State = MD

State = IL, OR, CA

Field Name	Description	Notes
SSN or ITIN	Talent's SSN
First Name	Talent's First Name
MI	Talent's Middle Name Initial
Last Name	Talent's Last Name
Suffix		No logic applied just like in classic
Birth Date	Talent's Birth Date
Physical Address 1	Talent's Address 1
Physical Address 2	Talent's Address 2
Physical City	Talent's City
Physical State	Talent's State
Physical Zip Code	Talent's Zip Code
Phone	Talent's Phone Number	If Talent's Mobile Phone is blank then pulls Home Phone. If Talent's Home Phone is blank then pulls Work Phone else blank value
Email	Talent's Email	If Talent's Email 1 is blank Talent's Email 2 is pulled
Mailing Address 1	Talent's Mailing Address 1	Display Talent's W2 address if mailing addresses are blank
Mailing Address 2	Talent's Mailing Address 2
Mailing City	Talent's Mailing City
Mailing State	Talent's Mailing State
Mailing Zip Code	Talent's Mailing Code
ExternalPayrollID	Talent's ID from Back Office/Classic

Field Name	Description	Notes
SSN	Talent's SSN
First Name	Talent's First Name
Middle Name	Talent's Middle Name
Last Name	Talent's Last Name
Birth Date	Talent's Birth Date
Physical Address 1	Talent's Address 1
Physical Address 2	Talent's Address 2
Physical City	Talent's City
Physical State	Talent's State
Physical Zip Code	Talent's Zip Code
Primary Phone	Talent's Phone Number	If Talent's Mobile Phone is blank then pulls Home Phone. If Talent's Home Phone is blank then pulls Work Phone else blank value
Email	Talent's Email	If Talent's Email 1 is blank Talent's Email 2 is pulled
Mailing Address 1	Talent's Mailing Address 1	Talent's Mailing address
Mailing Address 2	Talent's Mailing Address 2
Mailing Address City	Talent's Mailing City
Mailing Address State	Talent's Mailing State
Mailing Address Zip Code	Talent's Mailing Code
External Payroll ID	Talent's ID from Back Office/Classic

Field Name	Description	Notes
SSN or ITIN	Talent's SSN
First Name	Talent's First Name
MI	Talent's Middle Name Initial
Last Name	Talent's Last Name
Suffix		No logic applied just like in classic
Birth Date	Talent's Birth Date
Address 1	Talent's Address 1
Address 2	Talent's Address 2
City	Talent's City
State	Talent's State
Zip Code	Talent's Zip Code
Phone	Talent's Phone Number	If Talent's Mobile Phone is blank then pulls Home Phone. If Talent's Home Phone is blank then pulls Work Phone else blank value
Email	Talent's Email	If Talent's Email 1 is blank Talent's Email 2 is pulled

Field Name	Description	Notes
SSN	Talent's SSN
First Name	Talent's First Name
Middle Name	Talent's Middle Name
Last Name	Talent's Last Name
Birth Date	Talent's Birth Date
Physical Address 1	Talent's Address 1
Physical Address 2	Talent's Address 2
Physical City	Talent's City
Physical State	Talent's State
Physical Zip Code	Talent's Zip Code
Primary Phone	Talent's Phone Number	If Talent's Mobile Phone is blank then pulls Home Phone. If Talent's Home Phone is blank then pulls Work Phone else blank value
Email	Talent's Email	If Talent's Email 1 is blank Talent's Email 2 is pulled
Mailing Address 1	Talent's Mailing Address 1
Mailing Address 2	Talent's Mailing Address 2
Mailing Address City	Talent's Mailing City
Mailing Address State	Talent's Mailing State
Mailing Address Zip Code	Talent's Mailing Code
External Payroll ID	Talent's ID from Back Office/Classic