RetireReadyNJ Form

not live yet not live yet 📋 overview the retirereadynj form is a new jersey–specific compliance form embedded within the januscrm employee application workflow its purpose is to ensure employers meet state mandated retirement program notification requirements at the time of employee onboarding the form is automatically generated, delivered, tracked, and retained as part of the employee application audit trail 🎯 business purpose ensure employer compliance with new jersey retirement notification laws provide a standardized, auditable employee acknowledgment reduce manual handling and compliance risk maintain permanent records for audit, payroll, and employer reference 🔧 when the form is triggered the retirereadynj form is available only when all of the following conditions are met employee work state = new jersey employee is completing a new hire application in januscrm retirereadynj access code is present on the client lead card if the employee’s work state is updated to anything other than new jersey, the form will not display or be available to send ⚠️ access code requirement the retirereadynj access code is mandatory if a user attempts to send the form without an access code an error message is displayed indicating the access code is required the form will not send until the access code is added to the lead card 📤 ways to send the retirereadynj form there are two supported methods for sending the form to employees 🔵 option 1 send retirereadynj button (bulk or individual) location enrollment tab → employee subtab behavior the send retirereadynj button appears at the top of the employee subtab the button is blue when a valid access code exists at least one nj employee is eligible clicking the button opens a modal listing all qualifying new jersey employees the modal displays total number of nj employees count of employees already sent the form the client’s retirereadynj access code each employee row includes employee name status active – active employee pending – awaiting employee action sent date – date the form was sent signed date date signed, or not signed if pending eligible yes – can be sent no – already received the form users may send to a single employee multi select employees for bulk sending employees who already received the form are not selectable cannot be resent the form the modal provides full visibility into sent status signature status eligibility ⚙️ option 2 actions dropdown (individual only) location enrollment tab → employee subtab → actions dropdown behavior “are you sure you want to send the retirereadynj form to \[employee name]?” selecting send retirereadynj triggers a confirmation message upon confirmation the form is sent only to that employee same notifications, tracking, and completion rules apply this method does not support bulk sending or modal tracking 🧾 employee form experience employees can review the form before making a selection preview the completed form before signing once submitted the employee receives a copy the employer and payroll department are cc’d the completed form becomes part of the permanent record ⏱️ completion timeline & auto completion employees have 30 days (per nj law) to complete and sign the form if not signed within 30 days the form auto completes without a signature a pdf is delivered to employee employer payroll department reply to payroll department regardless of signature status a pdf is generated the document is saved on the client lead card 🔔 notifications employer receives a confirmation email with the retirereadynj pdf attached payroll department is included notification behavior aligns with the standard application completion workflow no additional employee emails are sent beyond existing application notifications ❓ why is this employee not eligible? an employee is marked as not eligible because they have already received the retirereadynj form and do not need to receive it again eligibility rule the retirereadynj form is a one time compliance requirement per employee once sent, the employee is locked from being resent the form this applies whether or not the form was signed how this appears eligible = no employee cannot be selected for resend sent date is populated signed date may be populated or blank why this is enforced prevents duplicate compliance records ensures a single auditable acknowledgment protects employers from conflicting documentation 🛡️ compliance & audit notes form is strictly new jersey–specific access code is mandatory bulk sending improves compliance tracking signed and auto completed forms are equally retained sent and signed dates form the official audit trail ⚠️ important compliance notice before sending the retirereadynj form, consult with your manager to confirm when the form should be sent and what trigger should be used do not send the form unless you have clear instructions regarding the required timeline and compliance expectations additionally, review with management what actions are required after the form is returned by the employee what steps should be taken if the form is not signed or is auto completed proper handling of this form is critical for compliance and audit purposes sending or processing the form without guidance may result in incorrect or incomplete compliance handling 🆘 support & escalation if you or the client's employee encounter any issues with the retirereadynj form, please open an https //kb getjanus io/how to submit a support ticket for investigation and resolution