For additional information, refer to the Payroll Configuration Guide (PDF).

    • Add the employee deduction. For example, employee's 401(k) contribution
    • Add a new employee benefit and ensure the benefit category is Employer Contribution
    • In the Link to these deductions field, link the benefit to the related
      deduction. After linking, the deductions rate, schedule, and other settings default to the benefit record.
    • In the Rate field, select the method of calculating the benefit amount:
      • Amount when selected, enter an amount to pay in either the Total
        amount
        , or Amount per period field. If you
        select Variable amount, click Set amounts on Restrictions tab and enter a range in the rate matrix. When completed, return to the Benefit tab to complete it. The range now appears on the Benefit tab.
      • Percentage of gross when selected, enter a percentage in the Percentage field, or if you select Variable
        percentage
        , click Set amounts on Restrictions tab and enter a range in the rate matrix. When completed, return to the Benefit tab to complete it. The range
        now appears on the Benefit tab.
      • Percentage of deduction when selected, enter a percentage in the Percentage field and click the binoculars in
        the Link to these deductions field and select the deduction. to copy the deductions rate, schedule, and other settings to the benefit record.
    • Enter other appropriate information on the benefit record, then Save and close the record
      For example, to set up a 50% match that would max out at 6%:
      1. Set up benefit as Percentage of deduction
      2. Enter 50% on the Benefit tab
      3. On Restrictions tab, select Stop granting the benefit when the YTD benefit exceeds percent of pay per period = 3% (calculated as 50% of 6%)
      This will calculate 50% of the amount deducted each pay period with a max of 3% per pay period.