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Navigating the Contributions Dashboard: Types, statuses, & more
Navigating the Contributions Dashboard: Types, statuses, & more

What’s a manual contribution? What’s an automated contribution? We’ll answer those questions and more in this article.

Updated over 2 weeks ago

The Contributions dashboard lets you view an organization's past and future contributions.

Language Note

Contributions captures activity on our platform to update or maintain member benefit account balances. This includes employer contributions and employee deductions.

How to view the Contributions dashboard

Note for Partner Administrators

Select the desired organization from the Organizations tab before following the steps below.

  1. Select Contributions. (That's it!)

Contribution terms

There are two primary descriptors of contributions: Types and statuses.

Contribution type

A contribution type tells you how a contribution was generated and its frequency.

Name

Definition

Automated (A)

a contribution set to occur based on information provided by the admin during benefit enrollment (e.g., monthly employer contribution)

Initial Funding

a contribution scheduled to occur on the enrollment start date

Manual

a one-time contribution manually scheduled with the platform

Recurring

a contribution that occurs on a repeating basis (e.g., monthly, semi-monthly)

Note on Automated Contributions

Once created, an automated contribution cannot be edited. If a change is required (e.g., updating the recurring contribution amounts), cancel and manually schedule a new contribution.

Contribution batch statuses

A contribution can contain many contributions. That’s why we often refer to them as contribution batches.

Name

Significance

Draft

The contribution batch is only in draft form, and has not been scheduled. It will not occur unless scheduled.

Scheduled

A scheduled contribution batch is set to occur. You have until the debit date to cancel a scheduled contribution. You cannot cancel a contribution after the ACH debit has been initiated.

In Progress

This contribution batch is in progress. It can no longer be canceled.

Complete

This contribution batch was successfully completed. If appropriate, funds have been disbursed.

Failed

This contribution batch failed. No funds were disbursed, and no balances were updated.

Canceled

This contribution batch was canceled.

Updating automated, scheduled, and in-progress contributions

Here are some helpful reminders about updating contribution amounts for automated, scheduled, and in-progress contribution batches.

Timeline for automated contribution updates

Automated contribution amounts are updated and applied to the next contribution batch. The last date to update amounts for upcoming contributions is five (5) days before the pay date at 9:00 PM Central Time.

Updating in-progress contributions

You cannot update or cancel a contribution batch that is already in progress. Contact Support if you have any additional questions.

Updating scheduled contributions

If you need to update the contribution amounts for an existing automated contribution, you must cancel the contribution and manually schedule a new one.

Time-saving tip for updating scheduled contributions

Download the CSV for the scheduled contribution batch. Make your desired updates. After making your desired updates to the Contributions spreadsheet:

  • Cancel the scheduled contribution batch.

  • Schedule a new contribution batch with the updated CSV.

  • Remember to update the recurring contribution amounts within the platform for future automated contribution batches!

Contribution dates

Here are some dates we reference for contributions.

Funds available

Members will see updated balances and have available funds on the date listed for Funds Available.

Debit date

Funds are deducted from the organization's linked bank account on the Debit Date.

Note on Commuter, DC-FSAs, and HSAs

Employer contributions and employee deductions for Commuter, DC-FSAs, and HSAs involve the actual movement of cash. For this reason, the funds for Commuter, DC-FSA, and HSA contributions scheduled to occur on the same or the following day will not be available to spend for up to two business days as we pull the funds from the employer’s bank account.

Contribution amounts

It’s important to understand what Total Contributions and Debit Amounts mean (and don’t mean).

Total contributions

Our platform records funding events that don’t involve money movement. Here are some examples:

  • An admin makes an initial funding contribution to a member’s remote work LSA. This event updates the member’s starting balance, but it does not move any funds as funds are pulled (or pushed) for notional accounts (like an LSA) based on the employer’s required minimum deposit.

  • A contribution batch uploaded to our platform captures employer contributions and employee deductions for a General Health FSA. These contributions are recorded only, and no funds are moved to our platform.

Total Contributions captures the amount recorded for a contribution batch; it does not capture the amount of funds moved.

Debit amount

The Debit Amount is the amount of funds that will be withdrawn from the organization’s (employer’s) bank account for this funding event. Employee deductions and Employer contributions for HSA, DC-FSA, and Commuter benefit programs will most likely result in funds being debited.

Example

Organization A has an automated contribution scheduled to be completed on March 12th. The Contribution batch has three contributions:

  • A recurring $100 employer contribution and $100 employee deduction for Member A's HSA.

  • A recurring $100 employee deduction for Member B's Dependent Care FSA.

  • A recurring $50 employer contribution for Member C's Remote Work LSA.

The organization’s bank account will be debited on March 10th, the Debit Date. The funds will be available to all members on March 12th, the Funds Available date. The Total Contributions amount is $350 ($100 + $100 +$100 + $50), and the Debit Amount is $300.

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