Scheduling contributions can be done by uploading a spreadsheet.
How to schedule contributions
Note for Partner Administrators
Select the desired organization from the Organizations tab before following the steps below.
Select Contributions.
Select Create New Contribution.
Fill out the Contribution Type, Pay Period, and Debit Date fields.
Select Create Contributions.
Select Upload Contributions.
Download the Contributions Template first
To ensure formatting accuracy, we recommend downloading the template before uploading contributions.
Contribution template fields
The contribution template will ask for Offering_ID, Employee ID, Employee_Deduction_Amount, and Employer_Contribution_Amount.