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Schedule benefit contributions for an organization
Schedule benefit contributions for an organization

Learn how to set up benefit contributions via the contribution template.

Updated over 3 months ago

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.

  1. Select Contributions.

  2. Select Create New Contribution.

  3. Fill out the Contribution Type, Pay Period, and Debit Date fields.

  4. Select Create Contributions.

  5. 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.

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