Steps for Running the Gather Contributions Process

To gather contributions:

1. Working with your payroll administrator, make sure the payroll is executed and the pay calendar is confirmed.

   Payroll must be run to ensure the payroll check and deduction data is available for the Gather Contributions processing.

2. Enter manual contributions or view the results of a data import using the Create Manual Contributions page.

3. Run the Gather Contributions process using the Process Stock Purchase page.

   Select the Gather Contributions check box.

4. If you want to hold a purchase for an individual, select a hold reason on the Review Contributions page.

5. View participant contributions and make manual adjustments using the Review Contributions page and the Review Residual Contributions page.

Generate the Contributions report to view contributions for audits and reconciliation.