Create Elements for Pension Deductions

This example shows you how to create a pension deduction element using an element template. Follow these steps:

1. Create a pension deduction element

2. Create an eligibility record for the deduction

Creating a Pension Element

1. On the Home page, click the Elements quick action under the My Client Groups tab.

2. Click Create.

3. Complete the fields, as shown in this table.

   Field	Value
   Legislative Data Group	Your Legislative Data Group
   Primary Classification	Voluntary Deductions or Pre-statutory Deduction
   Secondary Classification	Appropriate classification for your country or territory, such as Pension Plan After Tax

4. Click Continue.

5. Complete the Basic Information page. For the latest entry date:

   • Select Last Standard Earning Date if you enable proration for the element.

   • Otherwise, select Last Standard Process Date.

6. Click Next.

7. On the Additional Details page, enter the calculation rules and limits for the deduction. This table summarizes your choices.

   Rules	What You Can Enter
   Calculation rule	Fixed amount or percentage
   Age limits	Minimum and maximum age
   Maximum contribution amount	Any numeric value
   Pensionable earnings limit	Minimum and maximum amount
   Additional contributions allowed	Yes, or no. If yes, select calculation rule.
   Employer contributions allowed	Yes, or no. If yes, select calculation rule, age limits, and amount limits
   Overrides allowed	Yes, or no
   Element subject to proration	Yes, or no

8. Click Next.

9. Verify the information is correct.

10. Click Submit.

    The template creates a recurring element at the payroll relationship level. It also creates a calculation component with the same name as the element. You add this component to workers' calculation cards.

Creating an Eligibility Record for the Deduction

On the Element Summary page, you can create as many eligibility records as you require:

1. In the Element Overview section, click the Element Eligibility link.

2. Select Create Element Eligibility from the Actions menu.

3. Enter a name for the eligibility record.

4. Select any criteria if you want to restrict who can pay this deduction.

5. Click Submit.

6. Click Done.