Charity or Savings Contribution Plan Configuration

Here's how you create a plan that lets people manage their personal contributions. Use the Elements and Individual Compensation Plans tasks on the My Client Groups > Compensation page.

1. Create a payroll element to accept recurring contributions per payroll period. Configure the input value to be either a flat amount or percentage.

2. Create the plan.

   1. Add an option for contributions of either amount or percentage.
   2. Select a start date, typically January 1 of the next calendar year or after open enrollment.
   3. Restrict access to the Manage Contributions action to let people manage their instances of the plan. You can define periods when people can enroll for the first time, update existing contributions, or stop contributions. For example, let people always create allocations. Restrict when they can make updates or discontinuations to a specified period, such as an open enrollment period of November 15 through 30.
   4. Optionally, add instructions that clarify specific plan policies.