Define a Donation Pool Element

Ensure that you've configured a rate definition to determine the monetary value of a donation pool unit.

Depending on your enterprise, you should have also configured separate rates to calculate the discretionary disbursement and final disbursement payments. You configure a rate definition using the Rate Definitions task.

Here's how you define payroll elements for donation pool plans:

1. Click My Client Groups > Show More > Payroll > Elements.

2. In the Create Element dialog box, select your Legislative Data Group.

3. From the Primary Classification drop-down list, select Absences.

4. From the Secondary Classification drop-down list, select Donation Pool.

5. Click Continue.

6. On the Create Element: Basic Information page, enter Emergency Donation Pool in the Name and Reporting Name fields.

7. In the Absence Plan Details section, specify the fields as shown in this table. Use default values for fields unless the steps specify other values.

   Field	Value
   What calculation units are used for reporting?	Days
   Work Units Conversion Rule	Standard Rate Daily
   What type of absence information do you want transferred to payroll?	Accrual Balances and Absences

8. Click Next.

9. On the Create Elements: Additional Details page, in the Accrual Liability and Balance Payments section, complete the fields as shown in this table. Use default values for fields unless the steps specify other values.

   Field	Value
   Calculate absence liability?	Yes
   Which rate should the liability balance calculation use?	Liability Rate
   Does this plan enable balance payments when enrollment ends?	No
   Does this plan enable partial payment of balance?	No

10. In the Absence Payments section, complete the fields as shown in this table. Use default values for fields unless the steps specify other values.

    Note:

    In this worked example, all fields are being entered. However, only required fields must be entered and others might be blank.

    Field	Value
    How do you want to reduce earnings for employees not requiring a time card?	Reduce regular earnings by absence payment
    Which rate should the absence payment calculation use?	Absence Payment
    Does this plan enable entitlement payments after termination?	No

11. Click Next.

12. On the Create Element: Review page, review the information that you entered so far.

13. Click Submit.

    The template generates all the related elements, balances, and formulas.