1. Configure HCM Cloud Payroll for SECURE 2.0 Act
  2. Manually update employee SECURE 603 catch-up eligibility

Manually update employee SECURE 603 catch-up eligibility

You set employee eligibility in the Reporting Information calculation component of their Reporting Information card.

Note:

If you manually update this value, the Start-of-Year process doesn't overwrite it for the same evaluation year.

You can use the Start of Year flow to automatically update eligibility for all employees in your organization. See How do I automatically update employee SECURE 603 catch-up eligibility.

Update an individual employee

To manually update an employee:

  1. Start the Calculation Cards task.

  2. Search for and select the person.

  3. Open their Reporting Information card for editing.

  4. Add the Reporting Information calculation component in the Federal component group if it doesn't exist.

  5. In the calculation component details, set Eligible for Pretax Age Catch-Up Contributions.

  6. Save your changes.

Update multiple employees

You can use HCM Data Loader (HDL) to update Eligible for Pretax Age Catch-Up Contributions for multiple employees.

Use an effective start date that aligns with the evaluation year you're maintaining. This is always January 1 of the calendar year.

Here's a sample CalculationCard.dat file you can use as a template.

METADATA|CalculationCard|LegislativeDataGroupName|DirCardDefinitionName|PayrollRelationshipNumber|EffectiveStartDate|EffectiveEndDate|CardSequence
MERGE|CalculationCard|PM US Sun Power|Reporting Information|300100006485851|2026/01/01|4712/12/31|1

METADATA|CardComponent|LegislativeDataGroupName|DirCardDefinitionName|PayrollRelationshipNumber|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|CardSequence|ComponentSequence|Context1
MERGE|CardComponent|PM US Sun Power|Reporting Information|300100006485851|2026/01/01|4712/12/31|Reporting Information|1|1|

METADATA|ComponentDetail|LegislativeDataGroupName|DirCardDefinitionName|PayrollRelationshipNumber|CardSequence|EffectiveStartDate|EffectiveEndDate|DirCardCompDefName|ComponentSequence|DirInformationCategory|FLEX:Deduction Developer DF|_LEGAL_REPRESENTATIVE_Display(Deduction Developer DF=HRX_US_REP_REL)|_CORPORATE_OFFICER_Display(Deduction Developer DF=HRX_US_REP_REL)|_ELIGIBLE_FOR_RETIREMENT_PLAN_Display(Deduction Developer DF=HRX_US_REP_REL)|_PROBATIONARY_CODE_Display(Deduction Developer DF=HRX_US_REP_REL)|_REP_LOC_FOR_WORK_AT_HOME_Display(Deduction Developer DF=HRX_US_REP_REL)|_FAMILY_MAJORITY_INTEREST_Display(Deduction Developer DF=HRX_US_REP_REL)|_ADP_SPCL_PROC_REQ_DisplayValue(Deduction Developer DF=HRX_US_THIRD_PARTY_INTERFACES)|_ADP_SPCL_SORT_CODE(Deduction Developer DF=HRX_US_THIRD_PARTY_INTERFACES)|_US_ELIGIBLE_FOR_PRETAX_CATCHUP(Deduction Developer DF=HRX_US_REP_REL)
MERGE|ComponentDetail|PM US Sun Power|Reporting Information|300100006485851|1|2026/01/01|4712/12/31|Reporting Information|1|HRX_US_REP_REL|HRX_US_REP_REL|||||||||N

Set US_ELIGIBLE_FOR_PRETAX_CATCHUP to Y or N.