Creating options amount range contribution rules

  1. Select Benefits > Plans > Benefit Plans.
  2. Open the plan you want to update.
  3. On the Contributions tab, click Create.
  4. Select a Coverage Class, Benefit Group, and the Contribution Start Date.
  5. Specify this information for all Contribution Types:
    Country
    Select the country for which to display the tax type.
    Currency

    Select the currency in which to display the tax type.

    Contribution Tax Type
    Select whether the employee contributions are pre tax, after tax or both. If the plan does not include employee contributions, select No Employee Contribution.
    Note: This field must match with the deductions attached to the plan.
    Default Tax Type

    Select a Default Tax Type when the Contribution Tax Type is Both.

    Allow After Tax Election
    Select this field to give employees the option to have their contribution taken on an after tax basis. This field shows when the contribution coverage class is Employees, the Contribution Tax Type is Both, the Default Tax Type is Pre Tax, the benefit plan is not associated to a full flex plan, and the benefit plan type is Health, Dental, or Vision. This field only shows for updates, not on a Create action. This field selection cannot be changed after enrollments are associated to this contribution rule. On the Details tab, amounts that can be elected by the employee as pre tax or after tax should be in the Pre Tax column. Amounts in the After Tax column are always after tax.
  6. For Options Amount Range, specify this information:
    Calculation Type

    Select the method by which the contribution is calculated. The calculation type selected must match the calculation type defined on the deduction codes that are attached to the plan.

    See Calculation types.

  7. If Coverage Class is Employee, specify contributions based on years of service:
  8. Specify contributions based on age.
  9. Specify contributions based on salary.
  10. Optionally, define how adjustments are to be calculated.
  11. Click Save.