Editing Payroll Setup After Initial Registration

During your initial registration, you defined the pay groups and the related pay schedule and frequency for your company. During this time, you can also set funding methods for each pay group. 

This article will help you understand how you may update pay groups and other payroll-related information after enrollment in the program.

From your home page, click on the contributions icon to the left that looks like a hand with a coin.

  • Then, to get to the "Payroll Setup" page, click on the gear icon.

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  • From the "Payroll Setup" page, notice the following actionable features:
      • The Edit button associated with each pay group
      • The "How do you want to fund your pay group" dropdown for each pay group
      • The "Available Bank Account" selection and Add another bank account button for pay groups set up to fund by bank account via ACH
      • The Payment Method Instructions button
      • The Add Another Pay Group button

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  • When you click on the Edit button, you may change your pay schedule name, schedule, or frequency or remove the pay group altogether.
      • Change your pay schedule using the dropdown arrow to select from seven different preset schedules, including "no regular schedule."
      • Depending on your selected pay schedule, you may be asked to provide additional information, like the day of the week or your next pay date, to help the system calculate your upcoming pay dates.
      • You may also remove a pay schedule if, for example, you no longer have multiple pay schedules. However, you must always have at least one pay schedule, even if it means you have selected the "no regular schedule" option.
      • Be sure to click on Save Pay Schedule when you are done.mceclip5.png
  • If you want to change the funding remittance method for an existing pay group, click on the  How do you want to fund your pay group? dropdown arrow, and select your chosen payment method:
      • Bank Account via ACH
      • Paper Check
      • ACH Push 

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  • For any pay group where the funding method is bank account via ACH, you may click Add another bank account or select from Available Bank Accounts if more than one is listed.

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  • For the Add Another Pay Group button, if you have employees on different pay schedules, you will need to submit separate payroll submissions.
      • Name your next pay group, such as hourly, salary, weekly, etc.
      • Select the pay schedule with the dropdown arrow
      • Be sure to click Save Pay Schedule, which will turn blue when you have entered all of your information
      • Then select the appropriate funding method for this schedule

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  • Looking for detailed payment instructions to remit contributions funds to your employees' IRA accounts? Click on the Payment Method Instructions button. You will see additional information.