You enroll employees in savings schemes by entering the appropriate elements.

Use the Element Entries window (or Batch Element Entry).

   To enroll a person in a savings scheme:

1. Set your effective date to the day when the person's enrollment in the scheme should begin.

2. In the Element Name field, select the element for this savings scheme. Its name will take the form <base name> Savings Deduction.

3. Choose the Entry Values button to open the Entry Values window.

4. Do one of the following:

   • For a fixed premium amount scheme, check the values in the Fixed Premium Amount and Percentage fields. You can override the defaults. The employee pays the given percentage of the Fixed Premium Amount each year, and this value is prorated to the pay period.

   • For a percentage-based scheme, check the value in the Percentage field. You can override the default. This value is the percentage of the annual limit paid by the employee.

   • For a flat amount scheme, check the values in the Amount and Period fields. You can override the defaults. These values are the flat amount the employee pays and the period that this amount covers, such as month or year (used for prorating the amount to a pay period).

5. Optionally use the Override Annual Limit field to enter the maximum employee contribution that can be deducted in a year.

6. Optionally enter a value in the Override Pension Days field if you want to override the pension days factor used to prorate the deduction amount to a particular pay period.

   Attention: This field does not apply to savings schemes with the deduction method of Percentage of Annual Limit.

7. In the Payee Details field, select the name of the third party payment method set up for this payment.

8. Save your work.

   To enable employer contributions to a scheme:

1. Set your effective date to the day when the person's enrollment in the scheme should begin.

2. In the Element Name field, select the employer contribution element for this pension scheme. Its name will take the form <base name> Employer Savings Contribution.

3. Choose the Entry Values button to open the Entry Values window.

4. Do one of the following:

   • For a percentage-based scheme, check the value in the Percentage field. You can override the default. This value is the percentage of the annual limit or the fixed premium amount (depending on the deduction method) that the employer pays.

   • For a flat amount scheme, check the values in the Amount and Period fields. You can override the defaults. These values are the flat amount the employer pays and the period that this amount covers, such as month or year (used for prorating the amount to a pay period).

5. Optionally enter a value in the Override Pension Days field if you want to override the pension days factor used to prorate the pension deduction amount to a particular pay period.

   Attention: This field does not apply to savings schemes with the deduction method of Percentage of Annual Limit.

6. In the Payee Details field, select the name of the third party payment method set up for this payment.

7. Save your work.