You set up catch-up processing in the Deduction and Element Link windows. (You may use additional windows if you set up a benefit plan.) If this is the first time you are creating deductions for catch-up processing and you are migrating existing deductions and their values, be sure to see your DBA or System Administrator for information about automating portions of the migration.

1. In the Deduction window, create a new deduction and its associated elements. See Creating 401(k), 403(b), and 457 Elements.

2. In the Element Link window, define eligibility by linking generated elements to assignments or by creating open links.

   If you use Standard or Advanced Benefits, do not select assignment components to define eligibility. Create an open link (unless you need to select assignment components for costing purposes).

   See Defining Element Links.

3. In the Plans window, optionally set up a benefits plan if you are using Standard or Advanced Benefits.

   See Defining a Benefits Plan.

   Enroll employees in the plan. See Enrollment Management.

   Note: If you are using Basic Benefits, do not set up a benefits plan. You make entries for each employee to the input values of the deduction element. See Benefits Enrollment (Basic Benefits).