Reimbursement Option Contribution Settings

Determines how often the employee contributes to the plan. The options are:

• Annual
• Monthly
• Per Pay

The employee contribution period doesn't have to be the same as the employer contribution period.

Options with a monthly contribution period must be mapped to a deduction code that will deduct a consistent amount each month. See Monthly Contribution Payroll Mapping.

If you select Per Pay, it is important to determine if you want benefits per pay amounts to exclude the 27th and 53rd pay periods of the year, when applicable, by respecting or ignoring the relevant property in mapped earnings and deductions. See Enable the use of the 'Exclude scheduled amount for 27/53 pay date' parameter for benefit elections.

The minimum amount that an employee is required to elect during enrollment based on the employee contribution period selected.

The maximum amount that an employee can elect during enrollment based on the employee contribution period selected.

Determines how often the employer contributes to the plan. The options are:

• Annual
• Monthly
• Per Pay

The employer contribution period doesn't have to be the same as the employee contribution period.

If you select Per Pay, it is important to determine if you want benefits per pay amounts to exclude the 27th and 53rd pay periods of the year, when applicable, by respecting or ignoring the relevant property in mapped earnings and deductions. See Enable the use of the 'Exclude scheduled amount for 27/53 pay date' parameter for benefit elections.

You can't change this selection after employees enroll in the option. You must create an option with the new contribution period selection.

The amount that the employer contributes to the plan.

Rounds up the per-pay amount to the next penny to ensure that the annual deduction is always met in full. Example: An employee that is paid biweekly has an annual deduction amount of $1,200.00. They’re paid 26 times during the year, and without the checkbox selected, the per-pay value is rounded down to $46.15, resulting in an annual amount of $1,199.90. When the checkbox is selected, the per-pay value is rounded up to $46.16, and the employee's first 25 deductions are made at this rate, while the final deduction is $46.00, which results in an annual amount of $1,200.00.

Dayforce doesn't show this checkbox if you selected Per Pay in both the Employee Contribution Period and Employer Contribution Period drop-down lists.

Adjusts the calculation method if the contribution amount is changed mid-year. When there is a mid-year change, Dayforce calculates the per-pay amount by subtracting the total of 1) the plan-to-date amounts already posted to payroll within the plan year and 2) the estimated amount calculated by benefits (based on the per pay amount). If there is no payroll portion, the plan-to-date amount includes only the estimate from benefits.

Important: When you add or update an election using the Benefits > Benefit Elections screen in the People feature, Dayforce only shows the estimated amount calculated by benefits (based on the per pay amount) and doesn't include any amounts posted to payroll.

Example: An employee enrolled in a reimbursement option on January 1, with an annual contribution amount of $1,000.00. On a biweekly pay schedule, the employee's per-pay amount is $38.46. In the month of January, the employee was paid twice, resulting in a year-to-date contribution of $76.92. On February 1, the employee changes their election to an annual contribution amount of $2,000.00. Dayforce calculates the per-pay amount as such:

Annual contribution ($2000) - Plan-to-date Amount ($76.92) = $1923.08

$1923.08 / Annual pay periods remaining (24) = $80.13 per pay

When the checkbox isn't selected, Dayforce doesn't consider plan-to-date amounts if the annual contribution amount is changed mid-year.

Dayforce shows this checkbox only if you selected Annual in the Employee Contribution Period drop-down list.