Deferred Compensation and Pension (USA/CAN)

1. In Activate Central, click Build Dayforce and the Build Dayforce wizards show.
2. Click Deferred Compensation and Pension.
3. On the Summary page, click Add New Codeand the Edit payroll Code page opens.
4. Complete the questions on the page.

   Note: For information about the questions, see the Questions section (below).

5. Click Next, as appropriate.
6. If you clicked Fixed Amount, you have already entered a default amount and the Pay Frequency page opens.
7. If you clicked the Percentage of another code or group of codes:
   1. Indicate whether the code is based on Earning Codes or Deduction Codes.
   2. Select the code or group that you're basing the code on.

      The codes/groupings must be available in Dayforce. You can't create them on this page.

   3. Enter the default percentage value.

      You can override this value at the employee level. Using an override is similar to putting a base value on a pay group after selecting “Pay Group or Employee Override” as the role feature access parameter in Dayforce.

8. If you selected a Complex formula involving other codes, age bands, and so on and you’re creating an employee-paid contribution code, click Build my own formula and write the expression in Dayforce.
9. If you selected Complex formula involving other codes, age bands, etc and you’re creating an employer-paid contribution code, do one of the following:
   To use Build my own formula:

   1. Click Build my own formula.
   2. Click Next. You write the expression in Dayforce.
   To select one of the pregenerated formulas:

   1. Select the predefined option:
      • Percent Match up to Percent Cap
      • Percent Match up to Fixed Amount Cap
      • Tiered Percent Match

      Note: See the Predefined Expressions section (below).

   2. Click Next. A series of examples shows to confirm that the expression is working as intended.
   3. Answer the questions.

      Note: For more information about the pregenerated expressions, see the Predefined Expressions section (below).

   4. Click Next and a dialog box prompts you to review and verify that the information is working as intended.
   5. If everything is correct, click Yes.

   The last page shows the different pay groups for the taxable country and their pay frequencies.

10. In the Schedule column, select the drop-down arrow and select the schedule the created code runs on.

    The available options are for the pay group as a whole. You can override this generic level for individual employees in the Dayforce environment, if needed.

11. Click Save & Continue and the Summary page opens.

You can only edit codes that are in the New Deferred Compensation and Pension Codes section because these codes haven’t yet been installed in Dayforce. After the codes are installed in Dayforce, they’re no longer available for editing.

1. On the Summary page, in the New Deferred Compensation and Pension Codes section, hover over the code row and click Edit.
2. On the Edit Payroll Code page, enter your changes because appropriate.

   Note: For information about the questions, see the Questions section (below).

3. Click Save & Continue and the Summary page opens.

You can only copy the codes that are in the New Deferred Compensation and Pension Codes section because these codes haven’t yet been installed in Dayforce. When the codes are installed in Dayforce, they’re no longer available for copying.

On the Summary page, in the New Deferred Compensation and Pension Codes section, hover over the code row and click Copy.

A new code with the same name followed by “- Copy” shows in the section.

You can only delete codes that are in the New Deferred Compensation and Pension Codes section because these codes haven’t yet been installed in Dayforce. When the codes are installed in Dayforce, they’re no longer available for deleting.

1. On the Summary page, in the New Deferred Compensation and Pension Codes section, hover over the code row and click Delete.

   A dialog box shows stating that you’re about to delete permanently this payroll code and asking if you want to continue.

2. Click Delete. The Summary page reopens and the payroll code no longer shows.

When the configuration is complete in Activate, you must install the codes in Dayforce.

1. When the codes are complete on the Summary page, click Finished & Install.

   A dialog box states that the new/edited codes Activate installs the codes in the Dayforce Stage environment.

   Important: If someone is signed directly in to Dayforce and potentially applying manual configuration, Activate shows a warning at Done & Install. Don’t continue with the Activate installation if users are actively applying configuration changes. Users’ changes might be lost if a failure occurs during the Activate installation. Download the User Report and follow up with the team members before you continue with the Activate wizard.

2. Click Yes to continue.

   The Install page shows a summarized list of the elements to be removed, set up, moved, finalized, and installed. The page also includes an estimate of how long the installation usually takes to complete.

   During the installation, the task currently being completed in the process shows in bold text so you can monitor the progress.

3. Click one of the following:
   • Add email and enter your email address to receive an email when the installation process ends instead of waiting for it to finish.
   • Next when the installation is complete.

     The Next Steps page contains the following information on setting up the Deferred Compensation and Pension Codes:

     • Verify that all expected codes are included in any earning or deduction groupings that drive the code calculations. You can do this in the Stage environment under the Groupings page under Payroll Setup.
     • Set a limit amount for codes that have plan-based limits and the government-defined limits. You can set the limit in the Stage environment on the:
       • Earnings & Deductions page under Payroll Setup.
       • Deferred Compensation and Pension Plan page under Payroll Setup.
     • Make sure that the deferred compensation and taxable benefit codes are calculated in the correct order in the Payroll Policy. They’re calculated after all of the other earnings and deductions. On the Payroll Policies page under Payroll Setup, make sure that they’re calculated in the correct order in the Stage environment.
     • Update the payroll check templates to include or exclude deferred compensation and pension codes. You can update the payroll check templates in the Stage environment on the Check Templates page in Payroll Setup.
     • Update Payroll Mappings for benefit plans that are associated with the installed codes in the Employee Benefits Wizard. You can update the payroll mappings in Activate with the Build Dayforce wizards.
     • Enroll employees in the installed codes using the Employee Payroll Elections or Benefit Elections for Employees, Dependents, and Beneficiaries wizard. The wizard you use depends on whether the codes are sourced from Payroll or Benefits. You can enroll the employees in Activate.

   Activate Central opens with the name of the Wizard now shown in green text and a green checkmark to the left of the wizard’s name. The current day, date, and time of completion are included, along with your name as the user who completed the Wizard. The environment in which the installation was applied (Stage, Config, or Train) is also shown.

   Note: If you want to add more information, click I want to add more. See Executing a Rollback When Using the “Add More“ Feature in the Payroll Wizards.