Once your payroll has been successfully linked to Payroll Integrations Inc, the next step will be mapping your deductions and earnings codes used in payroll for your retirement plan. This is a very important step to complete accurately as this mapping will tell the Payroll Integrations system which data to look for in payroll, where to put that data on the file sent to your recordkeeper, and which codes to update if someone changes their deferral.
Please follow the below steps to complete the mapping of your deduction and earnings codes.
- Log back into your Payroll Integrations account and click on your company name. From here, click 'Finish Setup'.
- Click ‘Start’ next to 'Deduction Codes' to map your company’s deduction codes and earning codes.
Please note, if you are using ADP WorkForce Now or ADP Total Source, you will need to click 'Start' next to your ADP group code before clicking 'Start' next to 'Deduction codes'. - All codes that appear on the left hand side are codes setup in your payroll system. Any codes that are not related to your retirement plan can remain on the left-hand side. Any deductions codes used for your retirement plan should be mapped by dragging and dropping the codes to their corresponding buckets on the right-hand side.
Important: please see IMPORTANT NOTE REGARDING MULTIPLE DEDUCTION CODES. - Once you have finished mapping your company’s deduction codes, click 'Review Changes' in the bottom right.
- Verify that all of your deduction codes have been mapped to the proper deduction sources, If everything is correct, click ‘Save Deduction Codes’. If a change needs to be made, click ‘Back’.
- Repeat this process for your company’s earnings codes.
Once you have completed these steps, move on to How to use the Employee Loans Feature in the Payroll Integrations App.
IMPORTANT NOTE REGARDING MULTIPLE DEDUCTION CODES: If you have multiple deduction codes in payroll for a single deduction type, it will prompt you to update that code’s usage type as either All, Percentage, Dollar or None. The definitions are provided below:
All: All deduction updates will be updated to this deduction code
Percentage: Only deductions that are set up to deduct a percentage each pay period will be updated to this deduction code
Dollar: Only deductions that are set up to a flat dollar amount each pay period will be updated to this deduction code
None: No deduction updates will be updated to this deduction code
For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.