Loan Prioritization

Released 10/24/2023

 

A new loan priority system has been implemented on the Payroll Integrations platform. This change will prioritize the order in which new loans are set up in the payroll platform via loan feedback files. If a client does not have a preference in regards to loan deduction code priority, you may use your best judgement when selecting the priority. 

 

If only one 401k loan deduction code is set up in the client's pay profile, please select 'Priority 1' before saving the deduction code mapping. 

 

If no updates should be pushed into a 401k loan deduction code, 'Forbid updates' may be checked. 

 

Screenshot 2023-11-15 123505

 

Previously, when multiple 401k loan deduction codes were mapped in the Payroll Integrations platform, one 401k loan deduction code would be marked as 'All' in the update dropdown while additional loan codes would be marked as 'None'. 

 

For plans that were onboarded prior to this release and utilized the previous logic, no additional action is required to update to the new priority logic. 

 


For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.