Skip to main content

Schedule contributions for an organization

Learn how to set up benefit contributions with the Health Wallet Manager.

Josh Hostetler avatar
Written by Josh Hostetler
Updated over a week ago

Scheduling contributions can be done by uploading a spreadsheet.

How to schedule contributions

Note for Partner Administrators

Select the desired organization from the Organizations tab before following the steps below.

  • Select Contributions.

  • Select Create New Contribution.

  • Fill out the Contribution Type, Pay Period, and Debit Date fields.

  • Select Create Contributions.

  • Select Upload Contributions.

Download the Contributions Template first

To ensure formatting accuracy, we recommend downloading the template before uploading contributions.

Contribution template fields

The contribution template will ask for Offering_ID, Employee ID, Employee_Deduction_Amount, and Employer_Contribution_Amount.

Did this answer your question?