Savings Plan Rollover Deductions Are Not Taken For Online Checks With Gross Up Checked (Doc ID 1997941.1)

Last updated on NOVEMBER 09, 2015

Applies to:

PeopleSoft Enterprise HCM Human Resources - Version 9.1 to 9.2 [Release 9]
Information in this document applies to any platform.


Online Checks using the Gross Up check box do not calculate rollover deductions. Navigation: Payroll for North America > Payroll Processing USA > Create Online Checks > Create Online Check

Replication Steps
The issue can be reproduced at will with the following steps:
1) Savings Plan configuration for rollover is specified at the employee level
2) Enroll an employee into a rollover for plan Plan Type 40 before tax to Plan Type 41 before tax
3) Create an online check for the employee who has met a limit associated to a rollover and select the gross up check box
4) Plan Type 40 deductions are limited, but no rollover deductions occur

If the gross up is not checked, the rollover deductions are taken as expected.


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