All Savings Plan Contributions Are Rolling Over When a Limit is Reached instead of Contributions Up to the Limit Remaining in Original Plan After Tax Update 17-D (Doc ID 2336418.1)

Last updated on DECEMBER 20, 2022

Applies to:

Symptoms

The entire contribution to a Savings Plan is rolling over to the next plan instead of the allowed amount remaining on the initial plan and only the amount in excess of a Limit rolling over to the next plan.

STEPS
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1. Configure 2 Savings Plans with different employer matches (Navigation: Set Up HRMS > Product Related > Base Benefits > Plan Attributes > Savings Plan Table).
2. Configure a User Defined Per Check Limit to restrict contributions on the initial plan to 1% and have the remaining contributions roll over to the next plan (Navigation: Set Up HRMS > Product Related > Rates and Rules > Limit Table).
3. Calculate payroll (Navigation: Payroll for North America > Payroll Processing USA > Produce Payroll > Calculate Payroll).

Cause

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