Description of Issue

Need to set up an HSA for which the deducted funds will go straight to the employee's HSA account.

Context

Cause

Instructional.

Resolution

Go to Deduction and Benefit Master (Payroll> Payroll Setup> Deduction Benefit Master).
Click Add.
1. Typically Direct Deposit deductions are numbered in the 9000:9999 range.
For Category, select 07-Direct Deposit.
For Calc Code, select 02- Amt from EE Deduction.
For Empe/Empr: select Employee Pays.
1. Current functionality will only permit Employee Paid deductions to be processed via ACH. Future version will allow this with Employer Paid deductions. Employer paid HSA as a Direct Deposit
Choose Check Type of N-No Check.
Check the checkbox for Credit Employee Via ACH.
Define other applicable fields. Click Accept.

Additional Information

After creating new Deduction Codes, deduction can be added manually or via import in Employee Deductions.

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