Graduated Table dialog

Alerts and notices

Use the Graduated Table dialog for payroll items to set up a tiered rate for employer contribution amounts and specify the limit for each tier. This option is particularly useful for setting up a safe harbor matching contribution. For more information, view an example in the Employer contributions - Graduated table example.

Choose Setup > Payroll Items, click the Main tab, choose the Graduated option in the Calculation section, and then click the Table button.

Fields & buttons

Specify how the employer match is to be calculated. If you select Percent of deduction from the drop-down list, the Deduction field becomes available, allowing you to choose the deduction to link to this calculation.

Select whether the limit is month to date, per check, perpetual, or year to date and how it is to be calculated - by percent of deduction or gross pay or by amount. If you select Percent of deduction from the drop-down list, the Deduction field becomes available, allowing you to choose the deduction to link to this calculation.

When you have specified how the deduction and limit are to be calculated, the grid headings reflect those choices. Enter the calculation and limit specifications.

Note: The graduated table is based on the Days/Weeks/Months/Years of service the employee has completed. For example, if tier 1 is specified as "from 0 to 3 years", the employee won't move to tier 2 until they complete the third year and reach their fourth year of service.