During the benefits setup wizard, you'll choose how employer contribution amounts are calculated for each employee. There are three methods — pick the one that best fits how your team is structured.
Option 1: By Employee Class
Contribution amounts are set per employment type — Executive, Full-Time Salaried, Full-Time Hourly, and Part-Time. You'll set a dollar amount per class when selecting your plans. This is the simplest option and works well for most teams.
Option 2: By Salary Band
Define salary ranges and set different contribution amounts per range. Up to 6 bands can be configured:
Enter a minimum and maximum annual salary for each band (e.g., $0 – $40,000, $40,001 – $70,000)
Click + Add Another Band to add more ranges
Employees must be assigned to a band after setup
Option 3: By Custom Group
Create named contribution groups (e.g., Management, Field Staff, Operations). Up to 10 groups can be defined:
Enter a name for each group
Click + Add a Group to add more
Employees must be assigned to a group after setup
Click Continue to save your classification method and move to the next step.
Not sure which method is right for you?
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