This step is needed if you are unable to take an employee’s contribution from their pay. This might be due to them leaving the organisation or they are not getting paid enough to take the contribution from their pay.
Step 1 – Open your draft statement in Excel
Step 2 – Change the amount shown in the column titled “employee_contrib_regular” to zero
Step 3 – For any employee who is a leaver to the organisation put a ‘1’ in their leaver column
Only mark an employee as a leaver if they have/are leaving employment of the organisation as this will remove them from your scheme.
Step 4 – Delete all other employees off the file that you are not making any changes to and save the file in a CSV format
You can make as many changes as you need to in one file but remove everyone you are not making a change for.
Step 5 – Upload amended file back to Cushon
Click Upload amendments to contributions
Choose the file that you have edited and saved as a CSV.
Select via the tick box options if:
- You want to notify user – leaving this ticked will mean Cushon will email employees confirming the change to their payroll contribution.
- Changes to regular contributions should be permanent – if this is ticked, the changes will be permanent. If you untick the box, the change will only be for the statement you are amending. If you are zeroing down an employee who is not going to be a leaver,by making the change a permanent change it does not mean they will not be able to select the benefit again. It means that this employee will not automatically show up on the next statement without the employee reselecting the benefit.
Click Preview where you will get to see the changes you are making before committing them.
Once you have checked the changes, please click Commit and the statement will be updated immediately.