Set up an employer for check-off

Steps

1. Open Collections → Check-off and select Add employer.
2. Enter the employer’s name, payroll contact, pay day and the staff number label they use.
3. Choose how they remit (file upload, API, or both) and the schedule format.
4. Select Save, then Generate schedule for the period and send it to the payroll office.

What happens next

Each month you generate a schedule listing every member’s deduction. When the employer pays, you upload the remittance.