Once employees enroll, you’ll need to confirm their deduction amounts and apply them in your payroll system. This ensures contributions are collected accurately each pay period.
Step 1: Review Employee Contribution Amounts
When approving employees’ contributions in your Icon dashboard, you will see the exact dollar amount each employee has elected to contribute.
Make note of each amount before moving to your payroll system.
Step 2: Apply the Deduction in Your Payroll System
Log in to your payroll provider’s administrator dashboard.
Navigate to the employee’s profile.
Add the Icon deduction code you created.
Enter the contribution amount shown in Icon.
Set the start date or first payroll period for the deduction.
Save your changes and repeat for each enrolled employee.
Step 3: Confirm the Deduction Setup Meets Icon Requirements
Must be a fixed dollar amount (not a percentage).
Must be set as post-tax.
Must be outside any Retirement Plan category (do not use 401(k), 403(b), or Simple IRA).
Should not appear on the employee’s W2.
You’re all set once each employee’s deduction code and amount are correctly entered in your payroll system and match what is shown in your Icon dashboard.