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Administrator Guide
Last Updated: 2023-06-23
Example: Health Savings Account with Limits (USA)

Example: Health Savings Account with Limits (USA)

Create separate deductions to calculate employer and employee contributions to a Health Savings Account (HSA) plan. Configure a cumulative limit that applies to the sum of the employee and employer amounts. Create a pay accumulation that includes both deductions.
Create a Health Savings Account (HSA) plan.
  1. Define a deduction for employer contribution to an HSA plan.
  2. Define a deduction for employee contribution to an HSA plan.
Workday:
  • Calculates the employer contribution to the HSA.
  • Retrieves the employer contribution, then calculates the employee contribution up to the limit.
Add the deductions to the
Additional Pay Component(s) to Calculate
field on the
Maintain Run Categories
task.