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Administrator Guide
上次更新時間 ：2023-06-23
Set Up Worktag for 401(k) Loan Repayment (USA)

Set Up Worktag for 401(k) Loan Repayment (USA)

Your company has set up a 401(k) retirement savings plan.
The worker has received a loan from the savings.
Security:
Set Up: Enable Worktags
 domain in the Core Payroll Functional area.
Create a worktag to associate the elements of the loan and repayment.
  1. Access the
    Enable Custom Worktags
     task.
    1. In an unused row, select
      Custom Worktag is Enabled
      .
    2. Name it
      401k Loan
      .
    3. For
      Worktag Usage
      , select
      Payroll
      .
    If you plan to upload the loan values from an Enterprise Integration Builder (EIB) spreadsheet, note the
    Dimension Name
     of the worktag. You need it to use in the
    Dimension Name
     column of the EIB.
  2. Access the
    Maintain Custom Worktag Values
     task for
    401k Loan
     and enter at least 1 valid value for the loan,
    Loan 1
    . (If you have employees with multiple loans, enter
    Loan 1
    ,
    Loan 2
    ,
    Loan 3
    , and so on.)
The
401k Loan
 worktag type is available to associate all the parts of this calculation. In addition, the valid value of
Loan 1
 is available for payroll input.
Create a loan repayment deduction.