Process Payroll Contributions (Manual Entry)

Submitting Contributions

1. 1

   Log into Employer Access, then click on Plan Access and select your Plan ID.

2. 2

   Under Manage My Contributions, select Contribution Submission.

3. 3

   Click Add New Contribution, select the appropriate payroll frequency, then set the payroll date and click Create.

4. 4

   Select Entry to enter data in real time (no file needed).

5. 5

   Select Contributions, Loans (if applicable), or Both and click Next.

6. 6

   Select Participants. Participants can be sorted by Social Security Number, last name, or first name and filtered by status or division. Check the box next to each participant receiving a contribution, then click Next.

7. 7

   Enter the contribution total for each source you are submitting. Click Save next to each total you enter. The source boxes can be moved or resorted in any order using drag-and-drop. Click Next.

8. 8

   For each participant, enter the contribution amount by source. Columns will total, by source, at the bottom of the page. Click Next when Source Totals and the amounts entered match. If you are not able to click Next, review totals. Next is only available when the totals match.

9. 9

   Select the Funding Method: ACH (if set up), check, or wire/ACH credit. Enter the amount and click Next. If you would like to set up an ACH account to facilitate the most efficient contribution processing, please contact your Account Administrator.

10. 10

    The Verification page allows you to perform a final check before submitting your file. It includes a source breakdown and a review of participant detail. Verify all data is correct and click Submit. The contribution is not received at Alerus until the Submit button has been clicked.

11. 11

    The Confirmation page is the final screen and includes the data verified on the previous screen. Select Print for a PDF confirmation. In Contribution Submission, you will see both the submitted file and the PDF confirmation.