The contributions dashboard lets you view an organization's past and upcoming contribution batches, including their status, amounts, and pay dates.
Language Note
"Contributions" captures activity on our platform to update or maintain member benefit account balances. This includes employer contributions and employee deductions.
How to view the contributions dashboard
Note for admins managing multiple organizations
Choose the appropriate organization or division from the Organizations tab before following the steps below.
Select Contributions. (That's it!)
Understand contribution types and statuses
There are two primary descriptors of contributions: types and statuses.
Contribution type
A contribution type tells you how a contribution was generated and how often it occurs.
Name | Definition |
Automated (A) | A contribution set to occur based on information provided by the admin during benefit enrollment (e.g., a monthly employer contribution) |
Initial Funding | A contribution scheduled to occur on the enrollment start date |
Manual | A one-time contribution manually scheduled with the platform |
Recurring | A contribution that occurs on a repeating schedule, like weekly, bi-weekly, semi-monthly, monthly, or a custom schedule set up for the benefit plan. To learn more, see set up automated recurring contributions. |
Contribution batch statuses
A contribution batch can contain many contributions. That’s why we often refer to them as contribution batches.
Name | Significance |
Draft | The contribution batch is only in draft form, and has not been scheduled. It will not occur unless scheduled. |
Scheduled | A scheduled contribution batch is set to occur. You have until the debit date to cancel a scheduled contribution. You cannot cancel a contribution after the ACH debit has been initiated. |
In Progress | This contribution batch is in progress. It can no longer be canceled. |
Complete | This contribution batch was successfully completed. If appropriate, funds have been disbursed. |
Failed | This contribution batch failed. No funds were disbursed, and no balances were updated. |
Canceled | This contribution batch was canceled. |
Contribution dates
Each contribution batch has three key dates. Here’s what each one means, in the order they happen.
Date | What it means |
Pay Date | The payroll date the contribution batch is tied to. For recurring contributions, it matches one of the planned contribution dates set up for the benefit plan. For manual contributions, it's the date entered when the batch is created. |
Debit Date | The date funds are deducted from the organization's linked bank account. |
Funds Available | The date members see updated balances and can spend the funds. |
Note on commuter benefits, dependent care FSAs (DC-FSAs), and health savings accounts (HSAs)
Employer contributions and employee deductions for commuter benefits, DC-FSAs, and HSAs involve the actual movement of cash. For this reason, funds for these contributions scheduled to occur on the same or the following day will not be available to spend for up to two business days while we pull the funds from the employer’s bank account.
View a batch’s pay date and details
Select a contribution batch to open its details, including its pay date, debit date, funds available date, and amounts.
Total contributions vs. debit amounts
It’s important to understand what Total Contributions and Debit Amounts mean (and don’t mean).
Total contributions
Our platform records funding events that don’t involve money movement. Here are some examples:
An admin makes an initial funding contribution to a member’s remote work lifestyle spending account (LSA). This event updates the member’s starting balance, but it does not move any funds. Funds for notional accounts (like an LSA) are pulled or pushed based on the employer’s required minimum deposit.
A contribution batch uploaded to our platform captures employer contributions and employee deductions for a general health FSA These contributions are recorded only, and no funds are moved to our platform.
Total Contributions captures the amount recorded for a contribution batch; it does not capture the amount of funds moved.
Debit amount
The Debit Amount is the amount of funds that will be withdrawn from the organization’s (employer’s) bank account for this funding event. Employee deductions and employer contributions for HSA, DC-FSA, and commuter benefit programs will most likely result in funds being debited.
Debit amount example
Organization A has an automated contribution for its March 12 pay date. The contribution batch has three contributions:
A recurring $100 employer contribution and $100 employee deduction for Member A’s HSA.
A recurring $100 employee deduction for Member B’s DC-FSA.
A recurring $50 employer contribution for Member C’s remote work LSA.
The organization’s bank account will be debited on March 10, the Debit Date. The funds will be available to all members on March 12, the Funds Available date. The Total Contributions amount is $350 ($100 + $100 + $100 + $50), and the Debit Amount is $300. The $50 LSA contribution is recorded but not debited, because LSAs are notional accounts.
Filter contribution batches
For improved searchability, filter contribution batches by status and date range.
Filter by status
Hidden by default
Canceled batches are hidden by default. To see them, select the Canceled status in the filter.
You can filter contribution batches by status, including "Draft," "Scheduled," "In Progress," "Failed," and "Complete."
Filter by date range
You can filter contribution batches by the funds available date. Date ranges include the last 7 days, the last 15 days, the last 30 days, the last 60 days, or you can set a custom range.
Update or cancel contributions
Batch status | What you can do |
Scheduled | You can’t edit a scheduled batch directly. Download its CSV, make your updates, cancel the original batch, and schedule a new batch with the updated file. |
In Progress | You can’t update or cancel the batch. Contact Support for help. |
Recurring (upcoming) | Update amounts at least five (5) days before the pay date at 9:00 PM Central Time to apply them to the next batch. To learn more, see update recurring contribution amounts. |
Don’t forget recurring amounts
If you cancel and reschedule a batch because amounts changed, also update the member’s recurring contribution amounts. Otherwise, future batches will use the old amounts.