Create employee benefits and post-tax deductions in Console
Create employee benefits and post-tax deductions efficiently using Check's Console tools.
There are two ways to create a benefit or post-tax deduction for an employee in Check:
- Navigate to the employee detail page and create benefits or post-tax deductions individually for each employee.
- Bulk upload employee benefits and post-tax deductions by filling out a CSV template and uploading it to Console.
Feature specifications
Note that the Console Bulk Employee Benefit/Post-Tax Deduction creation feature will only allow for the creation of the benefit / post-tax deduction object. Currently, Check does not support the edit, update, and deletion of benefit/post-tax deduction objects. You can still delete and edit these at an individual level, via the existing interface. Raw template upload is limited to 100 rows.
Prerequisites
Once you gain access to the feature, you will need to satisfy the following prerequisites to get started with using this new workflow:
- General requirements:
- You have created the company and its employees.
- File requirements:
- You will need data on-hand for all employee information you would like to upload. The necessary data points for benefits include:
- Employee ID [required]
- Benefit type [required]
- Period
- Description [required]
- Effective start date [required]
- Effective end date
- Company Contribution Amount
- Company Contribution Percent
- Employee Contribution Amount
- Employee Contribution Percent
- Employee Period Amount
- HSA Contribution Limit
- The necessary data points for post-tax deductions include:
- Employee ID [required]
- Effective start date [required]
- Effective end date
- Miscellaneous Amount
- Miscellaneous Percent
- Miscellaneous Total Amount
- Miscellaneous Annual Limit
- Child Support External ID [required for Child Support entries]
- Child Support Agency [required for Child Support entries]
- Child Support Issue Date
- Child Support Amount
- Child Support Max Percent
- Managed [required]
Bulk creating employee benefits in Console
Here’s a quick guide on how to use this feature:
Upload a completed benefits template
1. Under the Benefits tab, select the 'Download' button under the 'Bulk Benefits' section.
2. Fill in the necessary information in the provided CSV for every employee benefit you want to create.
3. Double-check to avoid inputting anything that would cause the errors listed in the Error Handling section. Here’s an example of what would be displayed if you uploaded a sheet that didn’t have description information.
4. Save your updated CSV template.
5. Select 'Upload completed template' in the dropdown menu to the right of the 'Upload' button, and select the CSV you just saved.
6. The system will indicate that it is importing the data by showing a spinning icon next to the 'Upload' button. After the upload has completed the webpage will either show a message indicating how many records have been successfully processed or an error message indicating which row could not be imported.
Upload a raw benefits CSV file
1. Under the Benefits tab, select the 'Download' button under the 'Bulk Benefits' section.
2. Open the CSV and fill in the necessary information for every employee benefit you want to create.
3. Select 'Upload raw benefits file' in the dropdown menu to the right of the 'Upload' button, and select the CSV you just saved.
4. The system will open new UI interface allowing you to modify all imported values before submitting them for processing.
5. Fill in the necessary information in the provided CSV for every employee you want to create.
6. When ready, click 'Continue'. If the system detects any errors, it will highlight the cells that need to be corrected.
Error handling
This flow will display an error if any of the following cases occur:
- Missing required information (see File Requirements above)
- Invalid benefit type (must be one of the supported benefit types)
- Attempting to upload a benefit overlapping effective dates over threshold
- Not providing either company amount/percentage or employee amount/percentage
- Providing both company amount/percentage or employee amount/percentage
- Company/Employee amount is negative number
- Company/Employee percentage is outside interval 0-100
- Effective end date is before effective start date
- Invalid Period (must be either empty or set to monthly)
- HSA contribution limit is set for non-HSA benefit type
- Invalid HSA contribution limit (must be one of supported values: single, family)
Exceeding allowed limits (see benefit validations for details)
Bulk creating post-tax deductions in Console
Here’s how to create Post-Tax Deductions:
Upload a completed post-tax deductions CSV template
- Download the bulk employee post-tax deduction create template.
- Fill in the necessary information in the provided CSV for every employee post-tax deduction you want to create.
- Save your updated CSV template.
- Click the down indicator next to ‘Upload’ button
- Select Upload completed template.
- Select the completed CSV you just created.
- The system will indicate that it is importing the data by showing a spinning icon next to the Upload button.
- After the process is finished the webpage will either show a message indicating how many records have been successfully processed or an error message.
Upload a raw post-tax deduction CSV template
- Download the bulk employee post-tax deduction create template.
- Optionally fill in the information in the provided CSV for every employee you want to create.
- Click the down indicator next to ‘Upload’ button.
- Select Upload raw deductions file.
- Select the completed CSV you just created.
- System will open new UI interface allowing you to modify all imported values before submitting them for processing.
- Fill in the necessary information in the provided CSV for every employee you want to create.
- When ready, click the Continue button.
- In case there are errors the system will highlight the cells that needs to be corrected.
Error handling
This flow will display an error if any of the following cases occur:
- Missing required information (see File Requirements above)
- Invalid Child Support Agency (must be two-letter state abbreviation)
- Not providing either Miscellaneous amount/percentage or Child Support amount/percentage
- Providing both Miscellaneous amount/percentage or Child Support amount/percentage
- Miscellaneous/Child Support amount is negative number
- Miscellaneous/Child Support percentage is outside interval 0-100
- Effective end date is before effective start date
- Invalid Child Support Managed value (must be true or false)
- Invalid Service value (must be either empty or managed_garnishment_service)
Last updated on May 31, 2025