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Administrators: Uploading ad-hoc deduction files

Updated over a week ago

Overview

Use an Ad-hoc deductions upload when you need to process a one-time pretax deduction for an employee. Uploading this file through the Admin Dashboard helps ensure accurate payroll processing, clean data, and correct benefit balances.

Step-by-Step File Upload Process

  1. Log in to your Admin Dashboard.

  2. Navigate to Uploads in the left-hand menu.

  3. Click Upload file.

  4. Select Ad-hoc deductions as the upload type.

  5. Follow the on-screen prompts.

  6. Click Import to complete the upload.

  7. Please make sure your file includes all the "Required Columns" listed on the left-hand side of the uploader, as shown below:

Prepare Your File

Before uploading, make sure your file is complete and properly formatted.

Download the Template

  • Download the Ad-hoc deduction file template attached to this article.

  • The template includes all required columns.

Required Columns

  • Your file must include all columns listed under Required Columns in the uploader.

  • Missing required columns will prevent a successful upload.

Column Mapping

After selecting your file, the uploader will display a preview of your data.

  • If your column names exactly match the required column names, they will map automatically.

  • If column names differ, you’ll be prompted to map them manually using the dropdown menus.

  • All fields marked with a red asterisk (*) must be mapped before you can proceed.

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Data Validation and Corrections

The uploader automatically checks for missing or incorrectly formatted data.

  • If issues are found, you’ll be prompted to correct them before continuing.

  • You must resolve all errors to complete the upload.

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Late deductions

You can upload deductions for a past pay date, but additional steps are required.

  • The uploader will display a warning for late deductions.

  • Late deductions are not processed automatically out of safety to ensure employees do not receive accidental duplicate contributions.

Please notify the Benepass Admin Support team at [email protected] after uploading a late deduction so it can be reviewed and processed safely.

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Once submitted, our engineering team will process the update(s) within two weeks.

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