Sage HR

A retirement fund stores the contribution and calculation rules used for retirement fund processing. Before creating a retirement fund, ensure you have the required fund and contribution information available.

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1. Select Settings.
2. Select Retirement Funds.
3. Select Add Retirement Fund.

1. Enter the required fund details.
2. Select Next.

Choose the appropriate fund calculation method.

1. Choose the appropriate fund calculation method.
2. Select Next.

1. Enter the contribution details.
2. Select Save.

How to add a new retirement fund in Sage Payroll and HR.

Add Retirement funds

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Add Retirement funds

Open the retirement fund setup

Enter fund details

Select a fund calculation

Add contribution details