Momenta: Back Office Setup and Use

This article provides guidance on setting up and integrating Momenta within Avionté Back Office, covering the initial integration setup.

Useful Links

• Admin Tools: Transaction Types
• Add/Edit Transaction Types
• Transaction Type Groups

Setup

Refer to the Useful Links above to create a Deduction Category in your Back Office instance and name it according to your organization's preference. Create Transaction Types relevant to Momenta enrollment plans and ensure that you assign those Transaction Types to that Deduction Category.

Deductions and contributions for Momenta enrollments are automatically set up under the supplier tied to the talent's active assignment. When Momenta sends a benefit enrollment request, the system resolves the correct supplier using the following logic:

• One active assignment: Deductions and contributions are created under that assignment's supplier.
• Multiple active assignments: Deductions and contributions are created under the supplier with the earliest assignment start date.
• No active assignment: Deductions and contributions fall back to the talent's home office supplier.

Create a new Transaction Type Group: Actions > Admin Tools > Transaction Type > Groups

Ensure that the Name of the Group is Momenta Talent Benefits.

Search for all relevant Momenta Transaction Types created in the previous step and add them to the Momenta Talent Benefits Group by clicking the Assign icon. Make sure all plans have been added to the Group.

Talent Enrollment

Once the integration is active, Momenta identifies eligible talent by pulling payroll data from Avionté Back Office. This happens either on a scheduled basis or on demand (the Momenta operations team will pull this data for you, with no action required in Avionté), covering all talent paid within a specified date range.

When Momenta identifies a talent record that is new to their system, their operations team reaches out directly to that talent via email. The email includes a link where the talent can review their available retirement benefit options and make their selections.

Once a talent completes their selections, Momenta sends the enrollment data back to Avionté and creates the appropriate deductions and contributions directly within Back Office. No manual entry is required on your end.

Payroll Processing

A configuration option (FlagPartnerBenefitEnrollmentDeductionAndContribution) controls whether Momenta deductions are automatically flagged during payroll processing. When set to True (the default), deductions are flagged so users can review and make changes if necessary before posting payroll. When set to False, Momenta deductions are not automatically flagged, eliminating the need for manual unflagging and streamlining the payroll workflow.

To modify this setting:

1. Navigate to Back Office configuration settings by going to Actions > Admin > Config Option > Config Option by FKName
2. Locate the FlagPartnerBenefitEnrollmentDeductionAndContribution option using the Property filter.
3. Set Default Value to True to automatically flag Momenta deductions during payroll (default).
4. Set Default Value to False to prevent automatic flagging.

Once payroll is processed, Momenta deductions are withheld for the employee based on the setup. Once you post the payroll, the deduction information is sent to Momenta automatically for further processing

Additional Resources

• Employee Payroll - Deduction
• DRMs Payroll
• Employee Payroll - Contribution