Before uploading a contribution file each payroll cycle, you must run a Changed Contribution Report. This is a changes-only report — it shows only updates members have made to their contribution wishes within your selected date range.

• Run this report before every payroll cycle, ideally before processing payroll.

• Set the date range to cover every day since the report was last run to ensure no changes are missed.

• Only members who have changed their contribution wishes will appear — members with no changes in the date range will not be listed.

Step 1.

Navigate to Reports

From your LINK Dashboard, click Reports in the left-hand sidebar.

The Reports page — navigate here from the left-hand sidebar

Step 2.

Click + Run Report

Click the + Run Report button in the top-right corner of the Reports page.

Step 3.

Configure the report

In the Run Report form, set the Type to Changed Contributions Report. Then fill in the remaining fields: give the report a name, select your plan, and set the date range to cover every day since this report was last run.

Run Report form — set Type to Changed Contributions Report

Set the date range to include every day since the report was last run. Running this before each payroll ensures all member contribution changes are captured.

Step 4.

Click Submit

Click Submit to generate the report. It will appear in your Reports list once ready.

Step 5.

Download the report

Return to the Reports list. Click the three-dot menu (…) next to your report and select Pdf (English) or Xlsx (English) to download.

Click the three-dot menu (…) and select Pdf (English) or Xlsx (English) to download

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The Changed Contribution Report shows only members who have made a contribution change during the selected date range. For each member listed, you will see:

• Member first and last name

• Employee number

• Changes to the Employer contribution amount (From → To)

• Changes to the Employee contribution amount (From → To)

• Changes to the Voluntary contribution amount (From → To)

Sample Contribution Changes Report showing member contribution changes by type

Once downloaded, use the report to:

• Update your payroll system — adjust employee deductions to reflect the latest contribution selections before running payroll.

• Understand contribution changes — this is a changes-only report, showing only changes to member contribution wishes within your selected date range. Members with no changes will not appear.

• Prepare your contribution file — use the listed members as the basis for any adjustments in the Contribution File Template. See the Contribution File Upload Guide for next steps.

This report shows only members who have changed their contribution wishes in the selected date range. Members who do not appear have simply made no changes — they should still be included in your contribution file as normal.

Contact the LINK implementations team if:

• You are unsure about the date range to use.

• You need help interpreting the contribution changes shown.

• You have questions about which members to include in your contribution file.

Need Help? Contact us at implementations@link-plans.com or call +1 844-707-3700, or use the chat widget in the bottom left corner of your screen when logged into the Platform.