Relius 360 Connection Setup in the Finch Dashboard

This guide covers the Finch Dashboard steps to prepare a connection for the 360 integration. Keep the 360 integration turned off for all connections until a Finch Implementation Engineer confirms that Relius is sending a correctly configured test file.

Requirements

• Contract: must include the deductions product. If you are not sure, check with your Account Manager.

• Deferral Types Supported: 401k, 403B, Roth, Post Tax

• Connection:

  • Includes the Deductions Product. Confirm this in the Finch Dashboard. If the connection does not have the deductions scope., follow the directions in Appendix B: Deductions scope.

  • Connection Type is Automated only for the connection. This requirement will change in early 2027; confirm the current requirement with Finch before enabling the integration.

• Relius: Must be configured to send deferral change files. Follow the Relius 360 setup guide. A Finch Implementation Engineer will walk you through sending a test file and confirm that the setup is correct.

Step 1: Map deduction codes

1. Open the connection in the Finch Dashboard and go to the Payroll Mapping tab.

2. Select More Actions

3. Select Edit Mappings

4. Source Code - Enter one of the following

   Source code	Deduction label
   401K	Deferral/401(k)
   403B	Deferral/403b
   4ROTH	Deferral/ROTH
   4ATNR	PostTax

5. Payroll Code - Map only the deduction labels that apply to the plan. If the Payroll code list is empty, see Appendix A: Populate Payroll codes.

Step 2: Enable 360 for the connection

1. Open the connection’s Integrations tab

2. Select Configure settings.

3. Open the 360 Integration tab

4. Toggle On. Note only do this after Finch has confirmed that internal tests were successful for at least one file on any connection.

5. Save

What the 360 setting does

On: Finch checks once per day for new files dated that day for the selected plan and processes them. If a row has a future effective date, Finch does not process that deferral change in the provider system until that date.

Off: Finch does not check for files. Files sent by Relius are not processed while the setting is off.

Appendix A: Populate Payroll codes

If no Payroll codes appear in the mapping dropdown, open the connection’s API Explorer tab, select Get all deductions, and send the request. Confirm data appears in the response, then return to Payroll Mapping and check the Payroll code dropdown again.

Appendix B: Deductions scope

If the Deductions scope is not present on the connection, the plan sponsor will need to provide permission to write deductions by authenticating in Finch Connect. Make sure to follow these directions to create a re-authentication link with the correct scopes. Do not create new connection.

1. Open the connection from the Connections list so you land on its Overview page. Don't use the Actions menu on the main Connections list.

2. Select Actions in the top right.

3. Select Create a Re-authentication Connect Link.

4. In the Products field, click inside the box and add the Deductions scope.

5. Select Next Step.

6. On the optional parameters screen, leave all fields unchanged and select Generate URL.

7. Send the link to the plan sponsor. See. below for an example email template