> ## Documentation Index
> Fetch the complete documentation index at: https://help.redii.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a Deferred Compensation plan

> Prepare and review your company's plan before activation.

Company owners and admins can set up a plan when Deferred Compensation is available to their company. If it is missing, [contact support](/contact-support) to check company access.

Have your company's agreed plan terms ready. Use those terms for eligibility, worker categories, allocations, and award values.

## Complete the plan setup

1. In your company's employer view, open **Module Store**. Find **Deferred Compensation** and select **Enroll** or **Continue Enrollment**.
2. Complete **Company Details**.
3. In **Plan basics**, enter the plan name, annual intake date, and award denomination. Complete the additional value and label fields shown for your chosen denomination.
4. In **Worker categories**, add the categories and policies that apply to your plan.
5. In **Pool split**, review how the pool is allocated across categories and participants.
6. In **Eligibility timing**, choose when eligible employees begin participating, using your agreed plan rules.
7. Open **Review & activate**. Check the plan details and any country coverage selection shown.

Use the on-screen controls to save each step and continue. When you return to an unfinished setup, check the saved values before proceeding.

## Check names and values carefully

Your plan name appears in product navigation after setup. For value-linked awards, the unit and value-driver labels also come from your plan. For example, a company may call its units **Performance Units**; use your company's labels when explaining the plan to employees.

Do not treat an example label, value, or allocation as a recommended plan term.

## Activate when ready

Select **Activate plan** only after checking the review screen. Read **Activate this plan?**, then confirm with **Activate plan** or select **Go back** to make corrections.

The confirmation explains that country coverage is locked after activation. Contact support for later country changes. Activation does not mean an employee has received a payout.

Next, [review your plan and participants](/employers/deferred-compensation/review-plan).