Step 1: What to know before you integrate
- Payroll: Who we integrate with, their PEPM fees, and how to contact Partners
- Payroll: Integration Overview
- Payroll: Paylocity integration overview
- Payroll: ADP WFN + ADP WFN Next Generation integration overviews
- Payroll: Paychex Flex integration overview
- Payroll: UKG Ready integration overview
Step 2: Pre-configuration for your integration setup
- Payroll: Employee Navigator's payroll integration user guide
- Payroll: All Partner user guides for our integration
- Payroll: How to exchange eligibility data with Cost Center mapping
- Payroll: Creating & using Subscriber Groups for the integration
- Payroll: Our integration guide for ADP RUN
- Payroll: Our integration guide for ADP Workforce Now and Workforce Now Next Generation
Step 3: Your Demographic Audit
Step 4: Your Deduction Audit
Step 5: You're Live! What should you be monitoring?
- Payroll: Our post-integration guide for HR and Brokers
- Payroll: Managing your Integration Health dashboard
- Payroll: Transferring an employee between companies
- Payroll: Managing Qualified Life Events
- Payroll: Handling retirees, severance, LOA or final payout of employees
- Payroll: Integration one-pagers for Brokers, HR and Partner Sales