Integrated Payroll

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: ADP RUN integration overview

Step 2: Pre-configuration & making your integration request

• Payroll: Employee Navigator's payroll integration user guide
• Payroll: All Partner user guides for our integration
• Payroll: Integration one-pagers for Brokers, HR and Partner Sales
• Payroll: Our integration guide for ADP Workforce Now and Workforce Now Next Generation
• Payroll: Creating & using Subscriber Groups for the integration

Step 3: Your Demographic Audit

• Payroll: Completing your Demographic Audit (Video included)

Step 4: Your Deduction Audit

• Payroll: How to map and edit your Deduction Codes (Video included)
• Payroll: Completing your Deduction Audit (Video included)

Step 5: You're Live! What should you be monitoring?

• Payroll: Our post-integration guide for HR and Brokers
• Payroll: Reviewing and resolving transmission failures
• Payroll: Transferring an employee between companies
• Payroll: Managing Qualified Life Events
• Payroll: Handling retirees, severance, LOA or final payout of employees

Open Enrollment

• Payroll: The expert's guide to Open Enrollment

Single Sign-On

• Payroll: Paycor Single Sign-On
• Payroll: ADP Single Sign-On
• Payroll: Paylocity Single Sign-On

Employer Contributions

• Payroll: How to exchange Employer Contributions with Paylocity