Complete Setup Instructions for Apex Bureaus

Payroll Integrations is able to support 360 API integration between Apex bureaus and recordkeepers. Below are the Apex bureaus Payroll Integrations Inc. currently supports. If you do not currently see your payroll provider that is utilizing Apex software, please reach out to kevin@payrollintegrations.com to add them as a supported platform. 

Please follow the below steps to setup your integration. During this setup, please have your payroll rep on the phone as they will need to enable to API connection for your company.

1. Navigate to payrollintegrationsapp.com/[recordkeeper] and click “Create Account”. Please note, [recordkeeper] will need to be replaced with your recordkeeper's name. 

2. Enter you email address and click 'Create Account'.

3. You will receive a verification email from noreply@payrollintegrationsapp.com. Verify the account by clicking the hyperlink in the email.

4. You will be redirected back to the Payroll Integrations website where you will need to create a password. Password requirements are at least 8-characters, one upper-case, one lower-case, one number, and one special character. Then click 'Complete Account Setup'.

5. Agree to Payroll Integrations' terms and conditions. 

6. Enter you company name and company/plan ID as provided to you by your recordkeeper then click 'Save'. 

7. Click 'Create Division'.

8. Search for your payroll provider in the search bar.  

9. Enter your payroll platform ID then click 'Next'. 

10. Confirm your payroll provider and payroll platform ID are correct then click 'Looks Good'. 

11. Fill out any required fields on the next page. Then click 'Next' in the bottom right. 

If your plans allows 401k loans to be taken out by employees, please select whether employees are permitted a single loan at a time or if they are permitted multiple loans at a time. Please refer to your plan documents if you are unsure. If your plan does not allow for loans, you may leave the setting as 'Single'. 

12. Select your payroll frequency in the dropdown. If you do not see your payroll frequency in the list provided, you may select 'Custom' at the bottom. Click 'Next' once you have selected your payroll frequency.

13. Select the activation date for the integration then click 'Next'. 

14. Confirm the details thus far. If everything is correct, click ‘Create Division’. If there is something that needs editing, click the ‘revisit’ link.

15. The next step will be to set up your billing for the integration subscription. Select how you would like to pay for Payroll Integrations. Both Credit Card and ACH bank payments are accepted through the Payroll Integrations platform. Enter your payment information (Credit Card, or Bank Information) in the appropriate tab and click ‘Submit Billing Information.’

16. Once your division is setup, your payroll rep will need to enable the API connection. 

17. Once the API has been enabled, deduction and earnings codes will need to be mapped. Please view the guide "How to Map Your Deduction and Earnings Codes on the Payroll Integrations Platform" to complete this step. 

Additional relevant guides:

How to use the Employee Loans Feature in the Payroll Integrations App

How to Use the Employee Filtering Feature in Payroll Integrations App

For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.