✅ Approving Divisions in Payroll Integrations
Before payroll files—both test and production—can be delivered to a recordkeeper, all plan divisions must be approved within the Payroll Integrations platform. File delivery will automatically begin based on the plan’s activation date, but only once division approval is complete.
🔍 How to Check Division Approval Status
To determine whether a plan’s divisions have been approved:
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Navigate to the Payroll Integrations dashboard.
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Look for any red caution symbols next to the plan or its divisions. These indicate that one or more divisions are still pending approval.
🛠 How to Approve Divisions
To approve pending divisions:
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Click on the plan name from the dashboard.
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Locate any divisions pending approval.
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Click the green "Approve" button next to each division requiring approval.
Once approved, the division’s status will update to "Approved."
🚀 What Happens After Approval
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Once a division is approved, Payroll Integrations will begin delivering payroll files to the recordkeeper starting from the activation date defined in the system.
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If past files are no longer needed from the current activation date, you may update it as necessary.
🔧 To adjust activation dates or division details, refer to: Updating Plan and Division Information
🛠 Need Help?
For any further assistance, please submit a help desk ticket and our team will get back to you as soon as possible.