Approving Divisions

✅ 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:

1. Navigate to the Payroll Integrations dashboard.

2. 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:

1. Click on the plan name from the dashboard.

2. Locate any divisions pending approval.

3. 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

• Once a division is approved, Payroll Integrations will begin delivering payroll files to the recordkeeper starting from the activation date defined in the system.

• 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.