Guides for Recordkeeper Admins
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      Deactivating a Plan's Integration

      If a plan will no longer be using their integration for any reason, the integration can be deactivated so no further payrolls are submitted to their recordkeeper and no further updates are made to employee deferrals.

      To deactivate the integration for a plan, please complete the following steps:

      1. From the Payroll Integrations dashboard, find the plan that needs to be updated by searching their plan name or plan ID in the upper right-hand corner. 
      2. Click on the plan to open it up.
      3. Click on the 3 dots 3dotson the right-hand side next to the division you are wanting to edit.
      4. Navigate to the 'Other Settings' tab.
      5. Change the 'Active' status to 'Inactive'.
        inactive
      6. Click 'Save Changes' in the bottom right-hand corner.
      7. Then go back to the divisions tab, click Finish Setup.
      8. Go to the subscription section and click "Manage Subscription".
      9. Click "Cancel Subscription" in the middle.
      10. If the plan has multiple divisions that need to be deactivated, please repeat steps 3-9 for each division that should be deactivated. 

       

      If a plan is using ADP, please have the sponsor complete the follow steps to unsubscribe from the Payroll Integrations app in the ADP Marketplace. These steps will need to be completed by the original person who set up the integration. If they do not complete these steps, ADP will continue to charge the client:

      1. Navigate to the ADP marketplace at apps.adp.com and log in using ADP login credentials.
      2. For plans using ADP Run, search for 'Payroll Integrations Connector for Run Powered by ADP'. For plans using ADP WorkForce Now or ADP Total Source, search for 'Payroll Integrations Connector for WorkForce Now'. 
      3. Once the client has pulled up the correct application for their plan, they can click 'Manage App'.
      4. From the manage page, they will click 'Cancel Subscription'
      5. Confirm cancellation date or 'Cancel Immediately'. 
      6. If a plan has multiple divisions and multiple ADP logins, steps 1-5 will need to be repeated for each ADP login. 

      Please note - if a plan is using ADP Run and has multiple divisions, they will always have multiple logins and therefore steps 1-5 will need to be completed for each. 

       

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