Alliance Benefit Group Houston Integration Request

Your steps to get connected

1. Send the integration request email to your recordkeeper contact

To:  [Alliance Benefit Group Houston point of contact]

CC: ?

Subject: [Plan Number] [Plan Name] —  360 integration with Payroll Integrations, Inc.

Dear [Alliance Benefit Group Houston Point of Contact],

[Company Name] would like to set up 360 integration with Payroll Integrations, Inc. Please work with the payroll team to begin the onboarding process.  Payroll Integrations, Inc.
Support is available to assist with onboarding if needed. The information you need is below:

Payroll vendor:  Payroll Integrations, Inc.
Contact: Carly Doede (619-826-3506)
Email: implementation@payrollintegrations.com


Thank you,
[Your Name]

2. Testing — what to expect before you go live

Once the payroll connection is established, our team will review your payroll configuration and send a test file to Alliance Benefit Group Houston with your census and contribution data. Alliance Benefit Group Houston will cross-check this against their records to make sure everything lines up.

Before testing kicks off, please make sure your payroll system has accurate, up-to-date information for all employees:

• Full name

• Address

• Date of birth

• Hire date

• Termination date (if applicable)

If your plan excludes any employee classes — for example, part-time or union employees — please let your Payroll Integrations implementation specialist know so we can configure the integration correctly from the start.

During testing, you will need to continue manually:

• Submitting payroll files to Alliance Benefit Group Houston

• Applying any contribution or deduction changes from Alliance Benefit Group Houston into your  payroll system

• Testing typically spans a few pay cycles. We will notify you as soon as the automated connection is live — at that point, you can stop the manual steps entirely.