The first step in setting up a plan's integration is setting up a plan sponsor. To do this, follow the below steps:
- Log into your Payroll Integrations account using your unique recordkeeper portal. If you are not sure how to navigate to your recordkeeper's Payroll Integrations portal, please submit a help desk ticket here. If you have not yet set up a Payroll Integrations account, please view How to Create an Account on the Payroll Integrations App.
- Click "Create Plan Sponsor" on the right-hand side of your Payroll Integrations' dashboard.
- Enter the Company Name and the Plan ID as given to you by your recordkeeper then click "Create Plan Sponsor".
- Once this is complete, next steps will depend on which payroll provider the company is using. Please view the guide below specific to your payroll provider to complete next steps.
Complete Set Up Instructions for ADP Run
Complete Set Up Instructions for ADP WorkforceNow and ADP Totalsource
How to Connect Payroll Integrations to a Paychex Account
How to Set Up Integration With Quickbooks Online
How to Connect a Paylocity Account to Payroll Integrations
How to Connect a Paycom Account to Payroll Integrations
Please note, additional guides specific to each payroll provider may be of some help during setup and can be found here.
For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.