The first step in the integration process is setting up an account on the Payroll Integrations Website. There are two ways to do this.
The first is if you have not had anyone from your company set up an account with Payroll Integrations yet. The below steps will allow you to set up your company as well as your personal log in:
Step 1: Navigate to payrollintegrationsapp.com/[recordkeeper] and click “Create Account”.
In general, [recordkeeper] should be replaced with your recordkeeper's name. If you are unsure on how to navigate to the appropriate url for your given recordkeeper, please submit a help desk ticket here with the name of your recordkeeper and the Payroll Integrations support team will be able to provide you with the correct URL.
Step 2: Enter you email address and click 'Create Account'.
Step 3: You will receive a verification email from noreply@payrollintegrationsapp.com. Click the hyperlink in the email to verify your account.
Step 4: Create a password. The Password must be at least 8 characters with 1 lower-case letter, 1 upper-case letter, 1 number, and 1 special character.
Step 5: Agree to Terms and Conditions.
Step 6: Enter the company name and your company ID as provided by your recordkeeper.
Step 7: Click 'Save'.
From here, the next steps will be to connect your payroll provider to the integration. Please view the guides found here to connect your specific payroll provider to the integration.
The second way to set up an account is if your company is already in the Payroll Integrations platform and you are needing to add an additional user. Please submit a ticket here to have an invitation sent to the new user. Please be sure to include the new user's email address in the ticket.
For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.