Before getting started, you should be provided with a unique "Division Onboarding Code". If you have not been provided with one, please reach out to your recordkeeper to be given one.
Additionally, the payroll admin will need to complete the below steps to successfully set up the connection.
1. Go to the ADP Marketplace
2. Click "Log in" on the top right corner.
3. You will be prompted to input your ADP Run login credentials.
4. Once logged in, click ‘Buy Now’ in the top right corner of your screen.
Please note, if the 'Buy Now' button says 'Request to Buy' you do not have the correct permissions to complete the setup. Please have your payroll administrator complete these steps.
5. Select your tier size based on the number of employees your company has. This employee count will include employees eligible for the retirement (regardless if they are currently participating in the retirement plan or not) and employees who have not yet met their eligibility requirement (if applicable to your retirement plan). We will be pulling the full census so your recordkeeper can track eligibility statuses.
Pricing starts at $30/month for up to 25 employees. If the number listed does not match your current total employee count, click "Change" in blue.
Once you select your plan size, click ‘Save Changes.’
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6. Click ‘Edit’ in the yellow highlighted section.
Paste the unique 'Division Onboarding Code' that your recordkeeper has provided to you then click 'Save Details'. Click 'Next' as shown above. Do not use the example code listed below.
7. Billing for the integration will be added to your ADP invoice as a line item. Click 'Next'.
8. Confirm your order details. If everything is correct, check the box on the bottom left to agree to the Terms of Service and click ‘Complete Purchase’.
9. Go to the ADP Consent Manager. Click ‘Allow’ at the bottom of the screen to complete the connection (as shown on the next page).
You have now added the Payroll Integrations App to your ADP account.
10. Finally, reach out to your 401k recordkeeper to inform them that you have completed the above steps. Some additional configuration may need to be completed by them to complete the integration setup.
For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.