iSolved: Pre-Onboarding

To Request API Access to Payroll Integrations:

1. Navigate to the isolved Network Partner Portal
2. Submit the API Questionnaire and indicate that you would like to connect to “Payroll Integrations”
3. Let your isolved representative know and ask them to expedite the request

To add an employer to the API:

Add Client to Partner User

• Security → Partner Users
• Enter Payroll Integrations into the Search field
• Select Payroll Integrations and click the Pencil to Edit
• Click the Client Access tab
  • Add Client
  • Client Code: Enter client ID for client requesting the integration
  • Click Add
• Click Save

Refresh System Data:

• Production UtilitiesàRefresh System Data

Setup Complete Notification

• E-mail the assigned Payroll Integrations contact and/or the client to notify them that the isolved portion of the setup is complete and Payroll Integrations can now complete their setup and work with the client on a rollout plan.
• Additional Contact Email -  kevin@payrollintegrations.com