Navigating the Payroll Integrations Portal as a Recordkeeper Admin

Skip to:

• Dashboard Overview
• Onboard a New Plan
• Navigating Individual Plans
• Navigating Divisions within a Plan
• Additional Admin Tools
• Need Help?
  
  

🏠 Dashboard Overview

Upon logging into the Payroll Integrations portal, Recordkeeper Admins land on the dashboard displaying all plans on the platform. Each plan entry includes:

• Plan Name

• Company/Plan ID

• Activation Date

• Status

Admins can also access the following global tabs in the upper-left corner:

• Divisions – View all divisions across plans

• Payroll Activity – Monitor recent payroll file activity

• Deduction Updates – View 360 sync data from recordkeepers to payroll systems
  Note: Individual jobs can be drilled into by clicking the Job ID Number

🔔 Need to onboard a new plan?

Just click the “Invite Plan Sponsor” button in the top-right corner of the dashboard — it’s a fast, hassle-free way to kick off the onboarding process!
👉 See the Plan Sponsor Invitation Process Guide for full details.

🔍 Navigating Individual Plans

To access a specific plan:

1. Use the search bar at the top-right of the dashboard to search by plan name or company/plan ID.

2. Click the plan name to open its dedicated plan view.

Plan-level tabs include:

• Divisions – Overview of the plan's divisions

• Payroll Activity – View, download, or rerun payroll files sent to the recordkeeper

• Deduction Updates – Review and download 360 file activity
  Note: Individual jobs can be drilled into by clicking the Job ID Number

• Settings – Update plan-level info like Plan Name or ID

Plan-level features include:

✅ Turn Test Mode ON/OFF
✅ Approve Divisions
✅ Run Payroll – See Run Payroll Guide
✅ Run Backfill – See Running Backfill Guide

Note: To return to the dashboard at any time, click the logo in the top-left corner.

🧩 Navigating Divisions Within a Plan

To explore an individual division:

1. Click the division name on the Divisions tab.

You’ll see several tabs for managing division-level data:

• Dashboard – Quick view of division activity and status.
  Within the dashboard, you can also:

  • Toggle Test Mode ON/OFF

  • Toggle Active Status ON/OFF

  • Run Payroll – See Run Payroll Guide

  • Run Backfill – See Running Backfill Guide

  • Run Compliance Report – See Running Compliance Reports Guide

  • Sync Deferral Rates – See Sync Deferral Rates Guide

• Payroll Activity – Download or rerun payroll files as needed.

• Payroll Mappings – View and update deduction and earnings codes.

• Loan Mappings – Review or update loan data pulled in from payroll – See Loan Mapping Guide

• Eligibility – Manage employee eligibility. Based on the recordkeeper, employees may be excluded from files or flagged with an eligibility indicator.

• Settings – Edit payroll frequency, contact info, or activation date – See Updating Plan and Division Settings Guide

Note: To return to the main plan view, click “Back to Plan Sponsor Dashboard” in the upper-left corner.

⚙️ Additional Admin Tools

Click your email address dropdown in the top-right corner to access:

• Manage Users – Add/manage portal access – See Adding Additional Users Guide

• Settings – Toggle Dark Mode, update your password, or enable/disable MFA – See Enabling Multi-Factor Authentication Guide

• Sign Out

🛠 Need Help?

For any further assistance, please submit a help desk ticket here and our team will get back to you as soon as possible.