Navigating the Payroll Integrations Portal as a Recordkeeper Admin

This guide provides an overview of key features available to recordkeeper admins within the Payroll Integrations portal, along with links to relevant guides for more detailed information.

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.