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Recordkeeper Admin Guides
Guides for Recordkeeper Admins
- Navigating the Payroll Integrations Portal as a Recordkeeper Admin
- Plan Sponsor Invitation Process Guide
- Adding Additional Users
- Approving Divisions
- Run Payroll - Production and Test Files
- Running Backfill
- Running Compliance Reports
- Sync Deferral Rates and Loans
- Loan Mapping
- Updating Plan and Division Information
- Deactivating a Plan's Integration
- Troubleshooting
- Download Payroll Files from the Payroll Integrations Website.