Updating Plan and Division Information

🛠 Updating Plan and Division Information

Plan and division details can be easily updated within the Payroll Integrations portal. This guide walks through how to update the following information:

• Plan Name and Plan ID
• Division Name and Division-Specific Information
• Contact Information
• Payroll Frequency
• Activation Date

📝 Update Plan Name and Plan ID

If a plan’s name or plan ID needs to be adjusted:

1. From the Payroll Integrations dashboard, search for the plan by its existing name or plan ID.

2. Click the plan name to open its details.

3. Click Settings located just below the Plan Name and Plan ID.

4. Make the necessary edits to the Plan Name and/or Plan ID.

5. Click Save Changes.

🏢 Update Division Name and Information

To update division-specific details (e.g., division name, division number, and other settings):

1. From the Payroll Integrations dashboard, search for the plan by name or plan ID.

2. Click on the division name that needs to be updated.

3. Go to the Settings tab.

4. Make any necessary updates to the following fields (depending on the recordkeeper):

   • Division Name

   • Division Number

   • Sub-Division Number

   • Location Number

   • Remittance Group

   • Plus more, depending on your configuration

5. Scroll to the bottom of the page and click Save Changes.

📧 Update Contact Information

To add or update contacts for a division:

1. From the Payroll Integrations dashboard, search for the plan by name or plan ID.

2. Click on the division name that needs to be updated.

3. Go to the Settings tab.

4. In the Email Addresses section:

   • Add, remove, or modify contacts

   • Press Enter after each email address to list them individually

5. Scroll to the bottom and click Save Changes.

ℹ️ There is no limit to the number of contacts listed. These contacts are used by Payroll Integrations for any error resolution or sponsor clarification.

🔁 Update Payroll Frequency

If the payroll frequency was entered incorrectly or has changed:

1. From the Payroll Integrations dashboard, search for the plan by name or plan ID.

2. Click on the division name that needs to be updated.

3. Go to the Settings tab.

4. Locate the Frequency section and update the payroll frequency.

   • You may be prompted to review or adjust the activation date to avoid missing files.

5. Scroll to the bottom and click Save Changes.

📅 Update Activation Date

To change a division’s integration activation date:

1. From the Payroll Integrations dashboard, search for the plan by name or plan ID.

2. Click on the division name that needs to be updated.

3. Go to the Settings tab.

4. In the Start Date section, click the calendar box to select a new activation date.

5. Scroll to the bottom and click Save Changes.

🛠 Need Help?

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