Updating Plan and Division Information

Plan and/or division information can be easily updated on the Payroll Integrations site. This guide will explain the steps to update:

1. Plan Name and/or Plan ID
2. Division Name and Information
3. Contact Information
4. Payroll Frequency
5. Activation Date

Plan Name and/or Plan ID:

If a plan needs to adjust their plan name or plan ID, please complete the following steps:

1. From the Payroll Integrations dashboard, find the plan that needs updating by searching their existing plan name or plan ID. 
2. Click on the plan to open it up. 
3. Click on the blue pen button next to the plan name and plan ID.
4. From here, you can make any needed changes to the plan name and plan ID.
5. Once updated, click 'Save Changes'

Division Name and Information:

1. From the Payroll Integrations dashboard, find the plan that needs to be updated by searching their plan name or plan ID in the upper right-hand corner. 
2. Click on the plan to open it up. 
3. Click on the 3 dots on the right-hand side next to the division you are wanting to edit.
4. Click 'Edit Division'
5. From here, you can make changes to the division name and for certain recordkeepers, division number, sub-division number, contract number, location number, and remittance group.
6. Once changes are complete, click 'Save Changes'.

Contact Information:

The contact listed in the Payroll Integrations website for each plan is used down the line if Payroll Integrations runs into any errors that need clarification from the plan sponsor. While the plan sponsor can manage the contacts through their own access to their individual plan on the Payroll Integrations website, they may ask for assistance. To update contact information, please complete the following:

1. From the Payroll Integrations dashboard, find the plan that needs to be updated by searching their plan name or plan ID in the upper right-hand corner. 
2. Click on the plan to open it up. 
3. Click on the 3 dots on the right-hand side next to the division you are wanting to edit.
4. Click 'Edit Division'
5. From here, contacts can be added, removed, or changed under the 'Email Addresses' section. There is no limit to how many contacts can be listed. Multiple email addresses should be separated by a comma. 
6. Once changes are complete, click 'Save Changes'. 

Payroll Frequency:

If a plan changes their payroll frequency or enters the wrong payroll frequency during setup, this can be adjusted on the Payroll Integrations website by completing the following:

1. From the Payroll Integrations dashboard, find the plan that needs to be updated by searching their plan name or plan ID in the upper right-hand corner. 
2. Click on the plan to open it up. 
3. Click on the 3 dots on the right-hand side next to the division you are wanting to edit.
4. Navigate to the 'Frequency' tab.
5. Adjust the payroll frequency. You may be prompted to select a new activation date based upon the new payroll frequency. Review the activation date to make sure no files will be missed with this change. 
6. Click 'Save Changes'

Activation Date:

If a plan's activation date needs to be changed, please complete the following on the Payroll Integrations website:

1. From the Payroll Integrations dashboard, find the plan that needs to be updated by searching their plan name or plan ID in the upper right-hand corner. 
2. Click on the plan to open it up. 
3. Click on the 3 dots on the right-hand side next to the division you are wanting to edit.
4. Navigate to the 'Start Date' tab.
5. Click on the box to open up a calendar pop-up. Select the adjusted activation date.
6. Click 'Save Changes'. 

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