Payroll Processors that have multiple clients under them are becoming more and more frequent requests. This Many of our Payroll Processors unique set ups, this is to help establish notes and direction on how the process and set ups work in a central location for the team.
PayrollCentric
will hold the cards and distribute out to their clients.
PayrollCentric - Group Client ID 3026404
Client Due Diligence forms are to be sent to Sales, entered into Salesforce, and assigned out to Implementations. Client needs to be entered into FIS and Pathward. Once approved, Client ID needs to be added under PayrollCentric (add screenshot)
Time and Pay
will hold the cards and distribute out to their clients.
Time and Pay Inc - Group Client ID 3023324
Client Due Diligence forms are to be sent to Sales, entered into Salesforce, and assigned out to Implementations. Client needs to be entered into FIS and Pathward. Once approved, Client ID needs to be added under Time and Pay Inc (add screenshot)
Payroll Vault (pending additional info)
NatPay
Standard set up. NatPay is a group, each client managed by themselves?