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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?

(Pending Confirmation, is this still accurate?)

Harvester Gear/Somerfield Farms

Set up clients as usual. IIC cards.  Train them on ordering cards and servicing cards. Client will use Harvestergear platform to assign II cards. Harvestergear receives DDA/RT from registerCard API.  Send RowID/cpID & Customer ID of new client to Kyle - Kyle Holt kholt@somerfieldfarms.com  

(Pending Confirmation, is this still accurate?)

Certipay

set up clients as usual, Payroll Plus NO PIN Fee. Clients use Certipay platform to register IIC cards. Train client on ordering cards and servicing cards. Certipay received DDA/RT from registerCard API. Send cpId and Customer ID to Cymonne/Leila  

Fourth  (Pending Confirmation, is this still accurate?)

Custom Branded Cards/Specific Setup Notes: 

 (Pending Confirmation, is this still accurate?)

River Bank – Payroll Plus & Pure Payroll (branded card/package) 

Certipay - All referrals need Payroll Plus NO Pin Fee IIC subprogram 

Payroll Specialties -  

FIS – branded package 

PayPro – branded package 

Cadence – branded package for Payroll Only 

Payroll Vault – branded cards 

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