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