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)
Branded Cards - (add group ID)
NatPay
Standard set up. NatPay is a group, each client managed by themselves?
Add IDs that may be helpful, no branded card.
Quite Client - Brightwell Conversion
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 Cymone.
Client has API on the back end so clients don’t need to do a card registration. The intention of sending the Client ID to Cymone is to allow Certipay to do a set up, this is what allows for the registration via API. (helpful to train them on the reports to pull the Card Registration report on Weds) Make sure to remind them to speak to Certipay. They can do manual set ups if needed.
Fourth - We are integrated with them (pending more info from Ashley)
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
Texas Bank and Trust - branded package
Streamline Concepts - branded package, will add clients. Everything will go under SC, they will send us the Third Party DD forms. (Salesforce process).