Restaurant Payroll Card process

Restaurant Payroll Card process –

For Restaurants with one EIN but multiple locations in the portal –

• Sales should submit an opportunity for each location, since a Client ID will be needed for each location in the portal. Notes should include how the locations are related to the Main location (group). Only one Agreement is needed, but can be put in each opportunity in Salesforce. (I have received spreadsheet from Sales that makes this easy to gather all the locations in one spot – then copy in either the Corp location opportunity in Salesforce or shared in each of the locations (opportunities).

• Due Diligence should be reviewed for each location, confirming that it is a business address where the cards will be shipped, but separate due diligence not need if on one spreadsheet for all locations (incl – legal name, address, contact, phone, email)

• TPA only needs to be submitted for the one FEIN in Partner Pass

• Portal Setup will be determined by client and how the administration will be handled. It can be done as a Group with all locations as subclient to the Group or individually:

  • If client has users that will distribute cards from each location – separate user id(s) for each location may be provided, this way cards can be setup to deliver there and auto-reorder can also be setup

  • If client wants one stack of cards, this should be noted in Salesforce – the cards can be shipped to the main office and distributed by them. this makes it easier for administration if client has employee’s that move from location to location regularly to cover shifts all in one client id, so multiple cards are are not needed

For Restaurants with multiple EIN:

• Sales should submit an opportunity for each location, since a Client ID will be needed for each location in the portal. Any specific notes about the client should be included in Salesforce. ). A separate Agreement is needed for each client since they all have different EIN’s and attached in Salesforce.

• Due Diligence should be included with each Agreement for each location so a separate TPA can be submitted to Pathward.

• Portal Setup will be determined by client and how the administration will be handled. It can be done as a Group with all locations as subclient to the Group or individually:

  • If client has users that will distribute cards from each location – separate user id(s) for each location may be provided, this way cards can be setup to deliver there and auto-reorder can also be setup

  • If client wants one stack of cards, this should be noted in Salesforce – the cards can be shipped to the main office and distributed by them. This makes it easier for administration if client has employee’s that move from location to location regularly to cover shifts all in one client id, so multiple cards are not needed