Preliminary Review for Full Service Embedded Setup
Streamline the Full Service Embedded Setup with a thorough Preliminary Review process.
Overview
Preliminary Review is the first step of the Full Service Embedded Setup process, and encompasses three critical steps:
- Report intake: Check ensures we are able to either access the employer’s previous provider account, or if reports were uploaded, that we have all reports broken out into sufficient detail.
- Report review: Check investigates the employer’s reports to ensure the employer does not have any disqualifying/unsupported features, and consolidates any important questions and information for the employer early in the Setup process, reducing overall employer back-and-forth.
- Setup timeline assignment: Check determines whether the employer will be on a Standard or Extended timeline, based on complexity factors such as total number of employees and contractors, local taxes, labor allocation, and more. For more information review Full Service Embedded Setup timelines.
Support ticket messages during Preliminary Review
You may receive different messages on the company's Setup support ticket while Check conducts Preliminary Review. These include:
- Consolidated questions & information: non-blocking for Preliminary Review to continue, but important to respond to in a timely manner
- Insufficient reports: blocking for Preliminary Review to continue. Action must be taken to reinitiate Preliminary Review on a new 2 business day SLA.
- Unsupported feature:If Check discovers that the company has an unsupported feature, we will close out the company's Embedded Setup process entirely.
- Setup timeline assignment: This indicates that Preliminary Review has been complete, and informs you of the Setup Timeline SLAs for this company.
Consolidated questions & information
During Preliminary Review, Check will consolidate all questions and information pertinent to the Setup, which we will send via a message in the Setup support ticket.
It is critical to reply to any questions in a timely manner; not doing so may result in a need to delay the company’s first payday.
Insufficient reports
If Check does not have sufficient payroll and employer reports - for example, if we are unable to gain access to the employer’s previous payroll provider account - we will let you know both by failing the associated requirement and sending a follow-up message in the support ticket. This stops and resets the Preliminary Review timeline.
If the partner team is leveraging Check's Direct to Employer Communications (D2E), Check will work directly with your employer(s) to obtain any missing information.
Once the employer indicates in the Previous Provider Access Component that they have given Check access to their previous provider or uploads missing reports, Preliminary Review will be reinitiated with a new 2-day SLA. That new SLA will also be communicated in the support ticket.
Unsupported features
If Check discovers that an employer has an unsupported feature during Preliminary Review, we will close out the Embedded Setup and inform you of this via the Setup support ticket.
Last updated on September 30, 2024