Company Setup
Company and Team Setup
Company setup overview
Streamline your company setup with Check's four-step payroll integration process for partners.
New business setup
Guide partners on enrolling new businesses for payroll processing with Check Console.
Company onboarding via components
Streamline company onboarding with customizable links for efficient setup and information collection.
Company onboarding via API
Set up a company on Check’s platform programmatically for seamless payroll integration.
Company onboarding via Console
Streamline company onboarding and payroll setup using Check Console for efficient management.
Creating objects in Console
Learn to create and manage company, workplace, and employee objects in Console effectively.
Pay schedules
Establish a pay schedule to manage employee payments efficiently and ensure compliance.
Deep dive: Collect & migrate data
Streamline data collection and migration processes to enhance payroll product efficiency and accuracy.
Deep dive: Validate & authorize company info
Validate company information to prevent go-live delays and enhance customer experience.
Bulk employee creation in Console
Upload employee data in bulk using a CSV template in Console to streamline onboarding.
Bulk employee withholding upload in Console
Upload and edit employee withholding information in bulk using the Console's new features.
Storing prior year history
Store prior year payroll history effectively to ensure compliance and support future audits.
Company legal and mailing addresses
Understand the differences between legal and mailing addresses for your business compliance needs.
Company Review
Evaluate your company's creditworthiness with Check's comprehensive onboarding Company Review process.
Historical Payroll Audit Report
Ensure payroll accuracy during provider transitions with the Historical Payroll Audit Report.
Running parallel payrolls
Run parallel payrolls to ensure data accuracy and a smooth transition to a new provider.
Loading historical wages
Load historical wage data accurately to ensure proper tax filings and employee records.
Historic Liability Debit (HLD)
Collect and remit Historical Liability Debits for unpaid tax liabilities from previous payroll providers.
Setup Documents in Console
Access Setup Documents in Console for company setup and verification reports.
W-2 & 1099 Electronic consent best practices
Implement best practices for collecting electronic W-2/1099 consent from employees and workers.
Partner to partner transfer policy
Ensure timely customer transfers between partners to maintain accurate payroll records.
Implementing from a PEO/CPEO
Explore Check's capabilities for migrating clients from PEOs and CPEOs with key limitations.
Form 8655 | Reporting Agent Authorization
Authorize Check to manage tax filings and deposits using IRS Form 8655 efficiently.
Employee Onboarding
Streamline employee onboarding by accessing and completing payroll profiles efficiently in Check Console.
Previous Provider Complexity Guide
Classify previous payroll providers to streamline setup timelines and improve migration efficiency.
Removing a Tax Setup Parameter
Remove invalid tax setup parameters by verifying their status and submitting a request to support.
Setup Playbook
Overview of Setups
Streamline your payroll setup process to enhance relationships, control, and efficiency.
Setup Roles: Partner + Check
Manage partner responsibilities and streamline the setup process with Check's guidance and support.
Timeline Template
Customize your team’s timeline to enhance capacity and strategy effectively.
Build Options: Console, Components, vs API
Explore different onboarding methods using Console, Components, or API for efficient setup.
Understanding Payroll Foundations
Master payroll foundations to ensure accurate, compliant, and efficient employee compensation processes.
Company & Employee Onboarding
Streamline onboarding with Check by efficiently setting up companies and employees for payroll.
Historical Wage Load & Mapping
Upload historical payroll data and ensure accuracy with custom earning codes in Console.
Auditing & Balancing
Submit payroll reports for auditing, addressing variances and ensuring accuracy throughout the process.
Go Live
Stay tuned for exciting updates coming soon in the "Go Live" article!
Embedded Setup
Embedded Setup overview
Streamline payroll onboarding with Check's Embedded Setup for efficient partner integrations.
Full Service Embedded Setup (ESe) guide
Streamline payroll onboarding with the Full Service Embedded Setup guide for partners.
Self Service Embedded Setup guide
Empower customers to complete their own setup with the Self Service Embedded Setup guide.
Embedded Setup data sync guide
Explore data synchronization strategies for seamless integration with Check’s Embedded Setup service.
Full Service Embedded Setup timelines and SLAs
Explore updated timelines and SLAs for Full Service Embedded Setup to streamline your payroll process.
Preliminary Review for Full Service Embedded Setup
Streamline the Full Service Embedded Setup with a thorough Preliminary Review process.
Full Service Embedded Setup (ESe) data requirements
Ensure accurate payroll setup by providing essential employee and company data for a smooth transition.
Previous Provider Access Component guide
Guide employers on granting payroll history access for a smoother data transfer process.
Previous provider access: Provider-specific experiences
Guide employers through provider-specific steps to grant Check access for seamless setup.
Communication in Full Service Embedded Setup
Streamline your Embedded Setup process with direct employer communications to enhance efficiency.
Managing Full Service Embedded Setups that Miss the Go Live Date
Streamline missed go-live processes for Full Service Embedded Setups and improve efficiency.
Extraction Guides
Data Formatting
Streamline payroll data by removing unnecessary elements and formatting for clarity.
Quickbooks Online (OBO): Extract and Required Data Guide
Guide users to access QBO, extract, format, and upload payroll data efficiently.
Patriot: Extract and Required Data Guide
Extract, format, and upload Patriot payroll data to complete your setup efficiently.
Evolution: Extract and Required Data Guide
Guide users to access Evolution, extract data, and format files for successful setup.
Toast: Extract and Required Data Guide
Guide users to extract, format, and upload Toast data for successful payroll setup.
OnPay: Extract and Required Data Guide
Guide users to access OnPay, extract data, format files, and complete setup.
iSolved: Extract and Required Data Guide
Guide users to access iSolved, extract data, and format files for successful setup.
SurePayroll: Extract and Required Data Guide
Guide users to extract, format, and import payroll data for successful SurePayroll setup.
Proliant: Extract and Required Data Guide
Guide users to access Proliant, extract required data, and format files for successful setup.
ADP Run: Extract and Required Data Guide
Guide users to access ADP RUN, extract required data, and format files for successful setup.
ADP Workforce (WFN) Now: Extract and Required Data Guide
Guide users to set up ADP Workforce, extract, format, and import required payroll data.
Paychex Flex: Extract and Required Data Guide
Guide users to access Paychex Flex, extract, format data, and complete setup efficiently.
Paycor: Extract and Required Data Guide
Guide users through Paycor access, data extraction, and formatting for successful setup.
BambooHR: Extract and Required Data Guide
Guide users to extract, format, and import BambooHR data for successful setup.
Square: Extraction and Required Data Guide
Guide users to add Square payroll access, extract data, and format files for setup.
RASI (Back Office): Extraction and Required Data Guide
Guide users to access RASI, extract, format, and upload payroll data efficiently.
Gusto: Extraction and Required Data Guide
Guide users to access Gusto, extract data, and format files for successful setup.
ADP Totalsource: Extraction and Required Data Guide
Guide users to access ADP, extract data, and format files for successful setup.
Restaurant365: Extraction and Required Data Guide
Guide users to extract, format, and import Restaurant365 data for successful setup.
Paycom: Extraction and Required Data Guide
Guide users to access Paycom, extract required data, and format files for setup.
Heartland: Extraction and Required Data Guide
Guide users to access Heartland, extract required data, and format files for setup.
Paylocity: Extraction and Required Data Guide
Guide users to extract, format, and import Paylocity data for efficient payroll setup.
Rippling: Extraction and Required Data Guide
Extract and format Rippling employee data for seamless setup and import.
Every: Extraction and Required Data Guide
Guide users to extract, format, and upload data for Every setup efficiently.
Desktop Platforms: Extraction and Required Data Guide
Extract essential data for desktop applications to ensure successful setup and compliance.
Partner-To-Partner: Extraction and Required Data Guide
Extract and format partner payroll data to streamline onboarding and termination processes.