Creating objects in Console

Check Console is an internal dashboard for Partners to manage their payroll product across all of their customers. Console helps teams gain deeper visibility into their payroll business by providing a clear outlook for foundational information such as companies, workplaces, and employees on the platform along with more granular information like individual payrolls, benefits, and deductions.

With Console, there’s no need to build an internal tool to visualize data in Check - Check provides the necessary features to empower Partner’s operations team and developers to create an amazing experience for their customers.

The first step is to create a Company object in Console. This can also be done using the Check API if your requirements were to integrate this into your codebase.

If Partner chooses to utilize Onboard for the Company’s setup, the Signatory name, title, and email must be entered. This is a critical step as the information will be shared with the IRS on Form 8655 to activate the Power of Attorney (POA).

If Onboard is used, then the Company’s signatory will receive a link to Onboard and complete the remaining Company setup data. Otherwise, it can be sent through the Check API via a Partner’s payroll product.

After providing the required fields, the Company object is created and viewable in Console. The start date can be provided from a Partner’s payroll product via the Check API or entered directly into Console. If the Partner chooses not to utilize Onboard, the Partner can complete the Setup steps in Console.

Once the company object is created, the next step is to enter the start date. This can be done one of two ways: entered in Console or passed through the Partner Payroll product using the Check API. This then enables the Partner to complete the next two steps.

You can configure the Company’s Federal and State settings. In this example we clicked on Federal and were brought to a settings configuration screen. After configuring Federal, you can configure the State(s).

After configuring State’s you can begin to create Workplaces associated with each State.

At this point, the Company has been created, Federal settings such as EIN have been set, States the Company does business in are configured and Workplaces have been set up in the States where the Company has businesses in. Now we can add Employee’s to the Workplaces.

After the company object is created, the Workplace object(s) can be created. This can be done utilizing the Check API in the Partner’s product.

After the company and workplace objects are created, then the Employee objects can be created. As with the previous processes, this can be built into the Partner’s payroll product using Check API or can be done via Console.

You can generate an Employee Onboard link and send it to the employee. With this method, it is the employee’s responsibility to enter in their personal information such as how they want to be paid from Onboard.

The employee receives their Onboard link.

You can view the Employee(s) you’ve created in Console. Notice how this Employee has an Onboard Status of Blocking.

Console lists the issues there are with the Employee that has status Blocking.

After the company and workplace objects are created, then the Contractor objects can be created. As with the previous processes, this can be built into the Partner’s payroll product using Check API or can be done via Console.

Contractors are created the same way as employees. They have 3 steps to complete: TIN, Payment Method, and Sign W-9. You can view the Contractor(s) you’ve created in Console under the Contractors tab.

As part of the Company setup, if the Customer has Benefits or deductions which need to be established, they can also be added using Console. There are seven steps required to accomplish this task. They will need to be completed prior to loading historical data and/or running the first payroll with benefits.

First you need to click Setup from the Company Info page and then on Benefits.

Select the type of Benefit.

The drop down will provide options like these.

Configure the Benefit. Different types of Benefits will have different settings.

The configured Benefits for the Company are listed.