Embedded Setup overview

Getting started with a new payroll provider is complicated for customers new to payroll or changing providers. Migrating existing company, worker, and payroll data is a daunting task that can take weeks. This slows down time to revenue and requires an experienced payroll team to perform the work efficiently and accurately.

Check, by nature of being a platform serving dozens of Partners in a variety of industries, is uniquely positioned to solve this onboarding problem for our partners.

With Embedded Setup, Partners can leverage our platform, pre-built Components, and team of industry experts to ensure employers are set up quickly and correctly to run payroll. This ensures employers can switch to your payroll system without hiccups, which leads to referrals and drives loyalty. Finally, Full Service Embedded Setup allows you to do all this without having to build out expensive operational team, so you can focus on growth.

In order to use Embedded Setup, Partners must build their integration to allow for the creation and update of specific objects and fields outside of their platform. This is because in the course of completing a setup on our Partner’s behalf, the Check team and systems may create new Employee, Workplace, Payroll, and other records on your company's behalf. We need to ensure that these updates are properly synced back into our Partners' platforms. For a deep dive on these requirements, see the Embedded Setup data sync guide.

Embedded Setup is also not a free service. If Embedded Setup pricing is not already in your contract with Check, you should work with your Partner Success Manager to ensure that Embedded Setup is enabled for your account and billing is set up appropriately.

Today, Check offers two types of Embedded Setup:

In Full Service Embedded Setup, either you or your customer submits basic information about their company to Check (through Console or through our Full Service Setup Submission Component), and then the Check team handles the rest. We set up company tax information, employee and contractor profiles, pay history, and more. Full Service is most impactful for larger companies with more complex payroll history. A variety of factors determine this complexity, including but not limited to:

Full Service is also appropriate to offer to your customers when you want to provide them with a white glove onboarding experience, regardless of size. It is common in the payroll industry to charge for this type of service, and we have many Partners who charge on top of Check's pricing for Full Service Setup to create an additional revenue line from customers who wish to pay for a more seamless onboarding experience.

Note: Only “switcher” companies, i.e., those who have run payroll at least once before, are eligible for Full Service Embedded Setup. See our Guide to Self Service Setup to learn more about supporting “inception” companies, i.e., companies who have never run payroll before.

Note that our Partners can and do charge their employers for this level of onboarding service, especially for companies with greater than 50 employees.

For a deeper dive on Full Service Embedded Setup, please read the Guide to Full Service Embedded Setup.

In Self Service Embedded Setup, your customer submits all information about themselves to Check to complete the setup process, including company tax information, worker setup, and pay history. Data entry and validation takes place via Check’s Self Service Setup Components, such as the Team Setup and Tax Setup Components, which are designed and built to make it easy for smaller employers to set themselves up in a low-touch, high conversion funnel.

For a deeper dive on Self Service Embedded Setup, please read the Guide to Self Service Embedded Setup.

As a reminder, Partner-managed setups are still an available option for Partners who do not wish to use either Embedded Setup offering. This setup method requires Partners to collect prior provider information from their customers directly, and set up those companies in Console by using the Company setup flow. More information about this setup flow can be found in Company setup overview.

The TLDR is that if you’re using Embedded Setup, you’d use the request_embedded_setup API. If you’re not using Embedded Setup, you’d use the start_implementation API. It is one or the other, you can’t use both.

In terms of contact/company owners: