Managing Full Service Embedded Setups that miss a go live
Streamline your Full Service Embedded Setup process after missing a go-live date with new procedures.
On April 1, 2025 the process for managing a Full Service Embedded Setup that misses a go live changed. These changes will improve our Embedded Setup team’s efficiency, allowing them more effectively set up your customers, and provide greater clarity into the outcomes of your Embedded Setups for analysis and tracking purposes.
Missed go live process prior to April 1, 2025
Check moved the setup to Needs Attention and sent a Zendesk message to request an updated target start date. This led to a back and forth Zendesk communication, unclear setup statuses, and inefficiencies for the Check team.
Missed go live process now
If all of the Check Embedded Setup team’s work is completed for the go-live date and the go-live date is missed or a change is requested, then Check will:
- Close the Full Service Embedded Setup
- Mark the Setup Status as `Missed Go Live` in Console
- Send a Zendesk message in the ticket that the Setup is closed with steps of how to reopen
- Close the Zendesk ticket
In order to continue the Setup, the partner or employer should resubmit the Full Service Embedded Setup with a new go live date. This can be done in three different ways.
- Complete the component link. The component will pre-fill all of the previously entered information.
- Submit the Full Service Embedded Setup in Console.
- Resubmit to the request_embedded_setup API with a new start date.
- Once the Setup is re-submitted, it will begin in Preliminary Review, where the Check team will review and confirm the requested start date.
- Once Preliminary Review is complete, the Setup will move to the year to date phase, where the additional payroll runs will be loaded. All information previously loaded, such as prior provider, access method, employee and contractor information, etc. will carry over to the new setup.
Reviewing missed go lives
If you want to review your Full Service Embedded Setups, including the count of Setups that are completed or closed, you can find this information in the Usage API.
Last updated on January 31, 2025