Previous Provider Access Component guide

The previous provider access component (“PPAC”) guides employers through how to grant access to their payroll history, enabling a more seamless transfer of data when kicking off their Full Service Embedded Setup process.

Check strongly encourages partners to use the PPAC for all Full Service Embedded Setup employers. The PPAC reduces back-and-forth throughout the Embedded Setup process by mitigating issues that arise with ensuring sufficient access to a company’s payroll history. Check has built provider-specific guidance as to how an employer can grant access to their payroll history for some providers, and continues to build these provider-specific experiences out, enabling a more guided experience and answering employer’s questions before they ask.

Read more about provider-specific experiences in the PPAC.

Partners are encouraged to build the PPAC directly into a self-serve product flow for employers using Embedded Setup. To read more about building with Check components, check out the following guides: Working with Check components, Embedding a Component and Handling Component Events.

The PPAC can also be generated manually for a company in Console. Open the company page, and in the Embedded Setup form at the top of the page, you will see: “Employer has provided access to payroll reports.” Under this field, click “Generate component link” to generate a link to a PPAC for the company.

The component can alternatively be generated from the “Generate Component Link” dropdown button in Console. Note that the component is not useful for non-Embedded Setup companies.

A signatory must be set up in order to generate a component link. Links are one-time use and expire after 24 hours.

After generating the Previous Provider Component link, send the link to the employer.

Hi John,

In order to migrate your payroll data, we’ll need access to your pay history. Click here for guidance on how to provide that access, and let me know if you have any questions. Thanks!

Best,

Leah

When an employer opens the component, the first few screens will introduce them to Check and inform them as to the purpose of the information they will provide.

Next, if the `previous_payroll_provider` field has been submitted with the Enrollment Profile the employer will be directed to select their previous payroll provider. Otherwise, the employer will skip directly to a guided instructions screen corresponding to their previous payroll provider.

Employers can provide Check access to their payroll history through two methods.

Employers with online payroll providers are strongly encouraged to provide direct access to their previous provider account by adding Check as a user. This method best enables Check to access all information needed to set up the company. As such, employers who indicate they use an online payroll provider will be automatically prompted with guidance for this method, rather than given the upfront option to upload reports.

Employers are guided to copy Check’s email, setup@checkhq.com, and to go into their previous provider account to grant access to this email address, typically as an accountant user.

The employer may need additional information to set up an administrator or accountant user, including:

Once the employer has provided access to setup@checkhq.com at a permissions level that allows access to viewing and downloading all necessary reports, they should click both confirmation checkboxes and Continue.

This Help and FAQs tabbed section gives employers an “out” if they are running into issues when providing direct access. If Check has built a provider-specific guide as to how employers can grant direct access to their provider, this guide will be surfaced in this pop-up. There is always an option for employers to navigate to Method 2: Uploading historical payrolls.

Uploading reports is the less recommended previous provider access option, as it is more likely to result in increased back-and-forth between the customer and Check. Payroll data migration requires detailed information from numerous reports, which can be difficult for employers to extract correctly. That being said, some employers need to use this option, for example if they have been running payroll manually or if they use a desktop-only payroll provider. Employers with these previous provider types will be brought directly to the report upload screen.

Employers can upload their reports using this screen. Hovering over the question mark next to each report type will list the information required in each report type.

Employers should upload employee detail, pay history and tax filing reports. If employers do not have all report types, they should upload what they are able to, and Check Embedded Setup will reach out if any additional information is needed. Employers do not need to upload a report more than once if the report encompasses more than one listed category. If uncertain, we encourage employers to err on the side of uploading too much in order to reduce back-and-forth.

Once the employer has finished uploading reports, they should click “I’ve uploaded all available reports above” and Submit.

Reach out to the Check Embedded Setup team, with as much detail about the problem as possible. (Which provider? Where exactly is the employer running into trouble?) Our team will help troubleshoot and ensure we get the employer’s payroll history in some way.

The employer should upload whatever reports they do have. They should attempt to upload all reports. Our team will reach out afterwards if we are missing information needed for the employer’s setup.

Access to the Embedded Setup Vault is granted to Check Embedded Setup team members only. After the company has been set up, we recommend that the employer terminate their previous provider account, which will also disconnect Check's access.