Previous provider access: Provider-specific experiences

ADP Run

1. Log into your ADP Run account an Owner account.

2. Go to Settings.

3. Under Company, click Add users.

4. Use the following details:
1. First name: Payroll
2. Last name: Setup
3. Email: implementation-services@checkhq.com
4. Role: Payroll Admin

5. Save your changes.

ADP Workforce Now

1. Go to Setup > Tools > Support.

2. Click Client Contact Change.

3. Click the Add New Contact tile.

4. Select No to indicate that you are not adding an employee and enter the requested information:
1. First Name: Payroll
2. Last Name: Support
3. Email Address: setup@checkhq.com
4. Phone Number (if asked): 856-830-6462

5. Scroll down to Access Settings.

6. Select No, let me choose the options manually to begin selecting settings. Select:
• Company Codes — Select all companies you'd like to give access to.
• Administrator Access — click Product User as a drop-down, or another similar option if available.
• Product Access — Select Yes for Workforce Now access.
• Contact Settings & Roles — Select Payroll and ensure that Secondary Contact is marked.

7. Click Submit.

8. Confirm the user has access to People and Payroll Processing data
1. Go to Setup > Security > Access Permissions > Manage People
2. Search for the “Payroll Support” user and select their name
3. Navigate to Payroll Processing Access and ensure the user has View Access
4. Navigate to People Access and ensure the user has the Same Access as Payroll Processing

Gusto

1. Click Settings.

2. Click the Gusto admins or Permissions tab (title may vary by account).

3. Under Gusto admins, click Add or edit admins.

4. Click Add new admin toward the top-right of the page. Enter the following information:
1. Employment status → Not an employee
2. Who are they? → Accountant
3. What will they help you with? → Provide advisory services
4. Name → Payroll Setup
5. Email address → setup@checkhq.com
6. Role → Full permissions.

5. Click Add admin.

Heartland

1. Access the Heartland Admin Access form HERE

2. To grant access to your Heartland account, please complete the Heartland Online User Access Authorization Form, be sure to fill out all necessary fields.

3. Please add the following information into each field:
1. First & Last Name - Payroll Setup
2. Email Address - Setup@checkhq.com
3. Phone Number - (856) 830-6462
4. Authorized PIN - 1869
5. Multi-Client Users - List all accounts, if applicable
6. Does the user have any access restrictions? - No - Please add Custom Report Writer
7. Sign, print and date the form
8. Email the completed, signed form to payroll@heartland.us

4. Note-it typically takes 1-2 Business days for access to be granted

Paychex Flex

Paycor

1. Once logged into the Paycor account

2. Navigate to the "Company" section within the menu on the left

3. Then select "User Access" followed by "Access & Registration"

4. Click + External User at the top right

5. Enter the following
1. First Name: Payroll
2. Last Name: Setup
3. Email Address: setup@checkhq.com
4. Send invite

6. Select back to Access and Registration

7. Click on the user you just created

8. Ensure the boxes are checked under "What can I Do" for the following:
1. Company Administrator
2. Employee Administrator
3. HR Administrator
4. Payroll Administrator
5. Reporting Administrator

9. Make sure the "Who I can Affect" is listed as everyone

10. Click Save

Paylocity

1. Navigate to Company Set > User Access > User Accounts > Add Non-Employee.

2. Select Add Non-Employee

3. Verify the Enabled checkbox contains a checkmark. The Enabled checkbox allows users access to HR & Payroll

4. Select the user's Security Group as "COMPANY ADMINISTRATOR" from the dropdown menu.

5. Enable Primary Contact

6. Enter the User Id. Once saved, the User ID cannot be modified

7. Enter the user's Last Name: Setup and First Name: Payroll

8. Enter the Work Phone: 8568306462

9. Enter the Email: setup@checkhq.com

10. Under Notifications - Email Preferences, select Work Email

11. Enter the User Name

Quickbooks Online

1. Sign in to QuickBooks Online as a primary admin.

2. Go to Settings and select Manage Users.

3. Under the “Accounting firms” tab, select “Invite”

4. Click “Add new admin” (top right of the page)

5. Enter the following details:
1. First name: Payroll
2. Last name: Setup
3. Email: setup@checkhq.com

Square

1. Go to Team in your Square Dashboard and click Team Member.

2. Create a new Team Member by filling in the details below.
• Name: Payroll Setup
• Email: setup@checkhq.com
• Phone Number: 856-830-6462

3. Click Save.

4. Go to the bottom-right and click Continue setup.

5. Under Permissions, click Enable Permissions.

6. Under Primary job title, enter Accountant.

7. Leave Pay Type as None.

8. Click Finish setup in the bottom-right corner.

9. Go to Select permission set and create a new permission set. Enable Full access and click Continue

10. Set Personal Passcode to 0000 and then click Save.

SurePayroll

Toast

New UI

1. On the Basic Info tab, enter the following details:
1. First Name → Payroll
2. Last Name → Setup
3. Email → setup@checkhq.com
4. Social Security number → No, it will be entered later
5. Any information can be entered for other fields. These will not matter.

2. On the Jobs & pay setup tab, enter:
1. Payroll security role → HR+
2. Any information can be entered for other fields. These will not matter.

3. If you have a Benefits tab, any information can be entered. On the Documents tab, leave all onboarding documents unchecked.

4. On the Review tab, select Add to team and Return to Team page.

5. Navigate to Team > Onboarding to continue. The Payroll Setup user will most likely be on top of the New Hire Dashboard. Select their yellow pencil icon.

6. In the pop-up, select Mark this new hire as complete and choose Confirm. Select Complete on the next pop-up.

7. Use the Search employees bar to locate the profile for the Payroll Setup user, and select Profile Settings in the lower-left corner.

8. Change the Employment status to Demo Employee and select Save Changes.

9. Navigate to the Profile tab and select the User Account section on the left sidebar. Select Resend.

Old UI

1. Enter the following details:
1. First Name → Payroll
2. Last Name → Setup
3. Any information can be entered FEIN, Position, Work Tax Location, Template, and Hire Date, this will not matter.

2. You will now see the New Hire steps. Select Next at the bottom of the Demographics step, and enter the following email address:
1. Email → setup@checkhq.com

3. Select Cancel on the following page or navigate to Team > Onboarding to continue. The Payroll Setup user will most likely be on top of the New Hire Dashboard. Select their yellow pencil icon.

4. In the pop-up, select Mark this new hire as complete and choose Confirm.

5. Use the Search employees bar to locate the profile for the Payroll Setup user, and select Profile Settings in the lower-left corner.

6. Change the Employment status to Demo Employee and select Save Changes.

7. Select the Employment tab at the top. Select the “>” carat icon next to the employee's primary job in the Jobs & Pay tile. Select the Edit button in the top-right corner.

8. Enter the following information and select Submit:
1. Reason → Administrative Update
2. Security Role → HR+

9. Enter any information for Job, Salary Type, and Default Earning Type. Click Submit.

10. Navigate to the Profile tab and select the User Account section on the left sidebar. Select Resend.