Setup Roles: Partner + Check
Manage partner responsibilities and streamline the setup process with Check's guidance and support.
Check supports you — but you lead.
Partner Responsibilities
The areas that you will own by taking over setups:
- Manage data and communication with customer
- Work directly with your customer to obtain the required materials outlined in the data extraction section. When data isn't available, you'll need to discuss alternative paths with the customer or follow up until materials are provided.
- Drive setup execution
- Input the required data using customer information and ensure company details match what was shared from the prior provider. Your team will follow Check's Setup Playbook to ensure accurate and complete entry before activating the account.
- Own timelines directly with your customer and teams
- Work directly with customers on go-live timelines. It's critical to confirm a specific date for the first run on the Partner/Check system. If this date is missed, additional information may need to be entered. You'll own all communication leading up to the first processing run and handle any delays or extensions as needed. This includes updating go-live timelines when customers haven't provided complete information.
Check Responsibilities
How Check supports our Partners during the setup process:
- Train your setup team
- Check's team provides direct training sessions and ongoing support throughout your transition to setup ownership. The Setup Playbook along with on-demand Setup 101 and Setup 201 trainings are available 24/7 for your teams.
- Provide audit and review support during transition phase
- Guide on edge cases and blockers
- Check's team is available when nuanced setup items arise. This includes addressing one-off requests and providing guidance during complex setups. Elements like earning types, benefits, and multi-state setups can be overwhelming, but the Check team helps streamline these processes and ensures clarity throughout.
When to Loop in Check vs Employer
When facing blockers, it can be unclear who can help move the process forward. Here's a quick guide:
- Blocked on missing information
- Employer - Communicate clearly what information is missing and required. Most often, the customer will need to retrieve this information from their prior provider.
- Check - If information cannot be obtained from the prior provider, contact the Check team to explore alternative approaches or discuss potential tradeoffs.
- Missed Go-Live
- Employer - Determine why the approval date was missed. Explore options for approving within the original timeframe using manual payroll or wire methods. Note that if the pay period was processed on the prior provider's system, you'll need additional historical information.
- Check - Check can reopen accounts requiring additional historical information and assist with alternative processing methods (manual payroll/wire payroll)
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