Product updates
All updates
Product Announcement
03
/
28
/
24
Setup Summary View for Embedded Setup
The new Setup Summary View in Console will be going live today! As you onboard more companies through Embedded Setup, we know it can be difficult to manage the process across all companies and ensure each goes live on schedule. The Setup Summary view displays all companies currently going through Embedded Setup along with a new Embedded Setup Status indicating which companies need your attention. Finally, the view also allows you to generate a CSV export of companies being set up, providing a point-in-time snapshot of all ongoing Setups.
Product Announcement
03
/
28
/
24
Setup Summary View for Embedded Setup
The new Setup Summary View in Console will be going live today! As you onboard more companies through Embedded Setup, we know it can be difficult to manage the process across all companies and ensure each goes live on schedule. The Setup Summary view displays all companies currently going through Embedded Setup along with a new Embedded Setup Status indicating which companies need your attention. Finally, the view also allows you to generate a CSV export of companies being set up, providing a point-in-time snapshot of all ongoing Setups.
Changelog
03
/
21
/
24
Company Tax Elections API
We released an API that enables you to fetch the list of taxes that a Company is eligible for based on their configuration of employees and workplaces. This is a first step towards providing greater visibility and reporting capabilities around tax applicability for companies and employees on Check!Learn more about this API in our reference docs: Get company tax elections
Changelog
03
/
21
/
24
Company Tax Elections API
We released an API that enables you to fetch the list of taxes that a Company is eligible for based on their configuration of employees and workplaces. This is a first step towards providing greater visibility and reporting capabilities around tax applicability for companies and employees on Check!
Learn more about this API in our reference docs: Get company tax elections.
Changelog
03
/
21
/
24
Simplifying Support Tickets for Embedded Setup
We will be reducing the number of automatically-generated tickets for Embedded Setup companies, while continuing to send all of the same information. Today, most of the communications about an Embedded Setup company occur on one setup ticket; however, a separate ticket is automatically generated when the company is moved to the final activation step. To simplify managing all information about Embedded Setup companies’ go-lives, we will begin sending the activation message on the existing setup ticket rather than creating a new ticket. We will notify you when this change goes into effect.
Changelog
03
/
21
/
24
Simplifying Support Tickets for Embedded Setup
We will be reducing the number of automatically-generated tickets for Embedded Setup companies, while continuing to send all of the same information. Today, most of the communications about an Embedded Setup company occur on one setup ticket; however, a separate ticket is automatically generated when the company is moved to the final activation step. To simplify managing all information about Embedded Setup companies’ go-lives, we will begin sending the activation message on the existing setup ticket rather than creating a new ticket. We will notify you when this change goes into effect.
Product Announcement
03
/
14
/
24
New Setup Summary View
Starting on 3/28, we will be releasing a new Setup Summary view in Console. As you onboard more companies through Embedded Setup, we know it can be difficult to manage the process across all companies and ensure each goes live on schedule. The new Setup Summary view will display all companies currently going through Embedded Setup along with a new Embedded Setup Status indicating which companies need your attention. Finally, the view will also allow you to generate a CSV export of companies being set up, providing a point-in-time snapshot of all ongoing Setups.Setup StatusReady to Run: A company with a Setup Status of Ready to Run has completed Setup, and is ready to run their first payroll! We recommend paying special attention to these employers and holding their hand as they run their first payroll with you.On Track: A company with a Setup Status of On Track is progressing through Setup without blockers.Action Required: A company with a Setup Status of Action Required requires further action from either the company themselves or you, the partner. The specific action required will be communicated in the company's Zendesk ticket. Companies can enter this state under the conditions below. Once the information has been provided on the Zendesk ticket, the company will be moved out of this status.some textThe company misses their approval deadline for running a payroll that has a payday of their start date.A Check team member requires additional information to continue with the setup.
Product Announcement
03
/
14
/
24
New Setup Summary View
Starting on 3/28, we will be releasing a new Setup Summary view in Console. As you onboard more companies through Embedded Setup, we know it can be difficult to manage the process across all companies and ensure each goes live on schedule. The new Setup Summary view will display all companies currently going through Embedded Setup along with a new Embedded Setup Status indicating which companies need your attention. Finally, the view will also allow you to generate a CSV export of companies being set up, providing a point-in-time snapshot of all ongoing Setups.
Setup Status
- Ready to Run: A company with a Setup Status of Ready to Run has completed Setup, and is ready to run their first payroll! We recommend paying special attention to these employers and holding their hand as they run their first payroll with you.
- On Track: A company with a Setup Status of On Track is progressing through Setup without blockers.
- Action Required: A company with a Setup Status of Action Required requires further action from either the company themselves or you, the partner. The specific action required will be communicated in the company's Zendesk ticket. Companies can enter this state under the conditions below. Once the information has been provided on the Zendesk ticket, the company will be moved out of this status.some text
- The company misses their approval deadline for running a payroll that has a payday of their start date.
- A Check team member requires additional information to continue with the setup.
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