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Changelog

04

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11

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24

Toast Guidance in the Previous Provider Access Component

Payroll

We have added Toast-specific instructions to the Previous Provider Access Component (“PPAC”). The PPAC guides employers through providing Check access to their previous provider, in order to give Check the data needed for Embedded Setup. This change enables employers migrating from Toast to more easily provide this access, by providing them step-by-step instructions of how to navigate their Toast platform. To read the Toast instructions and other provider-specific guidance, refer to this guide

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Toast Guidance in the Previous Provider Access Component

Changelog

04

/

11

/

24

Toast Guidance in the Previous Provider Access Component

Payroll

We have added Toast-specific instructions to the Previous Provider Access Component (“PPAC”). The PPAC guides employers through providing Check access to their previous provider, in order to give Check the data needed for Embedded Setup. This change enables employers migrating from Toast to more easily provide this access, by providing them step-by-step instructions of how to navigate their Toast platform. To read the Toast instructions and other provider-specific guidance, refer to this guide.

Expand
Toast Guidance in the Previous Provider Access Component

Changelog

04

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11

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24

Upcoming Changes to Employee and Contractor Onboard Status

Payroll

Check will be updating the logic behind employee and contractor onboard status to more accurately reflect SSN validation in late April. Today, if an employee or contractor has a missing SSN, their onboard status is `blocking`. Through this change, a missing or invalid SSN (as represented by ssn_validation_status = `invalid`) will instead result in a `needs_attention` onboard status. This change will ensure these onboard statuses are more comprehensive, making it simpler for you to surface missing or invalid SSNs to end users along with any other missing payee information. Note that at tax filing, Check will continue to send all-zero SSN values for missing and invalid SSNs in certain outputs from Check’s system, such as W-2 filings, as recommended by the SSA

Read more
Upcoming Changes to Employee and Contractor Onboard Status

Changelog

04

/

11

/

24

Upcoming Changes to Employee and Contractor Onboard Status

Payroll

Check will be updating the logic behind employee and contractor onboard status to more accurately reflect SSN validation in late April. Today, if an employee or contractor has a missing SSN, their onboard status is `blocking`. Through this change, a missing or invalid SSN (as represented by ssn_validation_status = `invalid`) will instead result in a `needs_attention` onboard status. This change will ensure these onboard statuses are more comprehensive, making it simpler for you to surface missing or invalid SSNs to end users along with any other missing payee information. Note that at tax filing, Check will continue to send all-zero SSN values for missing and invalid SSNs in certain outputs from Check’s system, such as W-2 filings, as recommended by the SSA.

Expand
Upcoming Changes to Employee and Contractor Onboard Status

Changelog

04

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04

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24

Set up Employees with Multiple 401(k) Benefits

Payroll

You can now create multiple 401(k) benefits for the same employee, and Check will automatically combine contributions for tracking against the contribution limits. For more information, see the updated Defining Benefits guide.

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Set up Employees with Multiple 401(k) Benefits

Changelog

04

/

04

/

24

Set up Employees with Multiple 401(k) Benefits

Payroll

You can now create multiple 401(k) benefits for the same employee, and Check will automatically combine contributions for tracking against the contribution limits. For more information, see the updated Defining Benefits guide.

Expand
Set up Employees with Multiple 401(k) Benefits

Changelog

03

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28

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24

New Customer Satisfaction Score and Customer Effort Score Surveys

Payroll

We are trialing a support ticket survey tool to better capture satisfaction and effort for our Setup and Support experiences. Partners will receive periodic surveys asking for your feedback on tickets after resolution. We will begin testing these surveys on Embedded Setup tickets today and expect to expand our usage soon. Your answers to these surveys will help us to measure our progress and improve our offerings.

Read more
New Customer Satisfaction Score and Customer Effort Score Surveys

Changelog

03

/

28

/

24

New Customer Satisfaction Score and Customer Effort Score Surveys

Payroll

We are trialing a support ticket survey tool to better capture satisfaction and effort for our Setup and Support experiences. Partners will receive periodic surveys asking for your feedback on tickets after resolution. We will begin testing these surveys on Embedded Setup tickets today and expect to expand our usage soon. Your answers to these surveys will help us to measure our progress and improve our offerings.

Expand
New Customer Satisfaction Score and Customer Effort Score Surveys

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