Product updates

We have launched a change to reduce the number of automatically-generated tickets for Embedded Setup companies, all while continuing to send all of the same information. Historically, while most communications about an Embedded Setup company occurred on one setup ticket, a separate ticket was automatically generated when the company was moved to the final activation step. To simplify managing all information about Embedded Setup companies’ go-lives, we will now send activation-related messages on the existing setup ticket rather than creating a new ticket. 

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.

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.

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.