Product updates

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.

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.