Product updates
All updates
Product Announcement
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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.
New Setup Summary View
Product Announcement
03
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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.
Changelog
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To reduce support burdens for running payroll, the Run Payroll Component now allows your customers to edit a payroll’s payday and processing period via the “Settings” button in the top left corner of the “Payroll Edit” screen. Payday configuration changes are allowed by default, and if you want to allow employers to edit processing periods as well, you can toggle this via the Component SDK settingsFinally, when a payroll is saved, payroll items, contractor payments and dropdowns are now automatically sorted alphabetically. Learn more about using the Run Payroll Component here
Payday/Processing Period Configurations and Alphabetical Worker Sorting in the Run Payroll Component
Changelog
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Payday/Processing Period Configurations and Alphabetical Worker Sorting in the Run Payroll Component
To reduce support burdens for running payroll, the Run Payroll Component now allows your customers to edit a payroll’s payday and processing period via the “Settings” button in the top left corner of the “Payroll Edit” screen. Payday configuration changes are allowed by default, and if you want to allow employers to edit processing periods as well, you can toggle this via the Component SDK settings.
Finally, when a payroll is saved, payroll items, contractor payments and dropdowns are now automatically sorted alphabetically. Learn more about using the Run Payroll Component here.
Changelog
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We’ve shipped two improvements to the Previous Provider Access Component, which directs employers participating in Embedded Setup on how to grant access to their prior payroll provider account. Previously, the component included a required step asking for the employer’s prior payroll provider. This step will now be skipped if the `previous_payroll_provider` field on the Enrollment Profile has been provided. This will make for a smoother experience in situations where prior provider information may have already been collected in a previous step.The UI has been simplified to prioritize guided instructions upfront, and now includes a double confirmation for the employer to attest that they have both granted access and set the appropriate permissions level for the new account. For more details, see the Guide to the Previous Provider Access Component
Usability Improvements to the Previous Provider Access Component
Changelog
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Usability Improvements to the Previous Provider Access Component
We’ve shipped two improvements to the Previous Provider Access Component, which directs employers participating in Embedded Setup on how to grant access to their prior payroll provider account.
- Previously, the component included a required step asking for the employer’s prior payroll provider. This step will now be skipped if the `previous_payroll_provider` field on the Enrollment Profile has been provided. This will make for a smoother experience in situations where prior provider information may have already been collected in a previous step.
- The UI has been simplified to prioritize guided instructions upfront, and now includes a double confirmation for the employer to attest that they have both granted access and set the appropriate permissions level for the new account.
For more details, see the Guide to the Previous Provider Access Component.
Changelog
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24
Starting March 4th, Check will update our default throttle policy in the live production environment from 10,000 requests/hour to 25 requests/second. This rate limit update to the throttle durations is aimed at reducing the severity in hitting rate limits and aims to improve Check API performance overall. The new throttle policy is already active and successfully running without issue across all partners in Sandbox. We have backtested your API usage over the past two months and do not expect this change to impact access. However we recommend you review your own API usage metrics to confirm. Learn more about how to handle rate limits and best practices.
API Throttle Limits Update
Changelog
02
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29
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24
API Throttle Limits Update
Starting March 4th, Check will update our default throttle policy in the live production environment from 10,000 requests/hour to 25 requests/second. This rate limit update to the throttle durations is aimed at reducing the severity in hitting rate limits and aims to improve Check API performance overall. The new throttle policy is already active and successfully running without issue across all partners in Sandbox. We have backtested your API usage over the past two months and do not expect this change to impact access. However we recommend you review your own API usage metrics to confirm. Learn more about how to handle rate limits and best practices.
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