Product updates

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.

Normally payrolls on a four-day processing period must be approved by 8pm ET four business days prior to payday. However, we make an exception for payrolls that contain only payroll items with a manual payment method. For example, if an employer forgets to run payroll, they can set the payment method for each item on the payroll to manual, approve it all the way up to and including on payday, and then pay employees with cash or paper checks.

While useful to employers, it’s important to note that in these situations Check cannot guarantee that all tax payments will be made on time if the payroll is funded via ACH. We must wait three business days after payday before making any tax payments triggered by these payrolls, regardless of when the tax payments are due, to ensure we are not taking on ACH credit risk. To avoid late tax payments, we recommend that employers on four-day processing periods minimize the use of all-manual payrolls, and when they are necessary fund them via wire.

In the coming weeks we will be adding a `warnings` attribute to the Payroll object, which will be populated on four-day all-manual payrolls where there is a possibility of late tax payments. By watching this field you can determine when this case has occurred, and surface guidance to Employers on your platform accordingly.