Product updates
All updates
Changelog
04
/
11
/
24
Toast Guidance in the Previous Provider Access Component
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
Changelog
04
/
11
/
24
Toast Guidance in the Previous Provider Access Component
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.
Changelog
04
/
11
/
24
Simplifying Embedded Setup Support Tickets
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.
Changelog
04
/
11
/
24
Simplifying Embedded Setup Support Tickets
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.
Changelog
04
/
04
/
24
Set up Employees with Multiple 401(k) Benefits
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.
Changelog
04
/
04
/
24
Set up Employees with Multiple 401(k) Benefits
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.
Product Update
03
/
28
/
24
Setup Summary View for Embedded Setup
The new Setup Summary View in Console will be going live today! 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 Setup Summary view displays all companies currently going through Embedded Setup along with a new Embedded Setup Status indicating which companies need your attention. Finally, the view also allows you to generate a CSV export of companies being set up, providing a point-in-time snapshot of all ongoing Setups.
Product Update
03
/
28
/
24
Setup Summary View for Embedded Setup
The new Setup Summary View in Console will be going live today! 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 Setup Summary view displays all companies currently going through Embedded Setup along with a new Embedded Setup Status indicating which companies need your attention. Finally, the view also allows you to generate a CSV export of companies being set up, providing a point-in-time snapshot of all ongoing Setups.
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