Product updates
All updates
Changelog
04
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04
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24
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.
Set up Employees with Multiple 401(k) Benefits
Changelog
04
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04
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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 Announcement
03
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28
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24
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.
Setup Summary View for Embedded Setup
Product Announcement
03
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28
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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 Announcement
03
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28
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24
In some cases, a customer may need to go live on a date that requires a faster setup than our standard Embedded Setup timeline. For these businesses, you can now easily request an expedited setup timeline directly in Console. Simply indicate the desired first payday in the Embedded Setup submission form on the company’s Console page; if the payday is within 10 business days, you’ll be prompted to confirm your request. We will continue to evaluate these requests on a case-by-case basis, and will determine during Preliminary Review whether we can accommodate the request. Please note this change is an incremental step in updates to our timeline policies; we plan to introduce a firmer policy around requests for expedited timelines at a future date.
Request Expedited Timelines for Embedded Setup in Console
Product Announcement
03
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28
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24
Request Expedited Timelines for Embedded Setup in Console
In some cases, a customer may need to go live on a date that requires a faster setup than our standard Embedded Setup timeline. For these businesses, you can now easily request an expedited setup timeline directly in Console. Simply indicate the desired first payday in the Embedded Setup submission form on the company’s Console page; if the payday is within 10 business days, you’ll be prompted to confirm your request. We will continue to evaluate these requests on a case-by-case basis, and will determine during Preliminary Review whether we can accommodate the request. Please note this change is an incremental step in updates to our timeline policies; we plan to introduce a firmer policy around requests for expedited timelines at a future date.
Changelog
03
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28
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24
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.
New Customer Satisfaction Score and Customer Effort Score Surveys
Changelog
03
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28
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24
New Customer Satisfaction Score and Customer Effort Score Surveys
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.
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