If your company isn't already registered, your next step is to complete this four-part onboarding flow to finish the program’s registration process.
This process consists of answering a series of questions about your company that are needed for participation in the program.
- Company Info
- Company Name
- Basic Info
- Mailing Address
- Payroll Set Up
- Payroll System
- Pay Schedules
- Payment Set Up
- Contributions Funding
- Add Employees
- Gather Employee Data
- Submit & Validate
At any point in the onboarding process, you can choose to invite another team member to help you. Just select the Invite someone to help with payroll or administration button at the bottom of the screen.
As you navigate through the portal, you can always reach the Help Center or get assistance by clicking on the question mark icon in the lower right-hand corner of your screen.