WEBVTT
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PensionPro is excited to announce the release
of our payroll integration functionality,
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which will make it easy to receive payroll data from your plan sponsors
and pull that data into the employee census for Annual Data Collection.
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In this video, which is geared toward our Team and Business tier users,
we're going to provide a quick overview to show you how you can accomplish this.
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First, note that your firm will need to get started
with one of our integration partners before you can use this feature.
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At this time, PensionPro is compatible with Payroll Integrations,
Dynamis, and Finch.
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You can find out more about each of these partners in the PensionPro Marketplace
accessible via the Navigation Panel on the left.
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After you sign up with one of these services and start to enroll your clients,
you'll want to keep your eye on the new Payroll Dashboard,
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which we added to the Dashboards menu over here.
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Your integration service will process payroll data on its own
and then send that payroll file to PensionPro,
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at which point it lands here, on the Payroll Dashboard.
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The file itself contains the year-end census data in spreadsheet form,
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and you can download it to your device with this menu option if you'd like,
but you don't have to.
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Instead, at any point after you launch your Annual Administration Project or
yearly Plan Cycle record, you can select this Import Payroll File option.
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If you choose this option, you'll see this window, where you'll be asked to provide
the Plan and Project or Data Collection that you want to import the file to.
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Then, select Import.
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When you do, the data in that file is added straight to the employee census step.
There's no uploading a spreadsheet or mapping columns; everything is done automatically.
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Now your census data is ready to go.
You can send the Blast Email to your Plan Sponsor to start Data Collection,
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and they can simply review and approve the census,
which came from their own payroll system.
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A couple of other things we should mention about this feature:
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After you import the payroll file, it will disappear from the Payroll Dashboard,
but you can find it again in the Client tab under the new Payroll Records view.
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If you don't want to use the Payroll Dashboard, that's fine too.
The same options for downloading and importing are available here in this view as well.
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We also added that same Import Payroll File option to the Employees step of Data Collection,
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so if you find it easiest to perform the import with the Data Collection open,
we made that simple for you too.
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Now you know how to use the Payroll Integration functionality
to import payroll data into your Annual Administration.
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For more information, refer to the articles on our Help Center,
or submit a request with our Support team.
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As always, thank you for using PensionPro!