WEBVTT 00:00:01.000 --> 00:00:06.000 PensionPro is excited to announce the release of our payroll integration functionality, 00:00:06.000 --> 00:00:13.700 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. 00:00:14.600 --> 00:00:23.200 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. 00:00:23.200 --> 00:00:30.400 First, note that your firm will need to get started with one of our integration partners before you can use this feature. 00:00:30.400 --> 00:00:37.100 At this time, PensionPro is compatible with Payroll Integrations, Dynamis, and Finch. 00:00:37.100 --> 00:00:44.800 You can find out more about each of these partners in the PensionPro Marketplace accessible via the Navigation Panel on the left. 00:00:46.500 --> 00:00:54.000 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, 00:00:54.000 --> 00:00:57.600 which we added to the Dashboards menu over here. 00:00:57.600 --> 00:01:04.700 Your integration service will process payroll data on its own and then send that payroll file to PensionPro, 00:01:04.700 --> 00:01:09.000 at which point it lands here, on the Payroll Dashboard. 00:01:09.000 --> 00:01:13.800 The file itself contains the year-end census data in spreadsheet form, 00:01:13.800 --> 00:01:19.600 and you can download it to your device with this menu option if you'd like, but you don't have to. 00:01:19.600 --> 00:01:30.600 Instead, at any point after you launch your Annual Administration Project or yearly Plan Cycle record, you can select this Import Payroll File option. 00:01:30.600 --> 00:01:40.700 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. 00:01:40.700 --> 00:01:43.600 Then, select Import. 00:01:43.600 --> 00:01:55.400 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. 00:01:55.400 --> 00:02:02.800 Now your census data is ready to go. You can send the Blast Email to your Plan Sponsor to start Data Collection, 00:02:02.800 --> 00:02:07.900 and they can simply review and approve the census, which came from their own payroll system. 00:02:08.800 --> 00:02:12.700 A couple of other things we should mention about this feature: 00:02:12.700 --> 00:02:23.400 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. 00:02:23.400 --> 00:02:32.800 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. 00:02:32.800 --> 00:02:39.100 We also added that same Import Payroll File option to the Employees step of Data Collection, 00:02:39.100 --> 00:02:45.800 so if you find it easiest to perform the import with the Data Collection open, we made that simple for you too. 00:02:47.000 --> 00:02:54.300 Now you know how to use the Payroll Integration functionality to import payroll data into your Annual Administration. 00:02:54.300 --> 00:03:00.300 For more information, refer to the articles on our Help Center, or submit a request with our Support team. 00:03:00.300 --> 00:03:03.500 As always, thank you for using PensionPro!