Overview
As we prepare for the upcoming census season, we want to ensure your plan sponsors are set up for success. A key step is launching payroll connection projects now so that we have ample time to:
Map payroll provisions correctly to each plan
Address and resolve any connection issues before they become urgent
Ensure a smooth census data collection process for all parties
We've learned that giving ourselves extra lead time makes a big difference in reducing delays and minimizing frustration for plan sponsors.
To make this year more seamless, we’re asking that you kick off payroll connection projects as soon as possible. Our team is ready to support you and provide resources wherever needed to simplify the process.
To assist, we’ve created in a project in the Explore Curated Templates called: Payroll Connection - (Pre-Census). To clone this project into your team, select Explore Curated Templates and search for the template. Then select download.
How This Project Works
To start, you'll see a few tasks contained in this project. These tasks are designed to be simple and straightforward.
Send Email to Plan Sponsors Updating Them About Payroll Connection
This task will trigger an automation that will automatically email the plan sponsors to notify them that it is time to connect payroll. The included default email template is:
Subject: Connect Payroll Prior to Census Collection
Contents:
Hi [Recipient(s) First Name] ,
To ensure a smooth experience as we prepare for the upcoming plan year, we’re asking you to connect your payroll provider ahead of time. This will help avoid potential delays or errors in payroll data transmission and processing.
We’ve partnered with Stax.ai, a secure integration platform, to streamline this connection. The process is quick—usually taking only a few minutes—and will help us support you more effectively throughout the year.
👉 Please take action by Due Date by logging into your client portal and completing the payroll connection task.
Your Next Steps:
1. Log in to your client portal at the link below.
2. Navigate to Your Profile Icon (in the top right corner of the portal) and select Payroll from the dropdown
3. Follow the on-screen instructions to connect your system (Intuit, ADP, Paychex, etc.)
If you have any questions or need help with setup, please reply to this email. We’re here to make the process as seamless as possible.
Thanks for your prompt attention - connecting today will save valuable time down the road!