Implementation Status

The term “implementation” in payroll refers to the process of loading data for a company into a new payroll system. When a company switches onto a Check-powered payroll product, certain pieces of information about that company need to be uploaded to Check by either the company (through Onboard) or our partner (through Console) before we can start correctly processing their payroll.

Whether a company is “live” and has completed its implementation process (which requires Check to perform some operational steps, like completing a KYB analysis of the company, and filing Form 8655 with the IRS) is tracked in the Implementation Object.

The Implementation Object lives on the Company and has two fields: status and remaining_steps.

{
  "implementation": {
    "status": "needs_attention",
    "remaining_steps": {
      "kyb": {
        "status": "not_initiated"
      }
    }
  }
}

Implementation Status

status can have the following values:

  • needs_attention - This means that the company requires setup in Console before it can be reviewed by Check for finalization.
  • in_review - This means that the company is in review by Check, and pending our approval will be moved to completed within two business days.
  • completed - This means that the company has completed the implementation process and can run real payrolls in production.

A company webhook will be sent when status is moved between stages.

KYB Status

kyb status can have the following values:

  • not_initiated
  • in_review
  • denied
  • four_day_approved
  • two_day_approved

KYB status is one of the factors that determine if a company has completed implementation. This means that there are instances in which a company’s KYB status shows as approved, but the implementation status is still in_review or needs_attention. This object demonstrates that:

{
  "implementation": {
    "status": "in_review",
    "remaining_steps": {
      "kyb": {
        "status": "four_day_approved"
      }
    }
  }
}

A company webhook will also be sent when kyb_status is moved between stages.

How Implementation Status relates to Onboard status

A company’s implementation status and a company’s Onboard Status are distinct, but do have instances where they could impact each other. Onboard status, in the context of a company, refers to any time we are waiting for the company to share information or complete a task to enable payroll. An example could be connecting their bank account.

Implementation status refers to the company’s initial setup on Check’s platform. A company could have their implementation status blocked from becoming completed if the company has a blocking onboard status. As an example, Check will not move the implementation status of a company to completed before bank authorization has been completed for that company.


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