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 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
completedwithin 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 can have the following values:
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
needs_attention. This object demonstrates that:
A company webhook will also be sent when
kyb_status is moved between stages.
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 or completing tax setup.
Implementation status refers to the company’s initial setup on Check’s platform. implementation status is 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.
Implementation status moving to
completed is the final step that happens before the company can run payroll. You can listen for this webhook to communicate to companies that they are ready to run their first payroll.
Updated 6 months ago