Implementation

Available actions:

Start implementation

• The blockers for using this endpoint are the following:
  • The company can't have a completed implementation status.
  • If the company has payroll history as indicated by having a previous_payroll_provider value
    • No employees on payroll history can have a blocking onboard status
    • All pay history must be loaded before implementation can be requested unless the company's Start Date is in January
  • If the company does not have payroll history, employees may have a blocking onboard status.
    • Note that employees will have to onboard before they can be added to a payroll.
  • The company may be in a needs_attention or completed onboard status
  • If the company has a blocking onboard status, the only remaining step must be to sign filing authorization forms.
  • The company must have a Signatory
  • The company must have a start_date, address, legal_name, phone, industry_type, and email fields
  • The company's start_date must be in the future of the current time.
  • The company must either have their team loaded via the Employees or Contractors APIs, or have an estimate of their team size in the The Enrollment Profile object in the employee_count and contractor_count fields.

Cancel implementation

• The blockers for using this endpoint are the following:
  • The company can't have a completed implementation status.