Generating Links for Plan Sponsors with Multiple Entities (multiple EINs)

Question: Do we need to create multiple Finch Connect Links for plan sponsors that have multiple entities or multiple EINs?

Answer: Yes, for most cases and providers, if the plan sponsor has multiple EINs they will see a list of those in Finch Connect and select one. They will need to go through Finch Connect once per EIN. Finch Connect will show the list of entities that are setup by the employer in the HRIS.

Question: Does the customer id used to create the Finch Connect link have to match anything in Relius or the HRIS in order for the correct connection to be created?

Answer: No. The customer id is used for creating unique links, but when we make the connection to the payroll provider only the information that the plan sponsor enters into Finch Connect is used to identify the correct account in the payroll provider.

Note: The customer name and customer id used to create the Finch Connect url will not be visible to plan sponsors in the link or in Finch Connect. They will only be visible on the Finch Dashboard that your team uses. You can use those to check the progress of plan sponsors as they go through Finch Connect. Once they have authenticated and data has been synced, you will also see the company name as it appears in the payroll provider as well as the customer name that you enter.

How do I create multiple Finch Connect Links for a plan sponsor?

Scenario: You do not know which plan sponsors have multiple entities

Note - you can use this process for any scenario, even if you already know the plan sponsors with multiple entities

1. Create one link per plan sponsor in the Finch Dashboard.

2. In your communication that sends the link, include directions for the plan sponsor to reach out to you to request additional links if they see a selection screen in Finch Connect. They should indicate how many companies are on the list so that you know how many links to create.

3. Create additional links in the Finch Dashboard so that the number of total links matches the number of total entities that were shown in Finch Connect. When creating individual links, the customer id has to be unique for each link, but you can use any characters. The only rule is that it has to be unique. For example you could use the company name, ein, or append random numbers to the company name or other id you use. 

4. Send the additional links to the plan sponsor. They need to go through Finch Connect with a different link for each entity. It does not matter which link they use (even if you set customer names or ids intended for specific entities).