There are several ways that sponsors can provide Finch the authentication to retrieve census and payroll information. One of those is to create and send Finch Connect URLs to administrators in the payroll system for that sponsor. You can generate these Finch Connect URLs in bulk from the Dashboard. Combined with PensionPro's bulk email capabilities, you can ease the process of onboarding hundreds of sponsors.
Step 1: Create a new Note Category in PensionPro
Step 1: Navigate to the Note Category section
Go to Maintenance -> List Values -> Note Category
.
Step 2: Add a new Note Category with the following details
Display Name: Finch Connect URL
Description: Sponsor-specific URL for Finch Connect
Active: true
Step 2: Export sponsors from PensionPro
Step 1: Navigate to the Import Power Tool section
Go to Power Tools -> Import -> Client Notes
Step 2: Download client list
Download related data through the dropdown in the top right
Step 3: Generate Finch Connect URLs
Note, if you have plan sponsors with multiple EINS please review Generating Links for Plan Sponsors with Multiple Entities (multiple EINs)
Refer to the Create Finch Connect Links in Bulk section to export URLs.
Step 4: Upload Connect URLs into PensionPro
Step 1: Navigate to Import Power Tool section
Go to Power Tools -> Import -> Client Notes
Step 2: Download template
PensionPro can only ingest Notes through its Template.
Step 3: Fill out PensionPro template
Populate the template with the following details.
- Client Name: the Customer Name from the Finch export (required)
- Client ID: the Customer ID from the Finch export (required)
- Note Text: the Finch Connect URL from the Finch export (required)
- Note Category: name of the previously-created Note Category ("Finch Connect URL")
- Created On Date: current date
- Created by Employee Name: name of the person creating the file
Step 4: Upload the Note Category
Continue with the wizard through the Preview, Review, and Finish steps.
Step 5: Send bulk emails
PensionPro's Blast Email capabilities can be used to send emails en-masse to onboard sponsors.
Step 1: Create a new Blast Email
Go to Communications -> Blast Email and add a new Blast Email. Fill out the details
This is a suggested template:
Subject: Connect Your Payroll System for Upcoming Audits
Dear [First Name],
Thank you for joining [TPA] family! We are honored that you chose us to administer your retirement plan, and we're excited to begin working with you. Now, you can connect your payroll system to fetch census and payroll information without needing to export files.
If you use a payroll provider on this list, you can take advantage of this streamlined process:
- ADP Run
- ADP Workforce Now
- Alphastaff
- Dayforce (Ceridian)
- Insperity
- Justworks
- Paychex Flex
- Paycom
- Paycor
- Paylocity
- Quickbooks Online
- Sequoia One
- UKG Pro
- UKG Ready
- Workday
Please use the link below to connect your payroll system.
[Client Note Text]
Warm regards,
[Sender signature]
Step 2: Add Finch Connect URL
In the Filters tab, add a new filter that associated the Client Note Category to be equal to the Finch Connect URL. This filter will add the sponsor's associated Finch Connect URL that was uploaded earlier.
Step 3: Select Recipients
In the Recipients tab, select who the blast email should go to. Typically, only the Main Contacts receive the email.
Step 4: Review and Finish
Complete the Review and Finish Blast Email setup steps. Emails will be sent out as soon as the process is complete.