Once sponsors authenticate on the Finch platform, they need to be set up to ensure their data flows into Relius on an ongoing basis. The following steps are required: payroll mapping, adding Relius details, turning on the integration.
Step 1: Ensure the sponsor's payroll data is mapped
Follow the steps in the Payroll Mapping guide to ensure that the sponsor's payroll information is correctly mapped to earnings, deductions, and contributions.
Step 2: Input the Plan ID and Sequence IDs
- Navigate to the relevant Connection in the Finch Dashboard.
- Click on the Integrations tab and open the Configure Relius modal.
- Input the Plan ID that's in Relius - note that this is how Relius and Finch associate files to the same sponsor.
- Input the Sequence IDs for each of the available payroll frequencies from Relius - note that there can only be one instance of each frequency.
Step 3: Turn on the Relius integration
Once the Plan ID and Sequence IDs are updated, click the toggle to turn on the Finch <> Relius sync. Going forward, payroll files will be deposited into Relius for this sponsor.
Please ensure Relius is configured to accept the Finch file specifications before turning on the integration.