Before anything is started a ticket must be created in the helpdesk with the following information:
- PEOID:
- Plan name:
- Payroll frequency:
- Payroll start date:
- Payroll end date
- Bonus payroll frequency: (If applicable)
- Payroll company:
- File use (contribution, databridge, etc.):
- IP addresses (Please list all IP addresses where the file will be uploaded from):
- SFTP Point of Contact Name (from the payroll company):
- SFTP Point of Contact Email (from the payroll company):
Please be sure that if you are not in the contributions department and are submitting the ticket to CC someone from the contributions department regarding the SFTP setup on this ticket.
Contributions may add additional requirements to this ticket that would need to be addressed when setting up the SFTP.
Once the IT department receives all the required information. The designated employee (Tivona McLeod) will reach out to the client with connection details and credentials.
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