Complete the items below based on your onboarding status.
If you see the following screen:
Link your payroll bank account
Linking your bank account allows Icon to facilitate the movement of money from your employees paycheck to their Icon account when payroll is processed.
How to link your bank account:
Log in to Icon and follow the prompt to connect your payroll bank account using Plaid.
If Plaid is not available for your bank, manual verification will be required. Complete the micro-deposit steps as soon as the test transactions appear.
Read more detailed instruction on this process here.
If you’ve linked your bank and see the following screen:
Set up your payroll groups
Payroll groups determine the frequency of contributions to employee accounts and should match your payroll schedule.
For this step you will:
Add your pay schedule (weekly, biweekly, semimonthly, etc.) to Icon.
Select “Done” once all applicable schedules have been added.
Read more detailed instruction on this process here.
Once all of your groups have been added, follow these next steps based on your integration status:
Integrated Payroll
Integrated providers include: iSolved and iSolved Network Partners, Paylocity, and Viventium.
Icon receives your payroll data automatically through a connection with your payroll provider. If your Customer Success Manager has not confirmed this integration is live, please email them directly with a screenshot of your payroll schedule from your payroll system to confirm your payroll schedule.
After your Customer Success Manager receives the screenshot of your payroll schedule, the Icon team will finalize the connection with your payroll provider. This process takes ~5-7 business days.
Once integrated, your plan will be ready to launch.
No deduction code setup necessary.
Non-Integrated Payroll
For non-integrated payroll, your next step is inviting employees. You do not need to create the Icon deduction code in payroll until after your first employees are enrolled and your plan is launched. You can skip the deduction setup step in your Icon dashboard for now.
More details on deduction code setup can be found here.
For State Mandate Plans
In the “Announce Plan” stage:
Select Create a List.
Download the roster file template from your portal.
Enter the required employee information into the template. State compliance typically requires:
Name
Address
Email
Date of birth
Social Security Number
Upload the completed file, then select Launch Plan to send invitations.
For Primary Plans
In the “Announce Plan” stage:
Select Create a List.
Paste up to 250 employee email addresses directly into the invite list.
Click Create Invites > Launch Plan to send invitations.