Icon Savings Plan

Onboarding and What to Expect After Creating Your Icon Account

Understanding KYB:  What It Is and Why It Matters

Linking Your Bank Account

Adding Payroll Groups

Updating Payroll Schedules

How to Set Up an Icon Deduction Code

How to Ensure Payroll Deductions Are Set Correctly

How to Send Employee Invites Through Icon

Running your first Payroll with Icon & Processing Contributions

Step by step guide to setting up your Icon account

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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