Before Setting up

To set up a company on Secure, you will need the following information:

• Primary account user name and email
• Company contact information
• Bank information
• Payroll cycle
• Payroll service

Additionally, you need to make decisions on the following:

Auto Enrollment

Incentives

• Sign up incentive
• Per pay cycle incentive, with minimum employee contribution, and maximum company match
• Annual maximum

Resources

TBD

Setting up account

Create Secure account

TBD

Modify your payroll system

TBD

Configure Secure account

• Bank Account
• Notifications
• Incentive Rules

Manage enrolled employees

TBD

Ongoing Operations

Running post-payroll funding

TBD

Updating employee deductions

TBD

Viewing reports

TBD

Add Additional users

TBD

Billing

TBD

Contacting Support

TBD