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