Getting Started Email
To: Client, Broker, Employee Navigator Set-Up Team
CC: Implementation Specialist, SPA
Subject Line: Getting Started – Heartland/Employee Navigator Integration / [company ID] – [company name]
Hi (Client Name),
You are now ready to begin the payroll integration process between Heartland Payroll and Employee Navigator!
To begin the set-up of your integration, we have set your Employee Navigator API status to, “Audit” mode. This means that only demographic-specific changes that are processed through the audit tool in Employee Navigator will be sent to Heartland. It is important to work through each step of this process to “go live” as quickly as possible. Long delays between steps can cause duplicated efforts to sync employee data.
Please reference ALL user guides and training information attached to this email to complete the necessary steps of this integration process.
IMPORTANT NOTES:
To begin, please review the following items:
EN Abbreviated User Guide – Click here
Heartland Client User Guide – Attached to this email
Integrated payroll section of Employee Navigator’s support site: Click here
Go Live Prep Call -
Confirm a time with your Heartland Integration Specialist (INSERT NAME OF SPECIALIST). for the “Go Life Prep Call”. The call is designed to prepare you and your payroll account for a successful integration and provide support for you along the way.
Here are some times available:
(Provide at least three dates and times)
If these times are not convenient for you, please provide a few times that work best for you and we will confirm by sending a Google Meet Calendar Invite.
Implementation Overview:
Shortly following this email you will receive an additional email communication from the Employee Navigator support team. In conjunction with the EN Support email communication, the steps below will outline what you can expect and who will be responsible for each step through completion.
Step 1: (Broker/Client): EN requires that you follow and complete the checklist items from Part One of EN's Abbreviated User Guide prior to starting the demographic and deduction audits.
Step 2: (Broker/Client/EN Support): Schedule and complete the initial implementation call with EN Support to learn how to complete the mandatory audits.
With the assistance from your Broker Partner and EN Support, complete the Demographic and Deduction audits within the Employee Navigator system. Please reference the attached Heartland Payroll User Guide to navigate Payroll on how to generate and import the required Demographic and Deduction reports.
Benefit Plans in Heartland:
Your current benefits in Heartland are listed below. Please provide these codes to your broker to ensure that these plans are configured correctly.
Step 3: (EN Support/Heartland Support) Your EN Analyst will notify us that you are ready to “Go Live” following your review calls. We will confirm via email that we have enabled the API status and notifications for moving forward. This step will fully enable your integration and live data will start to sync between both systems.
Additional Notes:
Clients must complete all Employee Navigator integration tasks at least 30 days prior to their Open Enrollment Renewal Date.
Support Contact information:
- Employee Navigator: payroll@employeenavigator.com
- Heartland Payroll: benefits.productsupoort@e-hps.com