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Get Partner Portal - Client Agreement - Paylocity
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How to fill out the Partner Portal - Client Agreement - Paylocity online
Filling out the Partner Portal - Client Agreement - Paylocity is an essential step for arranging access between your company and your partners. This guide will provide clear, step-by-step instructions to help you navigate the online form effortlessly.
Follow the steps to complete the form successfully.
- Press the ‘Get Form’ button to access the document, allowing you to open it in your preferred editor.
- Begin by filling out the Paylocity Client Contact Information section. You will need to provide your company's name, company number, and the name and email/phone number of the client contact.
- Next, locate the Third Party Contact Information section. Here, specify the type of partner accessing the reports. You can select from benefits/health insurance broker, financial advisor (401K; retirement plans), or third party administrator (TPA).
- Continue by entering the company name and contact information for the specified partner, including their name and email/phone number.
- Once you have completed all required fields, review your entries for accuracy. Make sure all information is correct and up to date.
- Finally, save your changes. You will have the option to download, print, or share the completed form as needed.
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The Company ID, last name, Social Security Number, and/or ZIP code you entered don't match what is listed in the system. The company administrator needs to enable or extend access for you (even if you're not employed there anymore.) Typically, this person is your company's HR or payroll manager.