Answers from the team

ProgramPay Video Library

• VIDEO - Registering for ProgramPay using the Onboarding Flow
• VIDEO - Contributions Overview
• VIDEO - Introduction to Payroll Integrations

Getting Started with ProgramPay

• About ProgramPay
• ProgramPay Setup & Registration
• How Do I Add, Change, Or Remove A Pay Group?
• Navigating ProgramPay for Users with Two or More Plans
• Accessing Help with ProgramPay
• Supported Browsers

Managing Deferrals & Contributions

• ProgramPay Contributions Dashboard
• Introduction to Submitting Contributions and Loan Repayments with ProgramPay
• Entering Contributions - Manual Entry In the Contribution Grid
• Copy from a previously submitted contribtution
• Entering Contributions - File Upload
• What headers should I be using in my contribution upload file?

See all 14 articles

Participant Management

• Adding & Updating Participant Info

All About Payroll Integrations

• Active Payroll Integrations
• Understanding Payroll Integrations
• Managing Validation Errors on Integrated Payroll Contributions
• How do I disconnect my integration or change payroll providers?

Automatic Contribution Submission for Single Participant Plans

• Are you eligible for the Auto-Submit feature?
• Setting Up Auto-Submission
• Auto-Submission Calculator
• Managing Your Auto-Submit Settings
• Employer and Other Off-Cycle Contributions for Auto-Submission Enrolled Plans
• Auto-Submit Reminders

ProgramPay Email Notifications

• Email Notification - Your ProgramPay Registration is Complete
• Email Notification - Deferral Rate Change Notices
• Email Notification - Upcoming Contribution Reminder
• Email Notification - Contribution Successfully Processed
• Email Notification - Action Needed! There was a problem with your contribution

Frequently Asked Questions

• Recent ProgramPay Enhancements Overview (As Of July 25, 2022)
• What's new in the ProgramPay Portal? (March 4, 2022)
• FAQ - Registering for ProgramPay
• FAQ - Payroll Integrations