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Manage interactions with third-party vendors or services related to payroll, such as tax agencies, benefits providers, and contractors. 

View Third Party Information

1

Navigate to Third Party

P Third Party
2

Select third party

P TP View

Add Third Party

1

Select Add Third Party

P TP Add
2

Fill in the required information

P TP Info
Select Add to complete or Cancel to exit without saving changes.

Edit Third Party Information

1

Select a Third Party

P TP View
2

Select Edit in the desired section

P TP Edit
  • General Information: Identifying and organizational details such as third-party code, name, acronym, type, and address.
  • Payment Information: Payment and banking details such as payment method, account type, routing number, account number, and check reference information.

Add Third Party Contact

1

Select a Third Party

P TP View
2

Select Add Contact

P TP Add Contact
3

Fill in the required information

P TP Contact Info

Delete Third Party

1

Select the delete icon

P TP Delete
2

Confirm selection

P TP Confirm Delete
This action cannot be undone.