Pre-Bind Payroll Settings

not live 📋 overview a new pre bind settings section is now available under quote configuration this feature allows brokers to predefine payroll related settings that will prefill automatically on the enrollment questionnaire when payroll advisors begin onboarding the client once a client is sent to bind , the pre bind payroll settings auto archive, and the payroll customer record assumes control of all payroll configurations these settings remain editable only while no payroll customer exists ⚙️ section 1 – payroll basics purpose establish foundational payroll data prior to enrollment fields pay cycle (read only) – auto set from quote configuration payroll amount (read only) – also auto set from quote configuration both are managed exclusively by brokers during quoting and cannot be edited from payroll settings payday – optional; determines client’s pay schedule employee payment method – controls visibility of the direct deposit form in employee applications logic for direct deposit form display payroll settings / payroll customer result employee payment method = null and no payroll customer default to net checks (no dd form displayed) direct deposit dd form required net checks dd form not shown live checks dd form not shown dd + net checks dd form optional carrier checks dd form not shown dd + carrier checks dd form optional check delivery/pickup dd form not shown check delivery/pickup + dd dd form optional cutoff toggle automatically set by quote type and cannot be edited within payroll settings 🧾 section 2 – compliance & history this section includes compliance related payroll indicators w2 payroll history (toggle) when enabled, displays a previous provider text field for entering the client’s prior payroll provider this data auto populates in the enrollment questionnaire itin employees (toggle) marks the client as employing workers with itins; displayed on the enrollment questionnaire 🧩 section 3 – services & features purpose define service tier and feature scope for the client service tier defaults to express but can be changed by the broker to whiteglove or enterprise changing this setting updates the lead card’s service tier feature toggles appear dynamically based on the selected service tier brokers can enable or disable specific features; selections are mirrored in the enrollment questionnaire for payroll advisors to confirm with the client bind date automatically populated from either the bind date selected in the enrollment questionnaire, or the mcf “send to bind” exception workflow on the enrollment dashboard this field is not editable within payroll settings 📨 section 4 – send to beia & save settings at the bottom of pre bind settings, two action buttons appear send to beia opens a modal listing all insurance lines supported by beia users must click send or waive before saving send → sends client’s request to beia for follow up waive → confirms the client declined extra coverage and unlocks save settings save settings displays a confirmation modal summarizing all selections once confirmed, settings are locked until further edits are needed (before bind) after bind, the payroll customer record inherits and manages all future payroll configurations 🔒 archival behavior upon binding , the pre bind payroll settings automatically archive the payroll customer becomes the single source of truth for all payroll data any subsequent edits must occur on the payroll customer record , not on the pre bind configuration ✅ key takeaways brokers control pre enrollment payroll setup via quote configuration payroll advisors receive prefilled questionnaires for efficiency settings remain editable only until bind after binding, control transfers to payroll customer for all updates 📚 related articles new enrollment questionnaire docid\ a3eabf1ctpdva1k7nyjzq 👤 updated payroll customer – post bind configuration & management 💼 quote configuration – payroll frequency & pre bind settings update