We recommend sending a personalized email to the selected clients and have enclosed two recommended templates below:

Sample Announcement to New Clients

Proposed Subject Line: [Important] Connect Bank Account

There is no need to create a new subject line. We recommend continuing the existing implementation thread with the client.

Sent From: The Account Manager at your organization that has been engaging with the client

Sent To: Send to the same person that signed the payroll services agreement

Email Copy:

Hi {First Name},

Thank you for sending over the signed agreement!

The next step in the process is to connect your company bank account so we can process your first payroll with {Payroll Provider Name}. {Payroll Provider Name} will verify direct deposit funding before sending payments on your behalf. This will reduce the potential for errors and late direct deposits for your employees.

We use a third party service called Nivelo* to enable this process. You will receive an email within {the next 24 hours} with the link to authorize the connection (safelist all emails from [email protected]). Once connected, please allow 24–48 hours for verification. If your bank connection ever expires, you'll receive an email to reconnect. Direct deposits may be paused until it's reconnected.

If you run into any questions throughout this process or you do not see your bank listed in the available bank connections, please reach out - we’re here to help!