Silver
Partner Care
- Workers’ compensation
- Employee total compensation
- ACA, including applicable large employer, affordability and employee eligibility
- Employee census
- New hires and terminations
- EDI files
- GL data
Silver
Free Standard EDI Feed Set Up
Paycor understands the importance of electronic data interchange (EDI) for your clients to easily exchange payroll data with vendors. Your newly referred clients will receive free standard EDI set up feeds.
Please note, there is a $50/month maintenance fee per feed for all clients, regardless of loyalty status. However, we’re no longer charging customers for existing feeds to be configured to a new vendor with the same plan type (ex. Bob’s Landscaping switches from United Healthcare to Anthem for the next year… no implementation fee).
Certified Implementation Support
All of your newly referred clients’ implementation will be executed by highly experienced consultants trained to support specific industries and referral partners.
The waved EDI feeds are a big perk for us. In today's market, the more we can increase our margins the more effective business owner I can be.
Gold
Partner Care
- Workers’ compensation
- Employee total compensation
- ACA, including applicable large employer, affordability and employee eligibility
- Employee census
- New hires and terminations
- EDI files
- GL data
The thing with Paycor is I know we've got a team behind us that can help fix any problems.
Gold
Certified Implementation Support
All of your newly referred clients’ implementation will be executed by highly experienced consultants trained to support specific industries and referral partners.
Online Partner Portal
Our Partner Portal simplifies the way you can access all the tools and resources you need to get the most out of our partnership, including co-branded informative PDFs, requesting marketing development funds, and sending/receiving referrals.
To request access to the Partner Portal, click here. If you’ve already registered and need to log in, click here. For a quick overview of the Partner Portal and how to access the various features, check out this video.
Waived Third-Party Integration Fees
We’ll waive third-party integration set-up fees for newly referred clients. As a top partner, we want to limit the fees so there’s less friction between our businesses.
360-Degree 401k Integrations
American Funds (PlanPremier)
Ameritas
AMI Benefit Plan Administration
ASCENSUS
Associated Bank
BEON Retirement
Bluestar
BOK Financial
BPAS
CUNA Mutual
Empower
EPIC
Equitable
Fidelity
Greenleaf Trust
Human Interest
John Hancock
July Services
Lincoln Financial
Mutual of America
Mutual of Omaha
NestEggs
Newport Group
One America
PCS Retirement
Pension Corp of America
Principal
RPG Consultants
Securian
Sentinel Benefits & Financial Group
T Rowe Price
TCG (Trusted Capital Group)
The Retirement Plan Company (TRPC)
The Standard
Transamerica
Ubiquity Retirement + Savings
USI
Vestwell
VOYA
Benefit Administration Integrations
Ease
eBenefits Edge
Employee Navigator
Selerix
Web Benefits Design
Free EDI Feed Set Up
Please note, there is a $50/month maintenance fee per feed for all clients, regardless of loyalty status. However, we’re no longer charging customers for existing feeds to be configured to a new vendor with the same plan type (ex. Bob’s Landscaping switches from United Healthcare to Anthem for the next year… no implementation fee).
Gold
Cobranded Assets
Through the Partner Portal you’ll be able to use your logo and company info to cobrand the latest Paycor thought leadership and product information. There are also materials on how to initiate a PEO takeaway and how working with a broker and Paycor can benefit a business.
Marketing Development Funds
To help promote activities and drive joint prospecting throughout the year, Gold partners receive two MDF credits. Each credit is valued at $2,500 and are awarded twice a year to maintain a consistent presence in the market (one credit is available to use January-June and one to use July-December). For directions on how to access your MDF as well as deadlines to request an activity, click "MDF" in the menu bar.
Open Enrollment Readiness Call
Conducted annually in the fall, the open enrollment readiness call is our opportunity to connect on upcoming open enrollments that are in our shared book of business. We’ll cover best practices, timelines, risks, and opportunities around the Open Enrollment renewal season. The goal of these conversations is to ensure a smooth renewal season for the firm and our mutual clients.
Platinum
Free EDI Feed Set Up
Please note, there is a $50/month maintenance fee per feed for all clients, regardless of loyalty status. However, we’re no longer charging customers for existing feeds to be configured to a new vendor with the same plan type (ex. Bob’s Landscaping switches from United Healthcare to Anthem for the next year… no implementation fee).
Partnering with Paycor has been incredible for our organization. Over the past 18 months we've co-hosted several events, leading to sales and stronger client relationships.
Platinum
Marketing Development Funds
To help promote activities and drive joint prospecting throughout the year, Platinum partners receive four MDF credits. Each credit is valued at $2,500 and are awarded twice a year to maintain a consistent presence in the market (two credits are available to use January-June and two to use July-December). For directions on how to access your MDF as well as deadlines to request an activity, click on the MDF tab in the menu bar above.
Free Ticket & Hotel to Paycor’s Connect+
Your firm will receive one free ticket and hotel room to our premier partner and customer conference, Connect+, where you’ll hear the latest industry trends and new ideas to help your clients thrive.
Implementation Project Manager
A dedicated project manager for each client will supervise the overall health of the implementation, proactively monitoring major milestones to ensure a successful and timely experience.
Partner Success Manager
Your dedicated Paycor advisor offering proactive support on the client experience and updates to our product roadmap, important HCM technology trends, new key initiatives, and more!
What Can You Expect? Partner Success Managers will:
- Conduct proactive portfolio oversight and handle any executive escalations
- Provide quarterly business reviews
- Monitor referred client support interactions
- Host lunch-and-learns designed to keep you informed on what’s happening at Paycor
Specific Requirements
- For promotional items, design and content require Paycor pre-approval through your Paycor representative.
- At least 25% of the demand generation materials (including collateral) must be devoted to Paycor's product portfolio. Campaign must be geared toward lead generation or increased market awareness.
- Paycor must approve demand generation activities in advance, including a detailed description of costs, publications, frequency, design, and copy at least 30 days prior to the material due date.
- For events/tradeshows/seminars, at least 25% of the booth space must be devoted to Paycor.
- For sales programs and promotions, a proposal including specific metrics is required prior to approval.
- Sales SPIFs must have parameters that limit budget exposure. MDF cannot be used to impact pricing (e.g. discounts) or true-up incentives to cover tax liability. MDF cannot be used to fund financing offers or extended terms. Paycor reserves the right to deny or cancel a sales program at any time.
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