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Use the Getting Started Portal to give prior-provider data to Paycor

This article explains how to use Paycor’s Getting Started Portal to safely share information from your previous provider and set up your new Paycor system.

This article is for administrators and designated employees who assist with data imports. 

 

You might have a Data Extraction call with an Implementation Consultant to collect bulk information. Before that call, use the Getting Started Portal to share basic details that help us plan your implementation.

Access the Getting Started Portal

Paycor sends you a registration email with the link to the Getting Started Portal

  1. Open the registration email and select the link. 
    Getting Started Portal preview
      
  2. Open each section and review the information provided by your sales representative:
    • Account Info (your information)
    • Prior Provider
  3. Make any needed updates. 
  4. Select Save.

If all information is correct, continue to the Call Preparation Section


Complete the Call Preparation section

The Call Preparation section collects details we need to build your Paycor system. 

  • Complete all sections to help us learn about your company.
  • You can complete the sections in any order.
  • Select Save as you finish each section.

Note: Plan time to complete all sections before your Project Kickoff and Data Discovery Call.Sub-sections for Call Preparation


Portal icons and field descriptions

No fields in the section have been updated.
Some information has been entered and saved, but not all required information was provided.
All required information has been provided.

Select Save for each section to save your changes. 

You must save any unsaved changes before moving to another section.

Select a section to continue to Call Preparations.

You can complete sections in any order.

 

Updated: August 24th, 2026 6623 views


*This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.

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