Overview

Paycor’s Getting Started portal is how you securely provide information about your employees from your prior provider to build your new Paycor system. 

While we often leverage a Data Extraction Call with an Implementation Consultant to gather information in bulk, the Getting Started portal is a great way to gather initial information that shapes our approach to your implementation. 

How Do I Access the Getting Started Portal?

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

Step 1. Verify Your and Your Prior Provider's Contact and Account Information Is Correct     

1. Go to the registration email sent by Paycor and click the link. 

• The Getting Started Portal appears.  

2. On the left side, go to each of these sections and review the information we’ve gathered from conversations with your sales rep. Make any updates:

• Account Info (your information)
• Prior Provider

3. If the information is accurate and no updates are needed, click Save.

4. Proceed to the next topic, Step 2. Complete the Call Preparation Section. 

Step 2. Complete the Call Preparation Section

The Call Preparation section gathers information we need to start building your Paycor system. 

Organized into sections that can be completed in any order, this helps us learn more about your company and kicks off the configuration of your new system. 

Task:

• Make some time to complete all sections ahead of your Project Kickoff and Data Discovery Call.
• As you complete this section, click Save. 
   

Portal Icons and Field Descriptions

	Indicates no fields were updated in this section.
	Indicates some information was entered and saved in this section, but not all required information was provided.
	Indicates all required information was provided.
	At the bottom of each section, click Save button to save your changes.  You are prompted to save any unsaved changes before you can move to another section.
	Click to move to another section of Call Preparations. Sections can be completed in any order.