To move your payroll into Freedom, our team needs admin-level access to your team, pay history, and tax documents in Patriot. You do this by inviting Freedom as a user with full payroll access. Your Patriot password stays private; Freedom never asks for it.
Sign in to Patriot and go to "Settings" > "User Settings" > "Manage Users".
Click "Add New".
Enter [email protected] as the email address.
Under "Payroll Permissions", select "Full Access for All Payroll".
Turn on "Manage Company Info". If you pay contractors, also turn on "1099 Permissions".
Click "Invite User".
Patriot emails Freedom a welcome link. Our team completes the registration; the user shows as "Pending" in your list until then, and there is nothing more for you to do in Patriot.
Back in Freedom, open Transfer access to Freedom and check both boxes under "Done in Patriot?" to confirm you added the user and gave it the role, then click "Confirm access granted in Patriot".
Note: Confirming tells our team to start transferring your data. We'll email you when your data transfer is in Freedom. If the menus look different or you'd rather not add a user, click "Email us instead" on the Transfer access to Freedom page in Freedom and we'll arrange the transfer with you.