PrimePay needs an administrator account to see your team, payroll history, and tax documents so Freedom can transfer your payroll data. Your PrimePay password stays private the whole time.
Log in to PrimePay and click "Company" in the navigation bar, then click the "Administrators" tab.
Click "Add Account" to open the "Create Account" window.
In the "Profile Information" section, enter [email protected] as the email address and "Freedom" and "Setup" as the first and last name.
Under "Access Level," choose "Full."
Under "Roles and Permissions," select "Super Administrator" from the role list, then turn on "View Personal Pay Data" and "View Personal Identifiable Information (PII)" so the account can see pay history and tax documents.
Click "Save" to create the account.
Back in Freedom, open Transfer access to Freedom and check both boxes under "Done in PrimePay?" to confirm you added the user and gave it the role, then click "Confirm access granted in PrimePay".
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.