This guide will show you the steps required to get started with an integration with Transamerica. Before you get started, Transamerica calls their payroll integration program PayStart. We figured you'd want to know that before you continue so you understand what it means when you see that term below.

 

Section 1 - Getting Started as a Payroll/HCM Provider

If you've never worked with Transamerica before, follow these steps to complete the PayStart Vendor Setup Questionnaire (tip: you only need to do this once).

 

First thing first, download the PayStart Vendor Setup Questionnaire form.

 

Use the following values for the top section on the questionnaire:

 

Vendor Name	Your company name
Vendor Contact	Name of your team member who will be the primary contact with Transamerica
Contact E-mail	The email address of your team member who will be the primary contact with Transamerica.
File Type Used	Select Text
Street Address	Your company's street address
City, State, Zip	Your company's city, state and zip
Contact Phone	The phone number of your team member who will be the primary contact with Transamerica.
Who will be transmitting files to Transamerica?	Select detamoov

 

For the section titled "Who is Transamerica's day-to-day contact for daily activities summaries, file rejects and errors?", enter the following:

Contact Name	Same as the Vendor Contact entered above.
Contact E-mail	Same as the Contact E-mail entered above
Contact Phone	Same as the Contact Phone entered above

 

For the fields under "Who should clients contact to sign up for PayStart?", enter the team member who will be responsible for implementing new clients on detamoov, especially those that need their data sent to Transamerica.

 

For the fields under "Who is Transamerica's contact for PayStart setup requests?", this will likely be the same as the person you just identified. If so, check the "Same as previous" checkbox. If not, enter the name and contact information of the appropriate person.

 

The rest of the form we believe you'll be able to follow until you get to the "Who will host the sFTP site for reverse feeds?". Select detamoov for this field.

 

Once this is complete, email a copy of this form to [email protected].

 

Section 2 - Implementing a client to use the Transamerica integration

Great news, you have clients who want to take advantage of the integration with Transamerica. Here are the steps to get the integration configured.

 

1. Your client (Plansponsor) may request a PayStart Agreement from Sponsor Connect by contacting them at:  866-498-4557 or [email protected]

 

2. Your client (Plansponsor) will complete a PayStart Agreement and submit the agreement to Transamerica Sponsor Connect

 

3. Your client (Plansponsor) should notify you of the integration request as you may quote a fee for the integration and may also require a service agreement.

 

4. Once Transamerica receives the PayStart Agreement in good order, they will send an email to you, the payroll vendor, with client information and plan detail needed to initiate the integration

 

5. You, the payroll vendor, will send a test file to Transamerica.  Transamerica’s PayStart Support team will validate the file and communicate file status back to you.

 

6. When a successful integration file is tested, PayStart Support will indicate when you, the payroll vendor, may start sending live files