Overview

We often conduct a Data Extraction call with an Implementation Consultant to collect bulk information. However, the Getting Started portal helps us capture the initial details that shape our approach to your implementation.

How Do I Access the Getting Started Portal?

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

Step 1. Check Your Account Information

1. Open the registration email from Paycor.
2. Select the link in the email to open the Getting Started Portal. The Getting Started Portal appears. 
    
3. In the left menu, open each section and review the information provided by your sales representative:
   1. Account Info (your information)
   2. Prior Provider
4. Make any needed updates. 
5. Select Save.

If all information is correct, continue to Step 2. Complete the Call Preparation Section. 

Step 2. 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.

Important: Plan time to complete all sections before your Project Kickoff and Data Discovery Call.

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 the next section.
	Click to move to another section of Call Preparations. Sections can be completed in any order.