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 the link to the Getting Started portal. 

Step 1. Verify that Your and Your Prior Provider’s Contact and Account Information Are Correct

• Go to the registration email sent by Paycor and click on the link. 
  • The Getting Started Portal appears.  

• In the left menu, open each section and check the information we've gathered from your sales rep. Make any updates:
  • Account Info (your information)
  • Prior Provider
• If the information is accurate and no updates are needed, click Save.
• Proceed to the next topic, Step 2. Complete the Call Preparation Section. 

Step 2. Complete the Call Preparation Section

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

Complete the sub-sections in any order to help us learn about your company and start setting up 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

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	Indicates some information was entered and saved in this section, but not all required information was provided.
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	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.