SmartPay Set Up Process for BHHC policyholders #

1. Agent To #

• Step 1: Choose PayGo with underwriter.
• Step 2: Select SmartPay as the payroll company.

2. BHHC To #

• Step 1: Set up account in Pay-As-You-Go.
• Step 2: Policy is transmitted to SmartPay electronically.

3. SmartPay To #

• Step 1: Receive policy information from BHHC and set up account in SmartPay.
• Step 2: Send welcome email prompting policyholder to complete online registration.

4. Policyholder To #

• Step 1: Complete SmartPay online registration after receiving welcome email. This includes selecting reporting frequency, first check date, and enrollment in SmartPay Reporting Service (SPRS).
• Step 2: Complete payroll information after receiving the SmartPay welcome email.
• Step 3: List any owners/officers that are excluded.

5. Payroll Company To #

• Step 1: After notified by SmartPay of a PayGo client, set up auto-send of payrolls on/after the policy effective date.
• Step 2: Transmit payrolls to SmartPay each pay cycle.

6. SmartPay To #

• Step 1: Collect payroll data, format, and send to BHHC.