SmartPay Set Up Process for NYSIF policyholders #

1. Agent To #

• Step 1: Notify underwriter they have chosen SmartPay as the Pay-As-You-Go provider.

2. NYSIF To #

• Step 1: Send policyholder information to SmartPay.
• Step 2: Email SmartPay a list of any owners/officers that are excluded.

3. SmartPay To #

• Step 1: 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, employee information, banking or credit card information, and select self-reporting.

Please Note: If policyholder chooses the option to self-report payroll or to use SPRS, skip payroll company section.

• Step 2: List any owners/officers that are excluded.

5. Payroll Company To #

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

6. SmartPay To #

• Step 1: Calculate premium and process payments as payroll is received.
• Step 2: Send funds to NYSIF.