How To Build Your Own Organization

How To Finalize & Pay Your Bill

Client Portal Orientation : How To Log In

Client Data Form

ACH Bank Draft Form

Client Portal: Data Analytics

Client Portal: Statements

Client Portal: Reports

Client Portal: File Utilities

How to Enter ACH/Bank Draft info for a participant

How to Enter Credit Card Info for a Participant

How to Manually Add a Participant

How to view, print, or download a participant direct deposit form

How to add a sub-user

Implementation Checklist

Transitioning direct deposit to Paylogix

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