Toast Setup With Alice
Here is your guide to granting third-party payroll access to Alice in Toast for benefits administration. Your Toast Implementation Specialist will also need to make updates to your Toast account.
The phone number and email address provided below are for internal payroll purposes only. If you need to reach our team, please call or text us at 888-431-4355.
Step 1) Grant Payroll Administrator Access to Alice
Create a user profile for Alice in your New Hire Dashboard following Steps 1 - 6 of this guide.
Use the following user profile details for Alice:
- First Name: Alice
- Last Name: Financial
- Username: Aliceuser
- Email: email@example.com
- Phone: 917-336-9115
- HR+ status
- Leave payment details (as well as other demographics) at zero
Once the profile is created, navigate to Profile Settings and change the employee status to “demo.” Settings are next to the “sync to Toast” button.
Please email firstname.lastname@example.org once this is complete.
Step 2) Email your Toast Implementation Specialist to create Deduction/Earning Codes + Custom Import Template
Please use the template below to send an email to your Toast Implementation Specialist:
We are implementing benefits with a new third-party benefits provider, Alice. We need you to set up the deduction/earning codes that Alice will use to administer our benefits in Toast.
Download all files here, and please follow these instructions:
- The "Toast Deduction_Earning Codes" PDF will instruct on the setup of the 4 needed codes.
Please let me know when this has been completed. Thank you for your help!
Please advise email@example.com once your Toast Implementation Specialist advises this is complete. We will review to ensure no additional changes are needed.