WorkplaceXchange®Access employer Fidelity plan configuration details to streamline onboarding, automate integration setup, and improve payroll-to-Fidelity alignment.
Benefits and features
The HRP Integration Employer Setup API provides payroll providers and integration partners with employer and retirement plan configuration details for all plans associated with a client. The API serves as a system-of-record interface for plan setup information required to establish and maintain payroll-to-Fidelity integrations.
The API is primarily used during client onboarding and whenever plan configuration changes require payroll mapping updates. By providing direct access to Fidelity plan configuration data, the API helps partners automate integration setup, validate configuration requirements, maintain accurate mappings between payroll and Fidelity systems, and reduce manual implementation effort.
Accelerate Client Onboarding by enabling payroll providers to retrieve plan configuration information directly from Fidelity and automate integration setup.
Simplify Payroll Mapping Configuration by providing plan setup details required to establish payroll-to-Fidelity mappings.
Support Plan Change Management by helping payroll providers identify and apply mapping updates when plan configurations change.
Reduce Manual Implementation Effort through programmatic access to plan configuration information.
Improve Integration Accuracy by ensuring payroll systems are configured according to current Fidelity plan requirements.
Enable Automated Validation of required payroll attributes and configuration settings before implementation.
Provide a Centralized Source of plan setup information across all plans associated with an employer.
How it works
• A payroll provider retrieves employer and plan configuration details through the HRP Integration Employer Setup API.
• The API returns configuration information for all retirement plans associated with the employer.
• The payroll provider uses the returned data to establish or update payroll-to-Fidelity mappings.
• During onboarding, the configuration information helps automate setup and implementation activities.
• When plan changes occur, the payroll provider can retrieve updated configuration details and adjust mappings to remain aligned with Fidelity plan requirements.
• The result is a more efficient onboarding experience and simplified ongoing maintenance of payroll integrations.
Sample use cases
These use cases convey examples of how payroll vendors interact with the HRP Integration Employer Setup API to retrieve and apply configuration data.
New Client Onboarding
A payroll provider uses the API during implementation to retrieve retirement plan configuration details for a new client. The provider automatically configures payroll mappings, validates required data elements, and accelerates onboarding without relying on manual exchange of plan setup documentation.
Plan Configuration Change Management
A client updates one or more retirement plan configurations. The payroll provider retrieves the latest plan setup information through the API and updates payroll mappings as needed to ensure continued alignment between payroll and Fidelity systems.
Eligibility Tracking Setup
During onboarding, the payroll provider identifies that a plan utilizes Fidelity eligibility tracking services. Using plan configuration details returned by the API, the provider configures the required employee data attributes needed to support eligibility calculations.
Employer Match Configuration Setup
The payroll provider retrieves plan configuration details and determines that Fidelity performs employer match calculations. The provider configures the necessary payroll data mappings to ensure the required information is available for accurate employer contribution processing.