Sage Intacct Payroll
What is the label that Sage uses for this partnership?
Sage Intacct Payroll Powered by ADP (SIPR)
Who should I go to if I need help with escalating an item internally? (Tax, DSC, etc.)
My Implementation Leader
What is a Dimension?
A Dimension is a data field
Such as departments, locations, etc. used for labor allocation
Do we set our clients up for Direct Debit of Fees?
No, the client is billed by Sage directly, not ADP
Who are the sales leaders over the SIPR program?
Ryan Russo, Kacie Ortiz, and Joe Brtalik (VAR DMs)
Who do our clients receive their invoices from for their services?
Sage
They bill our clients with one consolidated invoice for Sage & ADP services
Who should I reach out to if I need client contact information?
Sales DM
Who determines the dimensions with the client?
Sage
They align on the client's specific dimensions before our project begins
When should general ledger be involved in the implementation process?
From the very beginning!
It's crucial that GL is involved from the start so that time, payroll, Sage, and GL are all on aligned on the necessary setups.
What should I do if I need additional business sold to a client?
Submit a request with the Additional Business Smartsheet form
A ____ is a professional group that works directly with our clients as an advisor between Sage/ADP and themselves.
Value Added Resellers (VAR)
Who should I reach out to if I have a concern about a VAR?
ERM (Shaniqua) and Project Manager
What should I do if we do not have Dimensions for our new client?
Pause the implementation until dimensions are received
When is the 1J billing triggered in HCMWeb?
After payroll go-live
Who should be invited to the Data Design call?
Which group in ADP services our Sage partnership clients after implementation?
The 1M Channel Support team services all SIPR clients
Who should I reach out to if I have configuration questions?
ITL
Which implementation call brings together all stakeholders to align on client setup info and integration flow in Intacct?
Data Design Call
True or False:
We can discuss billing questions with our clients
False!
All billing inquiries should be directed to the ERM & Sage. See the Sage Playbook for more details
Who should be invited to the SIT call?
The ADP implementation team, sales, the VAR (if applicable)