This article is about Justworks Payroll. What product am I using?
Overview:
You can use the email template below to contact your Justworks Payroll clients and help them add their accounts to your new Advisor Dashboard view.
Note: You can invite your clients from within Advisor Dashboard. See article for details.
How to use the template:
- Identify your Justworks Payroll clients that should be visible in your Advisor Dashboard view.
- Use this template for your Justworks PEO clients.
- Personalize the email template with your client’s name and your firm’s details.
- Please include the help center article links and how-to video links.
- Send the email(s) to your client(s), and follow up if needed to ensure they complete the process.
Audience:
Justworks Payroll clients where you are already listed as a Third-party admin
Email Copy:
Subject: Add Your Justworks Payroll Account to Advisor Dashboard
Hi [Client name],
Justworks has created a new process to grant me access to your Justworks Payroll account.
Rather than using the Third Party Admin (TPA) method, the new "Add firm" option allows for greater visibility and transparency over who has access to your account.
Adding your account to my new Advisor Dashboard view takes just a few minutes. For a step-by-step walkthrough, watch this how-to video or review this Justworks help center article.
Thanks for your time!
[Your Name]
[Your Firm Name]