How it fits your workflow.
Pinwheel provides payroll connectivity and direct deposit tools. A payroll-related customer journey can involve information access or a request to change deposit instructions, which are different actions. A workflow should identify the actual product and preserve the customer's intended change separately from confirmation of its outcome.
WORKFLOW FOCUS
Payroll connectivity and deposit instruction change tracking.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Is requesting a direct deposit change the same as completion?
No. A submitted request and an effective payroll change represent different stages. Track the relevant outcome rather than assuming the request took effect immediately.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.