Partner Notification types: Company Setup

Partner notification type reference rows for company_setup notifications.

Use this table to see all the current notification types with a brief description on what the messaging will include, the contents of its resource array, what triggers it, whether it is actionable or not, whether it is payroll blocking, and whether it expires.

Category	Title	Message	Resource entity types	Trigger	Actionable	Action Item	Payroll Blocking	Resolves?	Expires?	Template Variables
company_setup.sf_payroll_expense	Pay San Francisco’s gross receipts and payroll expense taxes	Pay San Francisco’s gross receipts and payroll expense taxes. Since these taxes aren’t related to payroll, we can’t take care of them. They apply to anyone doing business in San Francisco (we recommend paying them together).	none	Addition of a San Francisco address	no	tax handled outside of Gusto Embedded. Need to work directly with the SF city agency and confirm completion	no	yes	no	None
company_setup.multi_state_retirement_mandates	Set up a required retirement plan	Multiple states require that companies offer a retirement plan for employees. Stay compliant and boost retention with an affordable retirement plan.	none	Company has no retirement plan setup and their state-mandated deadline is approaching	yes	Set up a retirement plan required by multiple states	no	yes	no	None
company_setup.multi_state_retirement_mandates_past_due	Set up a retirement for compliance with state laws	Requirements to offer retirement plans are in effect. Set up a plan as soon as possible to avoid monetary fines and boost retention.	none	Company has no retirement plan setup and and their state-mandated deadline has passed	yes	Set up a retirement plan required by multiple states	no	yes	no	None
company_setup.pay_schedule	Payroll is blocked: Set up a pay schedule	Tell us how often to pay the team, as well as their first pay day. Payroll can’t be run until this is done.	none	Company has been created but still needs to set up a pay schedule	yes	Provide how often to pay the team, as well as their first pay day	yes	yes	no	None
company_setup.reverse_wire	Set up reverse wire	Set up reverse wire. This will re-enable faster payroll. For now, payroll can still be run four business days before payday.	none	company sets up a reverse wire	no	N/A	no	yes	no	None
company_setup.company_address_invalid	Payroll is blocked: Update business address	A company address doesn’t look right‚ update it as soon as possible so we can calculate taxes correctly and run payroll for this location.	none	when geocode error occur for company address	yes	Update company business address	yes	yes	no	None
company_setup.missing_mandatory_sick_time_policy	Set up a sick time off policy	At least one company work location requires businesses to provide a sick time off policy.	none	once new company and addresses are saved	yes	Set up a sick time off policy	no	no	no	None
company_setup.elect_shareholders	Identify all shareholders who own over 2% of shares	Identify all shareholders who own over 2% of shares. This helps us tax health benefits correctly.	none	once the taxpayer type update is saved	yes	Select and add company shareholders	no	yes	no	None