What Happens After I Purchase RecordVault Express?
Understand the onboarding steps that follow creation of your RecordVault Express vault.
After your RecordVault Express vault is created, the welcome email directs you to log in, upload your data, and convert the uploaded data to the RecordVault format.
What happens next
- Log in to the vault using the email address used during signup.
- Upload exported files from the previous payroll provider, along with supporting documents required for the purchased package.
- Match uploaded columns to the RecordVault format using the guided conversion process.