In this article, we’ll cover RFIs (Requests for Information) and help you understand how to navigate and manage them. While RFIs may seem unpredictable, this guide will ensure you’re prepared.
What Are RFIs, and When Can They Happen?
RFIs are requests for additional documentation or information, issued by Gusto, our payroll partner. These requests ensure compliance, verify information, or address specific payroll scenarios (e.g., confirming a company’s ability to process payroll).
An RFI can be triggered at any time. While this might seem daunting, being proactive and organized will help you stay on top of these requests.
Accessing RFIs in GoCo
To streamline your response process, RFIs are accessible directly in GoCo:
- Navigate to Payroll > Settings > Requests for Information
- Review any outstanding RFIs and their details.
- Use the provided links or instructions to address the request. Upload the requested documentation or provide the necessary details in the RFI flow.
Documentation typically requested is verification of your bank account balance via a screenshot.
📌 The bank screenshot will need to include your account’s current balance, the last 4 digits of the account number, today’s date, and also the bank account owner’s name. These are required to be included in the screenshot.
What to Expect When Submitting an RFI
After uploading the required screenshot, the status of the RFI will change to Under Review. Once the review is complete, the status will update to Approved. Typically, approvals are processed within 1 to 8 hours. You can periodically check the status of your request to see if it has been resolved.
If there’s an issue with the uploaded documentation, you will receive a notification with further details on what needs to be corrected or resubmitted.
How GoCo Is Improving the RFI Experience
We’re committed to enhancing the RFI process by bringing all payroll-related tasks directly into GoCo. This centralized approach streamlines your workflow, making it easier to track, respond to, and complete RFI requests without navigating outside the platform. Our goal is to simplify payroll compliance and ensure you have everything you need to manage RFIs efficiently within GoCo.
For further assistance, don’t hesitate to reach out to our support team.
Published 11.27.24