You need to include the Data Processor Agreement in your engagement letter whenever you provide payroll services.
OverSuite includes this agreement as one of its 40+ service schedules. Because it often applies to multiple payroll services, the best approach is to add it as a section service schedule. This ensures the system automatically includes the agreement whenever you select a payroll service.
Step 1 - Create a payroll section
Go to Configure and select Line Items.
Scroll to the bottom of the page and select Add New Section.
Drag all payroll-related services into this section.
Step 2 - Assign payroll schedules to each service
For each payroll service, click Edit Line.
Assign the correct OverSuite payroll service schedule (for example, fixed or variable salary employees).
Save the line item and repeat for all payroll services.
Step 3 - Assign the Data Processor Agreement to the section
On the Line Items page, click Advanced options on the payroll section.
Enable the Add Section Service Schedule feature.
From the dropdown, select the Payroll - Data Processor Agreement from OverSuite.
Edit each payroll service in the section. Set it to use the section service schedule in addition to its individual schedule.
See also
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