Enrolment rows
Enrolment records returned by Schwab Workplace, including status when the row includes it.
Schwab Workplace + PaperThread
Connect Schwab Workplace so PaperThread can answer retirement enrolment questions and flag enrolment gaps from the rows that come back.
How it integrates with Schwab Workplace.
Enrolment gaps
Gaps are flagged from the enrolment rows that come back, including a row marked opted out.
Rates when returned
Employee and employer contribution rates are read only when the enrolment row includes them.
Read only
PaperThread does not write enrolment or contribution rates back to Schwab Workplace.
How PaperThread puts that
context to work.
Read context
Answer retirement enrolment questions from the Schwab Workplace rows that come back.
Prepare actions
Prepare a follow-up when an enrolment gap is flagged.
Route work
Send the next step to the person who owns it.
Update supported items
PaperThread does not write enrolment or contribution rates back. A gap the read cannot close stays open with a person.
Hand off to a person
Assign a person when the Schwab Workplace connection cannot finish the action.
Common questions, clear answers.
Answers for this connection, including what PaperThread can read and what still needs a person.
It answers retirement enrolment questions and flags enrolment gaps from the Schwab Workplace rows that come back, so the next step uses those records.
Enrolment rows returned by Schwab Workplace. Status, contribution rates and an opt-out mark are used when the row includes them. A partial return is not a complete member list.
No. PaperThread does not write enrolment or contribution rates back to Schwab Workplace, and it does not enrol a worker from this connection.
No. Schwab Workplace stays the retirement record. PaperThread answers enrolment questions and flags enrolment gaps from the rows that come back.
PaperThread keeps the case open and assigns a human step. Enrolment writes are not supported, so they are not marked done.
A workspace admin pastes a Schwab Workplace API key and an optional plan sponsor or employer ID. The key is stored in the credential vault. This connection uses an API key, not OAuth.
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Nest
A UK pension scheme when the case is Nest rather than Schwab Workplace.
Slack
The private DM where a Schwab Workplace question or approval can be sent.
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Google Drive
Approved policy files that sit alongside Schwab Workplace enrolment context.
Gusto
Payroll context when a Schwab Workplace enrolment question also needs pay.
Connect Schwab Workplace to PaperThread.
Answer retirement enrolment questions from Schwab Workplace, flag enrolment gaps, and keep anything unfinished with a person.