Video tutorial

Learn More: For a visual guide on setting up an employer for the Real Pay RTDO integration, Watch the Video Link - https://www.youtube.com/watch?v=U3zvtezel94

1. Overview

This guide outlines the mandatory configuration requirements for an employer whose employee loan repayments will be collected via the Real Pay Collection Service Provider (CSP).

Correctly configuring these settings is essential for successful transaction processing. Inaccurate setups will lead to processing errors.

2. Mandatory Setup Requirements

Before processing Real Pay transactions for any client, you must verify and configure the settings on their linked employer's record.

• Navigation: Employer > Edit Employer > Payback Information

Requirement 1: Set Preferred CSP to Real Pay

The employer record must be explicitly configured to use Real Pay as the service provider.

1. Navigate to the employer's Payback Information screen.
2. Set the Preferred CSP field to Real Pay.

Requirement 2: Synchronize Payback Information

This is a critical step. The default payback settings defined on the Employer's record must perfectly match the payback settings on the Client's individual record.

• Action: Before processing an instruction, compare the settings on the Employer's "Payback Information" screen with the settings on the Client's "Payback Information" screen. They must be identical to avoid transaction failures.

3. Real Pay CSP Setup Options

Within the employer's Payback Information, you must select the appropriate CSP Setup for the type of collection being performed. Common options for Real Pay include: