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Paycircle Evo Integration - Schedule your Upgrade

Guidance on the integration of Paycircle with Access Evo (formerly Workspace), a checklist of key tasks to be completed pre-integration.

Debs avatar
Written by Debs
Updated this week

Below is a comprehensive integration webinar and checklist of how to prepare, schedule and validate your upgrade that breaks down the key steps to review your current use and any changes required as part of the upgrade. This recorded webinar gives you an overview of what will change when Paycircle becomes available via Access Evo.

Next Steps

  1. Complete the checklist.

  2. Schedule your integration date with our Support Team.

Select a date that suits you

When youโ€™re ready, contact support by creating a case to book your integration date and we do the rest. Integrations happen on Wednesdays. To do this, follow the steps below.

  1. Open the Access Digital Assistant.

  2. Click Ask a question.

  3. Click Schedule your integration date.

  4. Choose your date from the available options.

  5. Click Confirm my date to create a case when asked.

On your selected date you will go live with the upgrade.

โš ๏ธ Important: This mandatory update is required to ensure your users are not missing out on the latest Paycircle features and functionality, the first of which Access Button has now been released to all Paycircle customers who have integrated with Evo and with lots more changes planned very soon.

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