Zorro Support Team

Employers

Welcome to ICHRA!

Welcome to Zorro!

Zorro’s smart, AI-driven employee platform

Enrollments

Zorro 101 

You signed the service agreement. Now what?

Company account setup

Contacts and Zorro Admins

Allowances

Roster upload

Sample communications

Navigating the Zorro Administrative Portal

Onboarding

Zorro Pay overview

Reimbursements

Service Fees

Setting Up Auto Pay with Your Zorro Card

Payments & financials 

Introduction to Zorro Pay

Zorro Pay pre-funding note

Zorro Pay initial draw

Zorro Pay reserve

Zorro Pay monthly draws

Zorro Pay reporting

Zorro Pay audits

ACH charges

The Zorro Pay employer financial account

Open Enrollment

Mid-year ICHRA start

Enrollment periods

Adding new employees

Terminating employees

Setting a Leave of Absence

Changing eligibility status

Changing allowance classes

Adding a new allowance class

Updating a Company Email Address

Employee and benefit management

Introduction to payroll reporting in Zorro

Generating and Understanding Payroll Reports

Action Types

Payroll API Integration

Employee deductions tax status (pre- vs. post-tax)

Payroll

ICHRA notice (90-day notice)

Special Enrollment Period (SEP) letters

Plan document & Summary Plan Description (SPD)

5500

Patient-Centered Outcomes Research Institute (PCORI)

1094/1095 Zorro Data

Notice of Creditable Coverage for Medicare-Eligible Employees

ICHRA and COBRA: What to Expect

COBRA notifications

ICHRA and Premium Tax Credits

Compliance

The Zorro Partners hub

Employee payments for Zorro Partners services

Zorro Partners

Employer renewal process overview

Employee renewal process overview

Zorro renewals

Employees login

Employers login

Agencies login

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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