Paylink - Plan Your UX
Your introductory screen is your chance to introduce the concept of paycheck linked payments to the user. Some items you may want to consider adding: explaining why paycheck linked payments are beneficial to the user, context on how the payment will be set up, and a clear call to action.
Depending on how you design your screen, you may want to skip our welcome screen and deeplink the user directly to the search experience.
Use Atomic's search (default)
Our search experience has been battle tested with millions of users and is regularly optimized based on our behavioral analytics. We've seen that customers who opt to use our search UI experience a smoother launch and higher conversion rates from the top of the funnel.
In the case where a user is unable to find their employer or payroll provider, we return them to your application with an event indicating that they were unable to find a suitable search result. Upon receiving this event, our customers typically initiate a manual deposit flow.
Or, build your own search
There are use cases where you may want to build your own search, or provide the user with a narrow list of search options to choose from. You may even know where the user is employed. If this describes your use case, or you have something else in mind, we’ve got you covered.By combining our company search endpoint with Transact’s
deeplinkparameter, you can completely customize your search experience.
We will communicate back to your application using Transact's event listeners when Atomic does not cover the user’s employer or payroll provider. Upon receiving this event, we recommend sending the user to a backup method.
Typically, this will involve providing them with their account information along with a pre-filled PDF that they can send to their employer.
Once a user is authenticated, they will be presented with a confirmation screen. All the legal documents you may require can be placed here and the paycheck allocation amount is shown.
We require the user's email, first name, and last name to set up the paycheck linked payment. This information can be passed to the transact API during the authentication step but if not, we will first ask the user for this information.
Using Transact's Handoff feature, you're able to customize the final screen presented to the user. By default, we will show our screen indicating that the user has successfully connected their payroll account. Optionally, we can send the user directly back to your application, where you're able to present your own unique user experience.