California Privacy Policy

This California Privacy Policy supplements the information contained in our Privacy Policy  and is adopted to comply with the California Consumer Privacy Act (CCPA) 2018, Cal. Civil Code Section 1798.100 et. seq., as amended, and related regulations, as may be further amended from time to time ("CCPA Policy"). This CCPA Policy applies solely to visitors, users, Client's employees, and/or others who reside in the state of California ("consumers") and to Clients. Any terms defined in the CCPA have the same meaning when used in this CCPA Policy. All other capitalized terms shall have the same meaning as those designated in the SurePayroll Privacy Policy. This CCPA Policy explains how SurePayroll, a Paychex company, and our subsidiaries and affiliates, ("SurePayroll" "we," "us," or "our") collect, use, disclose, and retain Personal Information, otherwise known as our Information Practices, and how consumers may exercise their rights under CCPA.

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SurePayroll as a Service Provider

This CCPA Policy governs Personal Information collected, processed, or disclosed by us as a Service Provider for our Clients and for our own purposes. We will collect and process Personal Information as instructed or permitted by our Clients or in accordance with this CCPA Policy. For more information regarding this process, please see our CCPA FAQs.
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What Information is Collected

The CCPA defines Personal Information as "information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household" but does not include certain exempt information, publicly available information, or deidentified or aggregated information. Our Information Practices include the collection and use of Personal Information as described in the Privacy Policy and as set forth below. This CCPA Policy applies to our Information Practices both online and offline. (See, Data Retention).

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Our Purposes for the Collection and Use of Personal Information

We may collect Personal Information directly from Clients, affiliates, business partners, agents, vendors, and consumers. Our collection of Personal Information is limited to the business and commercial purposes as described below to:

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• Facilitate current, prospective, or former employer requested Services, transactions, investments, rewards, distributions and/or benefits
• Administer and improve our Site
• Facilitate billing and collections
• Contact Clients and consumers with information on Services, new Services or products, or upcoming events, including via SMS or MMS text messaging if mobile phone number is provided for that purpose
• Market services to Clients and consumers, and for auditing those interactions
• Detect fraud or theft or for other security purposes
• Comply with legal, reporting, and regulatory requirements
• Maintain, manage, or service accounts
• Provide customer service or support
• Verify consumer identity as well as eligibility to receive Services, information, and products
• Conduct research, assessments, and analytics relating to our services and develop new products and technological improvements
• Send transactional communications as part of our Services
• Improve, upgrade, or enhance our services or business operations
• Administer quality and safety maintenance for our Site or services
• For other purposes that are compatible with this Privacy Policy or where permitted by applicable law
• In any other way we may describe when you provide the information, or for which you provide authorization

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Sources of Collection of Personal Information

We collect Personal Information from the following categories of sources:

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• When a Client provides it to us to facilitate the processing of the Services
• From you when you utilize the Site or Services
• From applications, forms, webinars, surveys, and other information you provide us
• If you provide us with comments or suggestions, interact with us, request information about our Services, or contact our customer service or support departments via phone, email, chat or other forms of communication
• From consumer and business reporting agencies regarding your creditworthiness or credit history
• Between us, our business partners, and third party vendors
• From information you may provide via social media

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Categories of Third Parties with Whom We Disclose Personal Information

We may use, disclose, or transmit Personal Information we collect to other service providers or other third parties for business purposes, to provide our Services, or for other purposes as provided by the CCPA as described below:

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1. Our affiliates, partners, or subsidiary organizations
2. Government agencies to fulfill legal, reporting and regulatory requirements
3. Attorneys, accountants and auditors
4. Our employees, affiliated companies, subsidiaries, contractors, agents and third-party partners and vendors to perform Services related to your account, to offer additional services, perform analysis to determine qualification to receive other services, collect amounts due, or for our business operations
5. Third-party providers for services that you may sign-up for via our Site or Services or other business partners with whom we work with to develop or market certain products or services
6. Banking and brokerage firms to process payroll-related and/or securities transactions
7. To a buyer or successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us is among the assets transferred
8. Credit bureaus and similar organizations, law enforcement or government officials. We reserve the right to release information if we are required to do so by law or if, in our business judgment, such disclosure is reasonably necessary to comply with any court order, law, or legal process, in a fraud investigation, an audit or examination
9. Health and welfare providers in support of benefit Services
10. Cloud providers, customer management platforms, security providers, and similar services in connection with providing products, Services and in the support of daily operations
11. Any other entity disclosed by us when you provide the information, or for which you provide authorization

The chart below describes the categories of Personal Information collected in the previous twelve (12) months, the business or commercial purposes for such collection, and the categories of third parties with whom we have disclosed Personal Information for a business purpose in the previous twelve (12) months.

Categories of Personal Information Sold or Shared to Third Parties

We do not sell or share Personal Information with Third Parties. We only make business purpose Personal Information disclosures as detailed above and pursuant to written contracts that describe the purposes of use, require the recipient to keep Personal Information confidential, and prohibit using the disclosed Personal Information for any purpose except performing the contract.

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Consumer Rights under CCPA

The CCPA provides consumers with specific rights regarding their Personal Information. This section explains how those rights may be exercised. We are receiving requests directly from consumers on behalf of its Clients. As a Service Provider to our Clients, we may not be able to execute all requests. Consumers may wish to reach out to their employer or former employer when making such requests.

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1. Consumers have the right to request to certain information about our collection and use of Personal Information (the "Right to Know"). Consumers may only submit two (2) requests per a twelve-month period. Consumers have the right to request to know or access:
   1. The categories of Personal Information collected about the consumer;
   2. The categories of sources from which that Personal Information was collected;
   3. The categories of third parties to whom we disclose the Personal Information for a business purpose;
   4. The business purpose for which we disclose the consumer’s Personal information; and/or
   5. The specific pieces of Personal Information we have collected about the consumer ("Specific Request to Know").
2. Consumers have the right to request correction of Personal Information ("Right to Correct"). We have process in place to allow consumers to correct Personal Information. Please see this information in our Privacy Policy (See, How to Access and Correct your Information). You may call us at 1-877-956-7873 if you have additional questions regarding the ability to correct information.
3. Consumers have the right to request deletion of Personal Information, subject to certain exceptions (the "Right to Delete"). Once we receive a request and confirm the consumer's identity we will review the request to determine if an exception allowing us to retain the information applies. We may deny a deletion request if retaining the Personal Information is necessary for us to:
   1. Complete the transaction(s) for which we collected the Personal Information including to provide Services to our Clients, provide a good or service that was requested, take actions reasonably anticipated within the context of our ongoing business relationship with our Clients, or otherwise to fulfill our contractual obligations; and/or
   2. As otherwise allowed by the CCPA.
4. We will not discriminate against consumers for exercising CCPA rights including refusing Services or offering different pricing models.
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How To Exercise Rights Under CCPA

California consumers or authorized agents may submit a request in one of the following ways:

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1. By using our CCPA Request Form
2. By calling us at 1-877-956-7873

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If you're making a request as an Authorized Agent, the CA consumer must fill out and submit the CCPA Agent Request Form. Once we receive the Request Form, you will receive an email with instructions on completing an Authorized Agent Form, and you will need to attach a copy of the completed form to your request. If the request is submitted by someone with a power of attorney (POA), the POA may be submitted instead of the Authorized Agent Form.

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When submitting a request under CCPA, we are required to reasonably validate the requestor to appropriately secure Personal Information. If we cannot validate the requestor based on the information provided, we will notify the requestor that we are unable to fulfill the request. We will only use Personal Information provided in the request to verify the requestor's identity or authority to make it. We will confirm receipt of a request within ten (10) business days. We endeavor to respond to a verifiable consumer request within forty-five (45) days of its receipt. If we require more time (up to another 45 days), we will inform you of the reason and extension period. We do not charge a fee to process or respond to a verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will detail why we made that decision and provide a cost estimate before completing the request. If you have any other questions regarding this process, please see our CCPA FAQs.

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Updates to this CCPA Policy

Please refer to this CCPA Policy regularly as it may be revised due to legislative changes, changes in technology or our privacy practices or new uses of customer information not previously disclosed in this CCPA Policy. Revisions are effective upon posting. If you have any comments, concerns or questions about this CCPA Policy, please contact 1-877-956-7873.

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This CCPA Policy does not apply to current or former employees or independent contractors of SurePayroll.

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Last Updated January 20, 2025