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Connect an organization’s payroll via Finch

Learn how to connect an organization’s payroll provider in the Health Wallet Manager via Finch

Josh Hostetler avatar
Written by Josh Hostetler
Updated this week

Admins can connect an organization’s payroll and HR systems with the Finch API, simplifying access to key company and employee data.

How to connect an organization to Finch

Note for Partner Administrators

Select the desired organization from the Organizations tab before following the steps below.

  • Select Organization Settings.

  • Under Payroll, select Connect with Finch on the right side of the panel.

  • On the pop-up Finch modal:

    • Enter your payroll provider and account information.

    • Select Connect.

    • If successful, a success screen will appear within the Finch modal.

  • After leaving the Finch modal, a payroll provider and a disconnect button will appear on the right side of the Payroll section of Organization Settings.

Data available via Finch

Finch enables admins to directly access critical customer information within the Health Wallet Manager, including:

  • Company Details: Employee count, company pay periods, etc.

  • Employee Information: Employment history, individual contact information, and income details.

  • Payroll Insights: Earnings, taxes, and contributions for each employee.

Data sync cycle

Automated integration is the primary integration type, where users authenticate via an API token. Once authenticated, a data sync is initiated where data is populated. After authentication, data will sync with the provider every 24 hours.

Finch re-authentication

If a Finch account loses permissions or is removed, Finch will ask for the account to be re-authenticated within the Health Wallet Manager. Admins will see a yellow Re-authentication Required button under Payroll.

Payroll providers supported by Finch

  1. ADP Run

  2. ADP Workforce Now

  3. AlphaStaff

  4. BambooHR

  5. Bob (HiBob)

  6. Ceridian Dayforce

  7. Horizon Payroll

  8. Humaans

  9. Hybrid

  10. Insperity

  11. Justworks

  12. Namely

  13. OnPay

  14. Oyster HR

  15. Paychex Flex

  16. Paycom

  17. Paycor

  18. Paylocity

  19. Persinio

  20. QuickBooks Online Payroll

  21. Sage HR

  22. Sapling

  23. Sequoia One

  24. Square Payroll

  25. TriNet HR Platform (fka Zenefits)

  26. TriNet PEO

  27. UKG Pro

  28. UKG Ready

  29. Wave

  30. Workday

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