Organization admins can connect their payroll and HR systems with the Finch API, simplifying access to key company and employee data.
How to connect an organization to Finch
Organization Administrator Feature
This feature is only available for organization administrators. It is not available for partner administrators.
Select the organization's 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
Check Finch’s Generally Available Integrations to confirm provider support. Payroll providers with “24 hours” under both the Organization and Payroll columns are supported by the platform.