How to Enable a Payroll Integration
Integrating your payroll system with Handbook ensures seamless management of employee data. Follow these steps to enable a payroll integration, input necessary details, and understand how the synchronization process works.
You must be on at least the Advanced plan to utilize Payroll Integration
Our payroll integration does not modify any data in your payroll software. Handbook also does not download, store, or view any data other than your employees ID, email, first and last name.
Steps to Enable a Payroll Integration
Log In to Your Handbook Account
- Open your web browser and go to the Handbook login page.
- Enter your login credentials (email and password) and click Log In.
Navigate to Settings
- Once logged in, go to the main navigation menu.
- Click on Settings.
Access the Integrations Section
- In the Settings menu, click on Integrations.
Select Your Payroll Integration
- In the Integrations section, you will see a list of available payroll systems.
- Select the payroll system you want to integrate with Handbook.
Input Details or API Keys
- Enter the required details or API keys for your chosen payroll system.
- Follow any specific instructions provided for your payroll system to complete the setup.
Save and Enable the Integration
- After entering the necessary information, click Save to enable the integration.
How the Payroll Integration Works
- One-Way Sync: Handbook integrates with your payroll system via a one-way sync, pulling employee data into Handbook. We do not send any data to your payroll company or modify employee data within the payroll system.
- Automatic Updates: The integration automatically synchronizes every hour to ensure that your Handbook account is up to date with the latest employee information.
- Employee Management: Based on the payroll data, Handbook will automatically add or remove staff. If an employee's status changes in the payroll system, these changes will be reflected in Handbook.
- You cannot delete payroll integrated employees when payroll integration is enabled.
Benefits of Payroll Integration
- Efficient Employee Management: Automatically keeps your employee list updated without manual intervention.
- Accurate Data: Ensures that the data in Handbook matches your payroll system, reducing errors and inconsistencies.
- Time-Saving: Automates the process of adding or removing employees, freeing up time for more important tasks.
When enabling a payroll integration, all employees in your payroll software are synchronized to Handbook.
By following these steps, you can easily enable a payroll integration in Handbook and enjoy the benefits of automated employee management. For any additional assistance or requests, please submit a ticket through our support system.