Worklyfe is able to integrate with over 130 HRIS and payroll providers. Integrating with your provider affords you a few key benefits:
Employee Directory Sync: Worklyfe will regularly sync your employee directory so that new hires are automatically added and terminated employees are automatically removed.
Employee Data Sync: When employees are imported, Worklyfe syncs basic employee data like first name, last name, start date, birthdate, title, and department. So as long as this information is up-to-date in your system of record, it will also be up-to-date in Worklyfe.
Payroll Adjustments: Currently, all payments made through Worklyfe are considered taxable income, so the IRS will want employees to pay taxes on their Worklyfe rewards and incentives. By integrating with your payroll provider, Worklyfe is able to automatically handle these tax implications in many cases.
Note: There is some variability in functionality for certain providers. Not all integrations support payroll adjustments, but most do. You can manually account for Worklyfe payments in these cases. Please contact your account representative or customer service when setting up your integration to inquire about the specifics of your provider.
Creating the Integration
Setting up an integration is pretty straightforward. The exact steps differ from provider to provider, but you will be given step-by-step instructions relevant to your provider along the way.
Before getting started, here's what you'll need:
Admin access to Worklyfe
Admin access (login credentials) to your HRIS or Payroll provider
Access to the email associated with the admin account for your provider
1. Navigate to the admin interface
If you're not already in the admin panel, you can navigate there from the My Worklyfe page by clicking the link to your company in the top-left of the page:
2. Navigate to the integrations library
Once in the admin interface, click on the Settings button in the bottom-left of the page, then click the Integrations menu item, then click explore in the top-right of the Integrations panel:
3. Find your provider and connect it
From the integrations library, you can use the search bar at the top of the screen to search for your provider. Once you find it, click on the relevant card to navigate to the connection initiation screen.
The connection initiation screen outlines the details of the integration. Clicking the Connect button begins the connection process, which is facilitated through our partner, Finch.
At this point, the connection steps start to diverge based on your provider. As you walk through the Finch authentication process, you will be guided through the necessary steps to create a secure connection between Worklyfe and your HRIS.
If you have multiple HRIS accounts for different business entities, you can connect all of them to Worklyfe and manage your rewards and incentives under one Worklyfe account. You simply need to go through the authentication process for each separate provider account.
Implementing the Integration
In many cases, once the authentication process is complete, Worklyfe will immediately have access to your HR and payroll data, and the sync process will begin.
Once complete, you will see all of your employees loaded into Worklyfe, and you can begin inviting them to create individual Worklyfe accounts to take advantage of your Worklyfe programs. If your provider supports it, payments through Worklyfe will automatically be accounted for through payroll so that finance and HR don't have to worry about it.
Pending status
Unfortunately, not all providers have the technology to create a seamless, automated integration with other platforms. In these cases, some manual setup by Finch is required after the integration is authorized. These connections are referred to as "assisted" connections.
If your provider falls in this category, the integration will have a "Pending" status.
There are no additional steps for you at this point. However, Finch requires a setup window of 2-6 weeks to perform the additional work required to make the connection fully operational. We will inform you as soon as the setup is complete.
During this time, you may want to take the opportunity to complete other setup tasks for your Worklyfe account:
Plan and setup the various programs you intend to offer through Worklyfe
Connect a funding source to fund your Worklyfe programs
Work with your account representative to prepare a launch plan and timeframe