Overview
This guide will help you easily configure our turnkey integrations for your HR tasks. No technical skills required! Just follow the steps below, and you'll have your integrations up and running in no time.
Step-by-Step Instructions
Log In to Your Account
Make sure that you are logged into your account and that you have the role as an Owner
Go to the Integrations Page
Once logged in, look for "Settings" or the cogwheel and then select integrations from the next menu.
Choose the Integration You Want
A list of available integrations (e.g., Payroll, &frankly etc) will be displayed. Select the integration you wish to add/configure and then Next
Read the information about the integration
In the wizard you will be guided through on what the integration does and other information you need.
Connect Your Account
For some of the integrations, you may need to enter credentials (username, password, tokens or API keys) for the third-party system (e.g., your payroll provider). Follow the on-screen prompts to connect your account.
Review and Confirm
Once connected, review the settings and potential options. Usually, the default settings are fine for most users.
Click Next and when succesful you should be presented with a "Completion" message.
Integration Complete
Your selected integration is now active! For the file exports this means that they are now available to select for when exporting employee data and/or Time Off data.
Need Help?
If you encounter any issues, check the FAQ section on the specific Integrations article.
That’s it! You’ve successfully set up your turnkey integration.