Import Payroll Data
In Finmark, you can connects to the current payroll platforms:
Gusto
Justworks
Zenefits
Bamboo
Finmark imports this data to populate the hiring plan and keep it up to date automatically. Saving you time from manually adding your employees, updating new hires, and the associated payroll costs.
It doesn't stop there. We built an engine that eliminates the need of mapping all of the computations like in excel. You can then create simple or dynamic hiring plans in just a few minutes in Finmark. Combining the power of actuals and forecast in one platform.
Connecting to your payroll
If you are running payroll with one of the supported payroll integrations, you can connect with Finmark to import in your current and future employees during registration or in the settings section of Finmark.
Registration
2. Connect in settings
What to expect on the initial import?
Once you authorize the integration, we will update you in the app with our status banners. (See Below)
Data still importing (Can take up to 10-15 minutes to complete the initial import and mapping)
2. Import completed
What Next?
Navigate to the employee section, to review the imported records to add new employees into Finmark or choose to match them to existing employees.
Note: Upon initial sync if "adding new" all employee data will pull into Finmark.
Matching Employees
When matching, simply select the record you want to match and then finish.
Note: Upon matching the following information will apply:
Name
Salary
Start Date
Termination Date (if applicable)
Payroll Changes
Users & Admins have the ability to adjust budgeted salaries without worrying about alignment on how your HR platforms views on Employees & contractors.
Employee salary: When a salary amount is changed in a payroll platform, month end actuals will be updated with the new values. Future forecasted salary information will not be adjusted. The user must update the employee record with the new salary amount.
Employee Role: When a role is changed in a payroll platform, there will be no in app changes. The user must update the employee record with the new user role.
Employee Department: When a department is changed in a payroll platform, there will be no in app changes. The user must update the employee record with the new department.
Termination Dates: Termination dates will be captured when received from the payroll platform.