Before setting up any integration through Finch, please review and consider the provider’s setup requirements. Not all providers require additional setup, only those listed below.

• Initial Setup Instructions
• Deductions Setup Instructions

If you’re unable to access a guide in our Help Center, please sign up for an account here.

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Initial Setup Instructions

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ADP Workforce Now Cloud

Please note that Finch does not support an integration with ADP Workforce Now Cloud. We remind employers of this in our authentication guide.

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AlphaStaff

In order to connect to AlphaStaff, employers will need to provide their 6 digit Client ID in Finch Connect.

After providing this, the employer will receive a notification from AlphaStaff within 7 business days to confirm Finch’s access to their data. Once confirmed, Finch will be able to start fetching data for the employer. During this setup period, any requests to the Finch API using the employer’s access tokens will return a 202 response with the message “Authorization to this company’s data is pending”.

If an employer does not know their Client ID, they can contact AlphaStaff to retrieve it.

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Bob

If you have a direct partnership with Bob, please provide your Partner Token to Finch so that Finch can use that token when sending requests to Bob on your behalf. You can do so directly in the Client Dashboard by going to Integrations, selecting Bob, and providing the value in the Partner Token field.

Please note that being a partner does not change your integration and usage with Finch. This is a requirement for Bob to track requests they receive on behalf of their direct partners.

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Deel

In order to integrate with Deel, you will need to create a Deel account and OAuth application, and connect your Deel OAuth application to Finch. For detailed instructions, see our Deel Onboarding Guide.

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FactorialHR

In order to integrate with Factorial, you will need to create a Factorial account and OAuth application, and connect your Factorial OAuth application to Finch. For detailed instructions, see our Factorial Onboarding Guide.

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Gusto

In order to integrate with Gusto, you will first need to complete a security review.

Please follow our Gusto Onboarding Guide to start this process. You will also be asked to agree to Gusto’s Terms of Service.

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Rippling

In order to enable an integration with Rippling, you will need to complete an onboarding process. This process involves a review by Rippling for eligibility to become a Rippling partner. Finch will submit the application on your behalf and keep you updated. For more information, refer to our Rippling Setup Guide for Developers.

Please note that employers need to have the Identity & Access Management package for Finch to retrieve data from Rippling.

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TriNet PEO

In order to integrate with TriNet, you will first need to complete a security review. Plan on at least two weeks for the review to be completed.

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Workday

A handful of Workday department fields can be made available upon request. See our field support for all fields supported by default.

For Company data, departments[].source_id is populated with the IDs of the Workday supervisory organizations for the company and is available upon request. departments[].name is available for the company by default.

For Directory data, department.source_id is populated with the ID of Workday supervisory organization for the worker and is available upon request. department.name is available for the worker by default.

For Employment data,department.name is populated with the name of the Workday supervisory organization for the worker and is available by default.

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Deductions Setup Instructions

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Justworks

When creating new Deductions in Justworks for an employer via Finch’s Create Deduction endpoint, please ensure that the number of characters for the description field is less than 30. If the length exceeds 30 characters, you will receive an error when invoking that API.

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Paychex

Before enabling Deductions for Paychex, you will need to make sure that each employer has configured their benefits appropriately in their Paychex account. We provide instructions for employers to configure their Paychex deductions in our Help Center.

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TriNet PEO

To create or edit any employee benefits in TriNet, the employer will need to contact TriNet directly. This is because the TriNet API cannot accommodate creating or editing employer-wide benefits. Employers will instead need to submit a Retirement Plan Summary Setup Form with TriNet’s retirement team at least 12 days before the first pay date where a deduction would be applied.

Finch currently supports 401k and 401k Roth retirement savings plans. Once the benefit is created, Finch can enroll users into the benefit automatically. Please note TriNet does not support custom_pre_tax or custom_post_tax deductions and contributions.