Configure Your Payroll System Integration

Choose what Location(s) will use the Payroll System Integration

Choose All Locations if it will apply to all locations within your system, or Select Locations to pick which locations the provider will apply to.

Choose your provider

You will need to make sure that pre-requisites are met depending on your provider, then choose the provider from the list of Available Providers

Follow the connection instructions

You will be prompted with a series of screens to connect Finch to your provider and will have to provide credentials.

Before Starting

User Import configurations

Skip Initial User Import
Once all data from Finch and your HR provider is received, an import process of all your employees is done.

We first check if a LightSpeed VT username or email address is matching the employees to be imported.

• If there is a match existing users will be updated with the new information from provider.
• If there are no matches, a new user would be created.

If you have an existing and established LightSpeed VT system, this could cause some users to have multiple accounts if the information in LightSpeed VT is different than in the provider's data.

For this reason, you have the option to skip the initial import of users and to only add new users or update existing users on subsequent syncs.

Account Setting configurations

While the data is being synced between Finch and your provider, you can start making initial configurations.

Username
You can use the following fields:

• Employment ID (employment-source_id)
• Work email (individual-emails.data-work)
• Personal email (individual-emails.data-personal)
• Individual First Name (individual-first_name)
• Individual Last Name (individual-last_name)
• Employment First Name (employment-first_name)
• Employment First Name (employment-last_name)
• Random 4 digits

You can also choose to build a combination of all the fields for a more flexible custom option.

Example:
Mapping username to be Individual First Name + Individual Last Name + Random 4 digits for someone named "John Smith" would create the user with a username of johnsmith6474.

Password
You can set a default password that will be used for all employees (Useful if you want to communicate the password to your employees prior to initial import) or generate a random password (Users would have to use Forgot Password function to reset password before signing in).

Send Welcome Email
Will send an email to imported users, providing them with instructions on how to sign in.

Force Password Reset
Will force users to reset their password the first time they sign in thus allowing them to specify their own password.

Lock Username and Password
Users will not be able to change their username and password.

User Details and Employment Info

Here you can start to configure what Finch/Provider fields should match for LightSpeed VT user details.

User Details and Employment Info sections are preselected with the options we think would fit the best. You may choose alternatives if needed.

For Email Address you have the option to select an alternative/fallback email mapping.
Example: Mapping is using individual-emails.data-work provider's field. If employee doesn't have a work email address, it could not be created in LightSpeed VT. By specifying to also look for a personal email address using individual-emails.data-personal user would be created with it if the primary choice is not available.

End Date should only be used if you wish to deactivate users based on their employment end date.

Manage Locations

If you decide to modify what locations are enabled with your provider's connection, you may add or remove locations from there. You may also choose to use that provider for all locations in your system if you do not have multiple providers set up for the system.

It is required to set up 1 location as the default where all users will be imported to.

If you have several locations in your HRIS, you can also map their values to your LightSpeed VT locations values.

Finch provides us with the addresses of the locations in your HRIS. The line 1 of the address (usually the street address) is the most unique part of full address and is used for best match.

Example:
Your business "Best Company Ever" has 2 offices.

First one is located at:
123 Main St, Springfield, IL 62629

Second once is located at:
456 Big Parkway Ave, Suite 120, Springfield, IL 62629

In that case, you would be prompted to select the best field from the HRIS (e.g. Line 1 of street address) to match to LightSpeed VT locations. Then you would be able to map the values returned by Finch for that chosen field to the LightSpeed VT values.

If you only have 1 office, there will not be any need to match fields/map values.

Team Configurations

You can optionally choose to assign a default team to all imported users.

You also can match a LightSpeed VT team to one of your provider's fields and then map the values.

Access Levels

You must choose a default access level that will be assigned to all imported users. This will be used if no additional matching is needed.

You also can match fields from your provider to LightSpeed VT access levels and then map the values.

Content Roles

In order for your users to see minimal content, you must choose content role(s) that will be assigned to all imported users. This will be used if no additional matching is needed or in addition to specific content roles you match later on.

You also can match fields from your provider to LightSpeed VT content roles and then map the values.