Setting Up Finch for the First Time

In order to integrate Finch with your payroll system for the first time within the Venteur app, please follow the steps below.

NOTE: The specific functionality available depends on Finch’s integration with each employment system. For the most up-to-date information on systems Finch syncs with, please visit the Finch website.

  1. Navigate to the “Linked Accounts” tab from the Setting sub-menu. 

    payroll-venteurStep1.png

  2. Under Linked Payroll Accounts, click the “Connect Payroll and Benefits” button. 

    payroll-venteurStep2.png

  3. Follow the steps in the Finch window to connect to your employment system.

    payroll-venteurStep3-1.png

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  4. Once successfully connected, the Employee Updates table will populate with your entire employee roster. Check that everything looks good, then select all and apply the changes.  

    payroll-venteurStep4-1.png

    payroll-venteurStep4-2.png

    To update individual employees, click the 3 dots menu under Actions and Apply or Reject the changes as needed. 

    payroll-venteurStep4-3.png

  5. Now when you head back to the Employees sub-menu, you will see all your employees in the Employee table. 

    payroll-venteurStep5.png

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