isolved - Add a Client User

Last updated: April 16, 2026

To connect your isolved account to this application you must set up a new admin user. Please follow the instructions below.

Instructions

To connect your account to this application you'll need to create a new Client User. For some systems, this requires reaching out to your HRIS or payroll account representative to complete a form. For network partners/providers powered by isolved, please confirm with your representative prior to starting. See the instructions below.

Please note this process may take up to 4 weeks for isolved to complete depending on the process required to add an administrator and/or your representative's processing time. 

Instructions

  1. Complete the Client User Authorization Form using the information below: https://eform.pandadoc.com/?eform=5ae933c5-1fc4-4ac4-b58c-139eb4a08067

  2. Once the form is completed, please email your HRIS or payroll account representative to let them know you would like to add a Client User and attach the completed and signed form

    1. Please CC the email provided in Finch Connect when reaching out to your account representative

Client User Authentication Form - Required Fields

Please use the information in Finch Connect and below to fill out the form.

  • Client Request

    • Client Name: Company Name

    • Client Number: Company Number in isolved

    • Name: Name of employee completing form

    • Title: Title of employee completing form

  • New Contact Information

    • First Name: Developer Name

    • Last Name: Admin

    • Title: Admin

    • Email Address: Email address Provided in Finch

    • Primary: 917-717-3974

    • Type: Corporate

  • Role: Please assign the correct permissions based on the data you require

    • For Organizational Data Only (Employee Demographic and Employment Information, e.g.: Name, Address, Phone Number, DOB, Salary, Employment Status):

      • Human Resources (HR)

    • For Organizational and Pay Data (In addition to the above, this includes Pay Statement information, e.g.: Gross Pay, Deductions, Earnings, Tax Amounts):

      • Human Resources (HR)

      • Payroll

    • For Deductions/All Data (In addition to the above, this includes the ability to write deductions into the system):

      • Human Resources (HR)

      • Payroll

      • Benefits

  • User Rights

    • Full Access/All Information

  • Signature & Date

    • Sign and date the form

FAQs

💡 Why do I need to provide admin permissions to Finch?

💡 Which providers require help from a representative to add an admin?