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 depending on the process required to add an administrator and/or your representative's processing time.
Instructions
1. The form to be completed is called Client User Authorization Form. This form is linked here: https://eform.pandadoc.com/?eform=5ae933c5-1fc4-4ac4-b58c-139eb4a08067 and is mandatory for adding a Client User to the system. The specific fields below need to be completed prior to forwarding to your payroll representative:
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: Developer Email
Primary: 917-717-3974
Type: Corporate
Role
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, Pay Statement Information e.g. Gross Pay, Deductions, Earnings, and Tax Amounts):
- Human Resources (HR)
- Payroll
For Deductions/All Data (In addition to the above, the ability to write deductions into the system):
- Human Resources (HR)
- Payroll
- Benefits
User Rights
- Full Access/All information
Signature and Date
- Signature and Date from employee completing form
2. Once 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.
- Share the name and email provided in Finch Connect as the information for this user.
- Please CC the email provided in Finch Connect.
FAQs
💡 Why do I need to provide admin permissions to Finch?
💡 Which providers require help from a representative to add an admin?