To connect your Toast Payroll account to this application you must set up a new admin user. Please follow the instructions below.
Instructions
1. Login to your Toast account
2. Navigate to and click on the Team tab
3. Select + Add team member in the upper right side of the screen
4. You’ll see the window below appear on your screen.
5. Please fill out the following fields. After these are filled out, click the Hire button:
- FEIN: Select your company
- Position: Select an arbitrary position or Bookkeeper, if available. This employee will be set up as a 1099 contractor employee with $0 pay in later steps.
- Work Tax Location: Select an arbitrary Work Tax Location. This user will be unpaid.
- Template: Select an arbitrary template, if applicable.
- First Name: Please use the First Name provided in Finch Connect.
- Last Name: Support
- Hire Date: Today’s Date
6. Fill out Basic Info using the details below, then click the Next button:
- First Name: Please use the First Name provided in Finch Connect.
- Last Name: Support
- Under Will you provide an E-mail address? Select Yes
- Employee email address: Please use the email provided in Finch Connect.
7. Fill out Jobs & Pay using the details below, then click the Next button:
- Hire Date: Today’s date
- Employment Type: Part Time
- Employee Number (may not appear in all accounts): Click Generate to generate a new employee number
- FEIN: Select your company
- Position: Arbitrary position you selected earlier
- Position Begin Date: Match with Hire Date
- EEO Classification: — NONE —
- Security —
- Security Role: HR +
- Manager —
- Reports to Position: Select an arbitrary position
- Levels —
- Company: Select your company
- All other fields under Levels: Select an arbitrary location, department, and job
- Fill out Pay Information using the details below:
- Salary Type: 1099
- Annual Salary: $0
- Per Payroll Salary: $0
- Default Earning Type: Regular
- Salary Effective Date: Today’s Date
- Pay Period Hours: 40
- Exempt: No
- Worker’s Compensation Code: Select an arbitrary code if required
8. Under Benefits, select None, then click the Next button
9. Under Documents remove any documents that appear where possible, then click the Next button
10. On the Review screen, scroll down and click Add to Team
How to confirm or updates permissions
1. Login to Toast and navigate to Team
2. Search for the User Name you just added ('Name' Support) and click on the profile
3. Navigate to the Jobs & Pay tab
4. Select Position in the lefthand menu
5. Click on the Edit box that appears on the righthand side
6. Select any reason for updating the security role from the dropdown
7. Change the Security Role to HR+ in the dropdown
8. Click Submit
FAQs
💡 Why do I need to provide admin permissions to Finch?