To connect your Zoho Payroll account to this application you must set up a new admin user. Please follow the instructions below.
Before you start
You will need to have admin privileges in Zoho Payroll to create and configure this user. If you are not an admin, contact your HR team to grant you access.
Instructions
Step 1: (Optional) Configure a new Role
Read this section if you would like to create a new Role (non-Admin) that restricts access to specific modules in Zoho Payroll. Otherwise, skip to Step 2 to add Finch as an admin.
1. Navigate to Settings > User & Roles.
2. Click the Roles tab.
3. Click New Role.
4. Enter a name for the Role (e.g., External Developer or External Admin) and provide a description.
5. Select the modules and the level of access you want to provide for the role. The modules you can customize are:
- Employees
- Pay Runs
- Statutory and Salary Components
- Preferences
- Settings
Step 2: Invite Finch as a new user
1. Navigate to Settings > User & Roles.
2. Click Invite User on the top right corner of the screen.
3. Click Invite.
4. Please fill in the information below:
- Name: Please use the name provided in Finch Connect
- Email: Please use the email provided in Finch Connect
- Role: 'Admin' or new Role created in Step 1
5. Click Invite.