Note: In order to enable Finch Assist, you must be a current Finch customer on our Scale plan.
To enable an assisted integration, employers will need to create an administrator user in their HRIS or payroll system by going through Finch Connect.
It's crucial that employers create this account, share the invite with the email provided, and provide the proper permissions in order for a connection to be established.
Finch helps you monitor the status of Assisted Setup through the Connections page in our Dashboard.
Where to find Assisted Setup Status
Under the Connections tab, find a connection with Connection Type > Assisted. If there is an error with setup, you'll see an error message under Connection Status.
You can filter down to only the connections that need attention by clicking the alert on the top right.
Click into the connection to find more details about the status of that connection. Then click Assisted Setup Status (to the right of Job History).
Assisted Setup Timeline
Here you can monitor the status of Assisted Setup through three key phases:
- Token Created: The employer has completed the Finch Connect flow and a token has been sent to you, the application.
- Account Invitation Accepted: Finch has accepted the invite to become an admin user.
- Permission Verified: Finch has verified that the employer has granted proper access to the system. Once permissions have been verified the connection can be configured.
Assisted Setup Status Errors
If there is an error in the account setup process, Finch will provide instructions on how to proceed. The errors you may run into for Assisted Setup include:
1. No account set up: The employer has not created an administrator account for Finch.
2. Insufficient permissions: The employer has authenticated Finch as a user, but has not permissioned Finch to access the necessary data. The employer will need to go fix the permissions before Finch can begin the configuration period.