To connect your Collage account to this application, you must add Finch as an administrator in the Collage system. The steps are below.
Instructions
1. Go to Roles and Permissions.
2. Select Add Custom Role.
3. For Role Name, enter the name found in Finch Connect.
4. Under Reporting, select Custom Reports.
5. Scroll to What feature access should be permitted? and check the following boxes:
- Payroll Admin
- Reporting > Employee Reports - Personnel
- Reporting > General Reports - Payroll Updates
6. Scroll down to What employee data access should be permitted? and select
the following:
- Personal Information - View only
- Time Off Information - View only
- Employee Compensation - View and edit
7. Next, go to Users.
8. Select Invite User and fill in the following:
- First Name: Input the name of the application you are connecting to
- Last Name: Support
- Email address: Refer to the Finch Connect screen
- Roles: Input the name of the application you are connecting to
9. Select Save.
If you are not able to follow the instructions above, please contact your account representative and share that you would like to add the username found in Finch Connect as an External Administrator. CC the email address found in Finch Connect so we can see all communications and help troubleshoot.