Automatic integration between systems allows for an efficient, time-saving way to keep your employees synced between our platforms. Data will be passed back and forth seamlessly between the People by Wagepoint, and Wagepoint Payroll platforms.
Note: This connection will sync basic employee details between platforms. This includes the employee's first name, last name, phone number, date of birth, and address. The start date is only synced before the employee is included in payroll. After this -- the field is locked and can't be edited.
Before you start
- Only the Account Owner in the People account can set up the integration. You'll need your login credentials to your People account to complete the set up.
Set up People by Wagepoint integration
1. In the navigation bar, go to Add-ons and select People by Wagepoint
2. Click Connect.
3. In the window, enter your email address. This should be the same email address that you used to create your People by Wagepoint account (the Account Owner's login email). Then, click Connect.
4. In your email inbox, locate and open an email from Wagepoint titled "You're invited to connect your People account with Wagepoint!". Click _____ to open your People login page.
5. On the People login page, enter your username and password. This must be completed by the Account Owner. Then, click Sign in.
6. Under Connect your People to Wagepoint account to Wagepoint?, click Yes, connect.
Link (Match) your Employees
7. In your Wagepoint payroll account, return to the Add-ons > People by Wagepoint page.
8. On the Overview tab, click People matching.
9. On the People matching tab, review the generated list to ensure that each employee is appropriately matched.
- Under Person in Wagepoint, you'll see a list of the employees in your Wagepoint payroll account.
- Under Person in People, use the drop-down to select the correct individual in People. If the system found an automatic match, it will appear here, but we recommend that you review and confirm all matches.
Disconnect from People by Wagepoint
1. In the navigation bar, go to Add-ons and select People by Wagepoint.
2. Navigate to the Additional support tab.
3. Under Disconnect from People by Wagepoint, click Disconnect.
FAQs: People by Wagepoint integration
- The integration can only be initiated from the Payroll side.
- It may be that you are not the Account Owner in the People by Wagepoint account. Any administrator can click Connect, but only the Account Owner can set up the integration.
- Once the Account Owner has set up the integration, any administrator can complete the employee matching step.
- First, ensure you are the Account Owner in the People by Wagepoint account. Next, try clicking Connect to resend the email with your link to log into People. This email link is only good for 10 minutes. You will only be able to initiate the connection using this log-in link.
- The integration syncs every 15 minutes. Please refresh the applications in 15 minutes. If you still have issues, contact our support team.
- If a profile is created in People after you've set up the integration between People and Payroll, then a profile will be created in Payroll. This profile will be incomplete and you will need to complete the Add a person workflow for that individual before you can run their Payroll. However, if you have created profiles in People before the integration is set up, then these profiles will not be imported to Payroll.