To sync with the company's payroll provider, go to Company → scroll down to Connect with HR Services
Once you click Sync with HR/Payroll, which will direct you to a new page called "Finch Connect" where Pulley uses Finch to connect to your provider. This is a service provided by Finch.
Follow the next steps to add your HR/Payroll provider:
Click "Continue" to allow Finch to integrate your HR/Payroll provider with Pulley.
Click "Continue" again to allow Pulley to gain access to Directory, Individual
Employment data
Select your Payroll provider
Sign in with your Payroll provider account
Once you've finished the integration, you'll be taken back to Pulley. To add stakeholder information, go to Stakeholders (left side nav) → Sync HRIS to start importing employees' details into the platform.
There are four possible outcomes from sync’ing with HRIS.
1. Import to Pulley:
Stakeholders that are on HRIS but do not exist on Pulley will be present on this screen. By clicking the “Import Selected Stakeholders” button, you will create those stakeholders in Pulley.
2. Merge with Pulley:
Stakeholders that have the same name or email on HRIS and Pulley but have not been recognized as the same stakeholder via merging. By clicking the “Merge Selected Stakeholders” button, you will allow Pulley to recognize that these are the same stakeholders and any future HRIS updates for these stakeholders will be reflected on Pulley.
3. Terminate on Pulley:
Stakeholders that have been terminated on HRIS but are still active on Pulley. By clicking the “Terminate Selected Stakeholders” button, you will be prompted to start the bulk stakeholder termination process.
4. Update info on Pulley:
Stakeholders that have different information on HRIS (for e.g. address, zip code, department) than Pulley. By clicking the “Update Selected Stakeholders” button, you will be updating the stakeholder information on Pulley to match with that on the HRIS.
You can download the syncing results in bulk via CSV by clicking on the “Download CSV” button.
Benefits of syncing with your HR provider
Effortless Accuracy: Automatically sync your HR data with your cap table, ensuring pinpoint precision in employee equity management without lifting a finger.
Time-Saving Automation: Say goodbye to manual updates. Our HR sync feature slashes admin time, letting you focus on strategic initiatives instead of data entry.
Compliance Confidence: Stay ahead of critical deadlines with real-time updates. Never miss a repurchase window or PTE notification again, keeping your equity management legally sound and stakeholders satisfied.
Scaling Simplified: As your company grows, our HR sync grows with you. Effortlessly manage equity for dozens or hundreds of employees, making personnel changes a breeze no matter how fast you scale.
Note: The HRIS integration pulls employee data from the HRIS into Pulley to keep stakeholder information up-to-date, but not the other way around.