To get started, head to app.happl.com and tap create an account and sign up with either your work email address, Google or Microsoft.

We’ve simplified the onboarding process to only require the core fundamentals to get you going. These are:

Once you’ve completed your core onboarding, you’ll be welcomed into your Happl dashboard. Here, you have some further onboarding steps that you can do at your own pace. These are all required to get the full experience out of Happl.

Here, we will take you to an external portal powered by Stripe. This must be completed by a shareholder or director of the company. We require the Stripe onboarding for KYC purposes as Happl handles allowances, and issues bank cards.

As a part of this process, we need to understand the owner of the business. If you are not a director or shareholder, you can invite one to complete this process.

To invite employees onto the platform, you can do this in two ways:

To get started, tap invite on the onboarding step or alternatively head to people & groups → people and select your method: either ‘Connect HRIS’ or ‘Invite People’.

We have partnered with MergeDev to enable you to connect to your HRIS of choosing. Here, select your platform and follow the steps for a seamless integration.

If you connect, profiles will be automatically completed with roles, images, names and addresses all pulling through.

To invite by email, simply enter the work email of all employees and separate them with commas. We will send an invite to each to notify them that they now have access.

Sometimes we can’t help it and emails might go to junk or spam. So it’s worth getting everyone to check this. Alternatively, employees from this point will just be able to sign in.

To create an allowance, please follow the steps here. Allowances are company-wide, with custom assign coming soon.

To connect your accounting software, please find our other article: Setting up your accounting software.