To get to the integrations page, head to your settings and then hit integrations from the navigation at the top of the page.
HRIS
Happl connects with 50+ HRIS providers including, HiBob, BambooHR, Humaans and more. Connecting your HRIS provider to Happl will pull your employees profiles including their full names, emails, mobile numbers and addresses onto the platform automatically, removing the need to add them one by one.
Employees need to have their names, mobile numbers, and addresses linked to Happl for allowances, gifting and insurance. Once added admins and employees are able to update this information easily by selecting their profile in the bottom left hand corner, or by heading to people & groups.
If you'd like to explore automatically inviting your team members from your HRIS integration - check out our article on Happl preferences (link)
Setting-up your HRIS integration
Hit connect in the grey box underneath the HRIS section, from here you'll be able to search for and integrate your HRIS provider. Simply hit the provider you use and follow the steps to get everything set up.
Can't find your provider on this list? Check out our article on manually uploading your employees (link) or request an integration in the top right and we'll do our best to accommodate you.
Accounting
Happl connects with accounting softwares including Xero, Sage, and QuickBooks to make your reconciliation a breeze.
Setting up your accounting integration
Hit connect in the grey box underneath the accounting section, from here you'll be able to search for and integrate your accounting provider. Simply hit the provider you use and follow the steps to get everything set up.
Can't find your provider on this list? Check out our article on CSV reporting (link) or request an integration in the top right and we'll do our best to accommodate you.
Slack
Connecting Happl to your Slack workspace allows you to automatically trigger invites to new employees and transaction receipt reminders.
Slack receipt reminders will notify employees whenever they make a purchase with their card (also great for security!) and ask them to upload a receipt. Employees can then upload a receipt to the transaction thread directly from Slack, meaning they can do this on the go without having to log-in to the Happl platform.
Setting up your Slack integration
Hit connect in the grey box underneath the Slack section, from here you'll be able to follow the steps to get your Slack workspace connected to Happl.