Admins
Guides for Admin users on Happl
A Guide to Salary Sacrifice Schemes for UK Employers
Off boarding and Freezing Employees on Happl
Navigating the Happl Hub & Insights
Happl Refer a Company
Setting up Happl
Welcome to Happl!
Getting Started with Happl
Adding team members to Happl
Adding your company benefits to Happl
Creating an account
Setting up Stripe KYC for Your Company on Happl
Setting up integrations
Adding team admins to Happl
SSO Microsoft Setup
SSO Google Setup
Hibob: How do I link my account?
Workday: How do I link my account?
Accessing time off data on Workday
Setting up your accounting software
🚗 The Happl Guide to the EV Scheme
🍼 The Happl Guide to the Workplace Nursery Scheme
🚲 The Happl Guide to Cyclescheme
Set Up SSO with Okta
Guide to Taxing Benefits
Setting and updating your company preferences
How do I sync calculated fields with Workday
Finance
Simple guides on all things finance with Happl
Finding your invoices
Managing your company balance
Payroll, P11D & BIK Tax
Exporting transactions to accounting
Managing and paying reimbursements
Viewing Expense Reimbursement Submission Dates
Payroll Deductions: Set up & Download
Setting Up P11D Tax Treatment for Benefits
Insurance calculations on payroll
Understanding Transaction Dates in Finance Reports
Insurance: Admins
Guides for admins managing insurance
Managing your insurance policies
Requesting an Insurance quote
Deduct insurance to an allowance