Admins
Guides for Admin users on Happl
By Sandy and 3 others4 authors66 articles
- A Guide to Salary Sacrifice Schemes for UK Employers
- Navigating the Happl Hub & Insights
- Happl Refer a Company
- Making Changes to Employee Pension Contributions in Happl
- Managing Pensions on Happl
- Subscription benefits: what they are and how to manage themSubscription benefits are used in Happl for benefits where employees sign up to an ongoing subscription and where there is a payroll deduction or payroll reporting requirement.
Setting up Happl
Welcome to Happl!
- Getting Started with Happl
- Adding team members to Happl
- Adding and Updating Read-Only Benefits in HapplRead-only benefits, also known as static benefits, are benefits that provide information to employees rather than requiring payroll deductions, enrolment choices, or ongoing administration.
- 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?Ready to connect your HRIS? Use this guide to connect your HiBob to Happl
- Workday: How do I link my account?
- Accessing time off data on Workday
- Setting up your accounting softwareTo get the most out of Happl we recommend setting up an integration with your accounting software - this article will run through the steps once your accounting software has…
- đźš— The Happl Guide to the EV 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
- Bamboo HR: How do I link my account?Ready to connect your HRIS, check out this article to learn how!
- IRIS Cascade: How do I link my account?This guide walks you through how to request API access from IRIS Cascade so that Happl can connect with your employee data.
- Completing the Stripe KYC – United KingdomThis article walks you through where to start, what information you’ll need, and what to expect during the Stripe KYC process
- Humaans.io - How do I link my account?Ready to connect your HRIS? Use this guide to connect your Humaans to Happl
- Understanding Edit Permissions on Happl
- Setting Up a Flex AllowanceThis guide walks you through how to configure Flexible Allowances in the Happl platform, including reimbursement settings, virtual and physical cards, spend controls, rollover rules, and employee management.
- Managing Homepage Categories in HapplHomepage Categories help you organise the benefits shown on your Happl homepage.
- Personalising Your Happl PlatformHappl allows you to personalise your platform so it feels more familiar to your employees and better reflects your company brand.
Finance
Simple guides on all things finance with Happl
- Finding your invoices
- Managing your company balance
- Payroll, P11D & BIK Tax
- Exporting Happl Card Transactions to Accounting SoftwareIf you have allowances enabled oh Happl we recommend exporting your transactions once a month to reconcile your Happl balance. It might be more convenient to do this when you're…
- Managing and paying reimbursementsIf you have enabled reimbursements on your Happl allowances, you'll need to approve them before you can add them to payroll or export a report. This article will run you…
- 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
- Payroll Report: Setting your cut-off date and downloading reportsThe Payroll Report in Happl gives your payroll team the information they need to process benefits, reimbursements, pension contributions, and taxable items.
- Pension Contribution ReportsPension Contribution Reports allow you to view and download pension contribution information for employees in Happl.
Insurance: Admins
Guides for admins managing insurance
- Managing your insurance policies
- Requesting an Insurance quote
- Deduct insurance to an allowanceIf you want to deduct the cost of an insurance policy from an employee’s allowance, Happl gives you flexible options to make this simple and fair.
- Insurance Reporting When Your Policies Are Managed by HapplThis guide explains how information flows when Happl manages your policies, and what that means for you and your employees.
- Insurance Reporting When Your Policies Are Managed by a Partner Broker of HapplThis guide explains how information flows between your HR system, the Happl platform, your broker, and your insurer - with Happl coordinating everything in the background so you don’t have…
- Insurance Reporting When You Have Your Own BrokerThis guide explains how Happl supports you in identifying changes - and how you can use the platform to download and share the relevant reports if you have your own…
- Transferring Insurance Brokerage to HapplLearn how transferring your insurance brokerage to Happl streamlines enrolments, reporting, and employee support, removing manual admin and keeping your policies up to date.
- Reporting Changes Back to HapplThis guide explains when manual updates are required and how to report changes correctly.
- Managing Insurance Renewals: External BrokerTo help make your insurance renewal process as smooth as possible, we ask that you share your renewal details with the Happl team ahead of your policy renewal date.
- Managing Insurance Renewals: Happl BrokerageTo help make your insurance renewal process as smooth as possible, the Happl Insurance team will manage the renewal process with your insurer and support you through each stage of…
- How to View and Manage Your Insurance Quotes in HapplIf Happl is your insurance broker, your insurance quotes will be shared with you directly in the Happl platform.
Employee Management
Managing Employees on Happl
- Understanding user types
- Managing Employee AllowancesHappl allows you to set up one off or reoccurring allowance adjustments to specific employees, this could be to pay for a course off-platform, pro-rata allowances, or to add a…
- Off boarding and Freezing Employees on Happl
- Creating employee groupsGroups can be used to specify who has access to certain benefits or policies. Here's an article on how to create and get the most out of them!
- New Employee Onboarding on HapplThis guide explains what happens when a new employee joins your business and accesses Happl for the first time.