Admins
Guides for Admin users on Happl
By Sandy and 2 others3 authors53 articles
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
Creating an allowance
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?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…
🚗 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
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
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
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.