Happl

Getting Started with Happl

Adding team members to Happl

Read-only benefits, also known as static benefits, are benefits that provide information to employees rather than requiring payroll deductions, enrolment choices, or ongoing administration.

Adding and Updating Read-Only Benefits in 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

Ready to connect your HRIS? Use this guide to connect your HiBob to Happl

Hibob: How do I link my account?

Workday: How do I link my account?

Accessing time off data on Workday

To 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…

Setting up your accounting software

🚗 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

Ready to connect your HRIS, check out this article to learn how!

Bamboo HR: 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.

IRIS Cascade: How do I link my account?

This article walks you through where to start, what information you’ll need, and what to expect during the Stripe KYC process

Completing the Stripe KYC – United Kingdom

Ready to connect your HRIS? Use this guide to connect your Humaans to Happl

Humaans.io - How do I link my account?

Understanding Edit Permissions on Happl

This 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.

Setting Up a Flex Allowance

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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