When you first start using Exhale, we'll ask you to complete a few steps to connect to your payroll provider. This allows Exhale to import a list of your employees, their employment status, and historic paycheck data. We’ll then use this list to invite employees to Exhale and give them access to Perks.
Exhale will automatically stay in sync with your payroll provider to keep your list of employees up to date. Data from payroll is synced on a daily basis.
Prerequisites
If you use ADP Workforce Now and this is your first time connecting your payroll with Exhale, please follow the instructions on this page to make sure your ADP Workforce Now account is properly configured before connecting to Exhale.
If you don't use ADP Workforce Now, proceed to the steps below.
Connecting payroll for the first time
- Log in to Exhale HQ from your computer or mobile browser
- From the main menu, go to Setup > Payroll Sync
- Click Connect your payroll system
- Click Connect now to launch the payroll connect helper. This will appear as a pop-up on your screen.
- Review the information on the screen, then click Continue
- Find and select your payroll provider
- Select your company account, if prompted
- Enter the credentials you use to log in to your payroll provider and click Connect
Important: If you have more than one account for your payroll system, be sure to use your administrative account or the account with the highest permissions. If you're running into issues, see the FAQs below. - Complete the steps in the helper to finish connecting
After successfully connecting, Exhale will immediately start syncing with your payroll system. This typically takes a few minutes. When completed, a green "Complete" status will appear on your Payroll Sync page:
Once the sync is complete, your employee list will be imported into Exhale. You can see it by going to Employees > Manage Employees.
FAQs
Can Exhale make changes to payroll?
No, Exhale only has access to read information from your payroll system.
What if I've already manually added employees to Exhale?
If you've manually added an employee in Exhale who is also in your payroll system, syncing means you might end up with two of the same person in Exhale. See Fixing duplicate employees to learn how to merge them.
What happens when a new employee is added in payroll?
When a new employee is added in your payroll system, they will be automatically added to Exhale during the next daily sync. Then they will either be invited automatically or during the next invite window, depending on the invite plan you set up with your Exhale representative.
I'm receiving an error when I try to connect.
If you're seeing an error saying your payroll account doesn’t have the correct access, first make sure you’re using the correct login credentials (if you have more than one account for your payroll system, be sure to use your administrative account or the account with the highest permissions).
If that doesn’t work, you may need to log in to your payroll system and grant additional permissions to your user account. If you use ADP Workforce Now, follow these steps to make the required changes in your payroll system.
Need help? Contact Exhale Customer Care and our team will be happy to assist.