Table of Contents
Refresh Payroll Data
Keep your payroll data aligned with zizzl health by syncing updates from your HRIS system.
TIP: This can be done as often as desired but should always be done prior to sending payroll deductions.
Go to your zizzl health dashboard
Navigate to Payroll (left of your screen)
Scroll to Connections
Click Manage Connections
Select Refresh Data from Finch
This pulls in any new or updated employee data from your payroll platform
Mapping and Adding New Users
This section of the guide walks you through how to sync employee data from your HRIS/payroll platform into the zizzl health system. This will explain how to map existing employees on zizzl health and add new employees, ensuring compliance-critical fields are complete.
Add or Map User
Following the data refresh, all employees (also referred to as “user”) reflected in your payroll system will appear in the zizzl health Payroll Directory. Newly added employees will be flagged for your review and action.
To identify the newly added employees:
1. Go to Payroll > Directory
2. Look for employees flagged with
"
Potential Match"
" Individual has no associated client user"
Handling "Potential Match" User
A potential match means zizzl health may already have a user with similar details (name, DOB, etc.).
Click Potential Match to link the payroll record to the existing zizzl health user.
After saving, to verify accuracy:
Select Finch Individual
Compare Differences from Payroll Individual to Associated Client User
→ Review address, hire date, salary side-by-side and other applicable information being pulled from the payroll providers platform.
Handling "Individual Has No Associated Client User"
There are two scenarios which should be checked for with this status New Hire or Existing record with a name/detail variation.
If the user might already exist:
Use the dropdown next to the employee's name to search for existing records
Tip: Check for spelling variations, nicknames, or name changes.Select the correct individual
Click Save Mapping
If the user is a new hire:
In the Mapped User column, open the dropdown
Select Create New Client User
3. Click Save Mappings
Edit New User Data
Once mapped, each employee receives a unique Hover ID. After the account is created there will be missing required values which need to be manually added. Follow these steps to identify and update the new user account.
Click the Hover ID to open the user's profile in a new tab
Look for the
exclamation marks under:>Profile Tab
Add Missing Date of Birth, SSN, and Primary Residence
>Employment Tab
Benefit Class and Primary Worksite
Click SAVE at each Profile tab page to make sure the update is reflected
Once all
exclamation marks are resolved this step is complete
New User Final Review
Refresh your screen to confirm all required fields are completed and documented
No exclamation marks
Accurate Mapping
Compliance fields entered
Review Pay Groups and Pay Dates
To ensure employees are paid correctly and on time, benefits are calculated accurately, and payroll syncs cleanly with systems and compliance requirements.
Reminder – If you have not done so make sure you have refreshed the data from Finch before completing the following steps.
Confirm Pay Groups & Details
Go to the Home tab within Payroll
Locate the Pay Groups box in the center of the page
Confirm that all expected pay groups are listed
If a pay group is missing, contact your zizzl health Success Advocate to have it added
4. Review each pay group for:
Pay Frequency
Number of Employees
Example:
If anything looks off, reach out to your Success Advocate for support
Once all pay groups are verified, you're ready to confirm pay dates
Confirm Pay Dates
In the Pay Groups box, click Confirm Dates. A new window will open showing an estimated pay schedule.
Example:
Confirm Dates:
Estimated pay schedule:
Enter your current pay schedule into the system if not correct:
Pay Period Start Date Pay Period End Date Close Date Pay Date Pay Periods Remaining in Year (Include Current Pay Period)
This number helps calculate per-pay-period deductions for annual benefits like HSA, FSA, etc.Click Save
>The system will generate an estimated pay schedule based on your entries and pay frequency
Repeat this process for each pay group and pay frequency to ensure all schedules are accurately captured
Confirm and Send Deductions
Final step to updating your payroll data with deductions from zizzl health. Before you begin, make sure the following are complete:
Data has been refreshed from Finch
New employees are added and mapped
Pay Groups are verified
Pay Schedule is confirmed
Begin Review Process via "Send Payroll Updates"
This step will not automatically send payroll deduction updates but open the flow required to view changes for the specified pay period.
Go to the Home tab within Payroll
Locate the Pay Groups box in the center of the page
Select Send Payroll Updates
Review Employee Deduction Changes
Make sure the box “Only show employees with changes ready to send” is selected
Types of changes you may see:
Newly eligible enrollments
Changes to existing enrollments (QLEs, Open Enrollment updates)
Terminations
Employee (EE) deduction changes
Employer (ER) contribution changes
How to Review and Validate Changes
While not required, you have the option to review the deductions prior to sending over to your payroll system. Steps below guide you through how to validate the changes for accuracy.
Review each employee listed on the Payroll Update Summary
Click the carrot icon next to the employee to view their most recently sent deduction updates
Click the EE Hover ID to open the employee's profile and confirm benefit costs and changes
>If there are discrepancies, manually enter the correct amounts in the EE Deduction Override and Employer Contribution Override fields
Notify your Success Advocate if you need help verifying a deduction or identifying a discrepancy.
Unsupported Deduction Types Export
This export includes every deduction for both Supported and Unsupported types.
If you have unsupported deductions and require this export, currently you must complete this step prior to moving forward as the report is currently not available once you Submit your deduction updates.
Unsupported deduction types vary by payroll vendor. If you're unsure whether a deduction is supported, you can check using the following steps:
Navigate to Payroll (bottom left of your screen)
Scroll to Connections
Click Manage Connections
Under Connection Support Overview, review:
Your integration type (Automated or Assisted)
How each benefit type (e.g., S125 Medical, Dental, Vision) is integrated with your payroll provider
The Employee Deduction Notes for each benefit type to identify unsupported items
Example: Company contributions are not supported
Once confirmed what Benefit Type is not supported, please follow the following:
On the Payroll Updates screen, select View Unsupported Deduction Updates
Click Export to download an Excel file
Save the file for reference
Submit Updates to Payroll
Once all changes are verified, click Submit Updates
On the next screen, confirm that your expected final list of employees, including those with changes, is accurately reflected.
>If anything looks off, click Make Changes to go back and adjust
>If information appears correct,
Check the box: "I confirm that these are the final changes to be submitted to payroll"
Click Submit Payroll Updates
How to Monitor Submission Status
Once your payroll deduction updates are submitted, your payroll system will be updated, timing varies based on your payroll vendor.
This step provides you with instructions on how to check on the status of your payroll update request, when desired following submission.
Go to the Sent Deductions Updates tab
View your submissions under Batch Updates
Submission Status Definitions
Awaiting Finch Job Completion - Sync is in progress (may take 12 hours to 7 days depending on the provider)
Failed - Notify your Sucess Advocate
Complete - Deductions have successfully synced to your payroll system
Final Step: Confirm Changes to your Payroll System
Once the sync is complete, it is recommended that you check your payroll provider’s statements to ensure the changes made in zizzl health are reflected accurately.
If you spot any discrepancies, notify your zizzl health Success Advocate.
Frequently Asked Questions
Q. Is the Refresh data required before each step?
A. The Refresh step should be completed at the start of the first payroll session of the day. If you begin the process in the morning but do not complete the flow until the afternoon, multiple refreshes are not needed. If you start the payroll review process on one day but do not complete all processing until another date, it is recommended a refresh is completed
Q. Will zizzl health notify me if the payroll deduction sync fails?
A. There is currently no alert on the system to make you aware of a payroll deduction sync success or failure. It is important you monitor the submission status to ensure it is successful. We are working to add a notification feature to the system.
Q. How can I confirm how long the deduction sync will take for my payroll vendor?
A. “Assisted Support” takes 2 business days; “Automated Support” takes 12-24 hours.
Q. What are unsupported deductions?
A. Benefit specific Employee or Employer payroll deduction amounts a payroll vendor is unable to create, update or sync over the Finch API connection. We continue to work with Finch to reduce unsupported deductions to reduce manual intervention and will update you if there are changes for your payroll vendor’s functionality.
Q. How can I confirm unsupported deductions for my vendor?
A. From your zizzl health Payroll home screen, select Manage Connection and open the Connection Support Overview. Review each benefit type along with the company benefit notes and employee deduction notes to identify which deductions are not currently supported by your payroll vendor.
Q. An employee has a retroactive change, what will be sent to my payroll vendor?
A. The payroll feature will send over the deduction amount applicable to the current payroll cycle. Retroactive adjustments will need to be processed outside of the zizzl health system.