Connected Services

To get to the Connected Services page click the employer name in the main navigation and go to Settings -> Connected Services.

This is where you manage integrations with other products and services such as pension providers and accounting software.

Connecting

To connect to a service simply click on the relevant logo.

Depending on the service selected you'll either be taken to their website to approve access or be asked to enter credentials.

Once connected the logo will have a green border around it to show that you are connected.

Making use of Connected Services

Nothing on this page itself makes use of the connected service. Instead options will appear elsewhere in the software where relevant.

For example if you're connected to a pension provider then when you add/edit a pension scheme you'll be able to select it.

Or for connected accounting software you'll be able to post journals to it from the Payrun Journal page.

Disconnecting

To disconnect a connected service simply click on it's logo. A window will open with a button to disconnect.


Need more help? Email hello@staffology.co.uk