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Connecting Payroll via Client Portal

Learn how to connect payroll using the client portal.

Andrew Flowers avatar
Written by Andrew Flowers
Updated over 2 months ago

Connecting your payroll to Stax.ai is simple and straightforward. To begin, start by logging into your client portal. Once there, navigate to your profile picture in the top right corner of the screen and select Payroll from the dropdown list.

Once you've selected payroll, you'll view the payroll connection screen. Begin by searching for your payroll provider and them select the provider when they appear on the list.

Once you've selected your payroll provider, you'll be asked to verify your permissions and ensure you have access to the information that needs to be sent to the Stax.ai system.

Once you've confirmed this information, select continue and you'll be asked to authenticate to the system using your login credentials. Depending on your payroll provider, you might be asked to provide an API credential to connect. Once you've entered in your connections select Connect and your payroll data will automatically be synced to the system.

For the best connection, please ensure not to skip any steps, as some payroll connections may require additional steps to be performed to process payroll data.

And that's it! You've successfully connected your payroll to Stax.ai.

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