Payroll

Connecting to your payroll provider directly

Causal connects to various payroll providers via both Finch and Merge. This includes common providers like Bamboo HR, Justworks, Gusto, Zenefits, Workday, HiBob, Trinet, ADP Workforce Now etc. To see a full list of providers, hit "More with Finch/Merge" under Connect New Data Source here.
The ability to connect to your payroll provider is a premium data integration that is only available on a Causal Business plan.
Note: some payroll providers may create a third-party login/license when you connect via Finch/Merge.

How to connect directly

  1. 1.
    Head to your Data page on Causal
  2. 2.
    Under Connect New Data Source, head to Payroll
  3. 3.
    Hit your system, or "More with Finch/Merge"
  4. 4.
    Follow the steps and sign-in with your particular provider

Connecting to your payroll data via a Google Sheet

If you can't connect directly to your payroll provider, the next best thing is to connect Causal up to a google sheet with your payroll information (where you push data to from your payroll provider, or where you keep your own running database). Here's how:
How to create a google sheet with your payroll information
  1. 1.
    Create a google sheet with your relevant data (employees, titles, departments, start/end dates, salary). Here is a template on how you will want to set it up. More information on google sheet formats here.
  2. 2.
    Similar to steps 2-4 above, head to your Causal homepage, click data, and under New data source click 'Google sheets'.
How to use that data in Causal
Once connected up, you'll want to sort that data, and then pull it into your Headcount (or other applicable) model. The following applies whether you have connected directly to your payroll provider, or via google sheets.
  1. 1.
    In that same Data tab on the homepage, you should now see your payroll data under 'Your data sources'.
  2. 2.
    If you click on the relevant data source, you should see all of the ranges being pulled in, and if you click the categories tab, you can create Causal categories as you wish.
3. Once the categories and data are in Causal, you can go into the Headcount model, and:
  • Link the categories to the headcount model (e.g. Employee, Title, Department)
  • Add variables (e.g. Start Date, Annual Salary) from the data source, and format appropriately.
4. Go forth and build variables/calculation as you wish from there! You may want to checkout our forum post on 'How do I build a headcount model?' and the template headcount model here.

Limitations

Some payroll integrations do not support all of Causal's features.
BambooHR does not support locations outside of the US.
Namely does not support historical employment data.
Personio does not pull in salary for future start date employees until they've started.
Last modified 19d ago
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Outline
Connecting to your payroll provider directly
How to connect directly
Connecting to your payroll data via a Google Sheet
Limitations