Direct payroll connection
Connecting to your payroll provider directly
Causal directly connects to various payroll providers. This includes common providers like Bamboo HR, Justworks, Gusto, Zenefits, Workday, HiBob, Trinet, ADP Workforce Now etc. To see a full list of providers, visit Causal's data page.
You can connect for free during your trial. To continue to use the integration you need to upgrade to a paid plan.
Note: some payroll providers may create a third-party login/license when you connect.
We do not yet connect with Rippling, but we have detailed instructions for connecting your Rippling data via a Google Sheet here.
How to connect
We recommend connecting via Causal's Headcount wizard (you can find this in the New Model menu), this way you'll get a Headcount model directly connected to your payroll provider.
FAQs on setup
You will need to be an Admin of your HRIS / payroll system in order for us to get the key information like Salary, Employee Names etc.
If you yourself are not an Admin, you can either:
- Enter an Admins' credentials in the data connection creation flow in Causal
- Or if your admin has a Causal account, they could create the data source themselves from scratch, with their own credentials
You will also need to ensure that you grant all necessary permissions that are requested in the connection flow. These differ slightly by HRIS -- open this link to see a full breakdown (by our API provider, Merge).
Available Data Items
Causal generates the data items listed below from your HRIS by default. These are broken down by Employee, and we'll also pull in mappings to Team/Location/Department etc.
| Data item | Definition | Mapping to Variable in Detailed Headcount Template |
|---|---|---|
| Monthly Salary by Employee (time series) | Annual Salary by Employee (time series) / 12 | Salaries and Wages |
| Annual Salary by Employee (time series) | Annual salary by employee, by month.Uses latest annual salary within each month, for historic months. | Adjusted Annual Salary |
| Latest Annual Salary | Most recent salary entered in the HRIS.Includes future start date employees’ salary, as well as future raises of existing employees | Current Annual Salary |
| Start Date | ||
| End Date (if relevant) |
If you are on a Business plan we can also pull custom fields for you (e.g. Bonus %).
FAQ
I want to connect additional custom fields, that are not synced via standard sync, how do I do that?
We need to add these manually, so please make sure you share the necessary permissions on the tool and reach out via support to initiate manual sync.
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.