Express Quick Start
You are the CEO of ACME Ltd, maker of fine anvils since 1903.
You would like to integrate with Wagestream so that your hard-working anvil-makers can pay themselves whenever they want.
This involves three steps:
- Tell Wagestream about your employees
- Enrol employees who have requested Wagestream
- Tell Wagestream about your shifts
Tell Wagestream about your employees
The employees file is how you tell Wagestream about your staff. It's a single data file that handles both new joiners and changes in your employee population (including leavers). Simply send a list of employees as a .csv, like so:
Example file
Download the Employees file example. Please note when opening a CSV file, your date format may incorrectly change to DD/MM/YYYY. The upload format for Wagestream is YYYY-MM-DD.
That's it! Wagestream now knows about your employees.
You can find more information about this data flow in the Uploading Employees 🧑🤝🧑 article.
Activate employees who have requested Wagestream
When an employee starts using Wagestream, they will be awaiting enrolment. The employee will not be able to stream any wages until the employer (you!) completes their enrolment.
The Enrolments data file will return a list of all the employees awaiting enrolment.
Example file
Download the Enrolments file example. Please note when opening a CSV file, your date format may incorrectly change to DD/MM/YYYY. The upload format for Wagestream is YYYY-MM-DD.
What you can see here are two employees (Wile and Bugs) who requested enrollment. on 03 January.
Along with the employees are their new Wagestream banking details. As CEO of ACME Ltd, you will need to update your payroll system with these bank details so that their paycheck is deposited in the correct place.
There is no need to keep their old bank details in your payroll system; those bank details are securely encrypted and stored with Wagestream.... any payments sent to their Wagestream bank will automatically and instantly forward to their personal bank account.
When each employee is updated in payroll, send Wagestream the employee record again with the Wagestream banking details so we know they've been set up in payroll.
You can find more information about this data flow in the Uploading Time and Attendance 📇 article.
Tell Wagestream about your shifts (Time & Attendance)
The shifts data file is how you tell Wagestream that an employee has worked and earned some wages. Wagestream allows employees to access a percentage (set by you, the employer) of arbitrated and approved shifts and the wages sent should be the gross value.
Let's imagine that Porkey Pig is sick, and hasn't worked this week, but Wile and Bugs have both worked. You might send the following data contained in the example file below.
Example file
Download the Shifts file example. Please note when opening a CSV file, your date format may incorrectly change to DD/MM/YYYY. The upload format for Wagestream is YYYY-MM-DD.
You can find more information about this data flow in the Uploading Time and Attendance 📇 article.
That's it! Your employees can now start using Wagestream.
Updated over 1 year ago