Integrating with Netchex

NEW! HigherMe partners with Netchex, a seamless, cloud-based HR & payroll management solution, to give you a quicker and easier onboarding process. Syncing new hire info from HigherMe to Netchex lets you save time, cut down on manual data entry, and minimize payroll errors. What's not to love?

📩  How does the integration work?

In brief, when you complete a new hire's onboarding on HigherMe, we send a list of information over to Netchex's HR and payroll system, saving you the step of manually inputting it when you go to prepare payroll.

Most of the information we send is already collected in the HigherMe onboarding flow, like:

• Personal information, including name, DOB, SSN, and demographics
• Contact information, including street address, phone, email, and emergency contact
• Any tax withholding information already provided during onboarding, or default values
• Any wage information already provided during onboarding
• Direct deposit information, if enabled and provided

You'll also see a short form pop up on HigherMe after you finalize a new hire's onboarding. We'll ask for information like:

• Your Netchex company code, division, business unit, and similar
• New hire's employment info, including tax classification, EEOC, job code, and hire date
• New hire's payroll info, including payroll group, payroll schedule, pay type, and more

The good news is, you can enter default values for each job when you set up the integration. We'll pre-fill your defaults to save you time on each hire. Read how below!

⚙️  Setting up your integration

Setting up the Netchex integration is easy – but it requires some technical steps by our team members before you can get started.

1. First, let us know you're interested in using the integration. We'll connect with Netchex and make sure everything is in place for you to sync successfully.
2. Once technical set-up is complete, we'll let you know! We'll even guide you through next steps you can take for the best experience.
3. At this point, we recommend visiting the Jobs tab of your Integration page and adding in default values for each job.

For example, do all of your Crew Member jobs on HigherMe correspond to the same Netchex job code? If so, enter that code as the default job code for your Crew Member jobs and we'll pre-fill that code the next time you hire a Crew Member. You can do this with a number of values in the Jobs tab! This keeps everything moving quickly – and you can always modify values on a case-by-case basis when you finalize a new hire.

4. Job values set up? You're all clear to start using the integration! Read more about the sync process below.

✍️  Using the Netchex integration

Using the Netchex integration isn't so different from your usual onboarding process. When you or another employer decide hire a candidate, you'll change their application status to Pending onboarding on HigherMe. You'll then start their onboarding from your Onboarding dashboard, filling out their onboarding forms and inviting your new hire to begin their onboarding flow. Your new hire will fill out their requested information as normal for you to review, and you'll Finalize their onboarding when complete. Nothing new so far!

Once you've finalized the new hire on HigherMe, you'll be presented with a short form asking for some supplemental information to help us bridge hiring with payroll. We'll pre-fill as much of this form as possible based on what we know about your job and your Netchex set-up. When you Submit the form, we send your new hire's info over to your Netchex account, where you'll see them appear in your Employee List. They'll also receive an email invitation to set up their Netchex password and complete their employee account set-up.

At this point, the sync is complete – your new hire is in your payroll system and you can proceed as normal.

Have a question or need assistance? Please reach out to our team at [e-mail] – we'd be glad to hear from you!