Introduction
Sapling can sync new hire data with your Gusto account, saving your HR, People Operations, and Payroll manual data entry and removing the risk of errors, while providing a great new hire experience.
With the Gusto integration, Sapling will:
Create Users: When a user completes their Sapling profile, they will automatically be created in Gusto.
Update User Attributes: When a user attribute is changed in Sapling, the corresponding user profile in Gusto will automatically be updated.
Deactivate Users: When a user is offboarded in Sapling, the corresponding user in Gusto will automatically be dismissed.
How It Works
Setting up the Integration
Data Flow Overview
Setting up the Integration Step by Step
Step #1. Enable the Gusto Integration in Sapling
Navigate to the Integrations → Payroll → Gusto
Enable the Gusto Integration
Select on Connect to Gusto (If you do not have a Gusto account and interested in one, select on Start one here)
Step #2. Connect your Gusto account to Sapling
You will be redirected to log into your Gusto Account
Enter your email address and password to sign in
You will see a pop to authorize account → Select on Authorize
Step #3. Confirm the Integration settings
Once authorized you will be redirected back to Sapling
You will see a message indicating the connection was successful
Select your Company
Review the filters and make your selection
Select on Next → Active
Overview
Gusto makes it easy to pay, insure, and support your hard-working team as a small-market-focused payroll and benefits HR software vendor.
Integration Fields
Sapling is continually expanding the number of fields that sync between Sapling and Gusto. Here is a full list of Sapling and Gusto Integration Fields.
Here is a full list of Sapling and Gusto Integration Fields.
Key Factors to be aware of
Employees and Contractors Management
There are a few limitations around what type of new hire is being onboarded. Gusto is structured where you can identify direct employees, individual contractors, and contractors for a business.
To ensure a seamless flow of data:
Employees will be synced over after they complete their Sapling profile.
Contractors who are businesses will need to be added manually into Gusto, after completing their Sapling profile.
Contractors who are individuals can be synced over if their employment status is set to Contractor. If you have other employment statuses to identify them, then they will need to be added manually into Gusto after completing their Sapling profile.
Field Names in Sapling & Gusto
To ensure a consistent data flow, once you activate this integration, we'll attempt to match all existing employees between Sapling and Gusto.
For the Fields to sync correctly, the naming conventions must match between Sapling and Gusto.
Job Creation in Gusto
Job Title, Location, and Start Date must all be present for this data to flow over.
If the Location in Sapling and Gusto does not match, then the Job Title and Start Date will not be sent over when the profile is created.
The fields above are dependent on one another as per Gusto’s API.
Specific Fields in Sapling
In order for the following fields to sync to Gusto, they must be configured in Sapling as per below.
Pay Frequency (MCQ type field) with these options:
Hour
Week
Month
Year
Flsa Status (MCQ type field) with these options:
Salary/No Overtime
Salary/Eligible For Overtime
Paid by the hour
Pay Rate (Currency type field)
Filters in Sapling
Sapling supports filtering, and allows you to identify what users you want to keep synced based on the following:
Location
Department
Employment Status