Setup and Configuration

Connecting Payroll to the Slack integration

Connecting Payroll to the Slack integration

Important

This feature is only available for businesses on plus plans.

The integration does not take into account public holidays, it is strictly based on how leave is entered into the system.

The permission hierarchy in Slack is as follows: Primary owner > owner > admin > member > guest. The user that enables the integration must have admin permissions or higher in the Slack workspace for statuses to be updated. For example, if an admin user enables the Slack integration then only members and guests will receive status updates. If the primary owner enables it then all users in the Slack workspace will receive status updates.

You can integrate your payroll file with Slack to have your employees status updated when they are on leave*. When an employee's leave starts, the Slack status will automatically be updated for that too. employee with the emoji and the status “I’m on leave” and the date they will return to work.

*This only applies to the following leave categories, annual leave, leave without pay and time in lieu.

Connect to Slack

Important

Please note that this integration is only available to users on the plus plan.

You can connect by following these steps:

  1. Go to Payroll settings.
  2. Navigate to Business Management.
  3. Select Integrations.
  4. Locate the Slack tile and click on the Add button. 
    Slack_-_add_integration.jpg
  5. Click Connect to Slack.
    slack_-_connect.jpg
  6. You will be redirected to the Slack login page where you will need to allow permission for payroll to access your Slack workspace.
  7. Click Allow.
    slack_-_allow_connection.jpg
  8. You will then be redirected back to the integrations page within payroll with a message to say you are now connected. 
    slack_-_disable.jpg

The employee's slack status will now be automatically updated when they are on leave. The slack status will indicate when the employee will be returning from leave. 

Slack_payroll.jpg

Disable integration
  1. Go to Payroll settings.
  2. Navigate to Business Management.
  3. Select Integrations.
  4. Navigate to the Slack tile. 
  5. Click the Disable icon. 
    slack_disable__1_.jpg
  6. You will be asked to confirm if you wish to disable the integration. 
    Slack_disable.jpg
  7. Click Confirm.
  8. This connection can be re-established at any time.

 

If you have any questions or feedback, please let us know via support@yourpayroll.co.nz