Payflip

These onboarding videos help you get started with Payflip step by step as an admin.
You’ll learn how to manage entities, employees, budgets, benefits, payroll and reports correctly.

Get started with Payflip – Admin onboarding series

Getting started

In this article, you will find all the steps to make your employees sign their bonus annex on time.

Sign the bonus budget annex

How do I assign budgets in bulk in Payflip?

What is a top-up budget?

How do I activate the budgets?

How do I upload budget amounts in bulk in Payflip?

This article describes how to calculate the employer cost of budgets in Payflip.

What is the employer cost of a budget?

Set up and manage budgets

How can I activate the benefits of my flex-reward plan in the tool?

How do I activate my benefits?

Communicate your Payflip Company ID to your bike lease provider to start using the Payflip integration.

Where can I find my Payflip Company ID?

The 4 steps to activate the ‘international fuel or charging costs’ benefit

The 4 steps to activate the 'Smartwatch' benefit

The 4 steps to activate the ‘Warrants via Optiniti’ benefit

Allow your employees to lease an eco-friendly car (pillar 1) with their mobility budget

The 4 steps to activate the 'Green Car (Pillar 1)' benefit

The 4 steps to activate the ‘Private Health Insurance’ benefit

Activating benefits

How to add salary components in Payflip

How can I invite employees and admins?

How can I check whether or not employees have signed the addendum?

User management & invitations

Which IT accessories can be ordered through Payflip?

Review & approve choices 

How do I get access to the Payflip tool?

How do I add a new entity in the Payflip tool?

Access & Account

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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