# Payfit

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### What you get

* **Live People directory** — Payfit employees appear in Siit with role, manager, department, and lifecycle dates.
* **Lifecycle triggers** — Hire date, End date, and Birthday flow into Siit as workflow triggers.
* **Manager resolution** — Payfit's reporting structure powers auto‑selected approvers in workflows.
* **Pre‑hires** — future employees with a hire date in Payfit appear in Siit ahead of Day 1.

### What syncs from Payfit

| Category        | Fields                                         |
| --------------- | ---------------------------------------------- |
| Identity        | First name, last name, work email, employee ID |
| Role            | Job title, department                          |
| Org structure   | Manager, work location, company / legal entity |
| Employment      | Contract type, status                          |
| Lifecycle dates | Hire date, contract end date, date of birth    |

Work email is the canonical identifier. Compensation and payroll data are not synced into Siit.

### Before you connect

* A Payfit admin to generate API credentials.
* Work email populated for every active employee in Payfit.

### Connect Payfit

1. In Payfit, generate API credentials for Siit with read access to the employee directory.
2. In Siit, go to **Settings → Integrations**, find **Payfit** in the HRIS section, and click **Connect**.
3. Enter the credentials, then click **Authorize**.
4. Review the imported people and field mapping, then click **Finish setup**.

Need a more detailed walkthrough? Reach out to support via the in‑app chat.

### After the connection

* Confirm your **People list** matches Payfit's active workforce.
* In **Settings → People → Fields**, set Payfit as the source of truth for HR‑owned fields if you're also connected to an IdP.
* Build a Day‑1 onboarding workflow using the Hire date trigger.

### Sync frequency

Payfit data refreshes automatically every few hours. Trigger an immediate refresh from **Settings → Integrations → Payfit → Sync now**.

### Common workflows

**Day‑1 onboarding.** *Trigger: Hire date. Actions: create IdP account, assign apps by department, ship equipment, DM manager.*

**Offboarding on contract end.** *Trigger: Contract end date. Actions: revoke sessions, remove app access, equipment pickup, notify manager.*

### Troubleshooting

**Employees missing.** Only active employees and future hires sync by default. Confirm status and work email in Payfit.

**Manager field empty.** In Payfit, check the employee has a manager assigned on their profile.

**"Invalid credentials" on connect.** The credentials were revoked. Regenerate in Payfit and update Siit.


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