New hire information can be sent from ClearCompany to your Chick-fil-A Home Payroll system, reducing manual data entry, and expediting your onboarding process. In this article, you'll find informatio on what is needed to complete a successful integration, and steps to troubleshoot if any issues appear.
In this article:
Requirements to Transfer
Sending a New Hire
Checking Data Transfer Status
Process in Chick-fil-A
F.A.Q.
Requirements to Transfer
In order for new hires to transfer over from ClearCompany to Chick-fil-A Home Payroll, two onboarding forms must be completed both by the new hire and internally.
- Federal W-4
- Chick-fil-A Personal Data & Emergency Contact with the Payroll Fields
- (If applicable) State Tax form
Sending a New Hire
When a new hire moves to a particular workflow stage, then it will automatically trigger to send to your payroll. Follow the steps below to send your new hire.
- After confirming that the forms above have been completed, Navigate to the candidate's profile. You can use the Search bar at the top of ClearCompany or go to Tools > Recruiting > Candidates > Hired.
- Select the Move Forward workflow drop-down.
- Select the stage called 'Hired - Sent to Payroll' to trigger the new hire to send to your payroll.
- The transfer to your payroll happens in real-time. A few mins after you change the workflow stage you will then receive a notification via email if the transfer was successful or failed.
Checking Data Transfer Status
Once you trigger the transfer to payroll, there are three ways that you can see the status of the transfer:
- Review the email notification sent to you.
- By looking at the workflow stage that their candidate profile moves to under Tools > Recruiting, as shown below.
- In the candidate profile under the Hire tab then 'Integrations'.
Chick-fil-A accepts partial transfers. What this means is that if a field they don’t require is missing they will still send over the new hire “with warnings” to be updated in Chick-fil-A. These will show as Successful transfers in ClearCompany.
The email notification that is sent to you will provide you details of the transfer (i.e. if it is partial and what information was missing or the reason why it failed). You can also find this information in the candidate profile under the Hire tab then 'Integrations.'
A data transfer can fail if the required information is missing. If you are unsure as to what the error is,please contact our support team. After resolving an error by sending back a new onboarding form to the new hire, you can re-send data by selecting using the
"please contact our support team. After resolving an error by sending back a new onboarding form to the new hire, you can re-send data by selecting using the Send Data button under Integrations in their candidate profile. Here is more information on how to view Data Transfer Status and use the Send Data button:https://clearco.zendesk.com/hc/en-us/articles/115010921327-Send-Data-Integrations
Process in CFA
Visit www.cfahome.com and login using your assigned Chick-fil-A login credentials.
- Navigate to ‘Reports & Tools’.
- Navigate to Payroll.
- Select Employee.
- From there you can use the employee drop-down menu to select which employee’s data you would like to view/make edits to. (A team member’s profile is pulled up in the photo below).
F.A.Q.
Create a new office in ClearCompany and then add the location number into the office’s Custom ID field.
Here is a list of all fields that are sent over to Chick-fil-A Home Payroll.
Yes - a new hire can be triggered either by the workflow stage or when an onboarding packet is 100% complete (including internal tasks). Contact our support team to help you reconfigure your setup from implementation.
Go to their onboarding packet under Tools->Onboarding->Onboards. For a step-by-step guide check out: Reassign an Online Form Within an Existing Onboarding Packet.
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