👋 Overview
Fleet uses a secure connection to your Zenefits HRIS and benefits platform — powered by Finch, an industry-leading HRIS integration platform — to automatically sync your employee roster. This streamlines eligibility tracking, onboarding, and ongoing program management, saving your internal team an estimated 20–40 hours per month.
This guide walks your team through the exact steps required to create a Zenefits administrator user with the appropriate permissions for Fleet's integration.
⏱ Estimated Time to Complete
Typically 10–15 minutes if your team has Zenefits Full Company Admin access and the necessary permissions.
The new admin user will receive an email invitation that must be completed before the integration is fully functional.
🔐 Security & Compliance
Fleet's connection to Zenefits is:
Scoped and permissioned — access is limited to the minimum data required for your program setup
Session-restricted — only secure API sessions are used for data transfer
Credentials never stored — Fleet (via Finch) uses authorized sessions without storing sensitive credentials
We partner with Finch, a trusted HRIS integration platform that is:
SOC 2 Type II and CCPA compliant
Backed by end-to-end encryption and daily backups
Built with strict data retention and access controls
Automatically purges data upon connection deactivation
Learn more about our HRIS integration partner's security: Finch Trust Center
🔧 Zenefits Integration Setup
Zenefits requires Full Company Admin or Integrations Administrator access to connect with Fleet. This guide covers creating a dedicated admin user for the integration.
Before you start
Ensure you have Full Company Admin access to your Zenefits account
Verify that the Company Profile app appears on your admin dashboard
Confirm you can access the Administrators section under Company Profile
Instructions
Step 1: Access Administrator Management
Log into your Zenefits account with Full Company Admin privileges
Click on the Company Profile app on your admin dashboard
Select the Administrators link on the left-hand side of the page
Click Add Administrator
Step 2: Specify External Administrator
Since Fleet's integration user is not an employee at your company:
When asked "Is this person an employee at your company?", click No
This will set up the user as an external administrator for integration purposes
Step 3: Configure Administrator Details
Fill in the following information for the Fleet integration administrator:
Required User Information
First Name: Fleet
Last Name: Integration Admin
Email Address: Create a dedicated email address for this integration (e.g., fleet-integration@yourcompany.com)
Company/Organization: Fleet or your company name
Title: Integration Administrator
Step 4: Set Administrator Role
Assign the Company role to this new account
This provides the necessary permissions for HR and employee data access
Click Continue to proceed to permission configuration
Step 5: Configure Required Permissions
Ensure the following permissions are checked for the Fleet integration administrator:
Core Permissions Required:
✅ Company Profile Access - View and access company information
✅ Employee Directory Access - Access to employee information and directory
✅ HR Data Access - Access to HR records and employee details
✅ Integration Management - Manage integrations and connected applications
✅ Employee Information - View employee personal and employment information
✅ Benefits Information - Access to benefits enrollment and details (if syncing benefits)
✅ Payroll Access - Access to payroll data (if syncing payroll information)
Optional Permissions (Based on Your Fleet Setup):
✅ Compensation Data - Access to salary and compensation information
✅ Time & Attendance - Time tracking and attendance data
✅ Performance Data - Performance review and management data
Click Add Admin to create the administrator account
Step 6: Complete User Registration
Zenefits will automatically send an email to the integration administrator
The email contains registration instructions for the new Zenefits admin profile
Follow the email link to complete the account setup:
Create a secure password for the integration account
Complete any required profile information
Accept terms of service and privacy policies
Verify that the admin account is active and can log into Zenefits
Step 7: Connect Using Fleet's HRIS Connection Widget
Navigate to your Fleet Dashboard
If you're not automatically redirected to the HRIS connection step, go to: My Commuters → Add Commuters → Connect HRIS
This will launch Fleet's HRIS Connection Widget (powered by our secure HRIS partner, Finch)
In the widget's search bar, search for "Zenefits" in the provider list
Select Zenefits to begin the setup flow
You'll be prompted to enter the Zenefits credentials:
Email: The email address of the Fleet integration administrator
Password: The password set during account registration
The system will verify the administrator permissions
Review the data permissions that will be shared with Fleet
Click Connect to complete the integration
Step 8: Verify Connection and Data Sync
After successful connection, Fleet will begin syncing your employee data from Zenefits:
The initial sync typically completes within 10-15 minutes
Ongoing updates happen automatically every 24 hours
You can verify the connection by:
Checking your Fleet dashboard for imported employee data
Confirming that employee count matches your expectations
Reviewing any sync status messages or notifications