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Fingercheck HRIS <> Fleet

Written by Janet
Updated over 7 months ago

👋 Overview

Fleet uses a secure connection to your Fingercheck HRIS 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.
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This guide walks your team through the exact steps required to create a Fingercheck Integration Administrator and configure the necessary permissions.

🔧 Fingercheck Integration Setup

To connect your Fingercheck account, you must create an Administrator user with the appropriate permissions and provide the login information to Fleet.

Before you start

Please ensure that you have Administrator privileges in Fingercheck before continuing with the instructions below.

Instructions

Step 1. Create a Custom Administrator Role in Fingercheck

  1. Log in to Fingercheck with an existing Administrator account

  2. Navigate to SETUP > Security > Security Roles

  3. Click Add to create a new custom role

  4. Enter "Fleet Integration Admin" as the Role name

  5. Select "Administrator" from the Role Type dropdown

  6. From the Copy Role dropdown, select "Administrator" and click OK to copy all permissions

  7. In the permissions section, ensure these specific permissions are enabled:

    • View employee list

    • View payroll module

    • View payroll Reports

    • View employee Reports

    • Edit an employee

    • View/edit employee deductions and contributions

  8. Click Save to create the role

Step 2. Create the Third-Party Administrator User

  1. Navigate to SETUP > Security > Security Users

  2. Click Add to create a new user

  3. Enter the following details:

  4. Assign the newly created "Fleet Integration Admin" security role

  5. Set a secure password

  6. Ensure "User must change password at next login" is checked

  7. Click Save to create the user

Step 3. Connect Using Fleet's HRIS Connection Widget

  1. Navigate to your Fleet Dashboard

  2. If you're not automatically redirected to the HRIS connection step, go to:

    • My Commuters → Add Commuters → Connect HRIS

  3. This will launch Fleet's HRIS Connection Widget

  4. In the widget's search bar, search for "Fingercheck" in the provider list

  5. Select Fingercheck to begin the setup flow

  6. Enter the username (email) and password created in Step 2

  7. Click Connect

Step 4. Select a Company to Connect

Fleet's HRIS Connection Widget will prompt you to select which company you'd like to connect. Select the appropriate company from the list.

💬 Need Help?

If you run into any issues, contact your Fleet onboarding specialist or message us directly using the chat bubble in the bottom-right corner of the screen.

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