Introduction
We’re excited to announce a new integration with Finch that enables clients to automatically import HR data for employees and consultants in bulk. This integration allows you to update existing user information or add new users directly within Fidelity Private Shares.
If you’re interested in connecting your HRIS through Finch, please contact your Customer Success Manager for more details.
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List of providers
As of June 2025, below are the current list of HRIS providers supported through our integration. All providers include general stakeholder updates (hiring, terminations, and change in demographic data), and some providers can also include payroll information that can be used in tax calculations. If your HRIS does not support payroll, you can use the Upload HR Data Workflow.
| Stockholder updates & payroll | Stockholder updates only (no payroll) |
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Integration details
Setting up the integration
If you are interested in integrating your HRIS through Finch, please reach out to your Customer Success Manager and they will be happy to assist you in setting up the Finch integration.
Data sync
Once the integration has been set up, data will be pulled from Finch every 24 hours at approximately 6AM eastern. Finch pulls data from HRIS systems daily at various times. Due to this, updates made in your HRIS provider may not be reflected in Private Shares until a day or two later.
Stockholder updates and demographic information
All HRIS providers will update the following fields:
- First and last name
- Hire date
- Termination date
- Home address (street, state, and country)
- Employment type (employee or consultant)
- Work email
For providers that include payroll information will also update:
- YTD wage income
- YTD supplemental income
Some providers have additional fields that can be mapped. These fields will be added to the employee's profile and/or in relevant reports. Check with your provider and Finch to see if these fields are available.
- Birthday
- Employee ID
- Personal email
- Work phone
- Personal phone
- Street 2
- Middle name
- Department
- Position
- Shows on the profile as Job Title
Administration
Integration management
There is a HRIS Integration Management permission that should be enabled for any users that be managing the integration through Finch. If there is an error with Finch, any user with this permission will receive an email. There are two scenarios in which an error email will be sent:
- If the authentication is disconnected, an email will be sent with a link to re-authenticate your account.
- There is a line-item error updating Finch date into Private Shares. The email will include a link to view the error report.
Integration log
Updates pulled from Finch will be included in the HR Upload History Report. This report includes any manual updates processed through the HR Update Workflow as well as all Finch updates. To access this report, from the left side bar go to Human Resources > Reports > HR Upload History.
FAQs
What happens if I update an employee’s information in Private Shares?
If you need to make changes to employee data directly in Private Shares, you can use the Upload HR Data workflow, especially when updates can't easily be made through an existing workflow. However, please note that when Finch syncs data from your HRIS, any mismatched information will be overwritten with the data from your HRIS.
How will Private Shares know if an employee has been terminated? If an employee has been terminated in your HRIS, a Terminate Employee workflow will be started in Private Shares. Any user with appropriate permissions can then claim the workflow and complete the termination in the platform.
What happens if I switch to a new HRIS provider? If you are switching to another supported HRIS provider, please reach out to our support team and they will assist you to connect Finch to your new HRIS. If your new HRIS is not supported, then we will turn off the integration. You can still use the Upload HR Data Workflow to manually import data from your HRIS.
Why are my HRIS updates from yesterday not reflected in the platform? The integration will automatically pull from Finch every 24 hours at approximately 6 AM eastern time. Finch pulls data from the supported HRIS providers at various times during the day, so there can be a delay in what you see in your HRIS and in Private Shares.
Why is my ADP not connecting? The integration currently only support ADP Run and ADP Workforce Now. If your ADP type is something other than Run or Workforce Now, it is not supported.
Third parties mentioned and Fidelity are not affiliated.
Fidelity Private Shares LLC provides cap table management and other administrative services to private companies and their equity compensation plans.
Fidelity Private Shares LLC
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