This article is intended to answer some of the most frequent questions we receive about the Gusto integration and provide some recommendations for organizing common HR tasks across both systems. If you need further assistance, please see the articles on How to Set Up the Gusto Integration and Connecting and Managing Employee Data with Gusto.
Should you have additional questions, our support team would be happy to assist.
Best Practices
Where should I start when I hire a new employee?
When a new employee joins your team, you should first run the Add Employee workflow. When that workflow is complete, you'll be able to finish that individual's payroll and benefits setup in Gusto by locating them under the Hire & Onboard heading.
How should I handle tasks like I-9s and W-4s which can be done in both systems?
If you have HR Plus turned on, you can generate I-9s and W-4s in the platform, but it's entirely up to you whether you choose to manage those tasks in the platform or Gusto. Many clients using the integration choose to have tax forms such as W-4s done in Gusto, along with direct deposit forms. You can update these settings in the platform from the HR Administration settings.
Where should I start when I terminate an employee?
A: You can begin the termination process for an employee in either system. It will be important to complete the Terminate an Employee, Consultant, or other Stakeholder workflow in the platform so any equity held by the terminated team member can also be addressed (whether that includes a repurchase of shares or forfeiture of options).
Frequently Asked Questions
How do I know what updates have been made via the integration?
All changes to the information in the platform are recorded in the Payroll Event Log and are noted in the Employee Record for each employee.
Will information about my advisors or consultants be automatically shared?
At this time, only Employee information is synced between the systems.
Can I manually push employee information between the platform and Gusto?
Information will automatically sync every hour. If you’d like to update information between the automatic updates, click the Update button on Payroll Employees page.
What happens if the connection is revoked?
If the integration is interrupted due to a change in permissions or reset password, the platform will send an email notification and messages will appear on your Workspace the Payroll Management area. To restore access, you'll need to click the Sign into Gusto button and re-authorize the integration.
Q: Why are Manager and Department fields not updating in Gusto profiles when Job Change Events are run in the platform?
Gusto’s integration currently restricts the ability to update the Manager and Department fields in Gusto employee profiles. As a result, Manager and Department updates only sync from Gusto to the platform, and not from the platform to Gusto.
Third parties mentioned and Fidelity are not affiliated.
Fidelity does not provide legal or tax advice.
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