What it covers
- Employees
- Payroll and payslips
- Leave
- Expense claims
- Commissions
- HR letters
Questions to ask
Once it’s installed, these appear as suggestions on the Fintra chat screen.
- Give me an employee summary
- Who is on leave this week?
- Show pending expense claims
- Summarise this month’s payslips
What Fintra can do
- Payroll you review first
- Fintra shows the employees and amounts. When you approve, it creates the payslips and posts them in Balnzed.“Run payroll for October”
- Leave and claims in one place
- Approve or reject leave, expense claims and commissions from the chat. Balnzed emails the employee about the decision.“Show pending expense claims”
- Payslips delivered
- Ask Fintra to send payslips to employees by email or WhatsApp.
Add HR & Payroll
It takes about a minute. You can also ask Fintra, and it will offer to install the module in the chat.
- 1
Open Modules
In Fintra, go to Settings and choose Modules. You’ll see every module and whether it’s installed.
FintraSettingsModules - 2
Install the module
Choose Install on the module you want. It takes about a minute, and you can keep working while it sets up.
Only an owner or admin can install. Anyone else sees “Ask your workspace admin”.
- 3
Ask Fintra about it
Modules marked Chat ready work with Fintra straight away. Suggested questions for the module appear on the chat screen.
Good to know
- Payroll is only posted after you approve the exact employees and amounts.
- Approved commissions are paid with the next payroll run.
Stuck on a step?
Our team will walk you through it.