Connecting Alliance and Alice

This guide explains how to set up Alice up as your pretax benefits service provider.

Below, you'll grant non-employee access to Alice with Authorized Administrator permissions in AllianceHCM for all of your paygroups. There are 3 steps to complete.

Step 1: Add new Admin User for Alice

In this step you'll create Alice's non-employee access and grant Authorized Administrator permissions which will allow Alice to:

Create deductions and reimbursements
Make updates to payroll
View Reports

For an Existing Admin Creating a New Admin:

Log In: Access your AllianceHCM account as an administrator.
Access the User Management Page: Log in as a Company Administrator and navigate to
1. Configuration
2. Security
3. Users
Add User: Click "Add New" from the menu items at the top right
Enter Details: Input the new user's name and email address.
1. User name: AFinancial_##### - the username must be unique across all Alliance clients so please assign our username as AFinancial, underscore, and then your company name. An example would be AFinancial_ABCRestaurant
  
  Role: Company Administrator
  
  First Name: Alice
  
  Last Name: Financial
  
  Email Address: alice@thisisalice.com
  
  Phone: 917-336-9115
  
  Allowed Companies: Click the drop down and select "Check all"
Save: Click "Save" from the top right corner menu. The record will light up green and that is how you know the admin account has been created.

The phone number and email address provided above are for setting up Alice's access level in payroll only and not for contacting Alice for support. Please enter them exactly as provided above.

If you need to reach Alice for support, please call 888-431-4355 or email the payroll team at payroll@thisisalice.com

Step 2: Setup API access for Alice’s Account

Please ensure that API access has been enabled:

https://api2.hralliance.net/JSONAPIManual.html#general_companyAccess

Generate an API token for the Alice Account:

https://api2.hralliance.net/JSONAPIManual.html#general_apiToken

Email Alice with the username, password, and API token associated with the account at payroll@thisisalice.com.

Please email our team at payroll@thisisalice.com once complete, so we can verify access.