Connecting Alliance and Alice

This guide walks you through setting Alice up as your pretax benefits service provider inside AllianceHCM. You will grant non-employee access to Alice with Authorized Administrator permissions for all of your pay groups, then enable API access. There are two steps.

Step 1: Add a new admin user for Alice

This gives Alice the access we need to create deductions and reimbursements, post updates to payroll, and pull reports.

As an existing admin, create a new admin:

1. Log in to AllianceHCM as a Company Administrator. 2. Open the User Management page: Configuration > Security > Users. 3. Click Add New from the top right menu. 4. Enter the user details: - Username: AFinancial_##### — the username must be unique across all Alliance clients, so use AFinancial followed by an underscore and your company name (for example, AFinancial_ABCRestaurant). - Role: Company Administrator - First Name: Alice - Last Name: Financial - Email Address: alice@thisisalice.com - Phone: 917-336-9115 - Allowed Companies: open the dropdown and select Check all. 5. Save from the top-right menu. The row turns green when the admin account is saved.

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

For Alice admin support, call (929) 552-4625 or email payroll@thisisalice.com.

Step 2: Set up API access for Alice's account

Make sure API access is 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 payroll@thisisalice.com with the username, password, and API token for Alice's account so our team can verify access.

Specific benefits, election rules, and run-out periods depend on your employer's plan design. Check with your HR team or plan administrator for details.

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Alice does not provide tax, legal, or financial advice. Consult your own tax preparer, lawyer, or financial advisor for guidance specific to your situation.