Expensify’s integration with Zenefits automates employee management by syncing employee data and approval workflows. This ensures seamless expense management when onboarding, updating, or offboarding employees.

How the Zenefits Integration Works

Once connected, the Zenefits integration will:

• Create Expensify accounts for full-time, active employees when they’re hired.
• Update approval workflows based on changes in Zenefits.
• Deactivate Expensify accounts when employees are removed from Zenefits.

Prerequisites

Before connecting Expensify with Zenefits, ensure that:

• You are an admin in both Zenefits and Expensify.
• You have a Control or Collect workspace in Expensify. If not, you’ll have the option to upgrade during setup.
• Every employee in Zenefits has a work email address, as this is used as the unique identifier in Expensify.
• Zenefits will sync all employees to one Expensify workspace. If your company uses multiple workspaces, you can select which one to connect during setup.

How to Connect Zenefits to Expensify

Step 1: Enable the Integration

1. Go to Settings > Workspaces > Group > [Workspace Name] > Connections.
2. Under HR Integrations, select Connect to Zenefits, then click Sync with Zenefits.
3. Log in to Zenefits using your admin credentials.
4. Authorize Expensify to access your Zenefits account.

Note: You can exclude specific users from syncing before authorizing the connection.

Step 2: Configure the Approval Workflow

1. Choose the approval process that best fits your team:
   • Basic Approval: Employees submit reports to one final approver (default: Workspace Billing Owner).
   • Manager Approval: Reports first go to the employee’s direct manager before a final approver (default: Workspace Billing Owner).
   • Manual Configuration: Customize report submission manually. This option does not import manager data from Zenefits.

FAQ

Will my employees receive a notification?

Yes, each employee will get a welcome email at their work email address. This email includes account validation steps and a password setup link. Employees can also download the Expensify app for iOS and Android.

Note: The welcome email cannot be disabled.

Should I set up the integration from Expensify or Zenefits?

It’s up to you! You’ll have the same setup options regardless of whether you start the sync from Expensify or Zenefits.