AssetAlignHR Admin

Getting Started Guide

Register and connect your payroll to AssetAlign

A two-part walkthrough for HR contacts: first request access to the HR Admin Portal, then securely connect your payroll or HRIS platform so AssetAlign can prepare employee profiles automatically.

Audience: Employer HR administrators Time: about 10 minutes You'll need: your employer code
Part 01 · Registration

Request HR Admin access

Access is granted per person. You'll sign in, confirm your employer code, and submit a short request — then AssetAlign support reviews it and emails you once you're approved.

  1. 1

    Open the portal and log in

    Go to your HR Admin Portal address and choose Log In. First time here? Create your account with your work email and a password on the AssetAlign sign-in screen — the same screen handles both new sign-ups and returning logins.

  2. 2

    Enter your employer code

    During sign-in you'll be asked for the employer code your AssetAlign contact gave you. It's checked immediately — a valid code links your account to the right company.

    Don't have your code? Reach out to your AssetAlign contact before continuing — you can't complete registration without it.
  3. 3

    Submit your access request

    On your first visit the portal shows “You haven't signed up for HR Admin access yet.” Select Sign Up. The request form is already filled in with your name, email, and confirmed employer code — just review it and choose Submit Request.

  4. 4

    Wait for approval

    You'll see a confirmation that your account is under review. AssetAlign support verifies the request and emails you once it's approved — no further action needed from you in the meantime.

    Under review

  5. 5

    You're approved

    After approval, your next login takes you straight to Connect Payroll — that's Part 2 below. If you log in before approval finishes, you'll simply see the review message again.

    Approved

Under review

Your request was submitted and support is reviewing it. Log in anytime to check — you'll also get an email when it changes.

Approved

You're in. Logging in now opens the Connect Payroll screen.

Rejected

The request wasn't approved. If you think that's a mistake, contact support at support@assetalign.net.

Revoked

Access that was previously granted has been turned off. Contact support if you believe this is in error.

Part 02 · Connect Payroll

Connect your payroll with Finch

AssetAlign uses Finch — a secure payroll-connection service — to read employee data directly from your payroll or HRIS platform. You authorize the connection once; after that, syncing happens automatically.

  1. 1

    Open Connect Payroll

    Log in as an approved user. You'll land on the Connect Payroll screen showing your company name. Choose Connect Payroll to begin.

  2. 2

    Choose your payroll provider

    A secure Finch window opens. Pick your payroll or HRIS platform from the list (for example, your current payroll provider) and sign in with the credentials you use for that system.

    Your payroll login stays with your provider. AssetAlign never sees your payroll password — Finch handles the sign-in and shares only the employee data you authorize.
  3. 3

    Authorize the connection

    Approve the request to let AssetAlign read your employee data. Finch confirms the connection and returns you to the portal automatically.

  4. 4

    You're connected

    The screen shows a Connected badge. From here, AssetAlign syncs your employee data automatically — there's nothing more you need to do to keep it running.

    Connected

Managing your connection
Reconnect

Switched payroll providers or need to refresh the link? Use Reconnect on the Connect Payroll screen to run the connection flow again.

Disconnect

Choose Disconnect to stop syncing. You'll be asked to confirm — once disconnected, AssetAlign stops reading employee data until you reconnect.

Action needed

If your payroll password or security settings change, the portal may show Action needed. Choose Re-authenticate Payroll to sign in again and restore syncing.

Need a hand at any point? Email the AssetAlign team at support@assetalign.net — whether it's your employer code, an approval question, or a payroll connection that won't cooperate.