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7shifts Payroll: Integrated Benefit Providers

Updated

If you're using 7shifts Payroll, the Benefits Marketplace connects you with integrated benefit providers, allowing you to offer valuable benefits to your team and automatically apply the corresponding deductions to payroll.

⚠️ At this time, we support integrations SimplyInsured, Next Insurance and Guideline. If you use a different benefit provider, you can manually set up benefits in employee profiles. [Learn more here].

⚠️ 7shifts only manages payroll deductions and does not act as a benefits provider. We are unable to offer assistance or recommendations for the Benefits Marketplace. For benefit-related inquiries, please contact the insurance broker directly.

Connecting with an Insurance Broker

  1. Login to the 7shifts web app as an Admin user. 
  2. Navigate to Payroll > Benefits.
  3. Click Get a quote to find contact information for your preferred broker and connect to get started.
    Get a quote.png

  4. When you integrate with a broker through 7shifts, you authorize our payroll partner, Check Technologies, to share payroll data for calculations. For integration or reporting questions, contact the broker directly:
  5. Once the integration is complete, you can review your policies in 7shifts under the Benefits tab.Review policy .png

Review Employee Benefit Packages

Benefits included in insurance plans purchased through the 7shifts benefit marketplace will automatically sync into 7shifts employee profiles to be deducted from payroll.

⚠️ Note: Admins cannot directly edit integrated benefits in 7shifts. If your benefits are synced through one of these integrations, they must be managed by your benefit broker. Any changes made in their system will automatically sync to 7shifts.

To view Integrated Benefits:

  1. Login to the 7shifts web app as an Admin user
  2. Head to Team > select an employee profile to expand their details.
  3. Select Benefits and deductions.
  4. Benefit types from your provider are view-only and cannot be edited within 7shifts. To make changes, please contact your benefits provider or update them directly in their system.
    Employee Profile.png

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