Integrate with Relay Financial

For employees who already have both Gusto and Relay accounts, follow these steps to link their accounts. Linking employees' accounts allows Relay to update their personal info (such as job title and address) anytime it's changed in Gusto. 

1. Sign in to Relay.
2. Go to the Team section. 
3. Click the name of the person you want to link. 
   • If Relay has detected a Gusto account for the user, their profile will say “Team Member Matches a Gusto Record.” 
4. Click Link Gusto Record. 

Once connected, any changes made to the employee's personal info in Gusto will sync to Relay within a day. If you want their info to sync sooner, follow the steps below in the "Sync employee and payroll data" accordion.

Automatically sync payroll transaction data

When you've set Relay as your company bank account in Gusto, transaction data syncs automatically from Gusto to Relay every day.

Manually sync information from Gusto to Relay 

Employee and transaction data sync daily. If you want Relay's records to update sooner than the daily sync, you can run a manual sync anytime by following these steps:  

1. Sign in to Relay.
2. Go to the Settings tab.
3. Choose the Integrations tab.
4. Scroll to “Gusto” and click Sync now.

Provision Relay accounts for new hires

When you hire new a employee in Gusto, you can quickly send their info to Relay to streamline their banking and corporate card provisioning. You can assign each user one of seven different sets of permissions and they'll be invited to set up their Relay account.

Follow these steps to sync a Gusto employee's info to Relay and invite them to set up a Relay account:

1. Sign in to Relay. 
2. Go to the Team section. 
3. Click Add Team Member.
4. Under “Import from a third-party service,” choose Gusto.
5. Click the name of the team member you’d like to import. You can also search by entering their email. 
6. Select the permission level that you’d like the team member to have. 
   • If you give them manager or bill payer access, next select the checking accounts you authorize them to access. 
7. Click Invite.  

The person you selected will receive an email inviting them to set up their Relay account. Their access to checking accounts, cards, and other features are determined by the settings you authorized in step 6 above. If necessary you can resend an invitation from the Team section of your Relay admin account.

Once you’ve set up the integration and run payroll (with Relay set as your company bank account in Gusto), here's how to find detailed transaction data in Relay:

1. Sign in to Relay.
2. Go to the Accounts tab. 
3. Choose the account you want to review activity for. 
4. For each transaction, Relay lists the payroll cycle and transaction code. You can refer to our list of transaction types and their codes. A few examples:
   • NET = Debit Net Pay
   • TAX = Debit Tax
   • CND = Debit Contractor Pay 

Payments made to contractors also include each contractor’s name and their payment method (direct deposit, check, historical payment, or correction payment).

If there’s a risk that insufficient funds may prevent Gusto from initiating a scheduled payroll, admins will receive shortfall alerts 14 and 7 days before a scheduled payroll. Relay determines shortfall risk based on previous payroll transactions, account balance, and scheduled outgoing payments. Payroll transactions will not be completed if there are insufficient funds in the connected checking account. 

Shortfall alerts will prompt you to:

• Cancel an upcoming scheduled payment
• Pull money into Relay from an external account
• Transfer funds from another Relay checking account  

How to view the projected transactions that are putting the payroll at risk:

1. In Relay, go to the Accounts section.
2. Find the shortfall alert and click Review Projected Transactions.

For more info on payroll shortfall alerts check out Relay's help center.

Contact Relay directly at [email protected] or 1-888-205-9304.