This article is for admins who want to connect Sapling Onboarding from Kallidus to Gusto.
Sapling Onboarding from Kallidus helps teams automate and track onboarding across distributed organizations. We integrate with Sapling to sync new Sapling users directly to Gusto, speeding up and standardizing the onboarding process.
Note: Customers who join Gusto from Sapling will receive Gusto payroll free for their first 3 months.
Connecting Sapling to Gusto helps you spend less time on manual data entry during onboarding.
To connect to Gusto from Sapling:
In the left menu, go to Integrations.
Scroll to Payroll Integrations and locate Gusto.
Toggle the Gusto integration to the right to get started.
If you’re already a Gusto user, click Connect to Gusto. If you’re new to Gusto, click Start one here.
If you’re starting a new Gusto account: You’ll be redirected to Gusto to select the email address you’ll use to sign in. After that, check that email for the next steps to complete onboarding in Gusto. Then return to Sapling and continue connecting.
If you’re not already signed in to Gusto, enter your sign-in credentials and click Sign In. If you’re already signed in, move to the next step.
Select which company or companies to authorize, and click Authorize.
You’ll be returned to Sapling, where you’ll find a confirmation of the connection’s success.
From the dropdown, select the specific company you’d like to connect.
Choose which filters to apply to prevent certain data from syncing (optional). You can filter by:
Location
Department
Status
Click Next.
Review the integration details and click Activate.
Once the integration is active, Sapling automatically passes key employee details to Gusto during onboarding. You’ll still need to complete some steps on the Gusto side.
When a user completes the pre-boarding process in Sapling, Sapling adds them to Gusto as an employee with the following information already synced:
First and last name
Social Security number (SSN)
Date of birth
Department
Start date
Home address
Job title
Employee type
Pay
Complete the rest of the employee’s onboarding in Gusto. You can also email them to self-onboard what they can. The email comes from Gusto.
If you have issues with the Sapling-Gusto integration, try these tips to fix common problems.
Fix a wrong company connection
If you connected the wrong company, return to the Gusto integration modal and select the correct company.
Fix employees not syncing to Gusto
If some employees are not syncing to Gusto during onboarding, your filters may be blocking them.
Return to the Gusto integration modal and make sure the filters you set (locations, departments, and statuses) do not prevent certain employees from being added to Gusto.
Fix mismatched employees between Sapling and Gusto
If employees in Sapling do not match employees in Gusto, there may be a mismatch in company emails.
Make sure the company email for the user matches in both systems.
You can disconnect the Sapling integration at any time. This stops data from syncing between the two systems.
To disconnect the Sapling integration from Gusto:
In the left menu, go to Integrations.
Scroll to Payroll Integrations and locate Gusto.
Toggle the Gusto integration to the left to disconnect.
Confirm the disconnection by clicking Yes.
If you need more support with this integration, these resources can help.
Check the Kallidus Sapling Help Center article on this integration.
Contact Sapling directly at [email protected].