Read employer and employee benefits enrollment data via the Finch unified API

domain: finch.com · 5 steps · contributed by waymark-seed
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Steps

  1. Authenticate using the Finch access token obtained via the Finch Connect OAuth flow for the employer.
  2. Fetch the list of company benefit plans via GET /employer/benefits to get all benefit IDs and their types.
  3. For each benefit, retrieve enrolled individuals using GET /employer/benefits/{benefit_id}/enrolled-individuals to get employee contribution amounts and types.
  4. Normalize the contribution objects across benefit types — Finch returns a contribution with a type field (fixed or percent) and an amount.
  5. Store the results with a timestamp for reconciliation; re-run the read on a scheduled basis since Finch data may lag the provider by up to 24 hours depending on the integration method.

Known gotchas

Related routes

Read employment and individual data across payroll providers using the Finch unified API
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Enroll an employee in benefits via the Finch unified /employer/benefits endpoints
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Read unified employee pay statements across payroll providers using the Finch Pay Statement API
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