WFM UK: Stream: Fourth Integration

Overview

This article shows how the integration works between the Fourth system and Stream.

Employee API

Fourth’s Employee API is used to integrate the Fourth system and Stream, which syncs with the system 3 times a day.

Enrolment Process

Employees that wish to enrol in Fourth Stream first need to download the Stream app onto their mobile device by going into their relevant app store and searching for Stream.

Once downloaded, they need to log into Fourth using their ‘Single Sign On’ login credentials. Next, they select the Stream icon in their Fourth app or Engage. This will open the Stream app, where the employee can enrol in Stream and sign the terms and conditions.

The enrolment process takes from 24-48 hours, so it is advisable for employees to download the app and complete the enrolment prior to needing to stream funds for an emergency. There is no requirement to stream each pay period -  employees can be enrolled and use the other features available in the app.

Bank Accounts

During the enrolment, Stream creates a Stream holding account for the employee. Those details are then passed to Fourth through the API and replace the employee's current bank account details within the Employment Details page of their employee record (in HR & Payroll). Their current account details will be seen in the Employee History, and in the Stream Partner Portal.

The Bank Name will show ‘Stream’ and have the Stream sort code of 040072. The account number will be unique to that employee. If the employee’s current account details do change, the account information can be updated in the Employment Details page as normal. This will send those new details to Stream on the next API sync, and pull back the Stream details into the system again.

When BACS is sent for payroll, the payment for the employee is sent through to the Stream account. If the employee has streamed any funds that period, those will be paid back to Stream plus any £1.75 streaming fees owed. The remainder will be sent straight through to the employee’s current account. Their Stream statement will show this detail, and Fourth payslips are sent as usual. If the employee has not streamed any funds, then no deductions are made and the full amount is sent to the employee’s current account.

All streams are funded by Stream and the £1.75 fee accounts for using the Faster Payment Service to send the payments through to the employee. This means that there is no additional process or workload for the payroll team.

Confirming Hours Worked

For salaried employees, the amount they see in Stream will increase by the same amount each day (Monday to Friday, 9-5pm). For hourly paid employees, any confirmed hours on the rota or schedule will pass through the API to Stream.

For our Rota Module customers, the day for the division must be marked as ‘Complete’ for those hours to pass through the API to Stream.

For our Advanced Schedules or Labour Productivity Module customers, the ‘Actual’ tick box for the day must be ticked for those hours to pass through the API to Stream.

Hours can still be amended after this if needed - Stream will adjust hours and amounts seen by the employees.
It is best practice for managers to confirm the hours worked daily. We have found that employees using Stream will remind their manager if their hours for the previous day are not seen on their tracking screen!

Starters and Leavers

When terminating employees in Fourth, if they are enrolled in Stream the API will pass the termination date through to Stream to pause their account. This will mean, as they have a pending termination, they cannot draw down any more funds through the app. Any amounts they have streamed already in the current pay period will be settled back following their final payroll being processed.

Basic details for new starters are passed through the API to Stream so the employee receives the ‘Welcome to Stream’ emails in the new starter series. This will give information on Stream and how to enrol to the new starter and enhance company induction information.

Absences

For hourly paid employees, only confirmed hours in the rota or schedule will pull through to Stream. If employees are absent and this is logged in Fourth, their hours for that date will revert to 0.

Salaried employees will need pausing in the Stream Partner Portal so they cannot draw down on their full salary if they are not receiving that full salary in the pay period. It is good practice to pause any employees that have a long term absence, maternity, paternity or other leave reason.

Other Considerations

Please see Stream - Considerations for more information to help launch Stream in your business.

For more information on Stream & Fourth, please visit - Stream - Article Contents Page