Flow types

You can try all of these flows in the Try It Now section.

Payroll

flow_typeDescriptionData Dependenciesentity_typeentity_uuidFlow event triggerFlow event type
run_payrollRun payrolls and manage historical payrollsOnboarded companyn/an/aManual -
gusto:flow-finish triggered upon click of Exit payroll button

Automatic - gusto:payroll-submitted
gusto:flow-finish, gusto:payroll-submitted
run_payroll_read_onlyA read-only version of run payroll. This encompasses the review and submit steps of run_payrollOnboarded company, drafted payrollPayrollPayroll UUIDNonen/a
payroll_receiptView a payroll receiptProcessed payrollPayrollPayroll UUIDManualgusto:flow-finish
contractor_paymentsRun and manage contractor payrollsOnboarded company, onboarded contractorsn/an/aManualgusto:flow-finish
run_off_cycle_payrollRun off-cycle payrolls and manage historical off-cycle payrollsOnboarded companyn/an/aAutomaticgusto:payroll-submitted
run_termination_payrollRun and manage termination payrollsOnboarded company, terminated employeen/an/aManual - triggered upon click of Exit payroll buttongusto:flow-finish
payroll_historyManage historical off-cycle and regular payrollsOnboarded company, processed payrolln/an/aManualgusto:flow-finish
manage_payroll_scheduleManage payroll schedules, including creating and assigning multiple pay schedulesOnboarded companyn/an/aManualgusto:flow-finish
run_selected_payrollRun a specific payrollOnboarded companyPayrollPayroll UUIDManual - triggered upon click of Exit payroll buttongusto:flow-finish

Companies

flow_typeDescriptionData Dependenciesentity_typeentity_uuidFlow event triggerFlow event type
company_onboardingFull company onboarding flown/an/an/aNonen/a
add_addressesManage company's work, mailing, and filing addressesn/an/an/aManualgusto:flow-finish
employee_managementManage active, onboarding, and dismissed employeesn/aCompanyCompany UUIDn/an/a
federal_tax_setupReview and update company federal tax detailsn/an/an/aAutomaticgusto:flow-finish
select_industrySelect the company industryn/an/an/aAutomaticgusto:flow-finish
add_bank_infoAdd bank info manually or via Plaidn/an/an/aManualgusto:flow-finish
verify_bank_infoBank deposits verificationadd_bank_info stepn/an/aManual when deposits are pending

Automatic after successful verification
gusto:flow-finish
add_employeesManage all employee onboardingadd_addressesn/an/aManualgusto:flow-finish
state_setupReview and update company state taxes. At this time, this only works for pre-onboarded companiesadd_addresses, add_employeesn/an/aManualgusto:flow-finish
payroll_scheduleSet company's payroll schedulen/an/an/aManualgusto:flow-finish
sign_all_formsAdd signatory and sign company documentsadd_employees, federal_tax_setup, state_setup, add_bank_info, payroll_schedulen/an/aManualgusto:flow-finish
external_payrollCreate external payrolls for companies transferring from another payroll provider after the start of the yearadd_employees, federal_tax_setup, state_setupn/an/aManualgusto:flow-finish
benefitsManage company and employee benefitsadd_employeesn/an/aManualgusto:flow-finish
eoy_company_reviewReview company details and tax documents for end of yearOnboarded companyn/an/aManualgusto:flow-finish
company_information_requestsView all information requests for a company and respond to themOnboarded companyn/an/aManualgusto:flow-finish
company_information_submissionRespond to all information requests for a companyOnboarded companyn/an/aNonen/a
company_recovery_casesView all recovery cases for a company and initiate a redebit after the bank error is resolvedOnboarded companyn/an/aManualgusto:flow-finish
reportsCreate custom reports for a company using custom columns, groupings, and optional filtersn/an/an/aManualgusto:flow-finish
reports_no_piiCreate custom reports for a company using custom columns, groupings, and optional filters while excluding sensitive PII (personally identifiable information)n/an/an/aManualgusto:flow-finish
reverse_wire_accountsSet up reverse wire, which authorizes Gusto to pull funds for large payrollsadd_bank_info stepn/an/aNonen/a
company_suspensionSuspend a companyOnboarded companyn/an/aManualgusto:flow-finish
xero_accounting_integrationComplete end-to-end integration setup for XeroOnboarded companyn/an/aAutomatic

- Triggers on completion of all mappings
gusto:flow-finish
xero_mappingsAccount mapping configuration only for custom navigation with XeroOnboarded companyn/an/aAutomatic

- Triggers on completion of all mappings
gusto:flow-finish
xero_settingsIntegration settings management for custom navigation with XeroOnboarded companyn/an/aNonen/a
xero_payrolls_to_syncPayroll synchronization interface for custom navigation with XeroOnboarded company, processed payrolln/an/aNonen/a
quickbooks_accounting_integrationComplete end-to-end integration setup for QBOOnboarded companyn/an/aAutomatic

- Triggers on completion of all mappings
gusto:flow-finish

W2 Employee

flow_typeDescriptionData Dependenciesentity_typeentity_uuidFlow event typeFlow event type
add_employeesManage all employee onboardingCompany add_addressn/an/aManualgusto:flow-finish
employee_form_signingFor employee to review and sign documentsadd_employeesEmployeeEmployee's UUIDManualgusto:flow-finish
employee_self_managementFor employee to manage their own onboardingadd_employeesEmployeeEmployee's UUIDManualgusto:flow-finish
employee_federal_setupFor managing employee's federal taxesadd_employeesEmployeeEmployee's UUIDAutomaticgusto:flow-finish
employee_state_setupFor managing employee's state taxesadd_employeesEmployeeEmployee's UUIDAutomaticgusto:flow-finish
manage_employee_addressesUpdate employee home and work addressadd_employeesEmployeeEmployee's UUIDManualgusto:flow-finish
terminationsCreate an employee terminationadd_employeesEmployeeEmployee's UUIDManualgusto:flow-finish
rehireCreate an employee rehireadd_employees, terminated employeeEmployeeEmployee's UUIDManualgusto:flow-finish
deductionsCreate and manage employee post-tax deductions/garnishmentsadd_employeesEmployeeEmployee's UUIDManualgusto:flow-finish
i9_verificationCreate an I-9 Verification FlowFully self-onboarded employeeEmployeeEmployee's UUIDManualgusto:flow-finish

Contractors

flow_typeDescriptionData Dependenciesentity_typeentity_uuidFlow event type
add_contractorsManage all contractor onboardingCompanyn/an/aManualgusto:flow-finish
contractor_documentsFor contractors to review and sign documentsContractorContractorContractor UUIDManualgusto:flow-finish
contractor_self_managementFor a contractor to manage their own onboardingadd_contractorsContractorContractor UUIDManualgusto:flow-finish
contractor_paymentsRun and manage contractor payrollsOnboarded company and onboarded contractorsn/an/aManualgusto:flow-finish

Product Partnerships

flow_typeDescriptionOptionsData DependenciesAdditional DependenciesFlow event triggerFlow event type
company_workers_compensationEmployer requests workers compensation quote through Next Insurancen/aOnboarded companyRequires additional agreement with Next Insurance. If interested, please reach out to your Partner Success Manager.Nonen/a
company_health_insuranceEmployer requests health insurance quotes through SimplyInsuredn/aOnboarded company, add_employeesRequires additional agreement with SimplyInsured. If interested, please reach out to your Partner Success Manager.Nonen/a
company_earned_wage_access_enrollmentEmployer opts-in to offer on-demand pay to their employees through Clairn/aadd_employeesRequires additional agreement with Clair. If interested, please reach out to your Partner Success Manager.Nonen/a
employee_earned_wage_access_enrollmentEmployee accesses a Clair widget to sign up for a Clair accountn/aadd_employees, Employer opts-in to offer on-demand payRequires additional agreement with Clair. If interested, please reach out to your Partner Success Manager.Nonen/a
company_retirement_benefitsEmployer connects their payroll account with their 401k offering through Guideline or Vestwell.Specify provider in the options object.

Allowed values are guideline or
vestwell.
Onboarded companyRequires additional agreement with the benefits provider. If interested, please reach out to your Partner Success Manager.Nonen/a