Third-Party Provider:
Please note that the instructions in this article pertain to a third-party provider and as such may not reflect all current settings. Should you have any questions or issues, please contact the third-party provider directly.
With the Fountain and Branch Integration, you can speed up the onboarding process and Instantly push worker payments, including paychecks, tips, mileage reimbursements, and rewards directly to workers’ Branch accounts.
Faster hires + Faster pay = A better worker experience.
Branch Account Requirements
Branch uses Fountain’s Applicant ID to identify workers. This ID should be consistently used at the organization in order for Branch to send disbursement funds to those users. Branch will set up new users with a process called Know Your Customer (KYC). Once customers pass this process, they can claim their Branch account.
To initiate the Branch setup, applicants must have the following values available in Fountain. The following values are required to be included in your Openings as data collection questions so they can be collected for each applicant:
Field Name - included in default application landing page questions
First Name - included in default application landing page questions
Last Name - included in default application landing page questions
Email - included in default application landing page questions
Phone number - included in default application landing page questions
Address - Choose "Address" from the question type dropdown. The data key must be "address".
Social Security Number (SSN) - Select from Fountain standard questions
Date Of Birth (DOB) - Select from Fountain standard questions
Set up a Branch App Integration
Users can add the Branch App integration via the Fountain Integrations webpage. Click on the initials icon in the top right-hand corner, then click Integrations → Screening.
Contact your CSM or [email protected] to enable Branch on your account.
Contact the Branch Client Services team by emailing [email protected] to request the API key and Account ID. You can also visit https://get.branchapp.com/partner/fountain and fill out the form to connect with the Branch Client Services team. You MUST have the Branch API key and Account ID in order to integrate.
Copy and paste your account’s API Key and Account ID and click the Save Changes button to turn on the integration.
Add Branch App to the Workflow Editor
After you integrate with the Branch App on the Integrations page, you'll be able to add the Branch App Partner stage to the Workflow Editor
Navigate to the job opening you want to add the Branch App stage to and select Add Stage → Create a new stage. Visit the Add Stage section in this article for details on how to add stages.
Example of the Branch App stage type in the Workflow Editor:
Branch App Partner Rule Stage
You can create a rule for applicants in the Branch stage within the Workflow Editor. Below is an example of a rule created within the Branch stage:
For more details on how to create partner stage rule for applicants in the Branch stage, contact your CSM at [email protected].
Applicant Experience
When an applicant lands on the Branch App Partner Stage in their onboarding workflow, they will receive a message instructing them to check their email inbox for a link to their Branch account.
They will be instructed to download the Branch App to their mobile device, complete the signup process, and agree to the terms and conditions. Once these steps are completed, the Fountain application page will refresh and move the worker forward in the onboarding workflow.
Accessing Branch PayAdmin
If you need to login to the Branch Pay Admin site, you can click Branch related status and select Pay Admin in the dropdown. This will open the Branch Pay Admin screen in a new tab within your web browser.