Manual HR

What the HR upload does

Upload your team roster or latest payroll report, and Founderpath records each person's title, department, employment type, pay and start and end dates, so your team is part of the data reviewed for your funding. While new payroll connections through Finch are unavailable, this upload is the way to share HR data with Founderpath.

What to upload

The template on the upload screen in your Founderpath account has one row per person, with these columns:

• Employee name, title and department
• Employment type and subtype
• Income, currency and pay frequency
• Start date, and an end date for anyone who has left

Excel and CSV files read most reliably. A PDF payroll report is accepted, but it reads correctly only about half the time, so use a spreadsheet when you can.

What happens after you upload

1. Founderpath reads the file and records each person on your roster.
2. The roster appears in your account, with each person's department, employment type and pay.
3. That information joins the rest of your data for underwriting. Founderpath aims to make a funding offer within 24-48 hours of your data being connected.

An upload is a snapshot. It does not connect to your payroll provider, and it does not include individual pay runs. Upload a new file when your team changes.

HR data is one part of the picture

A roster shows the team you are paying for. Revenue and financial statements come from separate sources, such as Stripe for billing and QuickBooks Online or Xero for accounting.