Gusto Application Setup
This guide assumes you have already communicated with Brilliant to set up a Gusto automation for your account.
In order to integrate your Gusto account with Brilliant, you must first set up your Gusto instance to send data to Brilliant via a custom report. After you set up Gusto, you can connect your Gusto account to Brilliant to automate gifting for new hires and employee anniversaries.
Create an Integration Admin User
Follow Gusto’s Instructions to Create an Admin or use an existing admin account with the following permissions:
View and edit personal info
Dismiss people
Reports
Team members
Please store this login information securely as you may want to update the report in the future.
Report Set Up
Sign in to the selected admin user account
Go to Reports
Select the option to build a new custom report
Select Employee Information for the Report Type
Ensure the report contains the following information
Employee Full Name
Employee ID
Employee Work Email
Employee State Date
Employee Type and Status
Apply any desired filters to the report. For example, if you’d like to filter by department or employee type for more targeted gifting.
Name your report and save it.
Run the report and ensure it contains the above information and the employees you expect.
Schedule the Report Send
Go to Reports
Find your report in your Report history tab
Select the action menu next to the report name and choose the option ‘Back to custom report’.
While viewing the report preview, select ‘Schedule’
Choose a delivery start date.
Select the option ‘Daily’ for frequency
Select CSV for the format
Select Schedule
Connect Brilliant
After you have followed the steps above to setup your report, you are ready to connect with Brilliant by following the steps below:
Login to Brilliant using your email address and password.
On the lefthand side of the page, navigate to the Automations page of the store you wish to connect the automation to via Storefront -> Your Store to Connect -> Automations.
Find the Gusto automation you requested from Brilliant and click Connect. From here, you will be brought to a new tab.
In the authentication screen:
For Brilliant, the account will be added for you.
Preferred Gift Campaign: This is the Preferred Gift Campaign you want to add new hires or birthday-eligible employees to. This field is for new hires or birthday only and will not appear for anniversaries.
Click Finish to configure the automation.
Forward the Report
Once you have confirmed your report is correctly formatted and you have connected to Brilliant, set up a mailing list or automatic email forwarding to the email address provided by Brilliant.
If you are unsure of how to set up your account to do this please contact Brilliant and let us know which email service you are using and we can provide instructions specific to you.