31min

Justworks

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This app will sync your organizational roster from Justworks automatically on a daily basis. The following information is included:

  • Job Titles, Start Dates, End Dates
  • Contact info (emails, phones, addresses)
  • Demographic info (gender, ethnicity, birthdates)
  • Compensation
  • Managers
  • Departments, Locations

Setting up the Justworks payroll app

Obtaining API credentials

To get started, you will need to obtain API access from Justworks. You'll need to create a special user for ChartHop by following the steps below.

  1. Open Justworks.
  2. On the left-side panel, click Employees under Manage.
  3. Click Add in the top-right hand corner.
  4. Create a user in your Justworks account named with first name "Chart" and last name "Hop". The Worker Type should be 3rd Party Accountant / Admin.
    • View invoices & reporting
    • View all employee information
  5. Log out of Justworks in the current session.
  6. Log into Justworks with the newly created user account.
  7. Under You, click Account Settings.
  8. Click TURN ON under TWO-FACTOR AUTH.
  9. Select Authenticator App 
  10. Click Can't Scan Barcode?  Copy the long code under the QR code (not the 6 digit code from the Authenticator app) and save the code somewhere safe (you'll need this later).
  11. Register your 2FA device by scanning the barcode with an authenticator app such as Authenticator (for mobile) and entering the code under Enter Verification Code.
  12. Click Enable.

Once you've received the necessary info from Justworks, do not share this information with anyone outside of your organization, as it enables direct access to your data within Justworks.

Installing Justworks in ChartHop

In order to use the API credentials you gathered above, you'll need to install the Justworks app in ChartHop. To install the Justworks app, simply

  1. Navigate to Apps and Integrations in ChartHop,
  2. Find Justworks in the list of available apps,
  3. Click Install on the far right-hand side of the table.

Entering Justworks API credentials, and other config settings

In order for ChartHop to access your Justworks data, you'll need to enter the Justworks API credentials you obtained above. In addition, there are a number of other configuration settings available to you.

Field

Description

JustWorks Username

This is the username of the special Justworks user created above. This field is required.

JustWorks Password

This is the password of the special Justworks user created above. This field is required.

JustWorks 2FA Code

Enter the code copied from step 10 under Obtaining API credentials. This field is required.

Name Org Head

Enter the name of your CEO or the org head of your Justworks instance. This field is required.

Run Daily

With this option selected, the sync will run automatically every day.

Send Notification Email To

These users will be emailed every time a sync occurs with a summary of the changes.

For advanced config options, see Advanced options for payroll apps on the Get started with payroll apps page.

Please don't hesitate to contact implementation@charthop.com if you need assistance.

Syncing data from Justworks

Running a single, on-demand sync from Justworks

Any ChartHop user with sufficient permissions can trigger an on-demand sync from Justworks at any time. To sync your data for the first time, or subsequently on-demand at any time, follow the steps below.

  1. Open ChartHop.
  2. Select the gear icon.
  3. Select Apps and Integrations.
  4. Find and select Justworks.
  5. Scroll down to the bottom of the page, and click on Sync To Primary.

Upon clicking Sync to Primary, ChartHop will pull all of your org's current employee data from Justworks. Once completed, you will see a message indicating that the sync has been completed.

Permissions

To sync your Justworks data into ChartHop, your ChartHop user must have an access level of at least a Technical Owner. If you are not a Technical Owner and believe you should be, please contact support@charthop.com.

Running a daily, automated sync from Justworks

Any ChartHop user with sufficient permissions can set up an automated sync from Justworks at any time. To set up an automated sync, follow the steps below.

  1. Open ChartHop.
  2. Select the gear icon.
  3. Select Apps and Integrations.
  4. Find and select Justworks.
  5. Scroll down to the bottom of the page, and click on Run Daily.
  6. Click Save Settings when you are done.

ÔĽŅ

Updated 11 May 2022
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