Zenefits
ļ»æļ»æļ»æļ»æThis app will sync your worker data from Zenefits automatically on a daily basis. The following information is included:
- Contact info (emails, phones, addresses)
- Demographic info (gender, birthdates)
- Compensation
- Managers
- Departments, Locations, Bands
To get started, you will need to obtain API access from Zenefits. You'll need to obtain an API key by following the steps below.
- Open Zenefits.
- Go to theĀ CustomĀ IntegrationsĀ option from theĀ Company Profile.
- Click onĀ Add Token.
- Select the scopes that include employment and personal data.Ā
- ClickĀ Save.
- Click the "eye" icon to unmask the token and copy the token. (Save this code somewhere safe, you'll need this later!)
Once you've copied the necessary information from Zenefits, do not share this information with anyone outside of your organization, as it enables direct access to your data within Zenefits.
In order to use the API credentials you gathered above, you'll need to install the Zenefits app in ChartHop. To install the Zenefits app, simply
- Navigate to Apps and Integrations in ChartHop,
- Find Zenefits in the list of available apps,
- Click Install on the far right-hand side of the table.
In order for ChartHop to access your Zenefits data, you'll need to enter the Zenefits API credentials you obtained above. In addition, there are a number of other configuration settings available to you.
Field | Description |
API Key | This is the API key copied from Zenefits. 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.
Once the Zenefits payroll app has been properly set up, ChartHop will be able to pull Zenefits data into your ChartHop account.
The table below lists all fields that are synced from Zenefits to ChartHop during a sync. In the first column, we list the name of the field in ChartHop, and in the second column, we list the name of the field in Zenefits.
ChartHop field | Zenefits field | Transform type |
address.city | profiles.city | one-to-one |
address.country | profiles.country | one-to-one |
address.postal | profiles.postal_code | one-to-one |
address.state | profiles.state | one-to-one |
address.street1 | profiles.street1 | one-to-one |
address.street2 | profiles.street2 | one-to-one |
birthdate | profiles.date_of_birth | one-to-one |
contact.homeemail | profiles.personal_email | one-to-one |
contact.mobilephone | profiles.personal_phone | one-to-one |
contact.workemail | profiles.work_email | one-to-one |
contact.workphone | profiles.work_phone | one-to-one |
currency, base, hourly | profiles.employments.data[0].amount_type, profiles.employments.data[0].comp_type, profiles.employments.data[0].annual_salary, profiles.employments.data[0].pay_rate | transform |
date | timeOff.created_date | one-to-one |
depart | profiles.employments.data[0].termination_type | map-one-to-one |
department | profiles.department.url, departments.ids | transform |
employment | profiles.employments.data[0].employment_type | one-to-one |
gender | profiles.gender | one-to-one |
imageurl | profiles.photo_url | one-to-one |
location | profiles.location.url, locations.ids | transform |
manager | profiles.manager.url | transform |
name.first | profiles.first_name | one-to-one |
name.last | profiles.last_name | one-to-one |
name.middle | profiles.middle_name | one-to-one |
name.pref | profiles.preferred_name | one-to-one |
timeoff.approval | timeOff.status | map-one-to-one |
timeoff.days, timeoff.hours | timeOff.hours | transform |
timeoff.enddate | timeOff.end_date | one-to-one |
timeoff.id | timeOff.id | one-to-one |
timeoff.note | timeOff.reason | one-to-one |
timeoff.startdate | timeOff.start_date | one-to-one |
timeoff.type | timeOff.vacation_type.url, vacations.ids | transform |
title | profiles.title | one-to-one |
type, date, startdate, enddate | profiles.employments.data[0].hire_date, profiles.employments.data[0].termination_date | transform |
Transform Type refers to the logic employed when copying data from the source field to the target field. In many cases, one-to-one logic is employed, where the value in the source field is copied to the target field exactly as it is. In some cases, many-to-one or transform are listed, which indicates that the logic is more complex.
Any ChartHop user with sufficient permissions can trigger an on-demand sync from Zenefits at any time. To sync your data for the first time, or subsequently on-demand at any time, follow the steps below.
- Open ChartHop.
- Select the gear icon.
- Select Apps and Integrations.
- Find and select Zenefits.
- 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 Zenefits. Once completed, you will see a message indicating that the sync has been completed.
Permissions
To sync your Zenefits data into ChartHop, your ChartHop user must have an access level of at least aĀ Technical Owner. If you are not a Technical Owner and believe you should be, please contactĀ support@charthop.com.
Any ChartHop user with sufficient permissions can set up an automated sync from Zenefits at any time. To set up an automated sync, follow the steps below.
- Open ChartHop.
- Select the gear icon.
- Select Apps and Integrations.
- Find and select Zenefits.
- Scroll down to the bottom of the page, and click on Run Daily.
- Click Save Settings when you are done.
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