{"count":58,"next_page":"https://help.justworks.com/api/v2/help_center/articles/search.json?page=2\u0026per_page=25\u0026query=integration","page":1,"page_count":3,"per_page":25,"previous_page":null,"results":[{"id":360051224891,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360051224891.json","html_url":"https://help.justworks.com/hc/en-us/articles/360051224891-Xero-Integration","author_id":364813688131,"comments_disabled":true,"draft":false,"promoted":false,"position":35,"vote_sum":1,"vote_count":5,"section_id":32936386025755,"created_at":"2020-10-19T21:49:44Z","updated_at":"2026-07-15T16:25:45Z","name":"Xero Integration","title":"Xero Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-15T16:25:45Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKF6XPEXR6YDR89XCFM43","01KJDVX05VQGSECBKSDP0S2599"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/36459711073563\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01J3GMGRAXJNFH0E7FYF8KCACY\"\u003eGetting Started\u003c/h2\u003e\u003cdiv\u003eSelect Xero from the Invoices tab by navigating to Pay and selecting the Invoices tab, then clicking the icon with three dots in the upper right-hand corner.\u003c/div\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2336/1190;\" src=\"https://help.justworks.com/hc/article_attachments/51721088910747\" alt=\"Screenshot 2026-06-05 at 4.50.09 PM.png\" width=\"2336\" height=\"1190\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eInvoices page with available accounting integrations highlighted.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eBefore you can start setting up, you’ll first need to connect your Xero account. Clicking “Connect Xero” will redirect you to login to Xero.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2034/961;\" src=\"https://help.justworks.com/hc/article_attachments/51721088915227\" alt=\"xero 1.png\" width=\"2034\" height=\"961\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eXero accounting integration screen with visual indicating that an account needs to be connected.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eAfter signing in, you’ll need to authorize Justworks to access your Xero account.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 98.57%;\"\u003e\u003cimg style=\"aspect-ratio: 624/427;\" src=\"https://help.justworks.com/hc/article_attachments/16103556990363\" width=\"624\" height=\"427\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot of Xero platform asking to allow Justworks access to organization data and user account information.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01J3GMGRAX5TFF7C8TF1JXG1F7\"\u003ePreferences\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #292a2e;\"\u003eAfter connecting to Xero, you can decide how Justworks syncs data with your Xero account under Preferences.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1884/1320;\" src=\"https://help.justworks.com/hc/article_attachments/51721088916123\" alt=\"xero 2.png\" width=\"1884\" height=\"1320\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eStep one of Xero integration setup in Justworks allowing you to select preferences.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eBased on your company needs you can select:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ee9a5d53cbd58bcff30a30085306e9d51\"\u003e\n\u003cstrong\u003eBank Account: \u003c/strong\u003eThis should be the account that you use to process payroll.\u003c/li\u003e\n\u003cli data-list-item-id=\"ec9bf3ad171c8d59652e5d5fbe2240d1e\"\u003e\n\u003cstrong\u003eSync method:\u003c/strong\u003e Manually sync invoices or Allow them to automatically sync the day after processing.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea87f74d0f7536b295c1e00a69ff29bea\"\u003e\n\u003cstrong\u003eTransaction \u003c/strong\u003eType: Send the transaction as either a Bill or Journal Entry\u003c/li\u003e\n\u003cli data-list-item-id=\"e3ec9e2666ba335e5d5a280366c706e04\"\u003e\n\u003cstrong\u003eGranularity:\u003c/strong\u003e Allows each line item mapped to either be aggregated into a single line per payroll, or into multiple lines for each individual employee regardless if they have a shared account.\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KECG4RGZNRAH3MP6HKEW42PV\"\u003eCompany Mapping\u003c/h2\u003e\u003cp\u003eNow that you’ve set up your preferences, you’ll need to map each pay type in Justworks to an account or sub-account from your Chart of Accounts in Xero.\u003c/p\u003e\u003cp\u003eEach payment type is grouped in a category with similar line item types (ex: Earnings, Deductions, Fees etc). After expanding a given category, you can use the drop down next to each individual line item type to specify the Xero account it should be mapped to. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1541/1004;\" src=\"https://help.justworks.com/hc/article_attachments/51721088917531\" alt=\"xero 3.png\" width=\"1541\" height=\"1004\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eStep two of Xero integration setup in Justworks for company-wide mappings with the category Earnings expanded.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eKeep in mind here that you’ll have to map every visible line item to an account in order to complete setting up your integration. You can see your progress based on the status shown next to each category.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1583/1000;\" src=\"https://help.justworks.com/hc/article_attachments/51721105020571\" alt=\"xero 4.png\" width=\"1583\" height=\"1000\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eStep two of Xero integration setup in Justworks where all category mappings have been completed.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eOnly items that have appeared on processed invoices will be available to map. As you process additional payrolls, new items may be used and will need to be mapped at that time to continue syncing to Xero.\u003c/p\u003e\u003ch2 id=\"h_01KECG8SJRNZCTMT7GDGX7TX1Q\"\u003eDepartment Override\u003c/h2\u003e\u003cp\u003eOnce you’ve set up your default company mappings you’ll have the option to override the same line items by department to their own accounts in Xero. Department overrides are totally \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and are not a required step to complete your account mapping.\u003cbr\u003eFirst, you can choose the department from the drop down to see the same categories as the company level.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2068/1366;\" src=\"https://help.justworks.com/hc/article_attachments/51721088920347\" alt=\"xero 6.png\" width=\"2068\" height=\"1366\"\u003e\u003c/figure\u003e\u003cp\u003eSimilar to the company level mappings, you can expand a category within an individual department to see the individual line items. The default account will be visible and you can choose a different account from the drop down to assign as an override.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1405/1233;\" src=\"https://help.justworks.com/hc/article_attachments/51721088922139\" alt=\"xero 7.png\" width=\"1405\" height=\"1233\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan style=\"font-weight: 400;\"\u003e \u003c/span\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003e\u003cspan style=\"font-weight: 400;\"\u003eOptional step three of Xero integration setup in Justworks allowing Departmental override with a department selected in the drop down and Earnings category expanded with a single override completed.\u003c/span\u003e\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eUnlike in the company-level defaults, you will not need to assign an account override to every department or for each pay type within a department. Any pay type not mapped on the department level will still map to the account listed in the company-level settings. \u003c/p\u003e\u003ch2 id=\"h_01KECGC2N4DQVXWWDP0W9SW89D\"\u003eOffice Override\u003c/h2\u003e\u003cp\u003eSimilar to departments, you are able to override line items at the individual Office level. This is \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and you do not need to map each line item and only need to edit the account if it needs an override compared to the default company or department-, or employee-level mapping.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1938/1518;\" src=\"https://help.justworks.com/hc/article_attachments/53064556560155\" alt=\"Screenshot 2026-07-15 at 10.34.36 AM.png\" width=\"1938\" height=\"1518\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan style=\"font-weight: 400;\"\u003e \u003c/span\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003e\u003cspan style=\"font-weight: 400;\"\u003eOptional step four of Xero integration setup in Justworks allowing Office override with an office selected in the drop down.\u003c/span\u003e\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXK9J8NM6XMC3NA4YMZY4K2K\"\u003eEmployee Override\u003c/h2\u003e\u003cp\u003eYou are also able to override line items at the individual employee level. This is \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and you do not need to map each line item and only need to edit the account if it needs an override compared to the default company or department-, or office-level mapping.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1442/1014;\" src=\"https://help.justworks.com/hc/article_attachments/53064547010203\" alt=\"Screenshot 2026-07-15 at 10.47.21 AM.png\" width=\"1442\" height=\"1014\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eOptional step five of Xero integration setup in Justworks for employee-level override with a single employee selected in the drop-down but no overrides completed.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01KECGCSZWEJRGB7CRT0F7T5FG\"\u003eTracking Categories\u003c/h2\u003e\u003cp\u003eIf you utilize tracking categories in Xero, you can map these at the department level. Similar to department overrides, tracking categories are \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and can be mapped only to the applicable departments.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2003/1128;\" src=\"https://help.justworks.com/hc/article_attachments/51721105031963\" alt=\"xero 9.png\" width=\"2003\" height=\"1128\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eOptional step six of Xero integration setup in Justworks showing individual departments available to assign a tracking category via drop-down.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01J3GMGRAXZ21XB3GM25T9FKMN\"\u003e \u003c/h2\u003e\u003ch2 id=\"h_01KXK9J8NM0E06YWW447VAP54S\"\u003eInternational (EOR) Payroll and Xero\u003c/h2\u003e\u003cp\u003eYou can map and include EOR payroll information with your data syncs to Xero. Find out more by visiting \u003ca href=\"https://help.justworks.com/hc/en-us/articles/53016140097819\"\u003eInternational Mapping for Accounting Integrations.\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXK9J8NM9SD16MBRWF9ZFVRK\"\u003eSending Invoices to Xero\u003c/h2\u003e\u003cp\u003eAfter your payroll process and an invoice is created in Justworks, you will be able to send each invoice over to Xero with the click of a button or sync automatically the day after processing. If you have enabled automatic sync, you can still manually sync the invoice at any time if you would like.\u003c/p\u003e\u003cp\u003eFrom the Invoices tab in Pay, you’ll see an icon with two arrows next to each invoice. If syncing manually, clicking that icon will sync the invoice to your Xero accounting integration. When successful, it will turn green with a check mark inside.\u003c/p\u003e\u003cp\u003eIf you don’t see the icons next to each invoice, return to the Xero setup page to make sure you have connected properly to Xero.\u003c/p\u003e\u003cp\u003eIf the icon is instead red with an exclamation mark, the sync to Xero will have failed, likely due to a new line item appearing and needing mapped.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2270/1454;\" src=\"https://help.justworks.com/hc/article_attachments/51721105032475\" alt=\"Screenshot 2026-06-05 at 4.45.28 PM.png\" width=\"2270\" height=\"1454\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eInvoices tab with a red exclamation mark error icon on a single invoice.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eYou will be able to tell which category the new type appears in as the status will change from “Completed” to “In Progress”. After mapping the missing item, you can return to invoices and resync to Xero.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1018/711;\" src=\"https://help.justworks.com/hc/article_attachments/51721105035035\" alt=\"xero 5.png\" width=\"1018\" height=\"711\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot of step two of Xero setup, company-wide mappings, with an \"In Progress\" status on Deductions category.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eOnce sent, each Justworks invoice will be saved as a draft in either the Bills or Payroll Journal (based on your selection in Preferences) section of the Xero account. You can view details by selecting ‘edit’ the bill.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 96.86%;\"\u003e\u003cimg style=\"aspect-ratio: 624/271;\" src=\"https://help.justworks.com/hc/article_attachments/16103570286363\" width=\"624\" height=\"271\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\" style=\"color: hsl(0,0%,50%);\"\u003e\u003cem\u003eScreenshot from Xero platform showing invoice data sent as a bill and allowing the ability to edit information directly in Xero.\u003c/em\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eFor more information on the Justworks-Xero integration, \u003c/span\u003e\u003ca href=\"https://www.justworks.com/integrations/xero\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eclick here\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e.\u003c/span\u003e\u003cbr\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"right-hand corner. Invoices page with available accounting \u003cem\u003eintegrations\u003c/em\u003e highlighted. Before you can start setting up, you’ll first","result_type":"article"},{"id":29604042417435,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/29604042417435.json","html_url":"https://help.justworks.com/hc/en-us/articles/29604042417435-Ramp-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2024-09-27T23:15:47Z","updated_at":"2025-12-30T20:33:33Z","name":"Ramp Integration","title":"Ramp Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-30T20:33:33Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKTKNVAE1C87921WHJGWB"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/33251922449179\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/29604042415515\" width=\"200\" height=\"54\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003ca href=\"http://ramp.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eRamp\u003c/a\u003e is an expense management platform that helps finance teams build healthier businesses. By reimagining back office finance technology from the ground up, Ramp provides businesses of all sizes and at all stages with essential tools to modernize finance operations and save money. Automate your finance operations with Ramp's all-in-one solution for corporate cards, expense management, travel, and more.\u003c/p\u003e\n\u003cp\u003eWant to learn more about Ramp’s offerings? Click \u003ca href=\"https://ramp.com/partners/justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TW7AEBNJKK2T4VDDHW7ZMR\"\u003eIntegration Overview\u003c/h2\u003e\n\u003cp\u003eThe Justworks x Ramp integration helps you simplify onboarding, issue employee benefits, and control spending at scale. Manage employee information in Justworks as your source of truth, and if you enable automatic updates in Ramp, they will automatically change employee information (location and department) or reporting structure (manager relationship) on Ramp to match what’s in Justworks. You can also issue and manage cards in bulk, and update access as your company evolves.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7TBZE67KNJENBWGCMTWDJ\"\u003eThis integration enables:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAutomated employee account management: \u003c/strong\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eCreate Ramp accounts when employees are added to Justworks, and remove Ramp accounts when employees are removed from Justworks.\u003c/span\u003e\n\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEfficient data-syncing: \u003c/strong\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eSave time \u0026amp; reduce errors. \u003c/span\u003eData syncs from Justworks to Ramp every 24 hours, ensuring accurate, up-to-date information.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01JXX7TGCW2E5XMSYVP99WW5XA\"\u003eWhat employee information is sent from Justworks to Ramp?\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eName\u003c/li\u003e\n\u003cli\u003eEmail\u003c/li\u003e\n\u003cli\u003eRole (if manager)\u003c/li\u003e\n\u003cli\u003eDirect Manager (if the manager on Justworks is either already on Ramp or invited through the same bulk invite)\u003c/li\u003e\n\u003cli\u003eDepartment\u003c/li\u003e\n\u003cli\u003eLocation\u003c/li\u003e\n\u003cli\u003eEmployment status\u003c/li\u003e\n\u003cli\u003eStart date - Termination date (to flag when an employee has been terminated)\u003c/li\u003e\n\u003cli\u003eEmployee ID\u003c/li\u003e\n\u003cli\u003eCompany Name\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"h_01J8TW7AEBHNH8NCRT4MY8474N\"\u003eHow the integration works\u003c/h2\u003e\n\u003cp\u003eTo set up the integration, \u003ca href=\"https://app.ramp.com/settings/integrations/hris\" target=\"_blank\" rel=\"noopener noreferrer\"\u003elog into Ramp\u003c/a\u003e.\u003c/p\u003e\n\u003cp\u003eYou can view integration setup instructions here: \u003ca href=\"https://support.ramp.com/hc/en-us/articles/4430150212371-HR-Integration-Overview\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eRamp Help Center Article\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TW7AEBYSS4P7TQBMWGJTGP\"\u003ePricing information\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003eRamp pricing: \u003c/strong\u003eYou can view \u003ca href=\"https://ramp.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eRamp's Pricing Plans here\u003c/a\u003e. For new customers, an exclusive $500 Sign Up Bonus will be paid via virtual card after your first balance payment of $1,000 within 30 days of account opening. To claim this bonus, sign up using \u003ca href=\"https://ramp.com/partners/justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis exclusive Justworks link\u003c/a\u003e. \u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eIntegration pricing: \u003c/strong\u003eRamp does not charge an add-on fee for this integration.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TW7AEB44Y1D3J1S2DGNBFK\"\u003eFrequently Asked Questions\u003c/h2\u003e\n\u003ch3 id=\"h_01JXX7TT2W55X8RA4P56T3MB5P\"\u003eWho can use this integration?\u003c/h3\u003e\n\u003cp\u003eThis integration is available to customers on Justworks PEO plans starting September 2024, and Payroll customers starting January 2025. Customers on any Ramp plan can use this integration.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7TXGR7W4VBNTAEYP1WXFR\"\u003eHow much does this integration cost?\u003c/h3\u003e\n\u003cp\u003eThis integration is free.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7YKER7R55RJ2DWFNMQV10\"\u003eCan I apply the Justworks Discount if I’m already using the partner’s product/ service?\u003c/h3\u003e\n\u003cp\u003eUnfortunately not. Offers listed are available only for new Ramp customers.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7YF68Y90NJSN802YSGZBM\"\u003eHow can I contact the partner?\u003c/h3\u003e\n\u003cp\u003eUse this \u003ca href=\"https://ramp.com/partners/justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks sign-up link\u003c/a\u003e to learn more about Ramp.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7YBDZ5H6TNBHQPGJT47S0\"\u003eIn order to set up the integration, what permissions does an Admin need on Ramp?\u003c/h3\u003e\n\u003cp\u003eOnly Admins and Owners can set up the integration.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7Y71G198CDWCTXQ6SGX69\"\u003eTo use the integration, what permissions does an Admin need on Ramp?\u003c/h3\u003e\n\u003cp\u003eAll Admins can use the integration once set up.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7WZ47FXHYCBA3F48DKZZN\"\u003eHow often is data synced?\u003c/h3\u003e\n\u003cp\u003eData is synced every 24 hours.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7WV67M1CFDSJ540SXARAF\"\u003eWhat employee types does this integration support?\u003c/h3\u003e\n\u003cp\u003eAll employee types are supported by this integration.\u003c/p\u003e\n\u003ch3 id=\"h_01JXX7VBH6RKS7GQSVF29DNTB4\"\u003eWill the integration expire?\u003c/h3\u003e\n\u003cp\u003eUsers may need to re-authenticate every 90 days or if the user is required to change their Justworks password. When the password changes, the user needs to log in again to reconnect the integration.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TW7AEBH136PV43C2SVTBRV\"\u003eResources\u003c/h2\u003e\n\u003cp\u003e\u003ca href=\"https://support.ramp.com/hc/en-us/articles/4430150212371-HR-Integration-Overview\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eRamp Help Center Article\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Name How the \u003cem\u003eintegration\u003c/em\u003e works To set up the \u003cem\u003eintegration\u003c/em\u003e, log into Ramp. You can view \u003cem\u003eintegration\u003c/em\u003e setup instructions","result_type":"article"},{"id":18394028805915,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/18394028805915.json","html_url":"https://help.justworks.com/hc/en-us/articles/18394028805915-NetSuite-Integration","author_id":382799157691,"comments_disabled":true,"draft":false,"promoted":false,"position":5,"vote_sum":0,"vote_count":0,"section_id":32936386025755,"created_at":"2023-08-30T21:13:27Z","updated_at":"2026-08-03T22:12:17Z","name":"NetSuite Integration","title":"NetSuite Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-08-03T22:12:17Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKF6XPEXR6YDR89XCFM43"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/36458421574427\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01H94489DNEBDEJKB12A76W9G8\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eGetting Started\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eTo get started, select \u003cstrong\u003eConnect NetSuite\u003c/strong\u003e \u003c/span\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cspan style=\"-webkit-text-stroke-width: 0px; display: inline !important; float: none; font-family: Oately, sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003eon the Invoices tab within Pay by clicking the icon with three dots.\u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2784/1412;\" src=\"https://help.justworks.com/hc/article_attachments/51721072318619\" alt=\"Screenshot 2026-06-05 at 3.42.26 PM.png\" width=\"2784\" height=\"1412\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003eFrom there, you'll be asked to connect your NetSuite account to Justworks.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 3173/2231;\" src=\"https://help.justworks.com/hc/article_attachments/53932118407451\" alt=\"Screenshot 2026-08-03 at 2.12.57 PM.png\" width=\"3173\" height=\"2231\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eAfter clicking \u003cstrong\u003eConnect\u003c/strong\u003e, you will be redirected to NetSuite to authorize access for Justworks. \u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 3587/1425;\" src=\"https://help.justworks.com/hc/article_attachments/53932027430811\" alt=\"Screenshot 2026-08-03 at 2.13.20 PM.png\" width=\"3587\" height=\"1425\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eYou will now be successfully connected!\u003c/span\u003e\u003c/p\u003e\u003cp\u003eAfter connecting to NetSuite, you can decide how Justworks syncs data with your NetSuite account under Preferences.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 91.65%;\"\u003e\u003cimg style=\"aspect-ratio: 2034/1602;\" src=\"https://help.justworks.com/hc/article_attachments/53376131317275\" alt=\"Screenshot 2026-07-17 at 2.27.34 PM.png\" width=\"2034\" height=\"1602\"\u003e\u003cfigcaption\u003e\u003cem\u003eStep one of NetSuite integration setup in Justworks allowing you to select preferences.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003cp\u003eBased on your company needs you can select:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ee9a5d53cbd58bcff30a30085306e9d51\"\u003e\n\u003cstrong\u003eBank Account: \u003c/strong\u003eThis should be the account that you use to process payroll.\u003c/li\u003e\n\u003cli data-list-item-id=\"ec9bf3ad171c8d59652e5d5fbe2240d1e\"\u003e\n\u003cstrong\u003eSync method:\u003c/strong\u003e Manually sync invoices or Allow them to automatically sync the day after processing.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea87f74d0f7536b295c1e00a69ff29bea\"\u003e\n\u003cstrong\u003eTransaction Type\u003c/strong\u003e: Currently only Journal Entry is supported for NetSuite \u003c/li\u003e\n\u003cli data-list-item-id=\"e3ec9e2666ba335e5d5a280366c706e04\"\u003e\n\u003cstrong\u003eGranularity:\u003c/strong\u003e Allows each line item mapped to either be aggregated into a single line per payroll, or into multiple lines for each individual employee regardless if they have a shared account.\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KECG4RGZNRAH3MP6HKEW42PV\"\u003eCompany Mapping\u003c/h2\u003e\u003cp\u003eNow that you’ve set up your preferences, you’ll need to map each pay type in Justworks to an account or sub-account from your Chart of Accounts in Netsuite.\u003c/p\u003e\u003cp\u003eEach payment type is grouped in a category with similar line item types (ex: Earnings, Deductions, Fees etc). After expanding a given category, you can use the drop down next to each individual line item type to specify the Xero account it should be mapped to. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2022/1282;\" src=\"https://help.justworks.com/hc/article_attachments/53376115191835\" alt=\"Screenshot 2026-07-17 at 2.29.21 PM.png\" width=\"2022\" height=\"1282\"\u003e\u003cfigcaption\u003e\u003cem\u003eStep two of NetSuite integration setup in Justworks for company-wide mappings with the category Earnings expanded.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003cp\u003eKeep in mind here that you’ll have to map every visible line item to an account in order to complete setting up your integration. You can see your progress based on the status shown next to each category.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2000/1282;\" src=\"https://help.justworks.com/hc/article_attachments/53376115193883\" alt=\"Screenshot 2026-07-17 at 2.32.46 PM.png\" width=\"2000\" height=\"1282\"\u003e\u003cfigcaption\u003e\u003cem\u003eStep two of NetSuite integration setup in Justworks where all category mappings have been completed.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003cp\u003eOnly items that have appeared on processed invoices will be available to map. As you process additional payrolls, new items may be used and will need to be mapped at that time to continue syncing to NetSuite.\u003c/p\u003e\u003ch2 id=\"h_01KECG8SJRNZCTMT7GDGX7TX1Q\"\u003eDepartment Override\u003c/h2\u003e\u003cp\u003eOnce you’ve set up your default company mappings you’ll have the option to override the same line items by department to their own accounts in NetSuite. Department overrides are totally \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and are not a required step to complete your account mapping.\u003cbr\u003e \u003c/p\u003e\u003cp\u003eFirst, you can choose the department from the drop down to see the same categories as the company level.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1974/1438;\" src=\"https://help.justworks.com/hc/article_attachments/53376131323803\" alt=\"Screenshot 2026-07-17 at 2.33.40 PM.png\" width=\"1974\" height=\"1438\"\u003e\u003c/figure\u003e\u003cp\u003eSimilar to the company level mappings, you can expand a category within an individual department to see the individual line items. The default account will be visible and you can choose a different account from the drop down to assign as an override.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2006/1614;\" src=\"https://help.justworks.com/hc/article_attachments/53376131324699\" alt=\"Screenshot 2026-07-17 at 2.33.58 PM.png\" width=\"2006\" height=\"1614\"\u003e\u003cfigcaption\u003e\u003cem\u003eOptional step three of NetSuite integration setup in Justworks allowing Departmental override with a department selected in the drop down and Earnings category expanded with a single override completed.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003cp\u003eUnlike in the company-level defaults, you will not need to assign an account override to every department or for each pay type within a department. Any pay type not mapped on the department level will still map to the account listed in the company-level settings. \u003c/p\u003e\u003ch2 id=\"h_01KECGC2N4DQVXWWDP0W9SW89D\"\u003eOffice Override\u003c/h2\u003e\u003cp\u003eSimilar to departments, you are able to override line items at the individual Office level. This is \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and you do not need to map each line item and only need to edit the account if it needs an override compared to the default company or department-, or employee-level mapping.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1954/1378;\" src=\"https://help.justworks.com/hc/article_attachments/53376115196571\" alt=\"Screenshot 2026-07-17 at 2.34.08 PM.png\" width=\"1954\" height=\"1378\"\u003e\u003cfigcaption\u003e\u003cem\u003eOptional step four of NetSuite integration setup in Justworks allowing Office override with an office selected in the drop down.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003ch2 id=\"h_01KXK9J8NM6XMC3NA4YMZY4K2K\"\u003eEmployee Override\u003c/h2\u003e\u003cp\u003eYou are also able to override line items at the individual employee level. This is \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and you do not need to map each line item and only need to edit the account if it needs an override compared to the default company or department-, or office-level mapping.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1972/1370;\" src=\"https://help.justworks.com/hc/article_attachments/53376131327131\" alt=\"Screenshot 2026-07-17 at 3.22.29 PM.png\" width=\"1972\" height=\"1370\"\u003e\u003cfigcaption\u003e\u003cem\u003eOptional step five of NetSuite integration setup in Justworks for employee-level override with a single employee selected in the drop-down but no overrides completed.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003ch2 id=\"h_01KECGCSZWEJRGB7CRT0F7T5FG\"\u003eTracking Categories\u003c/h2\u003e\u003cp\u003eIf you utilize tracking categories in NetSuite, you can map these at the department level. Similar to department overrides, tracking categories are \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and can be mapped only to the applicable departments.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1822/1644;\" src=\"https://help.justworks.com/hc/article_attachments/53376131329435\" alt=\"Screenshot 2026-07-17 at 3.23.11 PM.png\" width=\"1822\" height=\"1644\"\u003e\u003cfigcaption\u003e\u003cem\u003eOptional step six of NetSuite integration setup in Justworks showing individual departments available to assign a tracking category via drop-down.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003ch2 id=\"h_01KXK9J8NM0E06YWW447VAP54S\"\u003eInternational (EOR) Payroll and NetSuite\u003c/h2\u003e\u003cp\u003eYou can map and include EOR payroll information with your data syncs to NetSuite. Find out more by visiting \u003ca href=\"https://help.justworks.com/hc/en-us/articles/53016140097819\"\u003eInternational Mapping for Accounting Integrations.\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXK9J8NM9SD16MBRWF9ZFVRK\"\u003eSending Invoices to NetSuite\u003c/h2\u003e\u003cp\u003eAfter your payroll process and an invoice is created in Justworks, you will be able to send each invoice over to NetSuite with the click of a button or sync automatically the day after processing. If you have enabled automatic sync, you can still manually sync the invoice at any time if you would like.\u003c/p\u003e\u003cp\u003eFrom the Invoices tab in Pay, you’ll see an icon with two arrows next to each invoice. If syncing manually, clicking that icon will sync the invoice to your Xero accounting integration. When successful, it will turn green with a check mark inside.\u003c/p\u003e\u003cp\u003eIf you don’t see the icons next to each invoice, return to the Xero setup page to make sure you have connected properly to Xero.\u003c/p\u003e\u003cp\u003eIf the icon is instead red with an exclamation mark, the sync to Xero will have failed, likely due to a new line item appearing and needing mapped.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\" style=\"height: auto;\"\u003e\u003cimg style=\"aspect-ratio: 2270/1454;\" src=\"https://help.justworks.com/hc/article_attachments/53376131332891\" alt=\"Screenshot 2026-06-05 at 4.45.28 PM.png\" width=\"2270\" height=\"1454\"\u003e\u003cfigcaption\u003e\u003cem\u003eInvoices tab with a red exclamation mark error icon on a single invoice.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003cp\u003eYou will be able to tell which category the new type appears in as the status will change from “Completed” to “In Progress”. After mapping the missing item, you can return to invoices and resync to NetSuite.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1952/1308;\" src=\"https://help.justworks.com/hc/article_attachments/53376131333787\" alt=\"Screenshot 2026-07-17 at 2.31.57 PM.png\" width=\"1952\" height=\"1308\"\u003e\u003cfigcaption\u003e\u003cem\u003eScreenshot of step two of NetSuite setup, company-wide mappings, with an \"In Progress\" status on Deductions category.\u003c/em\u003e\u003c/figcaption\u003e\u003c/figure\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"NetSuite account under Preferences. Step one of NetSuite \u003cem\u003eintegration\u003c/em\u003e setup in Justworks allowing you to select preferences.","result_type":"article"},{"id":29604183797787,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/29604183797787.json","html_url":"https://help.justworks.com/hc/en-us/articles/29604183797787-Brex-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2024-09-27T23:25:12Z","updated_at":"2026-07-28T20:25:19Z","name":"Brex Integration","title":"Brex Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-28T20:25:19Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKTKNVAE1C87921WHJGWB"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/33251795872027\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/29604172618267\" width=\"205\" height=\"108\"\u003e\u003c/strong\u003e\u003c/p\u003e\u003cp\u003eTens of thousands of companies from startups to public enterprises use \u003ca href=\"https://www.brex.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBrex\u003c/a\u003e to proactively control spend, increase efficiency, and reduce costs. Brex offers the world’s smartest corporate cards, modern banking and treasury, and intuitive software for travel and expenses – all on one AI-powered platform. \u003c/p\u003e\u003cp\u003eWant to learn more about Brex’s offerings? Click \u003ca href=\"https://www.brex.com/solutions/startups?partnerId=justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01J8TWRVWYJQSEV3158WG7ZNP1\"\u003eIntegration Overview\u003c/h2\u003e\u003cp\u003eThe Justworks x Brex integration seamlessly connects Justworks and Brex to automate account provisioning, de-provisioning, and employee data management in Brex.\u003c/p\u003e\u003ch3 id=\"h_01JWETKK1YWNMJGEAY311YNYWA\"\u003eThis integration enables:\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e51e03abbbd35557d825efd4d081075fa\"\u003e\n\u003cstrong\u003eAutomated account management: \u003c/strong\u003eAutomatically create Brex accounts when employees are added to Justworks, and remove Brex accounts when employees are removed from Justworks.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8f13380e12e515c4722fdb751f1dcfb5\"\u003e\n\u003cstrong\u003eDaily data syncs: \u003c/strong\u003eEmployee data from Justworks syncs to Brex daily, so you can effortlessly configure spend in Brex.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01JWETKT2BAYDS394REP962YZX\"\u003eWhat employee information is sent from Justworks to Brex?\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"eaf8dc922bc5237a7fbcfbd840ced3cc9\"\u003eEmail\u003c/li\u003e\n\u003cli data-list-item-id=\"eb2744a0e479af08a1bb471676a8ff8b5\"\u003eFirst name\u003c/li\u003e\n\u003cli data-list-item-id=\"e45ac6ad89197e4cdd535c55f44acb050\"\u003eLast name\u003c/li\u003e\n\u003cli data-list-item-id=\"efcf67c84fe62a3298be8411ae083e3eb\"\u003eTitle\u003c/li\u003e\n\u003cli data-list-item-id=\"e541f6dd928308cbb7b96eab36b259192\"\u003eProfile Type\u003c/li\u003e\n\u003cli data-list-item-id=\"e7e63f443b03beab55e64044676eef575\"\u003eManager ID\u003c/li\u003e\n\u003cli data-list-item-id=\"ee13715781d4f0fe6556ac4c7e947c887\"\u003eEmployment Status (e.g. Active, Inactive)*\u003c/li\u003e\n\u003cli data-list-item-id=\"ebf5423058f6d7cbc211cca94d3866689\"\u003eDepartment\u003c/li\u003e\n\u003cli data-list-item-id=\"eaea7fadee1e913c7bf79c0c2347300db\"\u003eLocation\u003c/li\u003e\n\u003cli data-list-item-id=\"e50f0be48a9c162e416dfa86e21862e6b\"\u003eLegal entity\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e*These fields will not be available via the Brex Dashboard.\u003c/p\u003e\u003ch2 id=\"h_01J8TWRVWY69BQQ0P9QK09T6S2\"\u003eHow the integration works\u003c/h2\u003e\u003col\u003e\n\u003cli data-list-item-id=\"eb8fe6ffc6690f4250bf6c668f8e433c4\"\u003e\n\u003cstrong\u003eConfigure Justworks integration: \u003c/strong\u003eWhen setting up a Brex account, admins should set up the integration with their Justworks account on the Team page (~5 min).\u003cbr\u003e \u003c/li\u003e\n\u003cli data-list-item-id=\"e8c2dd6df8c5719cf115f068988b7ebc9\"\u003e\n\u003cstrong\u003eSet up auto-provisioning: \u003c/strong\u003eSet up ‘Auto-Invite Settings’ on the Team page which will automatically add or remove users from Brex when they are added or removed from Justworks. While setting this up, admins can configure automatic issuance of cards and access as well.\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eYou can view integration setup instructions here: \u003ca href=\"https://www.brex.com/support/hris-integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBrex Help Center Article\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01J8TWRVWYS8WPWHVFYT4CP9X1\"\u003ePricing Information\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003eBrex Pricing: \u003c/strong\u003eYou can view \u003ca href=\"https://www.brex.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBrex's Pricing Plans here\u003c/a\u003e. New customers get 50,000 points after spending $10,000 on their Brex card when they sign up \u003ca href=\"https://www.brex.com/justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e or email \u003ca href=\"mailto:justworks@brex.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ejustworks@brex.com\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eIntegration Pricing: \u003c/strong\u003eBrex does not charge an add-on fee for this integration.\u003c/p\u003e\u003ch2 id=\"h_01J8TWRVWY1KAPDYZ5JMX1Y49S\"\u003eFrequently Asked Questions\u003c/h2\u003e\u003ch3 id=\"h_01JWETMPSKGB8H13CA9AE1ST36\"\u003eWho can use this integration?\u003c/h3\u003e\u003cp\u003eThis integration is available to customers on Justworks PEO plans starting September 2024, and Payroll customers starting January 2025. Customers on  Brex’s Premium and Enterprise plans can use this integration.\u003c/p\u003e\u003ch3 id=\"h_01JWETMXCHT8HXBZ25TCRST5PH\"\u003eHow much does this integration cost?\u003c/h3\u003e\u003cp\u003eThis integration is free.\u003c/p\u003e\u003ch3 id=\"h_01JWETN45T5945H9MM1GJBRF9N\"\u003eCan I apply the Justworks Discount if I’m already using the partner’s product/ service?\u003c/h3\u003e\u003cp\u003eUnfortunately not. Offers listed are available only for new customers of the product or service.\u003c/p\u003e\u003ch3 id=\"h_01JWETNACPCCCVATM9D7SWHQYH\"\u003eHow can I contact the partner?\u003c/h3\u003e\u003cp\u003eUse this \u003ca href=\"https://www.brex.com/solutions/startups?partnerId=justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks sign up link\u003c/a\u003e to learn more about Brex.\u003cstrong\u003e \u003c/strong\u003e\u003c/p\u003e\u003ch3 id=\"h_01JWETNMJQYAECK46J1EDYHK3J\"\u003eIn order to set up and use the integration, what permissions does an Admin need on Brex?\u003c/h3\u003e\u003cp\u003eBrex users must be one of the following roles to set up and use this integration:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e816432c11fd8524facf97d487b5abf33\"\u003eCard admin\u003c/li\u003e\n\u003cli data-list-item-id=\"ef9da3b945a9b83d596ce4bea8059b4ba\"\u003eAccount admin\u003c/li\u003e\n\u003cli data-list-item-id=\"e6a36db59aac583cd765f677135b1a8b4\"\u003eUser Management admin\u003cstrong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003e \u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01JWETP8NY6MXJTNY40MA1YB9Q\"\u003eHow often is data synced?\u003c/h3\u003e\u003cp\u003eData is synced every 24 hours.\u003c/p\u003e\u003ch3 id=\"h_01JWETP5BPKDR30CVE88Z6968A\"\u003eWhat employee types does this integration support?\u003c/h3\u003e\u003cp\u003eAll employee types are supported by this integration.\u003c/p\u003e\u003ch3 id=\"h_01JWETP0NPAMKEZAVTS082X6WM\"\u003eWill the integration expire?\u003c/h3\u003e\u003cp\u003eThis integration does not expire. If there is a connection issue, all account admins will be emailed to reconfigure the integration.\u003c/p\u003e\u003ch2 id=\"h_01J8TWRVWYDRTP28VBE4JNXHQY\"\u003eResources\u003c/h2\u003e\u003cp\u003e\u003ca href=\"https://www.brex.com/support/hris-integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eBrex Help Center Article\u003c/a\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Enterprise plans can use this \u003cem\u003eintegration\u003c/em\u003e. How much does this \u003cem\u003eintegration\u003c/em\u003e cost? This \u003cem\u003eintegration\u003c/em\u003e is free. Can I apply the Justworks","result_type":"article"},{"id":40672478305819,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/40672478305819.json","html_url":"https://help.justworks.com/hc/en-us/articles/40672478305819-Leapsome-Integration","author_id":404708732512,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2025-09-03T13:03:54Z","updated_at":"2026-07-28T19:17:15Z","name":"Leapsome Integration","title":"Leapsome Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-01-07T15:21:14Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J5DSMSE0P2KPPFR8SGRVNW0Z","01J8TVTD5AAZKHRCD8QFACJH5P","01K8XJHHMECWSPQMR28ZQW4233"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/40672451383195\" alt=\"Product_banner_PEO_Payroll_EOR_Employer.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO, Payroll and Employer of Record. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 1588/368; width: 38%;\" src=\"https://help.justworks.com/hc/article_attachments/40704442171291\" alt=\"Screenshot 2025-09-03 at 8.56.51 PM.png\" width=\"1588\" height=\"368\"\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.leapsome.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLeapsome\u003c/a\u003e is the AI-powered people platform for HR excellence and high-performing teams. It automates, connects, and simplifies all your HR processes — from onboarding and performance management to employee engagement and development.\u003c/p\u003e\u003cp\u003eWant to learn more about Leapsome's offerings? Click \u003ca href=\"https://www.leapsome.com/partners/partner-referrals\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e. \u003c/p\u003e\u003ch2 id=\"h_01K49EQTG203ZRMREJEN43SJZ5\"\u003eIntegration Overview\u003c/h2\u003e\u003ch3 id=\"h_01JPWFCBVXVWTXP4K8RYSFC38G\"\u003eThis integration enables:\u003c/h3\u003e\u003cp\u003e\u003cstrong\u003ePerformance Reviews\u003c/strong\u003e: Streamline and scale employee performance evaluations with customizable review cycles, built-in templates, and automated reminders — all designed to support productive, feedback-driven conversations.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eGoals\u003c/strong\u003e: Align teams and drive accountability by setting clear, measurable goals that track progress over time and integrate seamlessly with performance reviews and company priorities.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eCompensation\u003c/strong\u003e: Plan and manage merit-based compensation with data-informed tools that link performance outcomes to pay decisions, helping you reward top talent with clarity and confidence.\u003c/p\u003e\u003ch3 id=\"h_01JPWFCG6XW52Q5TPSBMYSV6HY\"\u003eWhat employee information is sent from Justworks to Leapsome?\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ef186e52de7dd0da76379ac7bb85948aa\"\u003eFirst Name\u003c/li\u003e\n\u003cli data-list-item-id=\"eefbdbe25c039eb1ae68ab09092ff3e1c\"\u003ePreferred Name\u003c/li\u003e\n\u003cli data-list-item-id=\"eb56993ce8074bf285bd33219501aefd6\"\u003eLast Name\u003c/li\u003e\n\u003cli data-list-item-id=\"e2ec199d8892dc7d062133ccfd68a080e\"\u003eWork Email\u003c/li\u003e\n\u003cli data-list-item-id=\"e28944e9e40594f1e2bebc1901d927525\"\u003ePhone Number\u003c/li\u003e\n\u003cli data-list-item-id=\"e4d65fe040527e2b4244c4f960ffdfcd6\"\u003eHome Location\u003c/li\u003e\n\u003cli data-list-item-id=\"e4fc2884078e46610945d2924caf3fb9c\"\u003eWork Location\u003c/li\u003e\n\u003cli data-list-item-id=\"e7e3beda46456897ba3f9815b94843c4f\"\u003eManager\u003c/li\u003e\n\u003cli data-list-item-id=\"e7adfa09cf5d5bacd352fd4dc5f12ffd6\"\u003eStart Date\u003c/li\u003e\n\u003cli data-list-item-id=\"e4fd55eecae284cbf2e8ab1c68bbafcdc\"\u003eEmployment status\u003c/li\u003e\n\u003cli data-list-item-id=\"e3d69249e56baa7b4ad890a3f67e44f2f\"\u003eHire date\u003c/li\u003e\n\u003cli data-list-item-id=\"e19530f74c675fd31322dbfdeb3410dd6\"\u003eTermination date\u003c/li\u003e\n\u003cli data-list-item-id=\"e984abd353820090bc54c140f01987825\"\u003eRemote data\u003c/li\u003e\n\u003cli data-list-item-id=\"e6005d959544008f2e9d359e95392194e\"\u003eDepartment\u003c/li\u003e\n\u003cli data-list-item-id=\"ef272ad30da224905d2065edaebd73ea1\"\u003eGender\u003c/li\u003e\n\u003cli data-list-item-id=\"ea7bcedb17566fabf35f8af0d73f3f8f7\"\u003eEthnicity\u003c/li\u003e\n\u003cli data-list-item-id=\"eef92e0536df2f265c484b2e04872f559\"\u003eDOB\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01JPWFCQCGKRW01BPFMPZWJT0D\"\u003eHow the integration works\u003c/h2\u003e\u003cp\u003eEasily import your employee data from Justworks to create Leapsome user accounts for all your people. As Leapsome syncs professional data like job title, department, and manager, their accounts will be ready to go from day one. There’s no need to manually assign teams or managers: Use the data from Justworks to create teams in Leapsome and transfer reporting lines between managers and direct reports. Any changes you make within Justworks will automatically appear in Leapsome, including new employees.\u003c/p\u003e\u003ch2 id=\"h_01JNYF783Y807ST82DH7NR7DGD\"\u003ePricing information\u003c/h2\u003e\u003cp\u003eLeapsome's AI-driven people platform is built to be modular, so you can select the specific features you need to elevate your HR operations and empower high-performing teams without paying for what you don’t use.\u003c/p\u003e\u003cp\u003eFor more details on Leapsome's pricing visit their \u003ca href=\"https://www.leapsome.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epricing page\u003c/a\u003e. \u003c/p\u003e\u003ch2 id=\"h_01JNYF783YTTKKTR4C2AHV954B\"\u003eFrequently Asked Questions\u003c/h2\u003e\u003ch3 id=\"h_01JPWFD2X7RV9VVE9Z6ZQQ9M8Q\"\u003eWho can use this integration?\u003c/h3\u003e\u003cp\u003eThis integration is available to customers on PEO, Payroll, and EOR plans.\u003c/p\u003e\u003ch3 id=\"h_01JPWFE8HA0VN5T7648W5VYPBR\"\u003eHow much does this integration cost?\u003c/h3\u003e\u003cp\u003ePEO, Payroll, and EOR customers with an active Justworks account and an active Leapsome account can use this integration for no additional cost.\u003c/p\u003e\u003ch3 id=\"h_01JPWFE4ZRMAMEGY6AWJHTHBR0\"\u003eWhere can I find partner pricing?\u003c/h3\u003e\u003cp\u003eFor more details on Leapsome's pricing visit their \u003ca href=\"https://www.leapsome.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epricing page\u003c/a\u003e. \u003c/p\u003e\u003ch3 id=\"h_01JPWFE07K7JPSP6HRCQ7FF954\"\u003eHow can I contact the partner?\u003c/h3\u003e\u003cp\u003eContact Leapsome at \u003ca href=\"partnerships@leapsome.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epartnerships@leapsome.com\u003c/a\u003e\u003c/p\u003e\u003ch3 id=\"h_01JPWFDWK2KTXN8PDNXMFHEX30\"\u003eIn order to set up and use the integration, what permissions does an Admin need on Leapsome?\u003c/h3\u003e\u003cp\u003eAccount Administrators have access to create and manage the HRIS integration.\u003c/p\u003e\u003ch3 id=\"h_01JPWFDR7BY6GBZKZPW1NS2NDX\"\u003eHow often is data synced?\u003c/h3\u003e\u003cp\u003eData is synced daily.\u003c/p\u003e\u003ch3 id=\"h_01JPWFDN0XEGYZAYRA0FS2Q3M6\"\u003eWhat employee types does this integration support?\u003c/h3\u003e\u003cp\u003eAll employees are supported by this integration.\u003c/p\u003e\u003ch3 id=\"h_01JPWFDJ2MGDS6VEJ17JHWZ9M4\"\u003eWill the integration expire?\u003c/h3\u003e\u003cp\u003eThe integration does not expire.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003ch2 id=\"h_01K493XJVYMMPW1MXAFG2T05K8\"\u003e \u003c/h2\u003e","user_segment_ids":[],"snippet":"employees are supported by this \u003cem\u003eintegration\u003c/em\u003e. Will the \u003cem\u003eintegration\u003c/em\u003e expire? The \u003cem\u003eintegration\u003c/em\u003e does not expire. Disclaimer This","result_type":"article"},{"id":29603940566811,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/29603940566811.json","html_url":"https://help.justworks.com/hc/en-us/articles/29603940566811-Trainual-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936386025755,"created_at":"2024-09-27T23:12:09Z","updated_at":"2025-12-16T18:59:53Z","name":"Trainual Integration","title":"Trainual Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-16T18:59:53Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKTKNVAE1C87921WHJGWB"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32180376058907\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/29603963758875\" width=\"312\" height=\"86\"\u003e\u003c/p\u003e\u003cp\u003eTrusted by thousands of companies worldwide, \u003ca href=\"https://trainual.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTrainual \u003c/a\u003eoffers an intuitive platform that lets businesses document and scale their processes, making onboarding, training, and knowledge sharing a breeze. By centralizing important company information, Trainual empowers teams to work productively, ensuring everyone is on the same page as the business grows.\u003c/p\u003e\u003cp\u003eWant to learn more about Trainual’s offerings? Click \u003ca href=\"https://trainual.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01J8TW0TM83C0TK55ZMK6HCPE6\"\u003eIntegration Overview\u003c/h2\u003e\u003cp\u003eStreamline employee onboarding with the Trainual x Justworks integration. Justworks automatically adds employees to your Trainual account so all you have to do is assign the content your team needs to know, and they’ll get up to speed all on their own.\u003c/p\u003e\u003ch3 id=\"h_01KCM8EJP35BW9X3TMKGYFMVC4\"\u003eThis integration enables:\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e67d5229e54a7b489495a1c998eca3c0e\"\u003e\n\u003cstrong\u003eFaster new hire onboarding: \u003c/strong\u003eautomatically assign your team the right training on day one.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9822c78a593960a09304da896eed3fac\"\u003e\n\u003cstrong\u003eAutomated org chart updates: \u003c/strong\u003eYour team is constantly changing. Spend less time managing user seats with data that syncs daily from Justworks to Trainual.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KCM8ERQ8TENCQ94MRAN76B7F\"\u003eWhat information is sent from Justworks to Trainual?\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e184678ceeb8b45058183cd67c2422767\"\u003eEmployee First Name\u003c/li\u003e\n\u003cli data-list-item-id=\"ece4d2867e6c4038ad499c2cd9d56a1df\"\u003eEmployee Last Name\u003c/li\u003e\n\u003cli data-list-item-id=\"e483487294f79ff9578f6347aad1349e2\"\u003eEmployee phone number\u003c/li\u003e\n\u003cli data-list-item-id=\"e549017c27256fdea1ec3e8de3d3b46eb\"\u003eEmployee email\u003c/li\u003e\n\u003cli data-list-item-id=\"e629f304a0bad7f2e7de61d61f07b538c\"\u003eEmployee Manager\u003c/li\u003e\n\u003cli data-list-item-id=\"eb8cdd43a861e663fac96093f809d1660\"\u003eJob Title\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01J8TW0TM86SWT09PBDYNQGMYD\"\u003eHow the integration works\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eSimply navigate to \u003c/span\u003e\u003ca href=\"https://trainual.com/integrations/justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTrainual’s integration page\u003c/a\u003e\u003cspan style=\"background-color: #ffffff;\"\u003e, click to connect and authenticate your Justworks account, and you’ll be able to automatically import your team into Trainual.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eIf someone is removed from your Justworks account, Trainual will notify your admins that a user has been removed from Justworks and will prompt them to remove the user from Trainual.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eYou can view integration set up instructions here: \u003c/span\u003e\u003ca href=\"https://help.trainual.com/en/articles/5251420-justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTrainual Help Center Article\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01J8TW0TM87JDZ5TPRDMP6VSYZ\"\u003ePricing information\u003c/h2\u003e\u003cp\u003e\u003cstrong\u003eTrainual pricing: \u003c/strong\u003eYou can view \u003ca href=\"https://trainual.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTrainual's Pricing Plans here\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eIntegration pricing:\u003c/strong\u003e Trainual does not charge an add-on fee to use this integration.\u003c/p\u003e\u003ch2 id=\"h_01J8TW0TM8AW5611GM7VXCGCZK\"\u003eFrequently Asked Questions\u003c/h2\u003e\u003ch3 id=\"h_01KCM8FB4AW9H2YMKHAR1ZY6PS\"\u003eWho can use this integration?\u003c/h3\u003e\u003cp\u003eThis integration is available to customers on Justworks PEO plans starting September 2024, and Payroll customers starting January 2025. Customers on any Trainual plan can use this integration.\u003c/p\u003e\u003ch3 id=\"h_01KCM8FHRA8Z3RV7NXQRZ02973\"\u003eHow much does this integration cost?\u003c/h3\u003e\u003cp\u003eThis integration is free.\u003c/p\u003e\u003ch3 id=\"h_01KCM8FSFRNW298MR1HC47MXB4\"\u003eCan I apply the Justworks Discount if I’m already using the partner’s product/ service?\u003c/h3\u003e\u003cp\u003eUnfortunately not. Offers listed are available only for new Trainual customers.\u003c/p\u003e\u003ch3 id=\"h_01KCM8FYSDRK4EWX5TQ2F9NFXD\"\u003eHow can I contact the partner?\u003c/h3\u003e\u003cp\u003eContact the partner \u003ca href=\"https://trainual.com/demo?utm_campaign=justworks-partners-2024\u0026amp;utm_medium=justworks-profile\u0026amp;utm_source=justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003ch3 id=\"h_01KCM8GD5YAN1HW72P82587JXW\"\u003eIn order to set up and use the integration, what permissions does an Admin need on Trainual?\u003c/h3\u003e\u003cp\u003eAdmin or Billing Admin permissions are required to set up and use the integration.\u003c/p\u003e\u003ch3 id=\"h_01KCM8GFVBBEQ2N4MH23A2NBX7\"\u003eHow often is data synced?\u003c/h3\u003e\u003cp\u003eData is synced every 24 hours.\u003c/p\u003e\u003ch3 id=\"h_01KCM8GMNFJGY34QY5A1YVXGE5\"\u003eWhat employee types does this integration support?\u003c/h3\u003e\u003cp\u003eThis integration supports Full-Time, Part-Time, Intern, Contractor, and Temporary employee types.\u003c/p\u003e\u003ch3 id=\"h_01KCM8GRGYPMP0W01PZN3BEB65\"\u003eWill the integration expire?\u003c/h3\u003e\u003cp\u003eThe integration doesn’t expire unless you explicitly turn it off on the Trainual integration page. If changes are made to the integration, Trainual will notify the account of any necessary actions. \u003c/p\u003e\u003ch2 id=\"h_01J8TW0TM8GEYN2R4CKE6T6RQG\"\u003eResources\u003c/h2\u003e\u003cp\u003e\u003ca href=\"https://help.trainual.com/en/articles/5251420-justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTrainual Help Center Article\u003c/a\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Trainual plan can use this \u003cem\u003eintegration\u003c/em\u003e. How much does this \u003cem\u003eintegration\u003c/em\u003e cost? This \u003cem\u003eintegration\u003c/em\u003e is free. Can I apply the Justworks","result_type":"article"},{"id":20750805296283,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/20750805296283.json","html_url":"https://help.justworks.com/hc/en-us/articles/20750805296283-Lever-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":5,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2023-11-28T17:01:49Z","updated_at":"2025-12-30T20:33:27Z","name":"Lever Integration","title":"Lever Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-30T20:33:27Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKMJGNY3G7030660W9R27"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32201544910363\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01J2A5JKM85QZX6SPBKWW0YY38\"\u003eOverview\u003c/h2\u003e\u003cp\u003eThe Justworks integration with Lever makes onboarding employees to Justworks faster and more efficient. Justworks customers with active Lever accounts can receive automated reminders to invite new hires to Justworks and seamlessly send candidate information from Lever to Justworks.\u003c/p\u003e\u003ch2 id=\"h_01J2A5K76X7N84M3ZEV95D2T3R\"\u003eHow to Setup the Integration\u003c/h2\u003e\u003cp\u003eLog into your Justworks account, scroll down to the \u003cstrong\u003eCompany\u003c/strong\u003e section on the left-side Navigation bar, and select \u003cstrong\u003eIntegrations\u003c/strong\u003e. From there, click on \u003cstrong\u003eLever\u003c/strong\u003e within the \u003cstrong\u003eHuman Resources\u003c/strong\u003e section.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750805158939\" width=\"652\" height=\"518\"\u003e\u003c/p\u003e\u003cp\u003eOnce you’re on the overview page, click “\u003cstrong\u003eSetup\u003c/strong\u003e” on the right side of the page.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750849799067\" width=\"658\" height=\"392\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote\u003c/strong\u003e: Ensure you have permissions to Manage API credentials and manage integrations in Lever. This is usually granted to Super Admins.\u003c/p\u003e\u003cp\u003eThe integration is set up in three simple steps:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e0c8bbfa1031c822802d5e01256a7a521\"\u003eConnect Your Lever Account\u003c/li\u003e\n\u003cli data-list-item-id=\"eeff593c95af1b1763109da600edd39b2\"\u003eCreate Webhook\u003c/li\u003e\n\u003cli data-list-item-id=\"e5e7f8cd0c92b185e05691c7733e08d49\"\u003eEnable Webhook\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eClick “\u003cstrong\u003eGet started\u003c/strong\u003e” to begin.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750818280475\" width=\"463\" height=\"430\"\u003e\u003c/p\u003e\u003cp\u003eNext, click “\u003cstrong\u003eConnect to Lever\u003c/strong\u003e.”\u003c/p\u003e\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750805179675\" width=\"463\" height=\"428\"\u003e\u003c/strong\u003e\u003c/p\u003e\u003cp\u003eYou’ll be brought to a page where Justworks requests access to your Lever account. Click “\u003cstrong\u003eAccept\u003c/strong\u003e” to continue.\u003cstrong\u003e”\u003c/strong\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750849821979\" width=\"297\" height=\"589\"\u003e\u003c/strong\u003e\u003c/p\u003e\u003cp\u003eThe page will return to Justworks, and the webhook will be created automatically. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750818297883\" width=\"509\" height=\"451\"\u003e\u003c/strong\u003e\u003c/p\u003e\u003cp\u003eThe last step is to \u003cstrong\u003eEnable the webhook in Lever. \u003c/strong\u003eFollow the instructions listed to:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"efcc51e35edc59db29575298021d2af4d\"\u003eVisit Lever’s webhooks page.\u003c/li\u003e\n\u003cli data-list-item-id=\"ec8e2fc5af5287bf911ac696fdf302399\"\u003eFind the \u003cstrong\u003eCandidate Hired\u003c/strong\u003e webhook and turn it on.\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"edab0ec0746d397565cf6aab0696f14da\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eSelect the ^ to expand the section and then \u003cstrong\u003eVerify Connection.\u003c/strong\u003e If the integration is working, the text will change to \u003cstrong\u003eVerified.\u003c/strong\u003e\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eOnce that’s complete, return to Justworks and click “Finish setup” at the bottom of the page.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750805197595\" width=\"489\" height=\"663\"\u003e\u003c/p\u003e\u003cp\u003eYou’ll be brought back to the Lever overview page, where you can see the integration status as “\u003cstrong\u003eConnected\u003c/strong\u003e.”\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750849843995\" width=\"563\" height=\"375\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01J2A5KNNQ7JZS3Y5MXM9Y9AMP\"\u003e\u003cstrong\u003eHow to Use the Integration\u003c/strong\u003e\u003c/h2\u003e\u003cp\u003eLog into your Lever account and find a candidate you’d like to mark as “\u003cstrong\u003eHired\u003c/strong\u003e.” If you don’t have a candidate added, learn how to add one from Lever’s Help Center \u003ca href=\"https://help.lever.co/hc/en-us/articles/360030955251-Adding-candidates\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eFrom the “\u003cstrong\u003eCandidates\u003c/strong\u003e” page, click “\u003cstrong\u003eChoose Job\u003c/strong\u003e” and select one for the candidate. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750843010587\" width=\"598\" height=\"432\"\u003e\u003c/p\u003e\u003cp\u003eNext, click “\u003cstrong\u003eSee Offer Details\u003c/strong\u003e” and complete the information you want to sync with Justworks.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750805214235\" width=\"584\" height=\"524\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote\u003c/strong\u003e: Justworks will only accept “hour (wage)” or “year (salary) from the “Type of earnings” dropdown.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750849857691\" width=\"585\" height=\"341\"\u003e\u003c/p\u003e\u003cp\u003eWhen you’re ready to continue, click “\u003cstrong\u003eNext Step\u003c/strong\u003e” on the bottom right of the page.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750818342811\" width=\"588\" height=\"389\"\u003e\u003c/p\u003e\u003cp\u003eOn the Approval page, select “\u003cstrong\u003eNext Step\u003c/strong\u003e”.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750805230491\" width=\"590\" height=\"248\"\u003e\u003c/p\u003e\u003cp\u003eOn the “\u003cstrong\u003eOffer Letter\u003c/strong\u003e” page, select “\u003cstrong\u003eSending offer outside of Lever?\u003c/strong\u003e”\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750833989147\" width=\"587\" height=\"190\"\u003e\u003c/p\u003e\u003cp\u003eOnce the candidate has signed the offer, select “\u003cstrong\u003eCandidate Signed\u003c/strong\u003e” and “\u003cstrong\u003eMark offer as signed\u003c/strong\u003e.”\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750818359323\" width=\"667\" height=\"155\"\u003e\u003c/p\u003e\u003cp\u003eBack at the candidate’s page, click “\u003cstrong\u003eNew Lead\u003c/strong\u003e” and select “\u003cstrong\u003eHired\u003c/strong\u003e” from the dropdown.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750805250971\" width=\"586\" height=\"406\"\u003e\u003c/p\u003e\u003cp\u003eWhen a candidate is marked as 'hired' in Lever, all Justworks admins with ‘Manage employees’ permissions will receive an email titled 'A candidate has been hired in Lever!' with a link to send the candidate’s information to Justworks so that you can create their account.\u003c/p\u003e\u003cp\u003eBack in Justworks, go to \u003cstrong\u003eManage \u0026gt; Employees\u003c/strong\u003e and see that you have one pending hire. Click “\u003cstrong\u003eReview\u003c/strong\u003e” to take action on this hire.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750849891099\" width=\"680\" height=\"257\"\u003e\u003c/p\u003e\u003cp\u003eClick “\u003cstrong\u003eReview \u0026amp; Invite\u003c/strong\u003e” to confirm or edit any information, and click “\u003cstrong\u003eInvite New Member\u003c/strong\u003e” at the bottom to invite the new hire to Justworks.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/20750843066267\" width=\"707\" height=\"201\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01J2A5M0ZQPTSFGJX5C1GFCE3P\"\u003eAdditional Resources\u003c/h2\u003e\u003cp\u003eFor additional information not covered here, reach out to \u003ca href=\"mailto:support@justworks.com\"\u003esupport@justworks.com\u003c/a\u003e.\u003c/p\u003e\u003cp\u003eClick \u003ca href=\"https://help.lever.co/hc/en-us/articles/22215679102093-Enabling-and-using-the-Justworks-integration\"\u003ehere\u003c/a\u003e to visit the Lever Support article.\u003c/p\u003e\u003ch2 id=\"h_01KCHTYHNJ17KHTF3FCZDWXNDG\"\u003eFrequently Asked Questions\u003c/h2\u003e\u003ch3 id=\"h_01KCHTYWW091YB7QQP7T4HJEQR\"\u003eWhat permissions do I need to use this integration?\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e2bd7e41a9d81a63d6bdf4aae094b4991\"\u003eIn Justworks, Admins need \u003cstrong\u003eManage employees\u003c/strong\u003e permissions.\u003c/li\u003e\n\u003cli data-list-item-id=\"e258c5cefc9eadaa5b9b3f5cbe7517619\"\u003eIn Lever, users need \u003cstrong\u003eManage API\u003c/strong\u003e credentials and \u003cstrong\u003emanage integrations\u003c/strong\u003e permissions.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KCHTZ0QV9SRS6HYWPQE5J6ZV\"\u003eWhat fields will sync from Lever to Justworks?\u003c/h3\u003e\u003cp\u003eWhenever a candidate is marked as hired in Lever, we’ll automatically pull in the following data:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e397fd20c4d1e5462cf8c055b8b347f85\"\u003eMember type\u003c/li\u003e\n\u003cli data-list-item-id=\"e00d9b05a714478ef45c2fe31bd8afbff\"\u003eCompensation amount (salary or wage)\u003c/li\u003e\n\u003cli data-list-item-id=\"e4875daee683ef74cdee30bf74efc84b6\"\u003eType of earnings (salary or wage)\u003c/li\u003e\n\u003cli data-list-item-id=\"ec57fbecdba80f9901d1fe45e64c566c5\"\u003eExemption status\u003c/li\u003e\n\u003cli data-list-item-id=\"e1acd5e34f05a90fecbf73571aa5321b5\"\u003eFirst name\u003c/li\u003e\n\u003cli data-list-item-id=\"ec323a48aee3ace29b1f47f8e3a570fd7\"\u003eLast name\u003c/li\u003e\n\u003cli data-list-item-id=\"e3fb568c964210369148a73a6f96c2534\"\u003eTitle\u003c/li\u003e\n\u003cli data-list-item-id=\"efd2d525ec5713964769afa4a245e83a2\"\u003eManager *\u003c/li\u003e\n\u003cli data-list-item-id=\"e00fa0d183044ac472f9a3b48b81ba103\"\u003eDepartment\u003c/li\u003e\n\u003cli data-list-item-id=\"ea4bb8ae57e9f66f23ef3ac04f8f23d6b\"\u003eOffice\u003c/li\u003e\n\u003cli data-list-item-id=\"e71222ea5cbb03bf4c65507f9bea2c28c\"\u003eStart date *\u003c/li\u003e\n\u003cli data-list-item-id=\"e05003c2ff51bb06fad0dae555d22f87a\"\u003eHome email\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e*Justworks will only pull in these fields if you’ve gone through \u003ca href=\"https://help.lever.co/hc/en-us/articles/206229896-Building-offer-approval-workflows\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLever's offer workflow\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote\u003c/strong\u003e: Candidate files and/or resumes will not sync to Justworks.\u003c/p\u003e\u003ch3 id=\"h_01KCHTZ5R94R0MJ7KC5D5WNMFZ\"\u003eWhat happens if the person who set up the integration can no longer access Lever?\u003c/h3\u003e\u003cp\u003eIf the person who sets up the integration has their permissions in Lever change, or if they lose access to Lever, the integration will need to be disconnected and set up again.\u003c/p\u003e\u003ch3 id=\"h_01KCHTZ9559RQCWE067WKWNK66\"\u003eWill the integration expire?\u003c/h3\u003e\u003cp\u003eYes, the integration will expire 12 months after it is set up. Admins will be notified 14 days and 7 days prior, informing them that the integration is expiring, and will be provided with instructions on how to refresh the integration. For the Lever integration, it will need to be disconnected and reconnected.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Lever, the \u003cem\u003eintegration\u003c/em\u003e will need to be disconnected and set up again. Will the \u003cem\u003eintegration\u003c/em\u003e expire? Yes, the \u003cem\u003eintegration\u003c/em\u003e will expire","result_type":"article"},{"id":11976219627675,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/11976219627675.json","html_url":"https://help.justworks.com/hc/en-us/articles/11976219627675-Greenhouse-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":2,"vote_sum":0,"vote_count":0,"section_id":32936386025755,"created_at":"2023-01-11T19:30:24Z","updated_at":"2026-06-15T14:56:25Z","name":"Greenhouse Integration","title":"Greenhouse Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-15T14:56:24Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKMJGNY3G7030660W9R27"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/36458139471387\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01HD1KKX94JP7VN7WCPZ2S3ZNN\"\u003eOverview\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eJustworks’ integration with Greenhouse Recruiting allows you to send candidate information to Justworks each time you mark a candidate as ‘Hired’ in Greenhouse.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003ciframe src=\"//www.youtube-nocookie.com/embed/9vL5bXohk-U\" width=\"560\" height=\"315\" frameborder=\"0\" allowfullscreen=\"\"\u003e\u003c/iframe\u003e\u003c/p\u003e\u003ch2 id=\"h_01HD1KKX94BEY7QR7C54V4HJWV\"\u003eHow to Set Up the Integration\u003c/h2\u003e\u003cp style=\"-webkit-text-stroke-width: 0px; background-color: #ffffff; color: #1c1d1f; font-family: ' Gotham SSm A' , ' Gotham SSm B' , sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003eLog into your Justworks account, navigate to \u003cstrong\u003eCompany\u003c/strong\u003e settings and select \u003cstrong\u003eIntegrations\u003c/strong\u003e. From there, click on \u003cstrong\u003eGreenhouse\u003c/strong\u003e within the \u003cstrong\u003eHiring\u003c/strong\u003e category.\u003c/p\u003e\u003cp style=\"-webkit-text-stroke-width: 0px; background-color: #ffffff; color: #1c1d1f; font-family: ' Gotham SSm A' , ' Gotham SSm B' , sans-serif; font-size: 16px; font-style: normal; font-variant-caps: normal; font-variant-ligatures: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-decoration-color: initial; text-decoration-style: initial; text-decoration-thickness: initial; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px;\"\u003e\u003cimg style=\"border: 3px solid black; height: 523px; max-width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/26672759743003\" width=\"666\" height=\"491\"\u003e\u003c/p\u003e\u003cp\u003eWithin the Greenhouse integration page, select \u003cstrong data-renderer-mark=\"true\"\u003eSET UP\u003c/strong\u003e on the right hand side.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2570/1360;\" src=\"https://help.justworks.com/hc/article_attachments/51721086867355\" alt=\"Screenshot 2026-06-04 at 6.36.39 PM.png\" width=\"2570\" height=\"1360\"\u003e\u003c/figure\u003e\u003cp data-renderer-start-pos=\"1086\"\u003eContinue to follow the steps outlined on the \u003cstrong data-renderer-mark=\"true\"\u003eSet up Greenhouse and Justworks integration\u003c/strong\u003e page:\u003c/p\u003e\u003cul class=\"ak-ul\" data-indent-level=\"1\"\u003e\n\u003cli data-list-item-id=\"eb03a8e4c082a9e5e2153051221a585dd\"\u003e\u003cp data-renderer-start-pos=\"1184\"\u003eStep 1:\u003cstrong data-renderer-mark=\"true\"\u003e Review the form in Greenhouse\u003c/strong\u003e\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e25fc36a49d06c2f388db5d611e250e69\"\u003e\u003cp data-renderer-start-pos=\"1225\"\u003eStep 2:\u003cstrong data-renderer-mark=\"true\"\u003e Create a new web hook in Greenhouse\u003c/strong\u003e\u003c/p\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e17fc5a5f6d5b44a18328ed1c2ca7443b\"\u003eStep 3:\u003cstrong data-renderer-mark=\"true\"\u003e Test Integration\u003c/strong\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003cp data-pm-slice='1 1 [\"panel\",{\"panelType\":\"info\",\"panelIcon\":null,\"panelIconId\":null,\"panelIconText\":null,\"panelColor\":null}]'\u003eAfter creating the web hook in Greenhouse, be sure to come back to Justworks and complete \u003cstrong\u003eStep 3: Test Integration\u003c/strong\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong data-renderer-mark=\"true\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/16122919857947\" alt=\"Screen\"\u003e\u003c/strong\u003e\u003c/p\u003e\u003ch2 id=\"h_01HD1KKX955PFFKYK6RR784DCC\"\u003eHow to Use the Integration\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWhen a candidate is marked as hired in Greenhouse, all Justworks admins with ‘Manage employees’ permissions will receive an email titled '\u003cstrong\u003eA candidate has been hired in Greenhouse!'\u003c/strong\u003e with a link to send the candidate’s information to Justworks so that you can create their account.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eClick the '\u003cstrong\u003eGet Started'\u003c/strong\u003e button from the email, and the candidate’s information will be pre-populated in the 'Add a person or vendor' page in Justworks.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672759745179\" alt=\"image1.png\" width=\"412\" height=\"583\"\u003e \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672759749019\" alt=\"image2.png\" width=\"484\" height=\"488\"\u003e\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K2JE6KEGJBEBWWXGEH53XG0W\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eBy default, the following fields will sync through the integration:\u003c/span\u003e\u003c/h3\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e68daebc46a7eee194192268b128253fd\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eEmployment type\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"ed7ae4dfe21cc892068e4b535c609d966\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eFirst name\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e65aa475b9dd6ebfc91a5e05bc84802dc\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eLast name\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"eeac154acf8ed845dd2134af4a25a894c\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eStart date\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"edbc15618e7ed20934b264799a1e36431\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eHome email\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01K2JE6Y86F8X5MF0JAKGY3K9N\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eCustom Fields\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWe can pull in additional data from the Offer Details with custom fields. From your Dashboard in Greenhouse, go to \u003cstrong\u003eConfigure (top right gear icon) \u0026gt; Custom Options \u0026gt; Offers \u0026gt; Add field\u003c/strong\u003e. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eThe field names must be entered exactly as they are shown below. Here are the fields we can import:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e5e07d45759a78833e8aca72571c95863\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eAnnual vs Hourly\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"eab319a815bfa81c98edeb81e96b3a5ae\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eAnnual Salary\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e14d664cdc15c4005aefa23d992cee26d\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eHourly Rate\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e34d23bab94204685426d3d4243592fbc\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eWorker type\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e886189c3edaf105c84dc20647c945d39\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eExemption Status\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e1319b237cfc3d2408a2418d28b46358b\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eTitle\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e2f11cda8c0ce98760d76b553da994f2a\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eManager\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e514d4211924d5eab7c4aab0e0456d48e\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eDepartment\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e3de680329d037283c3d6025fa1084df0\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eOffice\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"color: #222222;\"\u003eThere are a few details to take note of when setting up the field options and when completing the offer for the candidate:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #222222;\" data-list-item-id=\"ec21793749cf8f669f5ebb780c99845bc\"\u003e\n\u003cspan style=\"color: #222222;\"\u003e\u003cstrong\u003eAnnual vs Hourly\u003c/strong\u003e — options must be Annual Salary or Hourly Rate\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #222222;\" data-list-item-id=\"e2c91fb282d728163fec86f661810cc50\"\u003e\n\u003cspan style=\"color: #222222;\"\u003e\u003cstrong\u003eDepartment\u003c/strong\u003e — options must be the exact department names as they exist in Justworks\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #222222;\" data-list-item-id=\"e94d91e81bac034b43ebf08f1a0bead86\"\u003e\u003cspan style=\"color: #222222;\"\u003e\u003cstrong\u003eOffice\u003c/strong\u003e — options must be the exact office names as they exist in Justworks\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003ePlease Note: \u003c/strong\u003eIf you don't add custom fields for \u003cstrong\u003eTitle, Department,\u003c/strong\u003e and \u003cstrong\u003eOffice\u003c/strong\u003e in the Offer Details, the integration will sync available information from Greenhouse’s job posts for the new hire.\u003c/span\u003e\u003c/p\u003e\u003ch2 class=\"p1\" id=\"h_01HD1KKX95BM9V2HDW4HWSYGA9\"\u003ePending Hires Table\u003c/h2\u003e\u003cp class=\"p2\"\u003eOnce the integration is set up, all pending hires can be easily accessed and viewed within the \u003cstrong\u003eTeam management\u003c/strong\u003e page by selecting the '\u003cstrong\u003eREVIEW\u003c/strong\u003e' button.\u003c/p\u003e\u003cp class=\"p2\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/14680999698587\" alt=\"Screen_Shot_2023-04-18_at_6.31.29_PM.png\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIf you manually added an employee \u003cspan class=\"wysiwyg-underline\"\u003ebefore\u003c/span\u003e using the integration, click 'REVIEW' and select the trash icon next to the employee that you'd like to delete from the 'Pending Hires' table.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HD1KKX95QCRSNFZFCR90JSBG\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eAlerts\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eJustworks will alert you of any pending new hires from Greenhouse in two places.\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"edad240e6d7a7a0cbdd2cc3e6cbf7c45c\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eThe first is front and center on your Justworks dashboard under the 'Find people...' search bar\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e976daa744e197a15acd6e73e91ecd67f\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eClick the 'ALERTS' button above the calendar, which will pop out the alerts panel from the right.\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/14679152577691\" alt=\"Screen_Shot_2023-04-18_at_6.05.47_PM.png\" width=\"585\" height=\"132\"\u003e\u003c/p\u003e\u003ch3 id=\"h_01HD1KKX95HKQXMYG9H3RKV1JF\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/14679577924123\" alt=\"Screen_Shot_2023-04-18_at_6.07.35_PM.png\" width=\"585\" height=\"189\"\u003e\u003c/h3\u003e\u003ch2 id=\"h_01K2JEBT96XM510GRDKRC1HEMV\"\u003eSetting up Custom Fields\u003c/h2\u003e\u003cp\u003ePlease use the screenshots below as a reference when adding custom fields. Be sure to match \u003cstrong\u003eField name\u003c/strong\u003e, \u003cstrong\u003eField type\u003c/strong\u003e, and \u003cstrong\u003eOptions \u003c/strong\u003e(if applicable) exactly as they are shown. For fields with custom options, type each on a new line.\u003c/p\u003e\u003ch3 id=\"h_01K2JEF4EDP256KR01V6V8FX73\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eAnnual vs Hourly\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672774146843\" width=\"500\" height=\"621\"\u003e\u003c/span\u003e\u003cbr\u003e \u003c/p\u003e\u003ch3 id=\"h_01K2JEF8YSKF0YS3S7K0ZNYN3E\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eAnnual Salary\u003c/span\u003e\u003cbr\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672774149531\" width=\"500\" height=\"434\"\u003e\u003c/span\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eHourly Rate\u003c/span\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672774156315\" width=\"500\" height=\"431\"\u003e\u003c/span\u003e\u003cbr\u003e \u003c/h3\u003e\u003ch3 id=\"h_01K2JEFYHCJJWVK5ADW265YHNW\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eWorker Type\u003c/span\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672774166171\" width=\"500\" height=\"619\"\u003e\u003c/span\u003e\u003cbr\u003e \u003c/h3\u003e\u003ch3 id=\"h_01K2JEG8C3NK37RR5G6CABX8SB\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eExemption Status\u003c/span\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672774170523\" width=\"500\" height=\"621\"\u003e\u003c/span\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eTitle\u003c/span\u003e\n\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672759768731\" width=\"500\" height=\"438\"\u003e\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K2JEHNTNM4SFV5514JF98R4S\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eManager\u003c/span\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672759776155\" width=\"500\" height=\"431\"\u003e\u003c/span\u003e\n\u003c/h3\u003e\u003ch3 id=\"h_01K2JEJ5C9WPWZTNSCVCD1S6K5\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003e\u003c/span\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eDepartment\u003c/span\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672759778587\" width=\"500\" height=\"624\"\u003e\u003c/span\u003e\n\u003c/h3\u003e\u003ch3 id=\"h_01K2JEJ5C90YTCCFZ7RT55QD8B\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003e\u003c/span\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eOffice\u003c/span\u003e\u003cbr\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/26672774189851\" width=\"500\" height=\"622\"\u003e\u003c/span\u003e\n\u003c/h3\u003e\u003ch2 id=\"h_01HD1KKX95NK0PCVKCKT7V5TFY\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003eFrequently Asked Questions\u003c/span\u003e\u003cbr\u003e \u003c/h2\u003e\u003ch3 id=\"h_01K2JE906CYCR3TQG4273H82G1\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWho is notified when a candidate is marked as hired in Greenhouse?\u003c/span\u003e\u003c/h3\u003e\u003cp id=\"h_01K2JE97SH0WB42AKSWG1Q84TH\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWhen a candidate is marked as hired in Greenhouse, all Justworks admins with ‘Manage employees’ permissions will receive an email from Justworks with a link to create the new hire’s account in Justworks.\u003c/span\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K2JE9EBGN9DBC263T038KXTE\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIs there a fee for connecting or disconnecting the integration?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eNo\u003c/span\u003e\u003cbr\u003e \u003c/p\u003e\u003ch3 id=\"h_01K2JE9PTFMEF1YAGTRR0GP00D\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIs the Greenhouse Integration available to all Justworks customers?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eThe Greenhouse integration is available to Justworks customers who are paying for a PEO plan.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01K2JE9W5QA82ESVA0GBKAGK1Z\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIs the integration between Justworks and Greenhouse Recruiting or Justworks and Greenhouse Onboarding?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eThe integration is only between Justworks and Greenhouse Recruiting.\u003c/span\u003e\u003cbr\u003e \u003c/p\u003e\u003ch3 id=\"h_01K2JEA3VZJ9GV2NRG1Q77XZRM\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eThe integration is not working. What should I do?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eFirst, make sure that you’ve clicked '\u003cstrong\u003eCONFIRM INTEGRATION'\u003c/strong\u003e from the set up page in Justworks. If you’re still having issues, please contact us at \u003c/span\u003e\u003ca href=\"mailto:integrations@justworks.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003esupport@justworks.com\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e.\u003c/span\u003e\u003cbr\u003e \u003c/p\u003e\u003ch3 id=\"h_01K2JEADNQT193JZ8E8WCFB7FN\"\u003eDo I need to have any specific permissions in Greenhouse?\u003c/h3\u003e\u003cp\u003eYes! In order to create the webhook, a Site Admin can grant another admin permission by going to Configure (top right gear icon) \u0026gt; Users \u0026gt; select an admin \u0026gt; scroll down to Developer Permissions \u0026gt; check the box next to 'Manage and configure web hooks'\u003c/p\u003e\u003ch3 id=\"h_01K2JEAK5Z97S58ZAR4Z9B7KDH\"\u003eHow do I give an admin the 'Manage Employees' permission in Justworks?\u003c/h3\u003e\u003cp\u003eFor help with granting the 'Manage Employees' permission to an admin on Justworks, please refer to \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004475952-Company-Level-Permissions\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis article\u003c/a\u003e in our Help Center.\u003c/p\u003e\u003ch3 id=\"h_01K2JEBNJAVE3NN9ZDXVPNR44S\" data-renderer-start-pos=\"6692\"\u003eCan I turn the Greenhouse integration off?\u003c/h3\u003e\u003cp data-renderer-start-pos=\"6736\"\u003eYes, navigate to Company settings \u0026gt; Integrations, find the Greenhouse integration, and select Disconnect integration. Keep in mind, when the integration is turned back on, the secret key needs to be updated in the webhook.\u003c/p\u003e\u003ch2 id=\"h_01HD1KKX95CNAA49QAAGDCQD31\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eAdditional Resources\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eFor additional information not covered here, reach out to \u003c/span\u003e\u003ca href=\"mailto:support@justworks.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003esupport@justworks.com\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eClick \u003c/span\u003e\u003ca href=\"https://support.greenhouse.io/hc/en-us/articles/16181786358299-Justworks-integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003ehere\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e to visit the Greenhouse Help Center article.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"the \u003cem\u003eintegration\u003c/em\u003e? No Is the Greenhouse \u003cem\u003eIntegration\u003c/em\u003e available to all Justworks customers? The Greenhouse \u003cem\u003eintegration\u003c/em\u003e is available","result_type":"article"},{"id":29604155090203,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/29604155090203.json","html_url":"https://help.justworks.com/hc/en-us/articles/29604155090203-Carta-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936386025755,"created_at":"2024-09-27T23:23:17Z","updated_at":"2025-08-26T19:27:20Z","name":"Carta Integration","title":"Carta Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-05-30T20:45:26Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKTKNVAE1C87921WHJGWB"],"label_names":[],"body":"\u003cfigure class=\"image wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32180376131867\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/29604146432155\" width=\"217\" height=\"125\"\u003e\u003c/p\u003e\n\u003cp\u003eFrom first check to IPO, over 40,000 companies use \u003ca href=\"https://carta.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCarta\u003c/a\u003e to fundraise, issue equity, and stay compliant.\u003c/p\u003e\n\u003cp\u003eWant to learn more about Carta’s offerings? Click \u003ca href=\"https://carta.com/requestdemo/?ir=all-home-hero1\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TWNB66RYXWS560R81KVEPT\"\u003eIntegration Overview\u003c/h2\u003e\n\u003cp\u003eThe Justworks x Carta integration enables you to view salary and equity data in one place by automatically syncing employee information from Justworks to Carta.\u003c/p\u003e\n\u003ch3 id=\"h_01JWHEYQH7HQ8TQSDJNF51FC92\"\u003eThis integration allows you to:\u003cstrong\u003e\u003cbr\u003e\u003c/strong\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eEliminate double entry: \u003c/strong\u003eSave time with a single source of truth for employee information like terminations or address changes.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSimplify reconciliation: \u003c/strong\u003eJustworks data syncs to Carta daily. If there’s a discrepancy between payroll and equity data, Carta will flag it and make it easy for you to reconcile.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCalculate taxes with ease:\u003c/strong\u003e Easily understand employees’ tax impact with salary, location, and equity information in one place. \u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01JWHEZ11BYSB54HJ3QZG0727Z\"\u003eData sent from Justworks to Carta:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eFirst Name\u003c/li\u003e\n\u003cli\u003eLast Name\u003c/li\u003e\n\u003cli\u003eWork Email\u003c/li\u003e\n\u003cli\u003eDate of Birth\u003c/li\u003e\n\u003cli\u003eHome address\u003c/li\u003e\n\u003cli\u003eWork address\u003c/li\u003e\n\u003cli\u003eJob Title\u003c/li\u003e\n\u003cli\u003eEmployment Type\u003c/li\u003e\n\u003cli\u003eStart Date\u003c/li\u003e\n\u003cli\u003eTermination Date\u003c/li\u003e\n\u003cli\u003eCompensation amounts\u003c/li\u003e\n\u003cli\u003eCompensation currency\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"h_01J8TWNB66AG6C012SY12M389T\"\u003eHow the integration works\u003c/h2\u003e\n\u003cp\u003eTo set up the integration, go to Carta, login, go to settings, and find Justworks in the HRIS integrations.\u003c/p\u003e\n\u003cp\u003eYou can view set-up instructions here: \u003ca href=\"https://support.carta.com/s/article/how-carta-finch-integrate\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCarta Help Center Article\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TWNB66JCMDEARYRCQ8ZEV5\"\u003ePricing information\u003c/h2\u003e\n\u003cp\u003eYou can view \u003ca href=\"https://carta.com/plans/pricing-for-companies/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCarta's Pricing Plans here\u003c/a\u003e. New customers can claim 20% off the first year of an annual paid Carta plan when they sign up via \u003ca href=\"mailto:partners@carta.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epartners@carta.com\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TWNB66AZWJ2PCEXPFSC7CZ\"\u003eFrequently Asked Questions\u003c/h2\u003e\n\u003ch3 id=\"h_01JWHEZ7WXW16B2RHC82Z237BD\"\u003eWho can use this integration?\u003c/h3\u003e\n\u003cp\u003eThis integration is available to customers on Justworks PEO plans starting September 2024, and Payroll customers starting January 2025. Carta Corporate customers can use this integration.\u003c/p\u003e\n\u003ch3 id=\"h_01JWHEZFK87AN6CH39MBX10N9Z\"\u003eHow much does this integration cost?\u003c/h3\u003e\n\u003cp\u003eThis integration is free.\u003c/p\u003e\n\u003ch3 id=\"h_01JWHF065M2JNWY9GNKPT0EM62\"\u003eWhere can I find integration partner pricing?\u003c/h3\u003e\n\u003cp\u003eVisit \u003ca href=\"https://carta.com/plans/pricing-for-companies/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCarta’s Pricing page\u003c/a\u003e for plan details, and email \u003ca href=\"mailto:partners@carta.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epartners@carta.com\u003c/a\u003e for a quote. \u003c/p\u003e\n\u003ch3 id=\"h_01JWHF0AQGCW1618NKERAC2NGR\"\u003eCan I apply the Justworks Discount if I’m already using Carta?\u003c/h3\u003e\n\u003cp\u003eUnfortunately not. Offers listed are available only for new Carta customers.\u003c/p\u003e\n\u003ch3 id=\"h_01JWHF0E90JWP7QTGC3H58FESW\"\u003eHow can I contact Carta?\u003c/h3\u003e\n\u003cp\u003eContact the partner at \u003ca href=\"mailto:partners@carta.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epartners@carta.com\u003c/a\u003e.\u003c/p\u003e\n\u003ch3 id=\"h_01JWHF0MNQMV4J0QEHEXS0ZG4E\"\u003eIn order to set up the integration, what permissions does an Admin need on Carta?\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eAll users with Carta permissions to make changes to company account information can set up the integration.\u003c/span\u003e\u003c/p\u003e\n\u003ch3 id=\"h_01JWHF0RSZPW06T27MPP4A4G77\"\u003eTo use the integration, what permissions does an Admin need on Carta?\u003c/h3\u003e\n\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eAll users with Carta permissions to make changes to company account information can set up the integration.\u003c/span\u003e\u003c/p\u003e\n\u003ch3 id=\"h_01JWHF0WE90W21X4C1SWKV7CC8\"\u003eWhat employee types does this integration support?\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eFull-Time\u003c/li\u003e\n\u003cli\u003ePart-Time\u003c/li\u003e\n\u003cli\u003eContractors\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01JWHF10AMRD7NARP0ZBKQ4XAC\"\u003eHow often is data synced?\u003c/h3\u003e\n\u003cp\u003eData is synced every 24 hours.\u003c/p\u003e\n\u003ch3 id=\"h_01JWHF14D82PKBWVDFD3F6YEZ7\"\u003eWill the integration expire?\u003c/h3\u003e\n\u003cp\u003eThe integration does not expire.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TWNB66GJ5042A2XADRH1A4\"\u003eResources\u003c/h2\u003e\n\u003cp\u003e\u003ca href=\"https://support.carta.com/s/article/how-carta-finch-integrate\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCarta Help Center Article\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"this \u003cem\u003eintegration\u003c/em\u003e. How much does this \u003cem\u003eintegration\u003c/em\u003e cost? This \u003cem\u003eintegration\u003c/em\u003e is free. Where can I find \u003cem\u003eintegration\u003c/em\u003e partner","result_type":"article"},{"id":49715216841755,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/49715216841755.json","html_url":"https://help.justworks.com/hc/en-us/articles/49715216841755-Checkr-Integration","author_id":30861880145435,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2026-04-28T20:08:00Z","updated_at":"2026-08-28T13:28:14Z","name":"Checkr Integration","title":"Checkr Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-04-28T20:08:50Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/49715202557083\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 623/269; width: 71.75%;\" src=\"https://help.justworks.com/hc/article_attachments/49715202558235\" width=\"623\" height=\"269\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eCheckr's People Trust Platform helps companies modernize their background check process with innovative technology and products designed to make hiring safer, more efficient, and more inclusive.\u003c/span\u003e\u003c/p\u003e\u003cp\u003eWant to learn more about Checkr’s offerings? Click \u003ca href=\"https://checkr.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01KQAV0HK958CY0WEKH7P2PRYG\"\u003eIntegration Overview\u003c/h2\u003e\u003ch3 id=\"h_01KQAV0HK93VYEHAMN8GJRYK9S\"\u003eThis Integration Enables:\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e9fdbb8862e010773766ee9137cefee41\"\u003e\n\u003cstrong\u003eStart background checks as part of your hiring process: \u003c/strong\u003eRun background checks when you're ready to move forward with a candidate. Checkr handles outreach and verification, so your team can keep hiring moving.\u003c/li\u003e\n\u003cli data-list-item-id=\"e21c851e8f34012fdcce21a8c1c230aa9\"\u003e\n\u003cstrong\u003eTrack status and stay on top of progress: \u003c/strong\u003eSee when checks are in progress, complete, or need attention—without logging into another system or chasing updates.\u003c/li\u003e\n\u003cli data-list-item-id=\"e762a4598beab7362829b90bd9fa9f5bf\"\u003e\n\u003cstrong\u003eHelp support your compliance efforts with audit-ready workflows: \u003c/strong\u003eKeep checks tied to employee records and support requirements like SOC 2, risk mitigation, and internal hiring policies.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KQAV0HKCFGW1P078MHX30GMB\"\u003eWhat employee or business information is sent from Justworks to Checkr\u003c/h3\u003e\u003cp\u003eWhen you start a background check in Justworks, we send basic profile details to Checkr to begin the process, including:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e8a45c6324c10279beba5a806bac6b281\"\u003eFirst name\u003c/li\u003e\n\u003cli data-list-item-id=\"e8bae081d44a23c3304f0d1a48d251e5d\"\u003eLast name\u003c/li\u003e\n\u003cli data-list-item-id=\"e579e74423d04af06702f89ee7ff1a3f5\"\u003eWork state (or home state if remote)\u003c/li\u003e\n\u003cli data-list-item-id=\"e4fef733678f64efa275e59b4d19acb48\"\u003eWork city (or home city if remote)\u003c/li\u003e\n\u003cli data-list-item-id=\"ef9138937bfeaf3e9f3b8bce0e6c7d6ff\"\u003ePersonal email\u003c/li\u003e\n\u003cli data-list-item-id=\"eabe1de33614fd10f01c65222bbf79765\"\u003ePhone number (optional)\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KQAV0HKEER21ASKRTM3H4YP3\"\u003eHow to Setup and Enable this Integration\u003c/h2\u003e\u003cp\u003eTo setup this integration, follow these steps:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e3d780f9be76ca4be0d92f811d3247ec4\"\u003eLog in to your Justworks account and navigate to the Integrations Hub by clicking “Integrations” under Company on the left-side menu bar. \u003c/li\u003e\n\u003cli data-list-item-id=\"e6b03668d2fe1ec7d6dc3aeac46521055\"\u003eNext, click on the Checkr card; here you will learn more about Checkr, and the integration with Justworks, as well as details around what employee data is sent to Electric and what admin permissions are needed on Justworks and Electric to set up the integration. \u003col\u003e\u003cli class=\"ck-list-marker-italic\" data-list-item-id=\"e42e09755e73f7d7453c10e74af307260\"\u003e\u003cem\u003ePlease note, you must have Manage Employee permissions to access this integration. If you don’t have Manage Employee permissions, the Electric card will be locked. \u003c/em\u003e\u003c/li\u003e\u003c/ol\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ead44537969eb25d213e687ac80558d4c\"\u003eFinally, click Get Started to initiate the connection. You will then be redirected to Checkr to finish setting up your company’s personalized IT plan.\u003c/li\u003e\n\u003c/ol\u003e\u003ch2 id=\"h_01KQAV0HKGRNN4Q00XXPATVE7F\"\u003ePricing information\u003c/h2\u003e\u003cp\u003eCheckr uses per-report pricing with no monthly subscription required. Background check packages start at $29.99 per report, with options to fit different hiring needs:\u003c/p\u003e\u003cp\u003eAdditional screenings (such as employment verification, MVR reports, drug testing, and international checks) are available as add-ons at an additional cost per check.\u003c/p\u003e\u003cp\u003eFor the most up-to-date pricing, visit \u003ca href=\"https://checkr.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCheckr’s pricing page\u003c/a\u003e. \u003c/p\u003e\u003ch2 id=\"h_01KQAV0HKHCFQ47X1RJ0JET4BN\"\u003eFAQ Section(Optional)\u003c/h2\u003e\u003ch3 id=\"h_01KQAV0HKJWWMH49P3VXYKDH0X\"\u003eWho can use this integration?\u003c/h3\u003e\u003cp\u003eThis integration is available to customers on Justworks PEO and Payroll plans.\u003c/p\u003e\u003ch3 id=\"h_01KQAV0HKJ062A6FX1DNZ59B3P\"\u003eWho does this integration support?\u003c/h3\u003e\u003cp\u003eThis integration supports all your team members in the US, including full-time and part-time employees and contractors.\u003c/p\u003e\u003ch3 id=\"h_01KQAV0HKK8Z5ZZ7G1DB792B2W\"\u003eI have an issue/question regarding my Checkr account. How can I contact Checkr?\u003c/h3\u003e\u003cp\u003eYou can contact Checkr at the following\u003ca href=\"https://help.checkr.com/s/contactsupport\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e link \u003c/a\u003e\u003c/p\u003e\u003ch3 id=\"h_01KQAV0HKK9VZNA69X4Z9EMJ9G\"\u003eIn order to set up the integration, what permissions does an Admin need on Justworks?\u003c/h3\u003e\u003cp\u003eOnly admins with the “Manage Employees” permissions can set up and use the integration. For more information on how to update and manage permissions on Justworks visit our help center page: \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004475952-Company-Level-Permissions#h_01J2M400C279ARG00DQDN6XT98\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCompany Level Permissions\u003c/a\u003e.\u003c/p\u003e\u003ch3 id=\"h_01KQAV0HKM20ZGAQMGPBSYR8HY\"\u003eIn order to set up and use the integration, what permissions does an Admin need on Checkr?\u003c/h3\u003e\u003cp\u003eAdmins need Administrator permissions to set up and use the integration.\u003c/p\u003e\u003ch3 id=\"h_01KQAV0HKMBNJW827SEK9EF3AN\"\u003eWill existing employees be imported during the initial setup? \u003c/h3\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eYes. When you first connect the integration, we will try our best to match candidates in Checkr with members in Justworks. We will then import all report data from Checkr on those candidates and display on their member profiles. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01KQAV0HKNZQN8JF844RVFDKN3\"\u003eWhat happens if my company leaves Justworks? \u003c/h3\u003e\u003cp\u003eIf your company leaves Justworks, your connection with Checkr will be terminated effective immediately. Any accounts that were already created will remain in Checkr, and you must work with Checkr directly to maintain or terminate your company’s plan.\u003c/p\u003e\u003ch2 id=\"h_01KQAV0HKNBGWM7Y5SY4ZH59YZ\"\u003eResources\u003c/h2\u003e\u003cp\u003e\u003ca href=\"https://help.checkr.com/s/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCheckr Help Center\u003c/a\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"more about Checkr’s offerings? Click here. \u003cem\u003eIntegration\u003c/em\u003e Overview This \u003cem\u003eIntegration\u003c/em\u003e Enables: Start background checks as part","result_type":"article"},{"id":29603919028891,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/29603919028891.json","html_url":"https://help.justworks.com/hc/en-us/articles/29603919028891-Vanta-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2024-09-27T23:08:22Z","updated_at":"2025-12-30T20:33:32Z","name":"Vanta Integration","title":"Vanta Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-30T20:33:32Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKTKNVAE1C87921WHJGWB"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/33251769019419\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/37928332584219\" alt=\"6400ac82429afb0f7b31fa6c_vanta-logo.svg\" width=\"232\" height=\"57\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003ca href=\"https://www.vanta.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eVanta\u003c/a\u003e is a compliance platform that helps fast-growing companies simplify compliance and enhance organizational security transparently, in real-time. Vanta automates testing and evidence collection for frameworks such as SOC 2, FedRAMP, NIST AI RMF, and more.\u003c/p\u003e\n\u003cp\u003eWant to learn more about Vanta’s offerings? Click \u003ca href=\"https://www.vanta.com/demo-v1\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TVR3X7NV9J70HBSWA7C49B\"\u003eIntegration Overview\u003c/h2\u003e\n\u003cp\u003eCombining Justworks' comprehensive HR solutions with Vanta's automated security monitoring streamlines HR and compliance management, reducing administrative overhead and mitigating compliance risks for businesses.\u003c/p\u003e\n\u003ch3 id=\"h_01JXJ5PAWRV8MBF6VVF600B1DY\"\u003eThis integration enables:\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAutomated employee account management: \u003c/strong\u003eManage employee information in Justworks while this integration seamlessly provisions and de-provisions Justworks users to their Vanta accounts.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEfficient data-syncing: \u003c/strong\u003eEliminate manual work while saving time, reducing errors, and boosting overall efficiency. Data syncs from Justworks to Vanta every 24 hours, ensuring accurate, real-time information.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEfficient onboarding and offboarding: \u003c/strong\u003eThis integration enables automated checks and evidence collection.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCompliance monitoring: \u003c/strong\u003eEnsure personnel are up-to-date on compliance checks with up-to-date employee information.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01JXJ5PF9QXQ7F7X9DRB1J1RTX\"\u003eWhat employee information is sent from Justworks to Vanta?\u003cstrong\u003e\u003cbr\u003e\u003c/strong\u003e\n\u003c/h3\u003e\n\u003cul\u003e\n\u003cli\u003eFirst Name\u003c/li\u003e\n\u003cli\u003eLast Name\u003c/li\u003e\n\u003cli\u003ePreferred name\u003c/li\u003e\n\u003cli\u003eDisplay Name\u003c/li\u003e\n\u003cli\u003eWork Email\u003c/li\u003e\n\u003cli\u003ePersonal Email\u003c/li\u003e\n\u003cli\u003eHire Date\u003c/li\u003e\n\u003cli\u003eStart Date\u003c/li\u003e\n\u003cli\u003eEnd Date \u003c/li\u003e\n\u003cli\u003eEmployee Number\u003c/li\u003e\n\u003cli\u003eEmployment status\u003c/li\u003e\n\u003cli\u003eGroups\u003c/li\u003e\n\u003cli\u003eMobile Number\u003c/li\u003e\n\u003cli\u003eManager\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch2 id=\"h_01J8TVR3X7NNBS7TY3NE3PVNE1\"\u003eHow the integration works\u003c/h2\u003e\n\u003cp\u003eTo set up this integration, \u003ca href=\"https://app.vanta.com/integrations\" target=\"_blank\" rel=\"noopener noreferrer\"\u003elog into Vanta\u003c/a\u003e and visit their integrations page.\u003c/p\u003e\n\u003cp\u003eYou can view integration setup instructions here: \u003ca href=\"https://help.vanta.com/hc/en-us/articles/19760143917204-Connecting-Vanta-Justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eVanta Help Center Article\u003c/a\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01J8TVR3X7XEFBM7EV5SRNE0R2\"\u003ePricing information\u003c/h2\u003e\n\u003cp\u003eYou can view \u003ca href=\"https://www.vanta.com/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eVanta's Pricing Plans here\u003c/a\u003e. To contact a Vanta rep, please sign up using this \u003ca href=\"https://www.vanta.com/demo-v1\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks sign up link\u003c/a\u003e. \u003c/p\u003e\n\u003cp\u003eVanta does not charge an add-on fee for this integration. \u003c/p\u003e\n\u003ch2 id=\"h_01J8TVR3X75XCFN5KBBKGYJM4G\"\u003eFrequently Asked Questions\u003c/h2\u003e\n\u003ch3 id=\"h_01JXJ5Q47GE377HRCMW7GGJ8Z5\"\u003eWho can use this integration?\u003c/h3\u003e\n\u003cp\u003eThis integration is available to customers on PEO plans starting September 2024, and Payroll customers starting January 2025. All Vanta customers can use this integration.\u003c/p\u003e\n\u003ch3 id=\"h_01JXJ5Q7PZJ78GWDDVBKM0D4XZ\"\u003eHow much does this integration cost?\u003c/h3\u003e\n\u003cp\u003eJustworks PEO customers with an active Justworks account and an active partner account can use this integration for no additional cost. \u003c/p\u003e\n\u003ch3 id=\"h_01JXJ5QHSCQ5D8DQ6KTH6N7ZBR\"\u003eCan I apply the Justworks Discount if I’m already using the partner’s product/ service?\u003c/h3\u003e\n\u003cp\u003eUnfortunately not. Offers listed are available only for new customers of the product or service.\u003c/p\u003e\n\u003ch3 id=\"h_01JXJ5QRDWNHPMWS8Q5S41802J\"\u003eHow can I contact the partner?\u003c/h3\u003e\n\u003cp\u003eTo contact Vanta, use the \u003ca href=\"https://www.vanta.com/demo-v1\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks sign up link\u003c/a\u003e. \u003c/p\u003e\n\u003ch3 id=\"h_01JXJ5QYTGW03CWVQA6P5SNCFJ\"\u003eIn order to set up and use the integration, what permissions does an Admin need on Vanta?\u003c/h3\u003e\n\u003cp\u003eAdmins by default are able to set up and use integrations.\u003c/p\u003e\n\u003ch3 id=\"h_01JXJ5R95ASEVQCC0XTJGKJAYG\"\u003eHow often is data synced?\u003c/h3\u003e\n\u003cp\u003eData is synced every 24 hours\u003c/p\u003e\n\u003ch3 id=\"h_01JXJ5RDTS6CD2FK4RQ63XEZMC\"\u003eDoes the integration expire?\u003c/h3\u003e\n\u003cp\u003eThe Vanta integration does not expire for active customers.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TVR3X7GQ6F5XZ76GNDJC1X\"\u003eResources\u003c/h2\u003e\n\u003cp\u003e\u003ca href=\"https://help.vanta.com/hc/en-us/articles/19760143917204-Connecting-Vanta-Justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eVanta Help Center Article\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Manager How the \u003cem\u003eintegration\u003c/em\u003e works To set up this \u003cem\u003eintegration\u003c/em\u003e, log into Vanta and visit their \u003cem\u003eintegrations\u003c/em\u003e page. You can","result_type":"article"},{"id":29604237018523,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/29604237018523.json","html_url":"https://help.justworks.com/hc/en-us/articles/29604237018523-15Five-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2024-09-27T23:27:46Z","updated_at":"2025-12-30T20:33:33Z","name":"15Five Integration","title":"15Five Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-30T20:33:33Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKTKNVAE1C87921WHJGWB"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/33251652359835\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/29604237015195\" width=\"160\" height=\"80\"\u003e\u003c/p\u003e\n\u003cp\u003e\u003ca href=\"https://www.15five.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e15Five\u003c/a\u003e is a performance management platform that helps businesses drive results. By continuously measuring employee engagement and performance indicators that matter most, 15Five helps HR leaders uncover risks related to turnover, poor performance, and ineffective management before they impact the organization.\u003c/p\u003e\n\u003cp\u003eWant to learn more about 15Five’s offerings? Click \u003ca href=\"https://www.15five.com/demo/?utm_medium=referral\u0026amp;utm_source=partner\u0026amp;utm_campaign=justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TWWS8C6RGFMPJDQJTCV048\"\u003eIntegration Overview\u003c/h2\u003e\n\u003cp\u003eUnlock the power of seamless data connectivity with the Justworks x 15Five integration. Within minutes, your Justworks employee data will be automatically synced, setting you up for success right away.  \u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eThis integration enables: \u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eAutomated employee account management\u003c/strong\u003e: Manage employee information in Justworks, while this integration seamlessly provisions and de-provisions Justworks users to their 15Five accounts.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eConnected data\u003c/strong\u003e: Combining your Justworks data with the power of 15Five gives you everything you need to make an impact on engagement, retention, and performance.\u003c/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEfficient data-syncing\u003c/strong\u003e: Eliminate manual work while saving time, reducing errors, and boosting overall efficiency. Data syncs from Justworks to 15Five every 24 hours.\u003c/li\u003e\n\u003c/ul\u003e\n\u003ch3 id=\"h_01JT3YCXSWHVZ9X46D175CMVDM\"\u003eData sent from Justworks to 15Five:\u003c/h3\u003e\n\u003cp\u003e\u003cstrong\u003eStandard information\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eFirst Name\u003c/li\u003e\n\u003cli\u003ePreferred Name\u003c/li\u003e\n\u003cli\u003eLast Name\u003c/li\u003e\n\u003cli\u003eEmail\u003c/li\u003e\n\u003cli\u003eJob Title\u003c/li\u003e\n\u003cli\u003eLocation\u003c/li\u003e\n\u003cli\u003eEmployee ID\u003c/li\u003e\n\u003cli\u003eStatus (Is active Y/N)\u003c/li\u003e\n\u003cli\u003eHire Date\u003c/li\u003e\n\u003cli\u003eStart Date\u003c/li\u003e\n\u003cli\u003eManager/Reviewer\u003c/li\u003e\n\u003cli\u003eTermination Date\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eDemographic data (if enabled)\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eSalary\u003c/li\u003e\n\u003cli\u003eGender\u003c/li\u003e\n\u003cli\u003eEthnicity\u003c/li\u003e\n\u003cli\u003eBirth Date\u003c/li\u003e\n\u003cli\u003eRace\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003e\u003cstrong\u003eGroup Types / Groups\u003c/strong\u003e\u003c/p\u003e\n\u003cul\u003e\n\u003cli\u003eDepartments\u003c/li\u003e\n\u003cli\u003eDivisions\u003c/li\u003e\n\u003cli\u003eDepending on the HRIS, additional group types/groups may be synced by default\u003c/li\u003e\n\u003c/ul\u003e\n\u003cp\u003eSee full list \u003ca href=\"https://success.15five.com/hc/en-us/articles/13921199539483-HRIS-Connector#:~:text=The%20following%20data-,will,-be%20synced%20from\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\n\u003ch2 id=\"h_01J8TWWS8CTG0FV1KZD2Y0CVCR\"\u003eHow the integration works\u003c/h2\u003e\n\u003cp\u003eTo set up the integration, visit \u003ca href=\"https://my.15five.com/integrations/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e15Five's integrations page\u003c/a\u003e. \u003c/p\u003e\n\u003cp\u003eYou can view integration set up instructions here: \u003ca href=\"https://success.15five.com/hc/en-us/articles/13921199539483-HRIS-Connector\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e15Five Help Center Article\u003c/a\u003e. \u003c/p\u003e\n\u003ch2 id=\"h_01J8TWWS8C9XGFGJYNPEJ5ZJGV\"\u003ePricing Information\u003c/h2\u003e\n\u003cp\u003e\u003cstrong\u003e15Five pricing: \u003c/strong\u003eYou can view \u003ca href=\"https://www.15five.com/pricing/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e15Five’s Pricing Plans here\u003c/a\u003e. For new customers, an exclusive 10% discount is available for Justworks customers when you sign up using \u003ca href=\"https://www.15five.com/demo/?utm_medium=referral\u0026amp;utm_source=partner\u0026amp;utm_campaign=justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis link\u003c/a\u003e. \u003c/p\u003e\n\u003cp\u003e\u003cstrong\u003eIntegration pricing:\u003c/strong\u003e Note that 15Five charges an add-on fee to use this integration. The integration is $540 per year, but 15Five will waive the first year integration fee for new customers. \u003c/p\u003e\n\u003ch2 id=\"h_01J8TWWS8C60X0DQWMRY4XBAXF\"\u003eFrequently Asked Questions\u003c/h2\u003e\n\u003ch3 id=\"h_01JT3YDSP2F9HPEC9ZRHM9AZFN\"\u003eWho can use this integration?\u003c/h3\u003e\n\u003cp\u003eThis integration is available to Justworks customers on PEO plans starting September 2024, and Payroll customers starting January 2025, and any 15Five plan. However, please note that 15Five only provides human-led sales and account management support for customers with 100+ employees.\u003c/p\u003e\n\u003ch3 id=\"h_01JT3YE1AT7390QTJCS2RBYRKH\"\u003eHow much does this integration cost?\u003c/h3\u003e\n\u003cp\u003e15Five is charging $540 per year to use this integration. However, new customers who sign up using \u003ca href=\"https://www.15five.com/demo/?utm_medium=referral\u0026amp;utm_source=partner\u0026amp;utm_campaign=justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ethis link\u003c/a\u003e will have their first year fee waived. \u003c/p\u003e\n\u003ch3 id=\"h_01JT3YEADZYR0K1RZ1TNSEYMDP\"\u003eCan I apply the Justworks Discount if I’m already using the partner’s product/ service?\u003c/h3\u003e\n\u003cp\u003eUnfortunately not. Offers listed are available only for new customers of the product or service.\u003c/p\u003e\n\u003ch3 id=\"h_01JT3YEJC5A8Q20NH5W3EXFY6R\"\u003eHow can I contact the partner?\u003c/h3\u003e\n\u003cp\u003ePlease note that 15Five only provides sales and account support to customers with 100+ employees. Otherwise, you can use the \u003ca href=\"https://www.15five.com/demo/?utm_medium=referral\u0026amp;utm_source=partner\u0026amp;utm_campaign=justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eself-service link\u003c/a\u003e to learn more. \u003c/p\u003e\n\u003ch3 id=\"h_01JT3YEVQ47G8DQWSBNS5BHVZ6\"\u003eIn order to set up and use the integration, what permissions does an Admin need on15Five?\u003c/h3\u003e\n\u003cp\u003eAll 15Five admins can set up and use the integration. \u003c/p\u003e\n\u003ch3 id=\"h_01JT3YF1CVY1R6DCCKRR8G01PN\"\u003eHow often is data synced?\u003c/h3\u003e\n\u003cp\u003eData is synced every 24 hours, at 1 AM UTC.\u003c/p\u003e\n\u003ch3 id=\"h_01JT3YRTANV15ZYYN624AAWV8K\"\u003eWhat employee types does this integration support?\u003c/h3\u003e\n\u003cp\u003eFull-Time Employees\u003c/p\u003e\n\u003ch3 id=\"h_01JT3YRY72EDRWZRFH58YN107M\"\u003eWill the integration expire?\u003c/h3\u003e\n\u003cp\u003eThis integration will auto-renew during 15Five renewals. \u003cstrong\u003e \u003c/strong\u003e\u003c/p\u003e\n\u003ch2 id=\"h_01J8TWWS8CJ4KTD8SNG0AEYH19\"\u003eAdditional Resources\u003c/h2\u003e\n\u003cp\u003e\u003ca href=\"https://success.15five.com/hc/en-us/articles/13921199539483-HRIS-Connector\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e15Five Help Center Article\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e \u003c/p\u003e\n\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"How the \u003cem\u003eintegration\u003c/em\u003e works To set up the \u003cem\u003eintegration\u003c/em\u003e, visit 15Five's \u003cem\u003eintegrations\u003c/em\u003e page. You can view \u003cem\u003eintegration\u003c/em\u003e set up","result_type":"article"},{"id":21893381640731,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/21893381640731.json","html_url":"https://help.justworks.com/hc/en-us/articles/21893381640731-JazzHR-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":4,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2024-01-09T15:14:31Z","updated_at":"2025-12-30T20:33:28Z","name":"JazzHR Integration","title":"JazzHR Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2025-12-30T20:33:28Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKMJGNY3G7030660W9R27"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32201362570395\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01KCHSDM3HNX2WH44VV54HQTN4\"\u003eOverview\u003c/h2\u003e\u003cp\u003eThe Justworks integration with JazzHR makes onboarding employees to Justworks faster and more efficient. Justworks customers with active JazzHR accounts can receive automated reminders to invite new hires to Justworks and seamlessly send candidate information from JazzHR to Justworks.\u003c/p\u003e\u003ch2 id=\"h_01KCHSDQV7WH3H18MB7Y3BCZB0\"\u003eHow to Setup the Integration\u003c/h2\u003e\u003cp\u003eLog into your Justworks account, scroll down to the \u003cstrong\u003eCompany\u003c/strong\u003e section on the left-side Navigation bar, and select \u003cstrong\u003eIntegrations\u003c/strong\u003e. From there, click on \u003cstrong\u003eJazzHR\u003c/strong\u003e within the \u003cstrong\u003eHuman Resources\u003c/strong\u003e section.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893348730779\" width=\"624\" height=\"491\"\u003e\u003c/p\u003e\u003cp\u003eOnce you’re on the overview page, click “\u003cstrong\u003eSetup\u003c/strong\u003e” on the right.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893348733467\" width=\"623\" height=\"337.69840747660163\"\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eNote\u003c/strong\u003e: To\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e set up the integration,\u003c/span\u003e \u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eyou must be a \u003cstrong\u003eSuper Administrator\u003c/strong\u003e, \u003cstrong\u003eRecruiting Administrator\u003c/strong\u003e, or \u003cstrong\u003eDeveloper\u003c/strong\u003e role in JazzHR.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eClick “\u003cstrong\u003eGet started\u003c/strong\u003e” to begin.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893348738843\" width=\"433\" height=\"337\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eFollow the on-screen instructions to create the webhook.\u003c/span\u003e\u003c/p\u003e\u003col\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e383c2f563bef9ed471f0dc60ba137445\"\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eLogin to JazzHR.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e1e3ba48c68d0bf845563902cc990b244\"\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eGo to \u003cstrong\u003eSettings\u003c/strong\u003e \u0026gt; \u003cstrong\u003eIntegrations\u003c/strong\u003e.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"eefa4ace6c34fa4a3de79ee9742b976fe\"\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eScroll down to the Justworks block.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e1478faa75f803102e48682420a56375f\"\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eClick \u003cstrong\u003eConnect\u003c/strong\u003e.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e8b212d3754ba1932412355c0e38c9d32\"\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eEnter your \u003cstrong\u003eClient ID\u003c/strong\u003e and \u003cstrong\u003eClient Secret\u003c/strong\u003e.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"ec2ffc364ef0e17b7dc5634e4a30fac28\"\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eClick \u003cstrong\u003eSave\u003c/strong\u003e.\u003c/span\u003e\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eAfter you’ve entered the \u003cstrong\u003eClient ID\u003c/strong\u003e and \u003cstrong\u003eClient Secret \u003c/strong\u003ein JazzHR, click “\u003cstrong\u003eNext\u003c/strong\u003e.”\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893381614747\" width=\"435\" height=\"560\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eOnce that’s complete, return to Justworks and click “Finish setup” at the bottom of the page.\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893348748955\" width=\"433\" height=\"353\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eYou’ll be brought back to the JazzHR overview page, where you can see the integration status as “\u003cstrong\u003eConnected\u003c/strong\u003e.”\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893381618331\" width=\"612\" height=\"312\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KCHSFECGFD8GYYPRM0K42Q6R\"\u003eHow to Use the Integration\u003c/h2\u003e\u003cp\u003eLog into your JazzHR account and find a candidate you’d like to mark as “\u003cstrong\u003eHired\u003c/strong\u003e.” If you don’t have a candidate added, learn how to add one from JazzHR’s FAQs \u003ca href=\"https://help.jazzhr.com/s/article/Frequently-Asked-Questions#upload\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eFrom the candidate's profile, select \u003cstrong\u003eAdvance\u003c/strong\u003e and then one of the options under \u003cstrong\u003eHired Dispositions.\u003c/strong\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893381620763\" width=\"698\" height=\"401\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eChoose \u003cstrong\u003eJustworks\u003c/strong\u003e from the \u003cstrong\u003eExport Candidate\u003c/strong\u003e dropdown.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893348777883\" width=\"335\" height=\"199\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eUnder \u003cstrong\u003eAdditional Fields\u003c/strong\u003e, choose a start date for the candidate.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893348783515\" width=\"334\" height=\"374\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eCheck your email for a notification letting you know that “\u003cem\u003e\u003cstrong\u003eA candidate has been hired in JazzHR!\u003c/strong\u003e\u003c/em\u003e”\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eClick\u003cstrong\u003e Get Started\u003c/strong\u003e to open a new window in Justworks, where you can review the candidate’s information and invite them to Justworks.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893381628827\" width=\"368\" height=\"383\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1c1d1f;\"\u003eYou can also\u003c/span\u003e go to \u003cstrong\u003eManage \u0026gt; Employees\u003c/strong\u003e and see that you have one pending hire. Click “\u003cstrong\u003eReview\u003c/strong\u003e” to take action on this hire.\u003c/p\u003e\u003cp\u003e\u003cem\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893381631003\" width=\"366\" height=\"252\"\u003e\u003c/em\u003e\u003c/p\u003e\u003cp\u003eClick “\u003cstrong\u003eReview \u0026amp; Invite\u003c/strong\u003e” to confirm or edit any information, and then click “\u003cstrong\u003eInvite New Member\u003c/strong\u003e” at the bottom to invite the new hire to Justworks.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21893381632411\" width=\"809\" height=\"223\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KCHSGA4NKRPAQ97V44DWM8VX\"\u003eAdditional Resources\u003c/h2\u003e\u003cp\u003eFor additional information not covered here, reach out to support@justworks.com.\u003c/p\u003e\u003ch2 id=\"h_01KCHSGFA1Q0SXXJZ3AQP2QH57\"\u003eFrequently Asked Questions\u003c/h2\u003e\u003ch3 id=\"h_01KCHSH0D4MC7PFP9ZZARSNESV\"\u003eWhat permissions do I need to use this integration?\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e9b54bef762c70eddefd10b3a5d658d75\"\u003eIn Justworks, admins need “Manage Employees” permissions.\u003c/li\u003e\n\u003cli data-list-item-id=\"e326b8fa95549f2f8975a26ddad6502aa\"\u003eIn JazzHR, users must be in a Super Administrator, Recruiting Administrator, or Developer role to set up the integration.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KCHSJCRVKR4YNBW0GGVVKQWM\"\u003eWhat fields will sync from JazzHR to Justworks?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eWhenever a candidate is moved into a full-time or part-time Hired disposition, we’ll automatically pull in the following data:\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e435a4177560a76843fd4d70f34b969ff\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eMember type\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e4cee593e580055a27353b5f64412e3e7\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eFirst name\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"ee07bed36bec8f575281c89e01a399982\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eLast name\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e58d9e1dda5f1f6133ef6ae38c585b92a\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eTitle\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e4f91e339b17bb9c6f01f78a85acf297a\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eHome email\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e612dd564bfb4b6402af429ce524e1490\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eStart date\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNote\u003c/strong\u003e: Candidate files and/or resumes will not sync to Justworks.\u003c/p\u003e\u003ch3 id=\"h_01KCHSKKFZ0KJVTSSBARWDTKWE\"\u003eWhat candidate types does the JazzHR integration support?\u003c/h3\u003e\u003cul\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e1afde24bfac1a2dc523e04787118cba2\"\u003e\u003cspan style=\"color: #444746;\"\u003eFull Time\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e7f38061975cc14d955ec8624c94adec5\"\u003e\u003cspan style=\"color: #444746;\"\u003ePart Time\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e69c8a9fffd9169536656c2a40f26cf28\"\u003e\u003cspan style=\"color: #444746;\"\u003eIntern\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"eb943acca7fc4307e079a8beeb4463cc3\"\u003e\u003cspan style=\"color: #444746;\"\u003eContractor\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"ck-list-marker-color\" data-list-item-id=\"e620c0a15bcd5f2763d3c0abff12f5045\"\u003e\u003cspan style=\"color: #444746;\"\u003eTemporary\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KCHSKQFGMW16835H0TF2K0VM\"\u003e\u003cspan style=\"color: #444746;\"\u003eWill the integration expire?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #444746;\"\u003eYes, the integration will expire 12 months after inactivity. Admins will be notified 14 days and 7 days prior, informing them that the integration is expiring, and will be provided with instructions on how to refresh the integration. For the JazzHR integration, the email to admins will contain a link to refresh the integration.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"overview page, where you can see the \u003cem\u003eintegration\u003c/em\u003e status as “ Connected.” How to Use the \u003cem\u003eIntegration\u003c/em\u003e Log into your JazzHR account","result_type":"article"},{"id":34770443111451,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/34770443111451.json","html_url":"https://help.justworks.com/hc/en-us/articles/34770443111451-allwhere-Integration","author_id":404708732512,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2025-03-09T22:15:44Z","updated_at":"2026-03-16T19:56:14Z","name":"allwhere Integration","title":"allwhere Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-03-16T19:56:14Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/34770471353755\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/34770471354139\" width=\"190\" height=\"37\"\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.allwhere.co/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eallwhere\u003c/a\u003e is one platform to manage the IT device lifecycle, integrating vendors for seamless procurement, onboarding, and refreshes.\u003c/p\u003e\u003cp\u003eWant to learn more about allwhere’s offerings? Click \u003ca href=\"https://www.allwhere.co/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01JNYF783YTWTG431HVY3T2Z17\"\u003eIntegration Overview\u003c/h2\u003e\u003ch3 id=\"h_01JPWFCBVXVWTXP4K8RYSFC38G\"\u003eThis integration enables:\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ef3f4855e47cf0361b0674ddc1cf9280f\"\u003e\n\u003cstrong\u003eReal-time employee updates\u003c/strong\u003e: Sync your employee information with allwhere to keep records up to date and track employment changes like start dates, end dates, and work status. With Justworks integration, you'll be notified when it's time to send or retrieve equipment, keeping orders accurate and on time.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8454f419696460dba7ed52946dbe5b2f\"\u003e\n\u003cstrong\u003eOnboard \u0026amp; offboard seamlessly: \u003c/strong\u003eBy integrating with Justworks, allwhere can store employee addresses and emails. This allows you to ship items directly—no need for employees to fill out recipient forms—leading to faster, more accurate deliveries.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01JPWFCG6XW52Q5TPSBMYSV6HY\"\u003eWhat employee information is sent from Justworks to allwhere?\u003c/h3\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"eb048ea8fe1c804bcdc57c2144fb12374\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eWork Email\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e8d465cbd7cc529ada2a9bc07085e8209\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003ePersonal Email (used for all order notifications) \u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"eeb3c9ef9046e7ed81f6103d83f933bfb\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eFirst Name\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e24c6710b8b5b9b0783b25eda22692898\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eLast Name\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"ecf6aecf14be65907b98e70994f7d34da\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003ePreferred Name\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"ec383fe92e4af524b9675bb3de95c751b\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eStart Date\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"efd4a11843ae89eaa0dd5e7d4654c4418\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEnd Date (This is not currently shown in the UI)\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e9edf551edaa7f06d4805a749352b80da\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eHire Date\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e57f7fdac2d8f81bd50bc3584bf47b8f5\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eGroups\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e7e135a637d20fd2417b4f4a9d7b7de2d\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eAvatar\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e47992bcf26d4af5b1e9101677198c102\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployment Status (This is not currently shown in the UI)\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"eb2666224fad1ea757820dbc961417ed5\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eHome Address\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"ee4c660da8a3453a8b6d6a2ce8434d350\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eWork Address\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01JPWFCQCGKRW01BPFMPZWJT0D\"\u003eHow the integration works\u003c/h2\u003e\u003cp\u003eConnect allwhere to Justworks to save time automating manual IT processes. Transform your equipment management into a single automated workflow. No more juggling multiple vendors or coordinating across departments — manage your entire IT lifecycle from one intuitive platform to procure, retrieve, store, and resell laptops and other equipment.\u003c/p\u003e\u003cp\u003eYou can view integration setup instructions here: \u003ca href=\"https://faq.allwhere.co/en_us/hris-integration-BkZVxpyIT\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eallwhere Help Center\u003c/a\u003e. \u003c/p\u003e\u003ch2 id=\"h_01JNYF783Y807ST82DH7NR7DGD\"\u003ePricing information\u003c/h2\u003e\u003cp\u003eGet started for free — and pay only for what you use. No per-seat subscriptions or lengthy contracts. Our usage-based pricing means you only pay for what you actually use, no matter your team’s needs.\u003c/p\u003e\u003cp\u003eFor more details on allwhere’s pricing visit this \u003ca href=\"https://allwhere.co/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003elink\u003c/a\u003e. \u003c/p\u003e\u003ch2 id=\"h_01JNYF783YTTKKTR4C2AHV954B\"\u003eFrequently Asked Questions\u003c/h2\u003e\u003ch3 id=\"h_01JPWFD2X7RV9VVE9Z6ZQQ9M8Q\"\u003eWho can use this integration?\u003c/h3\u003e\u003cp\u003eThis integration is available to customers on Justworks PEO and Payroll plans and all allwhere customers. \u003c/p\u003e\u003ch3 id=\"h_01JPWFE8HA0VN5T7648W5VYPBR\"\u003eHow much does this integration cost?\u003c/h3\u003e\u003cp\u003eThis integration is free.\u003c/p\u003e\u003ch3 id=\"h_01JPWFE4ZRMAMEGY6AWJHTHBR0\"\u003eWhere can I find partner pricing?\u003c/h3\u003e\u003cp\u003eFor allwhere pricing, visit this \u003ca href=\"https://allwhere.co/pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003elink\u003c/a\u003e. \u003c/p\u003e\u003ch3 id=\"h_01JPWFE07K7JPSP6HRCQ7FF954\"\u003eHow can I contact the partner?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #444746;\"\u003eContact allwhere via their contact page \u003c/span\u003e\u003ca href=\"https://www.allwhere.co/contact-us\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere.\u003c/a\u003e\u003c/p\u003e\u003ch3 id=\"h_01JPWFDWK2KTXN8PDNXMFHEX30\"\u003eIn order to set up and use the integration, what permissions does an Admin need on allwhere?\u003c/h3\u003e\u003cp\u003eAccount Administrators have access to create and manage the HRIS integration.\u003c/p\u003e\u003ch3 id=\"h_01JPWFDR7BY6GBZKZPW1NS2NDX\"\u003eHow often is data synced\u003c/h3\u003e\u003cp\u003eData is synced daily.\u003c/p\u003e\u003ch3 id=\"h_01JPWFDN0XEGYZAYRA0FS2Q3M6\"\u003eWhat employee types does this integration support?\u003c/h3\u003e\u003cp\u003eAll employees are supported by this integration.\u003c/p\u003e\u003ch3 id=\"h_01JPWFDJ2MGDS6VEJ17JHWZ9M4\"\u003eWill the integration expire?\u003c/h3\u003e\u003cp\u003eThe integration does not expire.\u003c/p\u003e\u003ch2 id=\"h_01JNYF783Z0WAQD9V71EMRCMRJ\"\u003eAdditional Resources\u003c/h2\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e82b90681de2e1a4141986d7dacd085ae\"\u003e\u003ca href=\"https://faq.allwhere.co/en_us/hris-integration-BkZVxpyIT\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eallwhere Help Center\u003c/a\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"ebc4362689788e77aada556b4c7bb38c9\"\u003e\u003ca href=\"https://www.allwhere.co/solutions/integrations/justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eallwhere - Justworks Integration\u003c/a\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"employees are supported by this \u003cem\u003eintegration\u003c/em\u003e. Will the \u003cem\u003eintegration\u003c/em\u003e expire? The \u003cem\u003eintegration\u003c/em\u003e does not expire. Additional Resources","result_type":"article"},{"id":34770289813019,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/34770289813019.json","html_url":"https://help.justworks.com/hc/en-us/articles/34770289813019-Electric-AI-Integration","author_id":39777370247195,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2025-03-09T22:03:20Z","updated_at":"2026-08-03T22:16:06Z","name":"Electric AI Integration","title":"Electric AI Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-08-03T22:16:06Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/34770294867867\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/34770294871451\" alt=\"electric_logo_black.svg\" width=\"193\" height=\"56\"\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.electric.ai/?utm_source=justworks\u0026amp;utm_medium=website\u0026amp;utm_campaign=justworks_electric_integration_help_center_article\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eElectric AI\u003c/a\u003e simplifies your IT operations by automating key tasks across the employee lifecycle, helping you purchase and track hardware, manage device security, stay compliant, and ensure your employees have access to the tools they need from day one.\u003c/p\u003e\u003cp\u003eWant to learn more about Electric’s offerings? Click \u003ca href=\"https://www.electric.ai/product?utm_source=justworks\u0026amp;utm_medium=website\u0026amp;utm_campaign=justworks_electric_integration_help_center_article\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01JNYCSXQ3STE651KVSY600TAG\"\u003eIntegration Overview\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1a1a1a;\"\u003eThe Justworks x Electric integration syncs employee data and automates IT tasks across the employee lifecycle including device and software provisioning and de-provisioning.\u003c/span\u003e\u003c/p\u003e\u003cp id=\"h_01JPTGDRKZRWB7ERJC8DF3J8XK\"\u003eThis integration enables:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"ebf85a97ccfbc32834e0465ea04ceca42\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eEmployee data syncs\u003c/strong\u003e from Justworks to Electric in minutes\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e65844c7afe6a17146b4b9bf4d07fa498\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eHardware purchasing and laptop retrieval \u003c/strong\u003efor your team\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"ea317642e1a9931683e6d482cd5e059f0\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eAutomated IT onboarding \u0026amp; offboarding\u003c/strong\u003e triggered by Justworks (Essentials \u0026amp; Pro Plans)\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e2af95d0933ae71e0ad14c84445c1eef1\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eApplication access automatically granted or removed \u003c/strong\u003e(Essentials \u0026amp; Pro Plans)\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e88e2bf3611197693e5312526c70f24f3\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eAutomated device tracking\u003c/strong\u003e keeps your inventory up to date (Pro plan)\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"eca9c500b3c585304e0f821a221900600\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eMobile Device Management (MDM)\u003c/strong\u003e for device security and policy enforcement (Pro Plan)\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e655eee2655160069f859a9488adc3bd7\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong style=\"font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Helvetica, Arial, sans-serif;\"\u003eDevice Warehousing\u003c/strong\u003e for storage, cleaning and redeployment (Pro Plan)\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01JPTGDWGWA71ZQDGWGQV0V434\"\u003eWhat employee information is sent from Justworks to Electric?\u003c/h3\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e5e49864057f6232dc4fe9157e7090919\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee First Name\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e40d5d33377af78f7df6e9f64768f431e\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Last Name\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e14625e753d32aa376332f9043c9ec63f\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Address\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e6e2261aed52ada0fa40ed083abbe1e2b\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Phone Number\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e21bba1826262c1bb6d4b165afc232704\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Personal Email\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e06d9fa23ed6a9e6b94a4b79e9fe75e7e\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Work Email\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e66dbea9176fff82bb946d80a4f710bef\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Role\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"ee3edc62f69ec62e59b6cadbedf9b7e20\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployment Status (Active/Terminated)\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"eeda8c6b274d6cd29fbbcb4fdfa773061\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Department\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e8c6eb7eff653ddd79f0d49dd7eff1bb6\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Start Date\u003c/span\u003e\u003c/li\u003e\n\u003cli data-list-item-id=\"e19e8104a64276bfd7525841ab0d0641e\"\u003e\n\u003cspan style=\"color: #1a1a1a;\"\u003eEmployee Termination Date\u003c/span\u003e\u003cspan style=\"color: #1a1a1a;\"\u003e\u003c/span\u003e\n\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1a1a1a;\" data-list-item-id=\"e56c8915cdddb129c2a11b23b62a04858\"\u003e\u003cspan style=\"color: #1a1a1a;\"\u003eDepartment/s\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01JNYCSXQ3H5K0SKPZ61ZHXZT0\"\u003eSetting up the Integration\u003c/h2\u003e\u003cp\u003eThis integration automatically syncs employee information from Justworks to the Electric IT Hub. When employees are onboarded or offboarded from Justworks, admins are automatically prompted to complete IT provisioning and deprovisioning tasks in Electric.\u003c/p\u003e\u003cp\u003eTo set up the integration, follow these steps: \u003cbr\u003e\u003cbr\u003e1. Log in to your Justworks account and navigate to Company settings and select Integrations.\u003cbr\u003e \u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/51721103766811\" alt=\"Screenshot 2026-06-04 at 6.01.40 PM.png\" width=\"2112\" height=\"1362\"\u003e\u003c/p\u003e\u003cp\u003e\u003cbr\u003e2. Next, click on the Electric card; here you will learn more about Electric, and the integration with Justworks, as well as details around what employee data is sent to Electric and what admin permissions are needed on Justworks and Electric to set up the integration. \u003c/p\u003e\u003cul\u003e\u003cli class=\"ck-list-marker-italic\" data-list-item-id=\"ed30e87f31ab21ec7dab9390b129cc3d5\"\u003e\u003cem\u003ePlease note, you must have Manage Employee permissions to access this integration. If you don’t have Manage Employee permissions, the Electric card will be locked. \u003c/em\u003e\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/38762863981723\"\u003e\u003cbr\u003e3. Finally, click Get Started. Since you're already logged into Justworks, you'll be signed into Electric automatically — no separate signup form, email confirmation, or password to create. If this is your company's first time connecting, an Electric account is created for you on the fly.\u003c/p\u003e\u003cp\u003e4. You'll land directly in the Electric IT Hub dashboard, ready to complete your company's IT plan.\u003c/p\u003e\u003ch2 id=\"h_01JNYCSXQ35AX23CGQKS0A6X5M\"\u003ePricing information\u003c/h2\u003e\u003cp\u003eIntegrating Justworks with Electric is \u003cstrong\u003efree\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003eElectric offers three pricing plans so you can customize to fit your company's IT needs:\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eHR Plan\u003c/strong\u003e - Free and available exclusively for Justworks customers \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eEssentials Plan\u003c/strong\u003e – $10/employee/month\u003c/p\u003e\u003cp\u003e\u003cstrong\u003ePro Plan\u003c/strong\u003e – $25/employee/month\u003c/p\u003e\u003cp\u003eAny Justworks customer who uses the Electric integration will automatically get access to Electric’s HR Plan, a free plan that offers access to hardware procurement. You are only required to pay for the hardware you purchase. \u003c/p\u003e\u003cp\u003eFor full pricing details, visit \u003ca href=\"https://www.electric.ai/pricing?utm_source=justworks\u0026amp;utm_medium=website\u0026amp;utm_campaign=justworks_electric_integration_help_center_article_pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eelectric.ai/pricing\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01JPTG8X6FB1BPQ87DHSYNA77E\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003e\u003c/span\u003eFrequently Asked Questions \u003c/h2\u003e\u003ch3 id=\"h_01KZ4V1XMVCAG5BB7J06KB7MDY\"\u003eWho can use this integration?\u003c/h3\u003e\u003cp\u003eThis integration is available to customers on Justworks PEO and Payroll plans.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V2D42ZACWV1FQQTWAS6FE\"\u003eWho does this integration support?\u003c/h3\u003e\u003cp\u003eThis integration supports all your team members in the US, including full-time and part-time employees and contractors.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V2FRFJ4H31TDVJPGJHF0P\"\u003eHow often is data synced?\u003c/h3\u003e\u003cp\u003eData is synced every 10 minutes.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V2MTZC67WSVQ81A0BGA5Q\"\u003eI have an issue/question regarding my Electric account. How can I contact Electric?\u003c/h3\u003e\u003cp\u003eYou can contact Electric by email at \u003ca href=\"mailto:product-support@electric.ai\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eproduct-support@electric.ai\u003c/a\u003e.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V2TGSVNBXD8KR5AF8FE08\"\u003eIn order to set up the integration, what permissions does an Admin need on Justworks?\u003c/h3\u003e\u003cp\u003eOnly admins with the “Manage Employees” permissions can set up and use the integration. For more information on how to update and manage permissions on Justworks visit our help center page: \u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004475952-Company-Level-Permissions#h_01J2M400C279ARG00DQDN6XT98\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCompany Level Permissions\u003c/a\u003e.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V315SR6QTVX09QCMZ57SM\"\u003eIn order to set up and use the integration, what permissions does an Admin need on Electric?\u003c/h3\u003e\u003cp\u003eAdmins need Administrator permissions to set up and use the integration.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V3DN7RXD439FNM0NHWXHG\"\u003eDo I need to create a separate Electric account and password?\u003c/h3\u003e\u003cp id=\"h_01JZECT08TAXBR5A6AK6AKTEH8\"\u003eNo. Justworks now supports single sign-on (SSO) with Electric. When you click Get Started, you're signed in, and an Electric account is created automatically if you don't already have one. There's no separate email verification or password step.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V3J9RQ8A15TJ33A3JSVJD\"\u003eWill existing employees be imported during the initial setup? \u003c/h3\u003e\u003cp\u003eYes. When you first connect the integration, all active employees in Justworks will be automatically imported into Electric. From there, you can use the Asset Management feature to assign device details, like equipment type and serial number, to each employee, so you can easily track and manage hardware across your team.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V3P1ECPFDSRX59SA54ZRE\"\u003eOnce I'm connected, does Electric link to a specific employee or just the general dashboard? \u003c/h3\u003e\u003cp\u003eOnce you're connected, Justworks gives you direct links into Electric — for example, a \"Get Started\" or \"Manage Assets\" button right on an employee's Justworks profile that takes you straight to that employee's page in Electric. You won't need to search for the employee again once you land in Electric.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V3WS4V7GDCHFVRF038YPA\"\u003eI haven't connected Electric yet. Will I see anything when I add a new employee? \u003c/h3\u003e\u003cp\u003eYes. If your company hasn't connected Electric, you'll see a banner on the new team member's profile page prompting you to learn more about or connect Electric for IT provisioning. You can dismiss it, and it will reappear the next time you add a team member until you connect.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V412NAGM3HK4F4Z685JX3\"\u003eHow can I update employee information in the Electric IT Hub? \u003c/h3\u003e\u003cp id=\"h_01JZECWY4WGB0965TWFJDCP6K8\"\u003eAny updates must be made within the Justworks platform and will be synced over to Electric. \u003c/p\u003e\u003ch3 id=\"h_01KZ4V4505W62CPH32Z93K63SG\"\u003eWill the integration expire?\u003c/h3\u003e\u003cp\u003eThe integration does not expire.\u003c/p\u003e\u003ch3 id=\"h_01KZ4V4AWN0NP5BFJ4W43WFR5Q\"\u003eWhat happens if my company leaves Justworks? \u003c/h3\u003e\u003cp\u003eIf your company leaves Justworks, your connection with Electric will be terminated effective immediately. Any accounts that were already created will remain in Electric, and you must work with Electric directly to maintain or terminate your company’s plan.\u003c/p\u003e\u003ch2 id=\"h_01JNYCSXQ41T4ZJA3VE16V5T8C\"\u003eResources\u003c/h2\u003e\u003cp\u003e\u003ca href=\"https://support.electric.ai/electricithub/electric-it-hub-justworks-how-to-link-your-account\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eElectric AI Help Center\u003c/a\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Electric’s offerings? Click here. \u003cem\u003eIntegration\u003c/em\u003e Overview The Justworks x Electric \u003cem\u003eintegration\u003c/em\u003e syncs employee data and automates","result_type":"article"},{"id":21206886027419,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/21206886027419.json","html_url":"https://help.justworks.com/hc/en-us/articles/21206886027419-Sage-Intacct-Integration","author_id":382799157691,"comments_disabled":true,"draft":false,"promoted":false,"position":10,"vote_sum":0,"vote_count":0,"section_id":32936386025755,"created_at":"2023-12-13T16:00:34Z","updated_at":"2026-06-15T14:56:35Z","name":"Sage Intacct Integration","title":"Sage Intacct Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-15T14:56:35Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKF6XPEXR6YDR89XCFM43"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/36458689816475\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01HHHXY34HQ7AWGEWJZ07BV2PX\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eGetting Started\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eTo get started, select \u003cstrong\u003eSage Intacct \u003c/strong\u003eon the Invoices tab of Pay by clicking the icon with three dots.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2336/1190;\" src=\"https://help.justworks.com/hc/article_attachments/51721095361307\" alt=\"Screenshot 2026-06-05 at 4.50.09 PM.png\" width=\"2336\" height=\"1190\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eFrom there, you can see our Sage Intacct Settings page.\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/51721095366683\" alt=\"sage 1.png\" width=\"1022\" height=\"1191\"\u003e \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eAfter clicking \u003cstrong\u003eConnect to Sage Intacct\u003c/strong\u003e, you will be redirected to a series of four confirmation prompts to ensure that your Sage platform is ready for the Justworks integration. Each prompt will provide instructions on where to find the necessary information or setting as well as a short tutorial video.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eFirst, you will need to locate your company’s Sage Intacct \u003cstrong\u003eCompany ID\u003c/strong\u003e. Keep this information readily available as it will be required for the final login.\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21286942382363\" alt=\"Screenshot 2023-12-09 at 1.39.58 PM.png\" width=\"615\" height=\"523\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eNext, confirm that you have \u003cstrong\u003eWeb Services\u003c/strong\u003e for Sage Intacct turned on. This allows integrations, such as Justworks’, to connect using an internet connection.\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21286934730139\" alt=\"Screenshot 2023-12-09 at 1.41.51 PM.png\" width=\"616\" height=\"459\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eJustworks will need to be added as an authorized \u003cstrong\u003eSender ID \u003c/strong\u003eto complete the secure connection.\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21286942391195\" alt=\"Screenshot 2023-12-09 at 1.43.59 PM.png\" width=\"615\" height=\"581\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eFinally, make sure you have an authorized \u003cstrong\u003eWeb Services User \u003c/strong\u003ecreated to enable the Sage Intacct connection with Justworks.\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21286934746011\" alt=\"Screenshot 2023-12-09 at 1.46.36 PM.png\" width=\"614\" height=\"703\"\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eAfter each of those steps have been completed, you will be prompted to login to your Sage Intacct account using your \u003cstrong\u003eCompany ID\u003c/strong\u003e and Sage Intacct credentials for the \u003cstrong\u003eAuthorized Web Services User\u003c/strong\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/21286934750235\" alt=\"Screenshot 2023-12-09 at 1.49.08 PM.png\" width=\"614\" height=\"559\"\u003e \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #172b4d;\"\u003eYou will now be successfully connected!\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HHHXY34H1H2C1DVA5EFNJA2Q\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eMapping\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eAfter connecting Sage Intacct to Justworks, you will need to create company-level mapping for both your payroll bank account and transaction types to an account in your Sage Chart of Accounts.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eThe \u003cstrong\u003eBank Account\u003c/strong\u003e should be mapped to the account you have linked to Justworks for payroll processing. \u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1566/1016;\" src=\"https://help.justworks.com/hc/article_attachments/51721095370011\" alt=\"sage 3.png\" width=\"1566\" height=\"1016\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eNow that you’ve set up your bank account mapping, you’ll need to map each pay type in Justworks to an account in Sage Intacct.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eEach payment type is grouped in a category with similar payment types. You can use the drop-down next to the category name to assign a default Sage Intacct account to any blank payment type. If necessary, you can use the drop-down next to each individual payment type to specify a separate Sage account.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eCertain payment types can be expanded by clicking the caret “⌄” to the right. This allows you to assign Sage Intacct accounts on a granular leve\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/51721095371291\" alt=\"sage 4.png\" width=\"970\" height=\"1072\"\u003e  \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eKeep in mind here that you’ll have to link every pay type to an account in order to complete setting up your integration. This includes items you may not yet utilize such as contractor and vendor payments. However, you can link multiple Justworks pay types to the same Sage account from your Chart of Accounts.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIf you have account numbers enabled in Sage Intacct, these will automatically be visible with the account name in the drop-down.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HHHXY34HFCMY0MKGFGJ4HT7K\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eDepartment Mapping Overrides\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eIf you’d like to track payroll expenses by department, you have the option to do so as well. Once you’ve set up your pay default company mappings you’ll see the option to override account mappings by department in Justworks to their own accounts in Sage Intacct. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eChoose the department that you’d like to assign account overrides to and click the \u003cstrong\u003eEdit\u003c/strong\u003e button to the right-hand side. This will take you to a screen where you can assign individual transaction types allocated to a department to a specific account within Sage Intacct.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1009/975;\" src=\"https://help.justworks.com/hc/article_attachments/51721095372955\" alt=\"sage 5.png\" width=\"1009\" height=\"975\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eUnlike in the company-level defaults, you will not need to assign an account override to each department or for each pay type within a department. Any pay type not mapped on the department level will still reflect under the Sage Intacct account mapping for that pay type listed in the company-level settings. \u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HHHXY34H2CSWM3892F308B3P\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eDimensions Mapping\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eSage Intacct allows you to gain a clearer picture of your company’s financial health with the option of dimensions. Justworks’ Sage Intacct integration allows you to assign two of these tracking segments to a department.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eDimensions mapping is \u003cstrong\u003eoptional\u003c/strong\u003e and not all departments have to be mapped to a dimension.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1261/1062;\" src=\"https://help.justworks.com/hc/article_attachments/51721073887131\" alt=\"sage 6.png\" width=\"1261\" height=\"1062\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01HHHXY34H93NS9SZZEFFXFR7B\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eSending Invoices to Sage Intacct\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eAfter your payments process and invoices are created in Justworks, you will be able to send each invoice over to Sage with the click of a button.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eFrom the Invoices tab in Pay, you’ll see an icon with two arrows next to each invoice. Clicking that icon will \u003cstrong\u003esync\u003c/strong\u003e the invoice to your Sage Intacct accounting integration. The icon will turn green when the invoice has been synced successfully.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2270/1454;\" src=\"https://help.justworks.com/hc/article_attachments/51721095374747\" alt=\"Screenshot 2026-06-05 at 4.45.28 PM.png\" width=\"2270\" height=\"1454\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cspan class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#172b4d\"\u003eIf these icons are\u003c/span\u003e\u003cspan class=\"fabric-text-color-mark\" data-renderer-mark=\"true\" data-text-custom-color=\"#172b4d\"\u003e not next to each invoice, check to make sure that Sage has been properly connected. \u003c/span\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003eEach invoice is sent to Sage as a Payroll Journal. You can view the journal entry details by going to \u003cstrong\u003eApplications \u0026gt; General Ledger \u0026gt; Journal Entries \u0026gt; Payroll Journal\u003c/strong\u003e.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"ensure that your Sage platform is ready for the Justworks \u003cem\u003eintegration\u003c/em\u003e. Each prompt will provide instructions on where to find","result_type":"article"},{"id":10279095459355,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/10279095459355.json","html_url":"https://help.justworks.com/hc/en-us/articles/10279095459355-QuickBooks-Online-Integration","author_id":382799157691,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936386025755,"created_at":"2022-11-09T22:12:02Z","updated_at":"2026-07-22T13:35:37Z","name":"QuickBooks Online Integration","title":"QuickBooks Online Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-22T13:35:37Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P"],"label_names":["qbo"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/36458628777371\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01KKW37WCJBGWJSN4NTH7RD9MS\"\u003eGetting Started\u003c/h2\u003e\u003cp\u003eTo get started, select QuickBooks Online from the Invoices tab of Pay by clicking the icon with three dots in the upper right-hand corner.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2768/1320;\" src=\"https://help.justworks.com/hc/article_attachments/51721096063643\" alt=\"Screenshot 2026-06-05 at 4.14.01 PM.png\" width=\"2768\" height=\"1320\"\u003e\u003c/figure\u003e\u003cp\u003eBefore you can start setting up, you’ll first need to connect your QuickBooks Online account. Clicking “Connect QuickBooks Online” will redirect you to login to QuickBooks Online.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1015/428;\" src=\"https://help.justworks.com/hc/article_attachments/51721074551195\" alt=\"QBO1.png\" width=\"1015\" height=\"428\"\u003e\u003c/figure\u003e\u003cp\u003eAfter signing in, you’ll need to authorize Justworks to access your QuickBooks Online account.\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/47882715839643\" width=\"624\" height=\"463\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KKW37WCPDYFAGJRD21775JNF\"\u003ePreferences\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #292a2e;\"\u003eAfter connecting to QuickBooks Online, you can decide how Justworks syncs data with your QuickBooks Online account under Preferences.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 693/777;\" src=\"https://help.justworks.com/hc/article_attachments/51721074553755\" alt=\"QBO2.png\" width=\"693\" height=\"777\"\u003e\u003c/figure\u003e\u003cp\u003eBased on your company needs you can select:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e607bb22add5623aff5fc1e167b0f11d1\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cstrong\u003eBank Account: \u003c/strong\u003eThis should be the account that you use to process payroll.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"eced61b200ef8574ebbb01d0e613d5055\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cstrong\u003eSync method:\u003c/strong\u003e Manually sync invoices or Allow them to automatically sync the day after processing.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"edc57bf4111d70484e700be684cac2e5c\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cstrong\u003eTransaction Type: \u003c/strong\u003eSend the transaction as either a Bill or Journal Entry\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"ead0d0787811253cc8fcb00fe38c46475\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cstrong\u003eGranularity:\u003c/strong\u003e Allows each line item mapped to either be aggregated into a single line per payroll, or into multiple lines for each individual employee regardless if they have a shared account.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KKW37WCSYBNBKV3E41CHTPD4\"\u003eCompany Mapping\u003c/h2\u003e\u003cp\u003eNow that you’ve set up your preferences, you’ll need to map each pay type in Justworks to an account or sub-account from your Chart of Accounts in QuickBooks Online.\u003c/p\u003e\u003cp\u003eEach payment type is grouped in a category with similar line item types (ex: Earnings, Deductions, Fees etc). After expanding a given category, you can use the drop down next to each individual line item type to specify the QuickBooks Online account it should be mapped to. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1798/1556;\" src=\"https://help.justworks.com/hc/article_attachments/51721074554651\" alt=\"Screenshot 2026-06-05 at 4.38.26 PM.png\" width=\"1798\" height=\"1556\"\u003e\u003c/figure\u003e\u003cp\u003eKeep in mind here that you’ll have to map every visible line item to an account in order to complete setting up your integration. You can see your progress based on the status shown next to each category.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 985/661;\" src=\"https://help.justworks.com/hc/article_attachments/51721074562971\" alt=\"QB4.png\" width=\"985\" height=\"661\"\u003e\u003c/figure\u003e\u003cp\u003eOnly items that have appeared on processed invoices will be available to map. As you process additional payrolls, new items may be used and will need to be mapped at that time to continue syncing to QuickBooks Online.\u003c/p\u003e\u003ch2 id=\"h_01KKW37WCW9HN3JCD6C9S42D29\"\u003eDepartment Override\u003c/h2\u003e\u003cp\u003eOnce you’ve set up your default company mappings you’ll have the option to override the same line items by department to their own accounts in QuickBooks Online. Department overrides are totally \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and are not a required step to complete your account mapping.\u003c/p\u003e\u003cp\u003eFirst, you can choose the department from the drop down to see the same categories as the company level.\u003c/p\u003e\u003cp\u003eSimilar to the company level mappings, you can expand a category within an individual department to see the individual line items. The default account will be visible and you can choose a different account from the drop down to assign as an override.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1788/1146;\" src=\"https://help.justworks.com/hc/article_attachments/51721096072859\" alt=\"Screenshot 2026-06-05 at 4.41.42 PM.png\" width=\"1788\" height=\"1146\"\u003e\u003c/figure\u003e\u003cp\u003eUnlike in the company-level defaults, you will not need to assign an account override to every department or for each pay type within a department. Any pay type not mapped on the department level will still map to the account listed in the company-level settings. \u003c/p\u003e\u003ch2 id=\"h_01KECGC2N4DQVXWWDP0W9SW89D\"\u003eOffice Override\u003c/h2\u003e\u003cp\u003eSimilar to departments, you are able to override line items at the individual Office level. This is \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and you do not need to map each line item and only need to edit the account if it needs an override compared to the default company or department-, or employee-level mapping.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 93.09%;\"\u003e\u003cimg style=\"aspect-ratio: 1734/1364;\" src=\"https://help.justworks.com/hc/article_attachments/53377901805339\" alt=\"Screenshot 2026-07-22 at 9.34.23 AM.png\" width=\"1734\" height=\"1364\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01KKW37WCYAJY46G4F4GW0VEQ3\"\u003eEmployee Override\u003c/h2\u003e\u003cp\u003eSimilar to departments, you are able to override line items at the individual employee level. This is \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and you do not need to map each line item and only need to edit the account if it needs an override compared to the default company or department-level mapping.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1794/782;\" src=\"https://help.justworks.com/hc/article_attachments/51721074566171\" alt=\"Screenshot 2026-06-05 at 4.43.24 PM.png\" width=\"1794\" height=\"782\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01KKW37WD3GZBF50SVJRN7QEDJ\"\u003eClass Mapping\u003c/h2\u003e\u003cp\u003eIf you utilize classes in QuickBooks Online, you can map these at the department level. Similar to department overrides, classes are \u003cem\u003e\u003cstrong\u003eoptional\u003c/strong\u003e\u003c/em\u003e and can be mapped only to the applicable departments.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1782/1546;\" src=\"https://help.justworks.com/hc/article_attachments/51721096075547\" alt=\"Screenshot 2026-06-05 at 4.44.32 PM.png\" width=\"1782\" height=\"1546\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01KXK9J8NM0E06YWW447VAP54S\"\u003eInternational (EOR) Payroll and Xero\u003c/h2\u003e\u003cp\u003eYou can map and include EOR payroll information with your data syncs to Xero. Find out more by visiting \u003ca href=\"https://help.justworks.com/hc/en-us/articles/53016140097819\"\u003eInternational Mapping for Accounting Integrations.\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01KKW37WD3T0PE2N99DS16FEP7\"\u003eSending Invoices to QuickBooks Online\u003c/h2\u003e\u003cp\u003eAfter your payroll process and an invoice is created in Justworks, you will be able to send each invoice over to QuickBooks Online with the click of a button or sync automatically the day after processing. If you have enabled automatic sync, you can still manually sync the invoice at any time if you would like.\u003c/p\u003e\u003cp\u003eFrom the Invoices tab in Pay, you’ll see an icon with two arrows next to each invoice. If syncing manually, clicking that icon will sync the invoice to your QuickBooks Online accounting integration. When successful, it will turn green with a check mark inside.\u003c/p\u003e\u003cp\u003eIf you don’t see the icons next to each invoice, return to the QuickBooks Online setup page to make sure you have connected properly to QuickBooks Online.\u003c/p\u003e\u003cp\u003eIf the icon is instead red with an exclamation mark, the sync to QuickBooks Online will have failed, likely due to a new line item appearing and needing mapped.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2270/1454;\" src=\"https://help.justworks.com/hc/article_attachments/51721096077083\" alt=\"Screenshot 2026-06-05 at 4.45.28 PM.png\" width=\"2270\" height=\"1454\"\u003e\u003c/figure\u003e\u003cp\u003eYou will be able to tell which category the new type appears in as the status will change from “Completed” to “In Progress”. After mapping the missing item, you can return to invoices and resync to QuickBooks Online.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1800/1130;\" src=\"https://help.justworks.com/hc/article_attachments/51721096079643\" alt=\"Screenshot 2026-06-05 at 4.48.07 PM.png\" width=\"1800\" height=\"1130\"\u003e\u003c/figure\u003e\u003cp\u003eOnce sent, you’ll be able to see each Justworks invoice you send to QuickBooks Online as an Expense in your QuickBooks Online Account.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 91.24%;\"\u003e\u003cimg style=\"aspect-ratio: 3014/1434;\" src=\"https://help.justworks.com/hc/article_attachments/50279256792987\" width=\"3014\" height=\"1434\"\u003e\u003c/figure\u003e\u003cp\u003eFor more information on the Justworks-QuickBooks Online integration, \u003ca href=\"https://www.justworks.com/integrations/quickbooks\"\u003e\u003cspan class=\"wysiwyg-underline\"\u003eclick here\u003c/span\u003e\u003c/a\u003e. \u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"item to an account in order to complete setting up your \u003cem\u003eintegration\u003c/em\u003e. You can see your progress based on the status shown next","result_type":"article"},{"id":29604128077723,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/29604128077723.json","html_url":"https://help.justworks.com/hc/en-us/articles/29604128077723-Culture-Amp-Integration","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2024-09-27T23:21:06Z","updated_at":"2026-03-16T20:01:36Z","name":"Culture Amp Integration","title":"Culture Amp Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-03-16T20:01:36Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKTKNVAE1C87921WHJGWB"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/33251676647707\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/29604128076187\" width=\"327\" height=\"104\"\u003e\u003c/p\u003e\u003cp\u003e\u003ca href=\"https://www.cultureamp.com/\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCulture Amp\u003c/a\u003e offers industry-leading people science and technology to drive business success and bring more humanity to work. Get trusted data, tools, and partnership on one platform to make the best people decisions to improve employee engagement, performance, and development.\u003c/p\u003e\u003cp\u003eWant to learn more about Culture Amp’s offerings? Click \u003ca href=\"https://www.cultureamp.com/partner/justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01J8TWGQTEJQ6RGPHB66G3Q5C7\"\u003eIntegration Overview\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"background-color: #ffffff; color: #1a1a1a;\"\u003eThe Justworks x Culture Amp integration imports employee data directly from Justworks to Culture Amp.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01JXB72CGYMHD33ZW5MZNCDAA9\"\u003eThis integration enables:\u003c/h3\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e3d48320c24396d62c793f1ff31da24a8\"\u003e\n\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eAutomated account management: \u003c/strong\u003eManage employee information in Justworks, while this integration seamlessly provisions and de-provisions users to their Culture Amp accounts.\u003c/span\u003e\u003cbr\u003e \u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #1c1d1f;\" data-list-item-id=\"e3857bb65d2914327ed58af5619abef44\"\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e\u003cstrong\u003eDaily data-syncing: \u003c/strong\u003eEliminate manual work and save time. Data syncs from Justworks to Culture Amp every 24 hours, providing real-time information.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01JXB726ZGR091A43X49CWCPR8\"\u003eWhat employee information is sent from Justworks to Culture Amp?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #1a1a1a;\"\u003e\u003cstrong\u003eStandard Information\u003c/strong\u003e\u003c/span\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ed7d48e63250feac868bc95db4d778381\"\u003eFirst Name\u003c/li\u003e\n\u003cli data-list-item-id=\"e3659835078210471f122530b1c2ffa46\"\u003ePreferred Name\u003c/li\u003e\n\u003cli data-list-item-id=\"eea7acf288aa1bd97e5c045eeb0f61dba\"\u003eLast Name\u003c/li\u003e\n\u003cli data-list-item-id=\"eb277e24c0040af4bd53e099925a64886\"\u003eWork Email\u003c/li\u003e\n\u003cli data-list-item-id=\"ed1f1ad12b86d02aff7d53f80253f00a2\"\u003ePhone Number\u003c/li\u003e\n\u003cli data-list-item-id=\"efe7392b5c698f4a87447ce8b77df57fe\"\u003eHome location\u003c/li\u003e\n\u003cli data-list-item-id=\"eab6908dee5bfcbc63903231269583c31\"\u003eWork Location\u003c/li\u003e\n\u003cli data-list-item-id=\"e2a882b0472b627ccca36e299c1314593\"\u003eManager\u003c/li\u003e\n\u003cli data-list-item-id=\"ebbf7d10e06bb68eab4734874712488a8\"\u003eStart date\u003c/li\u003e\n\u003cli data-list-item-id=\"ea3bc8571e2f420a9d1c4309b93d84f68\"\u003eEmployment status\u003c/li\u003e\n\u003cli data-list-item-id=\"e710d698b4f5a2b49b8010ab0d1ed5a6c\"\u003eHire date\u003c/li\u003e\n\u003cli data-list-item-id=\"e1ba57aa24cd47087610998c1dae5db1d\"\u003eTermination date\u003c/li\u003e\n\u003cli data-list-item-id=\"ecb9cb0f80933f2ce4d6e591f7aa85340\"\u003eRemote data\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eGroups\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\u003cli data-list-item-id=\"e09b7ebddc7c849300d22df8047e25037\"\u003eDepartment\u003c/li\u003e\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eDemographic data\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ebae60fbea1785c10e37246f8a8088656\"\u003eGender\u003c/li\u003e\n\u003cli data-list-item-id=\"e134d850b876c758d189740270772cca5\"\u003eEthnicity \u003c/li\u003e\n\u003cli data-list-item-id=\"ed28414f726866a387efa3311f93bc368\"\u003eDate of birth\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003e\u003cstrong\u003eNotes:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e9f6c6db00fd0fedc036959be04391cf1\"\u003e\n\u003cspan style=\"color: #1a1a1a;\"\u003eChanges to employee data in Culture Amp will \u003c/span\u003e\u003cspan class=\"wysiwyg-underline\"\u003enot\u003c/span\u003e\u003cspan style=\"color: #1a1a1a;\"\u003e flow back to Justworks.\u003c/span\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ec358cb9e2892391a1000930887f64865\"\u003e\n\u003cspan style=\"color: #1a1a1a;\"\u003eNote: Any employees already in Culture Amp but not imported from Justworks will be made inactive as\u003c/span\u003e\u003ca href=\"https://support.cultureamp.com/en/articles/8965952-understanding-deactivated-vs-former-employees\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e former\u003c/a\u003e\u003cspan style=\"color: #1a1a1a;\"\u003e employees with their End Date set to the date of import.\u003c/span\u003e\n\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01J8TWGQTEKJ2YQQHX3JHBBT3V\"\u003eHow the integration works\u003c/h2\u003e\u003cp\u003eTo set up this integration:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e1416857e05dd2ce220b30b5b45a85f62\"\u003eSign in to Culture Amp with an account that has Account Administrator access.\u003c/li\u003e\n\u003cli data-list-item-id=\"e2b755d3f3230a3d07bc4377300cf3748\"\u003eNavigate to your Settings \u0026gt; Data Integrations page in the Culture Amp platform.\u003c/li\u003e\n\u003cli data-list-item-id=\"e17ec82eb271561a64fe35a92834ad0a2\"\u003eSelect Justworks from the list of integrations.\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eYou can view integration setup instructions here: \u003ca href=\"https://support.cultureamp.com/en/articles/9323050-how-to-sync-hris-data-from-justworks-via-the-merge-api\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCulture Amp Help Center Article\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01J8TWGQTEP5X2VMC2T0PB6PW7\"\u003ePricing information\u003c/h2\u003e\u003cp\u003eYou can view \u003ca href=\"https://www.cultureamp.com/platform/plans-and-pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCulture Amp's Pricing Plans here\u003c/a\u003e. \u003cspan style=\"color: #1c1d1f;\"\u003eNew Culture Amp customers can claim a 10% discount on their first year subscription of Culture Amp when they sign up \u003c/span\u003e\u003ca href=\"https://www.cultureamp.com/platform/plans-and-pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e\u003cspan style=\"color: #1c1d1f;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01J8TWGQTEQ6R96WCGRWPY7QGG\"\u003eFrequently Asked Questions\u003c/h2\u003e\u003ch3 id=\"h_01JXB747HYEERAY5Z5M96CJGTK\"\u003eWho can use this integration?\u003c/h3\u003e\u003cp\u003eThis integration is available to customers on Justworks PEO plans starting September 2024, and Payroll customers starting January 2025. Customers on Culture Amp’s Engage plan can use this integration.\u003c/p\u003e\u003ch3 id=\"h_01JXB74DSCHWB90M7PYBD20DJ0\"\u003eHow much does this integration cost?\u003c/h3\u003e\u003cp\u003eThis integration is free.\u003c/p\u003e\u003ch3 id=\"h_01JXB74JAQYG3ZHCRE2ZANA9D3\"\u003eCan I apply the Justworks Discount if I’m already using Culture Amp?\u003c/h3\u003e\u003cp\u003eUnfortunately not. Offers listed are available only for new Culture Amp customers.\u003c/p\u003e\u003ch3 id=\"h_01JXB76Y6BJ2REBS5T34RJ8GTZ\"\u003eWhere can I find partner pricing?\u003c/h3\u003e\u003cp\u003eFor Culture Amp pricing, visit their \u003ca href=\"https://www.cultureamp.com/platform/plans-and-pricing\" target=\"_blank\" rel=\"noopener noreferrer\"\u003epricing page\u003c/a\u003e.\u003c/p\u003e\u003ch3 id=\"h_01JXB771PTR6B1NSMWAEC5CENZ\"\u003eHow can I contact the partner?\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"color: #444746;\"\u003eContact Culture Amp via their \u003c/span\u003e\u003ca href=\"https://www.cultureamp.com/partner/justworks\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks partner contact page\u003c/a\u003e.\u003c/p\u003e\u003ch3 id=\"h_01JXB775J8HPHHKAX3RA4FZZV8\"\u003eIn order to set up and use the integration, what permissions does an Admin need on Culture Amp?\u003c/h3\u003e\u003cp\u003eCulture Amp account admins can set up and use the integration.\u003c/p\u003e\u003ch3 id=\"h_01JXB77A32SK2RP8MYJN89515F\"\u003eHow often is data synced?\u003c/h3\u003e\u003cp\u003eData is synced every 24 hours.\u003c/p\u003e\u003ch3 id=\"h_01JXB77DEXVB9Z1PRW9GTB8QH1\"\u003eWhat employee types does this integration support?\u003c/h3\u003e\u003cp\u003eFull-time employees are supported by this integration.\u003c/p\u003e\u003ch3 id=\"h_01JXB77HQQRNDJTCCD6ABDQYZ3\"\u003eWill the integration expire?\u003c/h3\u003e\u003cp\u003eThe integration does not expire.\u003c/p\u003e\u003ch2 id=\"h_01J8TWGQTERG672NV3XPPA6G6X\"\u003eResources\u003c/h2\u003e\u003cp\u003e\u003ca href=\"https://support.cultureamp.com/en/articles/9323050-how-to-sync-hris-data-from-justworks-via-the-merge-api\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCulture Amp Help Center Article\u003c/a\u003e\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Amp’s Engage plan can use this \u003cem\u003eintegration\u003c/em\u003e. How much does this \u003cem\u003eintegration\u003c/em\u003e cost? This \u003cem\u003eintegration\u003c/em\u003e is free. Can I apply the Justworks","result_type":"article"},{"id":360059702291,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360059702291.json","html_url":"https://help.justworks.com/hc/en-us/articles/360059702291-Justworks-Time-Tracking-Integration","author_id":363713680512,"comments_disabled":true,"draft":false,"promoted":false,"position":13,"vote_sum":0,"vote_count":8,"section_id":32936311129115,"created_at":"2021-04-12T14:43:48Z","updated_at":"2026-09-08T12:51:00Z","name":"Justworks Time Tracking Integration","title":"Justworks Time Tracking Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-09-08T12:51:00Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01HY5XE02912T2D547ANF5CKJM"],"label_names":["timetracking"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32201451236379\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThe Justworks Time Tracking integration is an all-in-one solution for customers to access time tracking and payroll from one place. Employees can clock in and out from any device and once a shift is approved, it will automatically sync to the Justworks Timecard. Customers can create a new Justworks Time Tracking account through a Product Details page found in the Timecards page.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HEN4YVQ7V8G371MVSVMX8C0X\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eEnable the integration starting from Justworks\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAll admins with Timecards permissions will be able to enable the integration. Managers will not be able to enable the integration. We make it easy for you to either connect your existing Justworks Time Tracking account or create a new Justworks Time Tracking account for your company if you don’t have one yet. To get started, click on the Timecards tab and then click on the Justworks Time Tracking integration link in the upper right corner.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HEN49BP8PPZ7RQFMPCPK068A\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eCreate a new Justworks Time Tracking account\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eOn the Justworks Time Tracking Product Details page, select “Create a Justworks Time Tracking account” on the right side. You’ll be redirected to the Justworks Time Tracking website and we will automatically create a Justworks Time Tracking account for your company and Justworks Time Tracking profiles for you and all of your employees. Syncing information from Justworks will take a few minutes and then you’ll land on the Justworks Time Tracking Get Started page to send invitations to your employees and set up your new account.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAll employees will be added in a pending state and you’ll send an invitation to anyone using Justworks Time Tracking - including Managers who will approve shifts. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYour team will be able to access their Justworks Time Tracking account using their same Justworks login information - no new usernames or passwords needed! When they login to Justworks Time Tracking, they’ll see an option to “Sign in with Justworks”. The admin enabling the integration will be set as the admin on Justworks Time Tracking. \u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HEN49BP8NP0YKWWY0EQKZC75\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eConnect an existing Justworks Time Tracking account\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf your company already uses Justworks Time Tracking, you can simply select “Connect existing account”. After you land on the Justworks Time Tracking Success Page, you’ll be redirected to Justworks Time Tracking employee matching page to match Justworks employee profiles to Justworks Time Tracking profiles. For any employee using Justworks Time Tracking, including Managers who approve shifts, use the drop-down menu on the right side and select their name. For any employee who will not use Justworks Time Tracking, select “Ignore”. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf you’re enabling the integration in the middle of the pay period, please review the “What if I enable the integration in the middle of the pay period?” section below. \u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HEN49BP8Y3ZT5KDDEYWXEZ93\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eEnable the integration starting from Justworks Time Tracking\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAfter you login to your Justworks Time Tracking account, click on the Integrations tab at the top of the page, and then find the Justworks card to click Connect. You’ll be redirected to Justworks to login and enable the integration. After you land on the Justworks Time Tracking Success Page, you’ll be redirected to Justworks Time Tracking employee matching page to match the Settings tab to match Justworks employee profiles to Justworks Time Tracking profiles. For any employee using Justworks Time Tracking, including Managers who approve shifts, use the drop down menu on the right side and to select their name. For any employee who will not use Justworks Time Tracking, select “Ignore”.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HEN49BP8F8PG567T817TS9GV\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eClocking in and out using Justworks Time Tracking\u003c/span\u003e\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf your employees need help using Justworks Time Tracking’s clock in, clock out feature, visit Justworks Time Tracking’s \u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/16130751727515-Clocking-In-and-Out-for-Employees\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eHelp Center article\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01M20H48BGSAWV318CM468C2H8\"\u003eClocking in using a shared device \u003c/h2\u003e\u003cp\u003eIf you’d like your employees to clock in and out from a shared device, you can enable terminal mode in the Justworks mobile app. Terminal mode transforms the Justworks mobile app into a dedicated place for employees to clock in and out using a unique four-digit PIN. To learn more about setting up and using terminal mode, visit\u003ca href=\"https://help.justworks.com/hc/en-us/articles/23935957186075-Terminal-Mode-for-Justworks-Time-Tracking#h_01KG8BHZX7ABH38Y5YYB5AN241\"\u003e \u003cspan class=\"wysiwyg-underline\"\u003ethis Help Center article\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01HEN49BP89KK57H0YPQKG44MW\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eJustworks Time Tracking shifts syncing to Justworks Timecards\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eApproved Justworks Time Tracking shifts will begin to automatically sync to Justworks Timecards immediately after you enable the integration. Hours should appear on Justworks Timecards within 5 minutes and can be found in the “Saved Drafts” tab. For each employee using Justworks Time Tracking, we’ll include a label on their Justworks Timecard so that you can easily identify when shifts were synced from Justworks Time Tracking.\u003cspan style=\"color: #2F3941;\"\u003e Please ensure all Justworks Time Tracking shifts are synced to Timecards before clicking Approve (an error appears if you try to approve too soon).\u003c/span\u003e\u003c/p\u003e\u003cp\u003eHere’s an overview of the process:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e01e619fe215af85b43b48bda0116c0e8\"\u003eApprove Justworks Time Tracking shifts\u003col\u003e\u003cli data-list-item-id=\"eb237a843f2c773db341a6032e0ac69dd\"\u003eJustworks Time Tracking customers can also enable an “Auto-Approval” setting in Account Preferences if they prefer not to approve each shift\u003c/li\u003e\u003c/ol\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"efa6bb0a8bfbe24da49e5610ea2b722b4\"\u003eLogin to Justworks, click on the Timecards tab and select the “Saved Drafts” tab\u003c/li\u003e\n\u003cli data-list-item-id=\"efb9db4f7fdc2ab9b80fa44dad8befbcb\"\u003eReview the Timecards for accuracy to ensure all hours worked are accurately reported, applicable wage rates are applied, and overtime wage calculations are accurate and complete\u003c/li\u003e\n\u003cli data-list-item-id=\"ea783d15a499009673a14ce9c951a14c8\"\u003eApprove the Justworks Timecards\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eAs you can see above, you’ll review overtime calculated automatically based on your office’s settings and approve the shifts in Justworks Time Tracking before approving the Justworks Timecards. Both approvals are required for employees to be paid.\u003c/p\u003e\u003cp\u003eAs a heads up, overnight shifts will still split at midnight. However, the start and end of your workweek may vary depending on your company’s settings. Justworks allows you to customize the 7-day workweek period to align with how your business operates. By default, the workweek runs from Sunday at 12:00AM to Saturday at 11:59PM, but this can be changed. This flexibility ensures that hours worked are assigned to the correct workweek based on your selected configuration.\u003c/p\u003e\u003ch3 id=\"h_01JYM4BNKEH22SXN34YX0X77AY\"\u003eHow Overtime is Calculated in Justworks Time Tracking\u003c/h3\u003e\u003cp\u003eOvertime in Justworks Time Tracking is automatically calculated based on your office’s settings. If employees have multiple hourly rates within the same pay period, the system will apply the multi-rate overtime calculation method specified in Timecard Settings.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eBefore the 2 PM EST payroll processing deadline\u003c/strong\u003e, ensure you review the Timecard to confirm that all wage payments are accurate and complete. Once you approve the Timecard, it will be locked, and no further shifts for that pay period will sync from Justworks Time Tracking.\u003c/p\u003e\u003cp\u003eReview this \u003ca href=\"https://help.justworks.com/hc/en-us/articles/4408951787675-Overtime-at-Justworks-\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eOvertime Help Center article\u003c/a\u003e for cases in which overtime must be calculated manually.\u003c/p\u003e\u003ch3 id=\"h_01HEN5039C5TYKYBQEPQCZ611H\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eEnabling the integration in the middle of the pay period \u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eOnly after enabling the integration, approved Justworks Time Tracking shifts automatically sync to Justworks Timecards. Any shifts that were approved prior to enabling the integration will need to be synced individually using the Justworks Time Tracking Reports tab on the left side of your Justworks Time Tracking dashboard. Please note that this is a one-time event required for the initial setup of the integration. After you enable the integration, approved shifts will sync automatically within five minutes.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThis means if you are enabling the integration in the middle of the pay period, you’ll use the Reports tab and click “Send” on the right side of each shift that was approved prior to you enabling the integration. You’ll know the shift was sent to Justworks successfully if the status is updated to “Sent”. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN49BP8XXZJWFCJC9HDSR32\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eEditing a shift in Justworks Time Tracking\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAs long as the Justworks Timecards hasn’t been approved and payroll has not processed, you can edit shifts on Justworks Time Tracking (even if you’ve approved them) and the changes will automatically appear on the employee’s timecard on Justworks. \u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf you’ve already Approved the Timecard, any changes in Justworks Time Tracking for that pay period will not sync to Justworks. Instead, you can edit the hours directly on the Justworks Timecard, if payroll hasn't been processed yet, by clicking the Edit button and then clicking Approve again. If you’re editing the Timecard, we recommend you also update the applicable shifts on Justworks Time Tracking to ensure information is accurate in both places. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN49BP821886WJJ9PJZZJ2K\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eConfirm that shifts successfully synced to Justworks\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eLogin to Justworks Time Tracking and click on the Reports tab on the left side. After you select the week, you can confirm that shifts were sent over successfully if you see a “Sent” status on the right side of the shift. You can use these Reports to cross-reference the information on the Justworks Timecards.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN49BP9FB316TKRK69KTN19\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eSetting up Managers who approve shifts\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eAfter you complete the Justworks Time Tracking employee matching page, head to each Manager’s Justworks Time Tracking profile and update their “Role” to Manager using the drop-down menu and click Save.\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01HEN518696TTKPHJH4TSKD77A\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eFAQs\u003c/span\u003e\u003c/h2\u003e\u003ch3 id=\"h_01HEN571TRSTX888WGXGRR2PC4\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eDoes Justworks Time Tracking have an app?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYes! Employees can easily clock in and out in seconds from their phones using the Justworks mobile app or on Slack.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN49BP9KT06HENTJJGNFHDQ\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eHow much does Justworks Time Tracking cost?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eJustworks Time Tracking is $8 per active user, per month. We do not charge a base fee.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01JYM053JX3FB2PJY4DS8C64TS\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eHow will Paid Time Off be managed after enabling the integration?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003ePaid Time Off will continue to be managed through Justworks. Only approved Justworks Time Tracking shifts will sync to Justworks Timecards. Approved Time Off from the PEO will be displayed as read-only in Time Tracking on the Time off tab. Customers should continue to manage and approve PTO requests through Justworks.\u003c/p\u003e\u003ch3 id=\"h_01JYM05MRCK1HD1BWQCRVKR2WR\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eCan Justworks Time Tracking help with California meal-time and break-time requirements?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYes - customers can set up custom break rules and notifications so that employees receive an alert when their break time is approaching. At this time, Justworks Time Tracking does not automatically calculate meal break penalties.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN49BP9PVP7QDEVNKC9TQYM\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eCan I use Justworks Time Tracking to track time for my salaried employees?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYes - all employees on Justworks can start using Justworks Time Tracking. Many of our customers use the simple project tracking functionality to help their employees manage their time and understand how much time is being devoted to certain projects. \u003c/span\u003e\u003c/p\u003e\u003cp id=\"h_01JCGH13QAXW419H8XD2696BGN\"\u003e\u003cspan style=\"font-weight: 400;\"\u003ePlease note that salaried exempt employees will continue being paid on our automated payroll on Justworks, regardless of hours worked. This means they will not be paid via Timecards.  \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN49BP9BVK5BMMCPJ67WP6R\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eCan I use Justworks Time Tracking to track time for my contractors?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYes - all contractors on Justworks can start using Justworks Time Tracking to track time. Although time recorded in Justworks Time Tracking for contractors will not sync to Justworks, customers can still use the feature through Justworks Time Tracking and schedule 1099 payments through the Payments Center in Justworks. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN49BP944HZW1MQEBDR5HBT\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eCan I use Justworks Time Tracking to pay multiple rates to my employees?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003eYes, you can use Justworks Time Tracking to pay multiple rates. By selecting the multi-rate method in Timecards Settings, these rates will be applied in Time Tracking. Overtime will be automatically calculated and synced to Justworks without requiring any additional effort on your part\u003c/p\u003e\u003ch3 id=\"h_01JCGH13QA9HYM6F9WP540BTME\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWhat information is shared between Justworks Time Tracking and Justworks?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eJustworks Time Tracking sends all approved shifts to Justworks and serves as the record keeper for all time worked. Any changes to the hours your employees worked must be entered in Justworks Time Tracking. Justworks will send Justworks Time Tracking information from existing employee profiles and serves as the source of payments. Overtime is calculated in Justworks.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN57ZX88STTPSQ0SDXY2K2X\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eCan I disconnect the integration?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eIf you decide to disconnect the integration, you can do so directly on Justworks Time Tracking, by going to the Integrations tab and clicking “Disconnect”. After that, approved shifts from Justworks Time Tracking would not flow automatically in Justworks Timecards. \u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN57JPWBWTPCJACYFDSZGJA\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eWho do I contact if I need help connecting my Justworks Time Tracking and Justworks accounts?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eYou can email \u003c/span\u003e\u003ca href=\"mailto:support@justworks.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"font-weight: 400;\"\u003esupport@justworks.com\u003c/span\u003e\u003c/a\u003e\u003cspan style=\"font-weight: 400;\"\u003e \u003c/span\u003e\u003cspan style=\"font-weight: 400;\"\u003efor assistance on enabling the integration.\u003c/span\u003e\u003c/p\u003e\u003ch3 id=\"h_01HEN57SFG1AEKH0CTHBSS1KJJ\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eHow can I learn more about Justworks Time Tracking?\u003c/span\u003e\u003c/h3\u003e\u003cp\u003eIf you’re exploring Justworks and would like to learn more about Time Tracking, we recommend connecting with our Sales team. If you’re an existing customer and have questions about your current setup, please reach out to us at \u003ca href=\"mailto:support@justworks.com\" target=\"_blank\" rel=\"noopener noreferrer\" data-sk=\"tooltip_parent\" aria-haspopup=\"menu\"\u003esupport@justworks.com\u003c/a\u003e\u003ca href=\"mailto:support@justworks.com\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan data-qa=\"opens-in-new-tab\"\u003e\u003c/span\u003e\u003c/a\u003e and our team will be happy to help.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"the \u003cem\u003eintegration\u003c/em\u003e starting from Justworks All admins with Timecards permissions will be able to enable the \u003cem\u003eintegration\u003c/em\u003e. Managers","result_type":"article"},{"id":25285193034267,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/25285193034267.json","html_url":"https://help.justworks.com/hc/en-us/articles/25285193034267-Justworks-Payroll-QuickBooks-Online-Integration","author_id":382799157691,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936443079835,"created_at":"2024-04-29T17:41:35Z","updated_at":"2026-05-08T16:23:46Z","name":"Justworks Payroll: QuickBooks Online Integration","title":"Justworks Payroll: QuickBooks Online Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-05-08T16:23:46Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0"],"label_names":["qbo"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32180276470683\" alt=\"Employer - Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks Payroll. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01KR45TJZYVXF6GE3FRA71NDC2\"\u003eGetting Started\u003c/h2\u003e\u003cp\u003eLog into Justworks Payroll, expand Company Settings in the left side menu, and click Integrations. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 75.55%;\"\u003e\u003cimg style=\"aspect-ratio: 2174/1516;\" src=\"https://help.justworks.com/hc/article_attachments/50124385851547\" alt=\"Screenshot 2026-04-28 at 10.01.40 AM.png\" width=\"2174\" height=\"1516\"\u003e\u003c/figure\u003e\u003cp\u003eBefore you can start setting up, you’ll first need to connect your QuickBooks Online account. Clicking “Connect” will redirect you to login to QuickBooks Online.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image wysiwyg-image-resized\" style=\"width: 74.64%;\"\u003e\u003cimg style=\"aspect-ratio: 2782/1000;\" src=\"https://help.justworks.com/hc/article_attachments/50124393427355\" alt=\"Screenshot 2026-04-28 at 10.11.16 AM.png\" width=\"2782\" height=\"1000\"\u003e\u003c/figure\u003e\u003cp\u003eAfter signing in, you’ll need to authorize Justworks to access your QuickBooks Online account.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 624/463; width: 72.86%;\" src=\"https://help.justworks.com/hc/article_attachments/50124385859355\" width=\"624\" height=\"463\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KR461Z411D28JD1M3STF7Q9X\"\u003ePreferences\u003c/h2\u003e\u003cp\u003e\u003cspan style=\"color: #292a2e;\"\u003eAfter connecting to QuickBooks Online, you can decide how Justworks syncs data with your QuickBooks Online account under Preferences.\u003c/span\u003e\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124393430683\" width=\"553\" height=\"447\"\u003e\u003c/span\u003e\u003c/p\u003e\u003cp\u003eBased on your company needs you can select:\u003c/p\u003e\u003cul\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"edef19fb80567b827823d851f7ffd030b\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cstrong\u003eBank Account:\u003c/strong\u003e This should be the account that you use to process payroll.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e4d53fb4d28ae00f3ea2e9476b75ef003\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cstrong\u003eSync method:\u003c/strong\u003e Manually sync payrolls or allow them to automatically sync the day after processing.\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e4e7fef9caa4ee9837ba3f2319ad62af8\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cstrong\u003eTransaction Type:\u003c/strong\u003e Send the transaction as either a Bill or Journal Entry\u003c/span\u003e\u003c/li\u003e\n\u003cli class=\"wysiwyg-list-color\" style=\"--wysiwyg-list-marker-color: #292a2e;\" data-list-item-id=\"e2161ff8ee7f1c0a5900d2658b656be6b\"\u003e\u003cspan style=\"color: #292a2e;\"\u003e\u003cstrong\u003eGranularity:\u003c/strong\u003e Allows each line item mapped to either be aggregated into a single line per payroll, or into multiple lines for each individual employee regardless if they have a shared account.\u003c/span\u003e\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KR4632BT3DFG8BHSMAS71MPX\"\u003e\u003cspan style=\"color: #292a2e;\"\u003eCompany-Wide Mapping\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eNow that you’ve set up your preferences, you’ll need to map each invoice line item in Justworks Payroll to an account or sub-account from your Chart of Accounts in QuickBooks Online.\u003c/p\u003e\u003cp\u003eEach line item is grouped in a category with similar line item types (ex: Earnings, Contributions, Expense Categories etc). After expanding a given category, you can use the drop down next to each individual line item type to specify the QuickBooks Online account it should be mapped to. \u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124385863835\" width=\"551\" height=\"350\"\u003e\u003c/p\u003e\u003cp\u003eKeep in mind here that you’ll have to map every visible line item to an account in order to complete setting up your integration. You can see your progress based on the status shown next to each category.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124385865627\" width=\"595\" height=\"241\"\u003e\u003c/p\u003e\u003cp\u003eOnly items that have appeared on processed payrolls will be available to map. As you process additional payrolls, new items may be used and will need to be mapped at that time to continue syncing to QuickBooks Online.\u003c/p\u003e\u003ch2 id=\"h_01KR464821V80F59DGGK84TYET\"\u003eDepartment Override\u003c/h2\u003e\u003cp\u003eOnce you’ve set up your default company mappings you’ll have the option to override the same line items by department to their own accounts in QuickBooks Online. Department overrides are totally \u003cem\u003eoptional\u003c/em\u003e and are not a required step to complete your account mapping.\u003c/p\u003e\u003cp\u003eFirst, you can choose the department from the drop down to see the same categories as the company level.\u003c/p\u003e\u003cp\u003eSimilar to the company-level mappings, you can expand a category within an individual department to see the individual line items. The default account will be visible and you can choose a different account from the drop down to assign as an override. \u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124393435931\" width=\"522\" height=\"368\"\u003e\u003c/p\u003e\u003cp\u003eUnlike in the company-level defaults, you will not need to assign an account override to every department or for each pay type within a department. Any pay type not mapped on the department level will still map to the account listed in the company-level settings.\u003c/p\u003e\u003ch2 id=\"h_01KR464VKSQP7V1X4HMPMCZDK6\"\u003eEmployee Override\u003c/h2\u003e\u003cp\u003eSimilar to departments, you are able to override line items at the individual employee level. This is \u003cem\u003eoptional\u003c/em\u003e and you do not need to map each line item and only need to edit the account if it needs an override compared to the default company or department-level mapping.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124393436571\" width=\"540\" height=\"259\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KR465MK1FG9YHEW823R53X4Z\"\u003eClass Mapping\u003c/h2\u003e\u003cp\u003eIf you utilize classes in QuickBooks Online, you can map these at the department level. Similar to department overrides, classes are \u003cem\u003eoptional\u003c/em\u003e and can be mapped only to the applicable departments.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124393438363\" width=\"544\" height=\"373\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KR466NC831SE2DF9B64SWCNC\"\u003eSending Payrolls to QuickBooks Online\u003c/h2\u003e\u003cp\u003eAfter your payroll processes  in Justworks Payroll, you will be able to send each invoice over to QuickBooks Online with the click of a button or sync automatically the day after processing. If you have enabled automatic sync, you can still manually sync the payroll at any time if you would like.\u003c/p\u003e\u003cp\u003eFrom the\u003cstrong\u003e Pay \u0026gt; Past\u003c/strong\u003e tab, you’ll see an icon with two arrows next to each processed payroll. If syncing manually, clicking that icon will sync the payroll to your QuickBooks Online accounting integration. When successful, it will turn green with a check mark inside.\u003c/p\u003e\u003cp\u003eIf you don’t see the icons next to each invoice, return to the QuickBooks Online integration tab to make sure you have connected properly to QuickBooks Online.\u003c/p\u003e\u003cp\u003eIf the icon is instead red with an exclamation mark, the sync to QuickBooks Online will have failed, likely due to a new line item appearing and needing mapped.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124393438875\" width=\"519\" height=\"405\"\u003e\u003c/p\u003e\u003cp\u003eYou will be able to tell which category the new type appears in as the status will change from “Completed” to “In Progress”. After mapping the missing item, you can return to invoices and resync to QuickBooks Online.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124385876251\" width=\"560\" height=\"265\"\u003e\u003c/p\u003e\u003cp\u003eOnce sent, you’ll be able to see each Justworks payroll you send to QuickBooks Online as an Expense in your QuickBooks Online Account.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/50124385877019\" width=\"624\" height=\"271\"\u003e\u003c/p\u003e\u003cp\u003eFor more information on the Justworks Payroll-QuickBooks Online integration, \u003ca href=\"https://www.justworks.com/integrations/quickbooks\"\u003e\u003cspan class=\"wysiwyg-underline\"\u003eclick here\u003c/span\u003e\u003c/a\u003e. \u003c/p\u003e\u003ch2 id=\"h_01HWNEW1NK553YQH7MKHV0MWYS\"\u003e \u003c/h2\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"expand Company Settings in the left side menu, and click \u003cem\u003eIntegrations\u003c/em\u003e. Before you can start setting up, you’ll first need to","result_type":"article"},{"id":360004477332,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/360004477332.json","html_url":"https://help.justworks.com/hc/en-us/articles/360004477332-QuickBooks-Desktop-Integration","author_id":363713680512,"comments_disabled":true,"draft":false,"promoted":false,"position":3,"vote_sum":-7,"vote_count":19,"section_id":32936386025755,"created_at":"2018-06-04T20:39:48Z","updated_at":"2026-06-15T14:56:36Z","name":"QuickBooks Desktop Integration","title":"QuickBooks Desktop Integration","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-15T14:56:36Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P","01K0VZKF6XPEXR6YDR89XCFM43"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/36458569243547\" alt=\"Employer - PEO.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO. \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eYou can upload IIF files into your QuickBooks Desktop account by downloading directly from a Justworks invoice.\u003c/p\u003e\u003cp\u003eFirst, you’ll need to set up your QuickBooks Desktop mapping. You can do so from going to the Invoices tab in Pay, selecting the icon with three dots and selecting \u003cstrong\u003eQuickBooks Desktop Settings\u003c/strong\u003e.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2768/1320;\" src=\"https://help.justworks.com/hc/article_attachments/51721088681627\" alt=\"Screenshot 2026-06-05 at 4.14.01 PM.png\" width=\"2768\" height=\"1320\"\u003e\u003c/figure\u003e\u003cp\u003eFrom the next screen, you’ll need to enter an account from your QuickBooks Desktop Chart of Accounts to match to each Justworks pay type. Each account you enter must exactly match the name of an account that Chart of Accounts, so it’s important to be extra careful here.\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1452/1576;\" src=\"https://help.justworks.com/hc/article_attachments/51721088683547\" alt=\"Screenshot 2026-06-05 at 4.15.02 PM.png\" width=\"1452\" height=\"1576\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eOnce you have those settings saved, you’ll be able to download IIF files that you’ll be able to upload to QuickBooks Desktop. Go back to your Invoices tab and find the invoice you’d like to upload.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cspan style=\"font-weight: 400;\"\u003eThere will be an option to \u003cstrong\u003eDownload\u003c/strong\u003e various reports including the option to download the file for the 2019 and later versions or the 2018 or earlier versions of QuickBooks Desktop.\u003c/span\u003e\u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2288/1614;\" src=\"https://help.justworks.com/hc/article_attachments/51721088687899\" alt=\"Screenshot 2026-06-05 at 4.17.58 PM.png\" width=\"2288\" height=\"1614\"\u003e\u003c/figure\u003e\u003cp class=\"wysiwyg-text-align-left\"\u003e\u003cspan style=\"font-weight: 400;\"\u003eYou’ll be able to upload the file type that you select directly into your QuickBooks Desktop account.\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eIMPORTING YOUR IIF FILE INTO QUICKBOOKS DESKTOP\u003c/strong\u003e\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ebc98191d9992731cf914e1442e4b536e\"\u003eIn QuickBooks, go to File \u0026gt; Import\u003c/li\u003e\n\u003cli data-list-item-id=\"e98b56209ce61fd4e9a93a43c72ac6b78\"\u003eQuickBooks may require you to create a backup, simply click OK and confirm the back up.\u003c/li\u003e\n\u003cli data-list-item-id=\"e943b2f1485948650257486eefb0c5bfd\"\u003eThen select \u0026gt; From IIF Files, and click on the file you just downloaded from Justworks. The file name will look like this ---\u0026gt; justworks_invoice_[date].iif\u003c/li\u003e\n\u003cli data-list-item-id=\"e1268376b96e626c6606589f0a713209b\"\u003eOnce your data has been imported, select \u0026gt; OK\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003eThat's it - your information is mapped to your accounts in QuickBooks Desktop.\u003c/p\u003e\u003cdiv id=\"rate_article_container\"\u003e\u003cdiv id=\"rate_article\"\u003e\u003c/div\u003e\u003c/div\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"This article is about Justworks PEO. What product am I using? You can upload IIF files into your QuickBooks Desktop account","result_type":"article"},{"id":17936268999067,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/17936268999067.json","html_url":"https://help.justworks.com/hc/en-us/articles/17936268999067-Integrations-at-Justworks","author_id":10391283050139,"comments_disabled":true,"draft":false,"promoted":false,"position":1,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2023-08-14T21:50:41Z","updated_at":"2026-06-15T14:56:29Z","name":"Integrations at Justworks","title":"Integrations at Justworks","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-15T14:56:29Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P"],"label_names":["qbo"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/32201257903387\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eCustomize your Justworks experience so you can work the way you want. Justworks integrates best-in-class tools for small businesses so admins like you can boost your productivity through connected data \u0026amp; seamless workflows.\u003c/p\u003e\u003cp\u003eJustworks curates our integrations offerings to create the best experience for you. We have a high bar for our integration partners: excellent customer support, no clunky tech, best fit for small businesses. \u003c/p\u003e\u003ch2 id=\"h_01J920N4ZZP2GMEW6TPRHGVV85\"\u003eWhat do Justworks integrations do?\u003c/h2\u003e\u003cp\u003eLike all Justworks products, our integrations aim to help you run your business with confidence. Today, our available integrations help you with accounting, hiring, and account management tasks. \u003c/p\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 342px; width: 100%;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-width: Black; margin-left: 0px; margin-right: auto;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol style=\"width: 32%;\"\u003e\n\u003ccol style=\"width: 68%;\"\u003e\n\u003c/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr style=\"height: 134px;\"\u003e\n\u003ctd style=\"height: 102px; padding: 20px; width: 21.8571%;\"\u003e\u003cstrong\u003e Accounting \u003c/strong\u003e\u003c/td\u003e\n\u003ctd style=\"height: 102px; padding: 20px; width: 78%;\"\u003e\n\u003cp\u003eClose your books faster. Our accounting integrations transfer invoice data from Justworks in 1-click: \u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"e057bf4997e4e2981e4a2d38d8d5dee5d\"\u003eQuickBooks\u003c/li\u003e\n\u003cli data-list-item-id=\"e8b09948ca6798ef59020a4329665472b\"\u003eNetSuite\u003c/li\u003e\n\u003cli data-list-item-id=\"e628196033e701fbb48143d7601fd65a5\"\u003eXero\u003c/li\u003e\n\u003cli data-list-item-id=\"edf14339261b160fc06945bc6ec318557\"\u003eSage Intacct\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 111px;\"\u003e\n\u003ctd style=\"height: 42px; padding: 20px; width: 21.8571%;\"\u003e\u003cstrong\u003e Hiring \u003c/strong\u003e\u003c/td\u003e\n\u003ctd style=\"height: 42px; padding: 20px; width: 78%;\"\u003e\n\u003cp\u003eStreamline employee onboarding. Our ATS integrations send candidate data to Justworks \u0026amp; remind you to invite candidates once hired:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ed7b175e45f4a5b5209edf0e5abc11866\"\u003eGreenhouse Recruiting\u003c/li\u003e\n\u003cli data-list-item-id=\"e84bdbd955903b664cb5948bf6d336d37\"\u003eJazzHR\u003c/li\u003e\n\u003cli data-list-item-id=\"e61d9dbc6fb9a017fbfbd1829f43a5e60\"\u003eLever\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 223px;\"\u003e\n\u003ctd style=\"height: 198px; padding: 20px; width: 21.8571%;\"\u003e\u003cstrong\u003eEmployee account  management\u003c/strong\u003e\u003c/td\u003e\n\u003ctd style=\"height: 198px; padding: 20px; width: 78%;\"\u003e\n\u003cp\u003e Say goodbye to manual software provisioning. Manage employee info in Justworks as your single source of truth, and let our integrations sync info   across these tools:\u003c/p\u003e\n\u003cul\u003e\n\u003cli data-list-item-id=\"ec200fbbd1b41b65251c7dfbe40e26541\"\u003eCulture Amp\u003c/li\u003e\n\u003cli data-list-item-id=\"e172768a242c6d9154d3955bbf0c936a8\"\u003e15Five\u003c/li\u003e\n\u003cli data-list-item-id=\"e351defd7282cd3af883dcca819dc95dd\"\u003eLeapsome\u003c/li\u003e\n\u003cli data-list-item-id=\"e3f49d27079d9119e3c9f88bcb762920f\"\u003eCarta\u003c/li\u003e\n\u003cli data-list-item-id=\"e9db13dea19760b0b5b4b55dc946ae599\"\u003eBrex\u003c/li\u003e\n\u003cli data-list-item-id=\"e014e1819098545a79669463d2acd330b\"\u003eRamp\u003c/li\u003e\n\u003cli data-list-item-id=\"edf4734712ad06960483451bc3eb67ff2\"\u003eTrainual\u003c/li\u003e\n\u003cli data-list-item-id=\"e19ad6a01df78d90025989b19515159ee\"\u003eVanta\u003c/li\u003e\n\u003c/ul\u003e\n\u003c/td\u003e\n\u003c/tr\u003e\n\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003ch2 id=\"h_01J920NBT7M9YAHBHA0125YXED\"\u003eExplore Justworks integrations by category\u003c/h2\u003e\u003cp\u003eCategories are listed in alphabetical order. \u003c/p\u003e\u003cp\u003e\u003cem\u003eIf you’re a new customer to our integration partners, visit \u003c/em\u003e\u003ca href=\"http://justworks.com/integrations\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003ejustworks.com/integrations\u003c/em\u003e\u003c/a\u003e\u003cem\u003e to view exclusive discounts for Justworks customers, where available.\u003c/em\u003e\u003c/p\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table wysiwyg-table-align-left\" style=\"height: 306px; width: 99.29%;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-width: Black; margin-left: 0px; margin-right: auto;\"\u003e\n\u003ccolgroup\u003e\n\u003ccol style=\"width: 22%;\"\u003e\n\u003ccol style=\"width: 23%;\"\u003e\n\u003ccol style=\"width: 21%;\"\u003e\n\u003ccol style=\"width: 34%;\"\u003e\n\u003c/colgroup\u003e\n\u003ctbody\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 25.0159%;\"\u003e\u003cstrong\u003e Category\u003c/strong\u003e\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003e\u003cstrong\u003eIntegrations\u003c/strong\u003e\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003e\u003cstrong\u003eIncluded With\u003c/strong\u003e\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003cstrong\u003eJustworks Help Article\u003c/strong\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 64px; padding: 20px; width: 25.0159%;\" rowspan=\"4\"\u003eAccounting\u003c/td\u003e\n\u003ctd style=\"height: 10px; padding: 20px; width: 22.974%;\"\u003eNetSuite\u003c/td\u003e\n\u003ctd style=\"height: 10px; padding: 20px; width: 29.543%;\"\u003ePEO Plans\u003c/td\u003e\n\u003ctd style=\"height: 10px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/18394028805915\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eNetSuite\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 81px;\"\u003e\n\u003ctd style=\"height: 10px; padding: 20px; width: 22.974%;\"\u003eQuickBooks\u003c/td\u003e\n\u003ctd style=\"height: 10px; padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"height: 10px; padding: 20px; width: 21.9562%;\"\u003e\n\u003cp\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/10279095459355-QuickBooks-Online-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eQuickBooks Online\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004477332-QuickBooks-Desktop-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eQuickBooks Desktop\u003c/a\u003e\u003c/p\u003e\n\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eSage Intacct\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/21206886027419\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003c/span\u003eSage Intacct\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eXero\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\n\u003cp\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360051224891\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eXero for PEO\u003c/a\u003e\u003c/p\u003e\n\u003cp\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/36312226161051\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eXero for Payroll\u003c/a\u003e\u003c/p\u003e\n\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 25.0159%;\"\u003eCompliance\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eVanta\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/29603919028891\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eVanta\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 25.0159%;\"\u003eEquity management\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eCarta\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/29604155090203-Carta-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCarta\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 44px; padding: 20px; width: 25.0159%;\" rowspan=\"2\"\u003eExpense management\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eBrex\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/29604183797787-Brex-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003c/span\u003eBrex\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eRamp\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/29604042417435-Ramp-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eRamp\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 66px; padding: 20px; width: 25.0159%;\" rowspan=\"3\"\u003e Hiring\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eGreenhouse Recruiting\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/11976219627675-Greenhouse-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eGreenhouse\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eJazzHR\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/21893381640731-JazzHR-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003c/span\u003eJazzHR\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eLever\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/20750805296283-Lever-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eLever\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 25.0159%;\"\u003eLearning \u0026amp; Development\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eTrainual\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/29603940566811-Trainual-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eTrainual\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 44px; padding: 20px; width: 25.0159%;\" rowspan=\"3\"\u003ePerformance management\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003e15Five\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/29604237018523-15Five-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"color: #1155cc;\"\u003e\u003c/span\u003e15Five\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr style=\"height: 22px;\"\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 22.974%;\"\u003eCulture Amp\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"height: 22px; padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/29604128077723-Culture-Amp-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eCulture Amp\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 20px; width: 22.974%;\"\u003eLeapsome\u003c/td\u003e\n\u003ctd style=\"padding: 20px; width: 29.543%;\"\u003ePEO, Payroll, \u0026amp; EOR Plans\u003c/td\u003e\n\u003ctd style=\"padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/40672478305819-Leapsome-Integration\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan style=\"background-color: #ffffff;\"\u003eLeapsome\u003c/span\u003e\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 20px; width: 25.0159%;\" rowspan=\"2\"\u003eIT Management\u003c/td\u003e\n\u003ctd style=\"padding: 20px; width: 22.974%;\"\u003eElectric AI\u003c/td\u003e\n\u003ctd style=\"padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/34770289813019\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eElectric AI\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003ctr\u003e\n\u003ctd style=\"padding: 20px; width: 22.974%;\"\u003eallwhere \u003c/td\u003e\n\u003ctd style=\"padding: 20px; width: 29.543%;\"\u003ePEO \u0026amp; Payroll Plans\u003c/td\u003e\n\u003ctd style=\"padding: 20px; width: 21.9562%;\"\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/34770443111451\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eallwhere\u003c/a\u003e\u003c/td\u003e\n\u003c/tr\u003e\n\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003ch2 id=\"h_01J920MXEAEZE4FP4CF9E9S3X8\"\u003eSet up an integration\u003c/h2\u003e\u003cp\u003eYou can set up integrations by logging into your Justworks account and visiting the Integrations page by navigating to Company settings \u0026gt; Integrations. Click on each integration card to view integration details or begin set up. \u003c/p\u003e\u003cp\u003e\u003cem\u003eNote: Only admins with permission to Make Payments, View Invoices \u0026amp; Reporting, or Manage Employees can see the Integrations page. Depending on your permissions, some integrations may not be accessible and will be represented by a lock symbol. For more information on how to adjust Manager Level Permissions, visit our Help Center article \u003c/em\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/360004524051-Manager-Level-Permissions\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003ehere\u003c/em\u003e\u003c/a\u003e\u003cem\u003e.\u003c/em\u003e\u003c/p\u003e\u003cp\u003eIf you don’t see an integration you’d like, you may request an integration by clicking “Request an Integration” on the top right and completing the request form. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2774/1352;\" src=\"https://help.justworks.com/hc/article_attachments/51721069117979\" alt=\"Screenshot 2026-06-04 at 6.44.01 PM.png\" width=\"2774\" height=\"1352\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01JNEJYQAZQ1TE30THQM7RT3AB\"\u003eConnect Integrations \u003c/h2\u003e\u003cp\u003eThe following integrations are authenticated via OAuth, meaning no passwords are shared anywhere. \u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e96143bc04a976da5b55b79d31fb0f8f2\"\u003e15Five\u003c/li\u003e\n\u003cli data-list-item-id=\"ec4f9fc16410528788539617344e81483\"\u003eBrex\u003c/li\u003e\n\u003cli data-list-item-id=\"e45da9390f2fda540bb2c9ee4b7d965b9\"\u003eCultureAmp\u003c/li\u003e\n\u003cli data-list-item-id=\"e9c9a027edc5a2cccb918c1ad7b399e0e\"\u003eRamp\u003c/li\u003e\n\u003cli data-list-item-id=\"effc4213a05e313ea34518fc1025e0497\"\u003eTrainual\u003c/li\u003e\n\u003cli data-list-item-id=\"e46531a27a9988356b4dda580bef8667e\"\u003eVanta\u003c/li\u003e\n\u003cli data-list-item-id=\"e41f9d5578210065b430f9a4967bf2211\"\u003eallwhere\u003c/li\u003e\n\u003cli data-list-item-id=\"e2583991d12905c4abd72ea0b2ea9e9ed\"\u003eLeapsome\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eThe data shared for each integration partner varies and will be displayed during setup in the “Data \u0026amp; permissions” tab. \u003c/p\u003e\u003cp\u003e\u003cstrong\u003eWhat does this look like?\u003c/strong\u003e\u003c/p\u003e\u003cp\u003eAfter clicking the “Get Started” button, you will be redirected to the partner site. There you will search “Justworks” and click “Connect”. \u003c/p\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 2762/1342;\" src=\"https://help.justworks.com/hc/article_attachments/51721083512859\" alt=\"Screenshot 2026-06-04 at 6.46.52 PM.png\" width=\"2762\" height=\"1342\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/34635707376795\" width=\"624\" height=\"301\"\u003e\u003c/p\u003e\u003cp\u003eThen, if you are an administrator at multiple companies in Justworks, you’ll be prompted to confirm which of those companies is being integrated with the selected partner. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/34635673105179\" width=\"624\" height=\"329\"\u003e\u003c/p\u003e\u003cp\u003eAfter clicking “Next”, you’ll see a screen explaining how the connection will work. Please note, if you are an administrator for one company, you will go directly to this page:\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/34635673107227\" width=\"624\" height=\"333\"\u003e\u003c/p\u003e\u003cp\u003eClicking “Next” will take you to a screen informing you of all the data that will be shared with the integration partner. \u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/34635673109403\" width=\"624\" height=\"331\"\u003e\u003c/p\u003e\u003cp\u003eAny sensitive information that might be included will be called out and you will need to provide consent in order to set up the connection.\u003c/p\u003e\u003cp\u003eAfter clicking on “Authorize,” your set-up will be complete, and data from your company on Justworks will be transferred seamlessly! \u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"up an \u003cem\u003eintegration\u003c/em\u003e You can set up \u003cem\u003eintegrations\u003c/em\u003e by logging into your Justworks account and visiting the \u003cem\u003eIntegrations\u003c/em\u003e page by","result_type":"article"},{"id":37277268621467,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/37277268621467.json","html_url":"https://help.justworks.com/hc/en-us/articles/37277268621467-Integrations-and-Justworks-Time-Tracking","author_id":30861880145435,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936311129115,"created_at":"2025-05-22T20:57:19Z","updated_at":"2026-06-15T14:56:46Z","name":"Integrations and Justworks Time Tracking","title":"Integrations and Justworks Time Tracking","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-06-15T14:56:46Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01HY5XE02912T2D547ANF5CKJM","01J8TVTD5AAZKHRCD8QFACJH5P"],"label_names":["timetracking"],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/37277268612891\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01JVWWG3ZS90Y7XQ5SMDVWHEFX\"\u003e\u003cspan style=\"color: #222222;\"\u003eRefreshing the Integration\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eThere are two methods to have changes made in either Justworks Time Tracking or Justworks PEO reflected in both portals.  \u003cstrong\u003ePlease note:\u003c/strong\u003e \u003cstrong\u003eOnly the admin can refresh the integration between Justworks Time Tracking and Justworks PEO.\u003c/strong\u003e\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"e5704f3457e7395caeac9b80342d7aabd\"\u003e24-Hour Sync- Changes made in one portal will automatically be reflected in the other portal within 24 hours.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed29ad0cfec537c905deaf0472209d528\"\u003eManual Refresh- To see an immediate change in the portal from either Justworks PEO or Justworks Time Tracking\u003col\u003e\n\u003cli data-list-item-id=\"eecce33c4eeb5962db6686fba8874a9bf\"\u003eGo to Justworks Time Tracking\u003c/li\u003e\n\u003cli data-list-item-id=\"ed72e9fddab1c44f8ac09b712057bd3fa\"\u003eClick the Integrations Tab\u003c/li\u003e\n\u003cli data-list-item-id=\"e1a24d628d22414072277f482fe3feba7\"\u003eClick Justworks in the drop-down menu\u003c/li\u003e\n\u003cli data-list-item-id=\"e81a2321c6d5212fc88af8d9b9961303f\"\u003eIn the upper right corner, click the green colored refresh button.\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/37277268613659\" width=\"694\" height=\"171\"\u003e\u003c/p\u003e\u003cp\u003eFollowing these steps, changes that were made in one portal will appear in the other portal.\u003c/p\u003e\u003cp\u003eExamples of Changes between portals:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ef5c9c78034cfdb1c0273588959fb0621\"\u003eMaking a manager\u003c/li\u003e\n\u003cli data-list-item-id=\"e625fa6cf22537b19924db1a4819eb599\"\u003eMaking an admin\u003c/li\u003e\n\u003cli data-list-item-id=\"e51c7847499147827b34aef8e9b74438b\"\u003eChanging Pay Rates\u003c/li\u003e\n\u003cli data-list-item-id=\"e7a567c7ae5701ca4d2675bf2c2fe9394\"\u003eAdding new members (W2 or 1099 workers)\u003c/li\u003e\n\u003c/ol\u003e\u003ch2 id=\"h_01JVWWG3ZS1T3DVAQRGS2X49PF\"\u003e\u003cspan style=\"color: #222222;\"\u003ePayroll\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eWhen you acquire Justworks Time Tracking, there is a two-step approval process to make sure your W2 workers are compensated on time. The first approval is the review of the shifts in Justworks Time Tracking for real-time time tracking. The second approval is for the shifts that sync from Justworks Time Tracking to Justworks PEO timecards. This second and final approval not only adds the shifts from Justworks Time Tracking but also the PTO (auto-filled) and holiday hours (manually entered) that were put into the timecard.\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ee7a919fb9ac7bf90e6dda0245edf9f28\"\u003eFirst, you or a designated manager need to approve all shifts in Justworks Time Tracking. All necessary edits must be made in Justworks Time Tracking before proceeding to the next step.   \u003cimg src=\"https://help.justworks.com/hc/article_attachments/37277279430427\" width=\"557\" height=\"297\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e315db2ada521cedc1b34a6dec6b8d5f9\"\u003eOnce you approve the shifts, please allow 5 minutes for the shifts to sync over to Justworks PEO.\u003c/li\u003e\n\u003c/ol\u003e\u003cp class=\"wysiwyg-indent1\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/37277279430939\" width=\"527\" height=\"284\"\u003e\u003c/p\u003e\u003col start=\"3\"\u003e\n\u003cli data-list-item-id=\"e717f2155a67c59688d4ab06ee2adc37b\"\u003eOnce you feel confident that everything has synced over without issue, go to Justworks PEO and click the ‘Timecards’ tab under ‘Payments.’\u003c/li\u003e\n\u003cli data-list-item-id=\"e3cd96dd4085e00fb2d9f4dcd95194e8e\"\u003eReview the shifts in the Saved Drafts tab that were synced from Justworks Time Tracking, along with the PTO and holiday hours that were added to the time card.\u003c/li\u003e\n\u003cli data-list-item-id=\"e27581c1d3e4cfe8f0819a2f7bb5d8d44\"\u003eMake sure to pay attention to the gray box that is next to the ‘Pay Period’ drop menu. This box will let you know when the appropriate time is to approve the timecards. Usually, it will be on a Monday, but sometimes, for the holidays, it will be earlier\u003c/li\u003e\n\u003cli data-list-item-id=\"ec83e623309efe41bc14446c78ee618dc\"\u003eOnce you are satisfied, you can click Approve All or go to each timecard, Click Edit, and then click Approve to move the timecard from Saved drafts to Approved.\u003c/li\u003e\n\u003c/ol\u003e\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 1360/566;\" src=\"https://help.justworks.com/hc/article_attachments/51422876437275\" width=\"1360\" height=\"566\"\u003e\u003c/figure\u003e\u003ch2 id=\"h_01JVWWG3ZSPTNKAR26JD31M76P\"\u003e\u003cspan style=\"color: #222222;\"\u003eHours Sync Report\u003c/span\u003e\u003c/h2\u003e\u003cp\u003eTo find and know the statuses of the shifts that are sent from Justworks Time Tracking to Justworks PEO after they have been approved, you can simply go:\u003c/p\u003e\u003col\u003e\n\u003cli data-list-item-id=\"ef2a2a2cd2550189de911926e47f5dd78\"\u003eTo Justworks Time Tracking\u003c/li\u003e\n\u003cli data-list-item-id=\"e37ad9cb800a813f0d9e46fcb9048f4ed\"\u003eClick the Integrations Tab\u003c/li\u003e\n\u003cli data-list-item-id=\"ed49ada086ecfb7f1fd0449d31dedf7b3\"\u003eClick Justworks in the drop menu\u003cimg src=\"https://help.justworks.com/hc/article_attachments/37277268617499\" width=\"646\" height=\"73\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"e3d930b0cfc8e9a48ae2b477408bf5c86\"\u003eScroll down to Hours Sync Reports, and it will let you know which date range needs attention.\u003cimg src=\"https://help.justworks.com/hc/article_attachments/37277268617627\" width=\"657\" height=\"224\"\u003e\n\u003c/li\u003e\n\u003cli data-list-item-id=\"ea27ced8c441d06f81882942a08812a7c\"\u003eOnce you click on the date, it will show you a list of all the employees who worked that week, and there will be one of three statuses next to their shift:\u003col\u003e\n\u003cli data-list-item-id=\"e5d285e2b9b1f43227ec5bd61914f8202\"\u003e\n\u003cspan class=\"wysiwyg-underline\"\u003eSent-\u003c/span\u003e This means the shift was sent to Justworks PEO successfully! It will also provide the date and time that it was sent over successfully.\u003c/li\u003e\n\u003cli data-list-item-id=\"ed39302b4a51fbdb358942ca5fec91484\"\u003e\n\u003cspan class=\"wysiwyg-underline\"\u003eSend-\u003c/span\u003e There was an issue with the sync, and the shift has to be manually sent to Justworks PEO by clicking Send. Once you click the button, it will change to either \u003cspan style=\"color: #6aa84f;\"\u003eSent\u003c/span\u003e or \u003cspan style=\"color: #ff0000;\"\u003eError\u003c/span\u003e.\u003c/li\u003e\n\u003cli data-list-item-id=\"eed52c431a62f1077a054e908559955cb\"\u003e\n\u003cspan class=\"wysiwyg-underline\"\u003eError-\u003c/span\u003e There was an issue with the sync, and it needs more attention. If you hover over the word \u003cspan style=\"color: #ff0000;\"\u003eError\u003c/span\u003e it will let you know what kind of error it is! If you do not know what the error means, then reach out to your Justworks Time Tracking customer support advocate.\u003c/li\u003e\n\u003c/ol\u003e\n\u003c/li\u003e\n\u003c/ol\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"PEO and Payroll. What product am I using? Refreshing the \u003cem\u003eIntegration\u003c/em\u003e There are two methods to have changes made in either Justworks","result_type":"article"},{"id":53016140097819,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/53016140097819.json","html_url":"https://help.justworks.com/hc/en-us/articles/53016140097819-International-Mapping-for-Accounting-Integrations","author_id":382799157691,"comments_disabled":true,"draft":false,"promoted":false,"position":0,"vote_sum":0,"vote_count":0,"section_id":24025565585179,"created_at":"2026-07-14T17:35:50Z","updated_at":"2026-07-28T19:17:14Z","name":"International Mapping for Accounting Integrations","title":"International Mapping for Accounting Integrations","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-16T14:41:36Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HY5XDQKCWKQM8943269AZKWD","01J5DSMSE0P2KPPFR8SGRVNW0Z","01K8XJHHMECWSPQMR28ZQW4233"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/53016140085531\" alt=\"Vector (21).svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cem\u003eThis article is about Justworks PEO and Employer of Record. \u003c/em\u003e\u003ca target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/a\u003e\u003c/p\u003e\u003cp\u003eIf you’re using Justworks for your International Employer of Record (EOR) alongside a Justworks accounting integration (Xero, QuickBooks Online or NetSuite) you can map invoice line items by country. This allows you to organize how international payroll data is reflected in your accounting provider.\u003c/p\u003e\u003cp\u003eInternational mapping introduces a country-level view within your existing accounting integration mapping setup. Instead of applying one set of mappings across all invoices, you can assign accounts based on the country or countries associated with each individual invoice.\u003c/p\u003e\u003ch2 id=\"h_01KXGTVX6Y3P052FJ1D4T43NFB\"\u003eMapping by Country\u003c/h2\u003e\u003cp\u003eWithin the Company-wide mappings, a country dropdown will allow you to select a specific location. Once selected, you can view and assign accounts for the line items associated with that country’s invoices. Only line items that have appeared on invoices for that country will be available to map. \u003c/p\u003e\u003cp\u003eThis process should be completed for each country where you have employees and each country maintains its own mapping configuration. This means updates made for one country will not affect mappings for another.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 554/317; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/53016125607451\" width=\"554\" height=\"317\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXGTVX70HWM21XSH4YJQMTD4\"\u003eAdding New Countries\u003c/h2\u003e\u003cp\u003eWhen you add an employee in a new country, that location will appear as an option in the country dropdown. At that point, any new line items associated with invoices from that country will need to be mapped before the invoice can sync.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/53016140088603\" width=\"529\" height=\"209\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXGTVX71EHH7GA8ZR7Q6YJZ3\"\u003eOverrides\u003c/h2\u003e\u003cp\u003eDepartment and employee-level overrides are available for international mappings and can be configured within each country. These overrides are optional and only need to be used if you want to map specific line items differently from the default country-level configuration.\u003c/p\u003e\u003cp\u003eIf no overrides are set, line items will follow the default mappings for that country.\u003c/p\u003e\u003cp class=\"wysiwyg-text-align-center\"\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 524/328; width: 100%;\" src=\"https://help.justworks.com/hc/article_attachments/53016140093339\" width=\"524\" height=\"328\"\u003e\u003c/p\u003e\u003ch2 id=\"h_01KXGTVX725MQVT8G72VTNXCCR\"\u003eOffice-Level Mapping\u003c/h2\u003e\u003cp\u003eOffice-level overrides are not available for international employees. Since international locations are not assigned offices in Justworks, office mapping applies only to U.S.-based teams.\u003c/p\u003e\u003cp\u003eFor international employees, mappings can be managed at the country, department, or employee level.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-large\"\u003eDisclaimer\u003c/span\u003e\u003c/p\u003e\u003cp\u003e\u003cem\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for accounting, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/em\u003e\u003c/p\u003e","user_segment_ids":[],"snippet":"Employer of Record (EOR) alongside a Justworks accounting \u003cem\u003eintegration\u003c/em\u003e (Xero, QuickBooks Online or NetSuite) you can map invoice","result_type":"article"},{"id":52048072257819,"url":"https://justworkshelp.zendesk.com/api/v2/help_center/en-us/articles/52048072257819.json","html_url":"https://help.justworks.com/hc/en-us/articles/52048072257819-Justworks-Model-Context-Protocol-MCP","author_id":39777370247195,"comments_disabled":true,"draft":false,"promoted":true,"position":0,"vote_sum":0,"vote_count":0,"section_id":32936241199643,"created_at":"2026-06-23T08:33:22Z","updated_at":"2026-07-31T15:56:07Z","name":"Justworks Model Context Protocol (MCP)","title":"Justworks Model Context Protocol (MCP)","source_locale":"en-us","locale":"en-us","outdated":false,"outdated_locales":[],"edited_at":"2026-07-31T15:56:07Z","user_segment_id":null,"permission_group_id":478692,"content_tag_ids":["01HWXAD6738ZF6A9TSECPV6JT0","01HY5XDQKCWKQM8943269AZKWD","01J8TVTD5AAZKHRCD8QFACJH5P"],"label_names":[],"body":"\u003cfigure class=\"wysiwyg-image\"\u003e\u003cimg style=\"aspect-ratio: 958/197;\" src=\"https://help.justworks.com/hc/article_attachments/52157016577947\" alt=\"Employer - PEO \u0026amp; Payroll.svg\" width=\"958\" height=\"197\"\u003e\u003c/figure\u003e\u003cp\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eThis article is about Justworks PEO and Payroll. \u003c/em\u003e\u003c/span\u003e\u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883\" target=\"_blank\" rel=\"noopener noreferrer\"\u003e\u003cspan class=\"wysiwyg-font-size-medium\"\u003e\u003cem\u003eWhat product am I using?\u003c/em\u003e\u003c/span\u003e\u003c/a\u003e\u003c/p\u003e\u003ch2 id=\"h_01KVX5SC8SDD8TZCRM5KCZBPNV\"\u003eWhat is the Justworks MCP?\u003c/h2\u003e\u003cp\u003eThe Justworks MCP lets you access your Justworks data directly from the AI tools you already use, like Claude or ChatGPT. Ask a question in natural language and get a real answer from your Justworks account, right where you're working.\u003c/p\u003e\u003cp\u003eMCP (Model Context Protocol) is an open standard that lets AI tools connect securely to external platforms. The Justworks MCP is built on this standard, so Justworks can show up in your workflow instead of asking you to leave it.\u003c/p\u003e\u003ch2 id=\"h_01KVX5RXWJG3RPG96WQQT9Y2DG\"\u003eWhat can I do with it?\u003c/h2\u003e\u003cp\u003eWith the Justworks MCP connected, you can ask about your Justworks data in plain language:\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e70700af53fc3c95ecc636f21e2374c00\"\u003e\n\u003cstrong\u003eHeadcount \u0026amp; team data\u003c/strong\u003e — \"How many active employees do we have?\" or \"Show me employees hired in the last 90 days\"\u003c/li\u003e\n\u003cli data-list-item-id=\"e19a028745bb7570e9e52dc5b03c38e6a\"\u003e\n\u003cstrong\u003ePayroll \u0026amp; paystubs\u003c/strong\u003e — \"What did we run in payroll last month?\" or \"Show me the paystub for [employee name]\"\u003c/li\u003e\n\u003cli data-list-item-id=\"e562c7797146f25f4f6f32e4f3c02ce53\"\u003e\n\u003cstrong\u003eTime off\u003c/strong\u003e — \"What's the PTO balance for [employee name]?\" or \"Show me all open time-off requests\"\u003c/li\u003e\n\u003cli data-list-item-id=\"e7095f7d434ce8c4fcbac36b138fe50f4\"\u003e\n\u003cstrong\u003eDeductions\u003c/strong\u003e — \"What deduction types do we have set up?\"\u003c/li\u003e\n\u003cli data-list-item-id=\"eb1e16068d80334ccc59ea1791532b88f\"\u003e\n\u003cstrong\u003eReports\u003c/strong\u003e — \"Summarize headcount by department\" or \"Break down time-off usage this quarter\"\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eThis release gives admins read-only access to Justworks data — member rosters, payroll history, paystubs, deductions, and time off — that you can use within your AI tool to build reports and charts, automate workflows, and connect to other apps.\u003c/p\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table\" style=\"width: 100%;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-style: none;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: 100%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\u003ctr\u003e\u003ctd style=\"background-color: #CEE2F2; border-style: none;\"\u003e\u003cem\u003e\u003cstrong\u003eNote: \u003c/strong\u003eBenefits data is not supported in this beta. Write capabilities — the ability to take actions in Justworks from your AI tool — are planned for a future release.\u003c/em\u003e\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003ch2 id=\"h_01KVX5RXWNMZP46TQTVB9BJZ38\"\u003eWho can use it?\u003c/h2\u003e\u003cp\u003eThe Justworks MCP is available to Justworks account administrators. You'll need access to an MCP-compatible AI tool such as Claude or ChatGPT to get started.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003ePEO admins must have permissions that allow them to:\u003c/strong\u003e\u003c/p\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ec16ab634722aaae0518aac5390b7d32e\"\u003eChange company settings\u003c/li\u003e\n\u003cli data-list-item-id=\"e37ef2c3e2d22dc14f9643f46d9573573\"\u003eManage payments\u003c/li\u003e\n\u003cli data-list-item-id=\"e05166365a27dea389fee474db1f190a6\"\u003eView all employee information\u003c/li\u003e\n\u003c/ul\u003e\u003cdiv\u003e\u003cstrong\u003ePayroll admins must have permissions that allow them to:\u003c/strong\u003e\u003c/div\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e39788c91dccea9f3848d95c54214e692\"\u003eView all employee information\u003c/li\u003e\n\u003cli data-list-item-id=\"eb16b939b1daaa1bad5cfcadb09ba3322\"\u003eManage company-wide paid time off\u003c/li\u003e\n\u003cli data-list-item-id=\"e189afd9eb75bc6f8dc4ebdd4a0e6d6e8\"\u003eView invoices and reporting\u003c/li\u003e\n\u003cli data-list-item-id=\"e4f5395800a45720cdc684a5f806da125\"\u003eEdit company settings\u003c/li\u003e\n\u003c/ul\u003e\u003cp\u003eNot sure whether you're on the PEO or Payroll product? See \u003ca href=\"https://help.justworks.com/hc/en-us/articles/25282375657883-How-Do-I-Know-Which-Justworks-Product-I-Have\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ehere\u003c/a\u003e.\u003c/p\u003e\u003ch2 id=\"h_01KVX5RXWP8T1Z8YJPETV3G18G\"\u003eConnecting to the Justworks MCP Server\u003c/h2\u003e\u003cp\u003eChoose your platform below for setup instructions.\u003c/p\u003e\u003ch3 id=\"h_01KVX5RXWPY1TNT32FW71XFKNF\"\u003eClaude Code\u003c/h3\u003e\u003cp\u003e\u003cstrong\u003eStep 1:\u003c/strong\u003e Run this command in your terminal (one-time setup):\u003c/p\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table\" style=\"width: 100%;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-style: none;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: 100%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\u003ctr\u003e\u003ctd style=\"background-color: #FFF0DB; border-style: none;\"\u003eclaude mcp add --transport http justworks https://mcp.justworks.com\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cp\u003e\u003cstrong\u003eStep 2:\u003c/strong\u003e Start a new Claude Code session, type \u003cspan style=\"background-color: #e8e8e8;\"\u003e/mcp\u003c/span\u003e, select Justworks, and click \u003cstrong\u003eAuthenticate\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 3:\u003c/strong\u003e This will open the OAuth login flow and you can sign in with your Justworks credentials. \u003c/p\u003e\u003cp\u003eOnce authenticated, Justworks tools are available for all sessions.\u003c/p\u003e\u003ch3 id=\"h_01KVX5RXWRYYCSZKAKCE3YBXF6\"\u003eClaude Desktop\u003c/h3\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table\" style=\"width: 100%;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-style: none;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: 100%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\u003ctr\u003e\u003ctd style=\"background-color: #CEE2F2; border-style: none;\"\u003e\n\u003cstrong\u003ePrerequisite: I\u003c/strong\u003ef you're on an Enterprise plan, your administrator must enable custom connectors.\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cp\u003e\u003cstrong\u003eStep 1:\u003c/strong\u003e In the left toolbar, click \u003cstrong\u003eCustomize → Connectors → the + icon\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 2:\u003c/strong\u003e Enter \u003cstrong\u003eJustworks\u003c/strong\u003e as the name and \u003cspan style=\"background-color: #e8e8e8;\"\u003ehttps://mcp.justworks.com\u003c/span\u003e as the Remote MCP server URL, then save.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 3:\u003c/strong\u003e Justworks will appear in your connectors list.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 4:\u003c/strong\u003e Click on Justworks, click the \u003cstrong\u003eConnect\u003c/strong\u003e button, and complete the OAuth login flow by signing in with your Justworks credentials.\u003c/p\u003e\u003cp\u003eJustworks tools are now available in your Claude Desktop sessions.\u003c/p\u003e\u003cp\u003e\u003cimg class=\"wysiwyg-image-resized\" style=\"aspect-ratio: 556/368.78851174934726; width: 89.07%;\" src=\"https://help.justworks.com/hc/article_attachments/52048072257435\" width=\"556\" height=\"368.78851174934726\"\u003e\u003c/p\u003e\u003cp\u003e\u003cimg src=\"https://help.justworks.com/hc/article_attachments/52048072257563\" width=\"624\" height=\"344\"\u003e\u003c/p\u003e\u003ch3 id=\"h_01KVX5RXWVPMTKTV0MZAEKENX4\"\u003eChatGPT (Web)\u003c/h3\u003e\u003cdiv\u003e\u003cfigure class=\"wysiwyg-table\" style=\"width: 100%;\"\u003e\u003ctable class=\"wysiwyg-table-resized\" style=\"border-style: none;\"\u003e\n\u003ccolgroup\u003e\u003ccol style=\"width: 100%;\"\u003e\u003c/colgroup\u003e\n\u003ctbody\u003e\u003ctr\u003e\u003ctd style=\"background-color: #CEE2F2; border-style: none;\"\u003e\n\u003cstrong\u003ePrerequisites: \u003c/strong\u003ePro, Enterprise, or Edu plan required. Developer Mode must be enabled. If applicable, your IT team or admin must allow Developer Mode to use a custom MCP server.\u003c/td\u003e\u003c/tr\u003e\u003c/tbody\u003e\n\u003c/table\u003e\u003c/figure\u003e\u003c/div\u003e\u003cp\u003e\u003cstrong\u003eStep 1:\u003c/strong\u003e Enable Developer Mode. Go to \u003cstrong\u003eSettings → Apps → Advanced settings\u003c/strong\u003e and toggle Developer Mode on.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 2:\u003c/strong\u003e Still in \u003cstrong\u003eSettings → Apps → Advanced settings\u003c/strong\u003e, click \u003cstrong\u003eCreate app\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 3:\u003c/strong\u003e Enter \u003cstrong\u003eJustworks\u003c/strong\u003e as the name, add a description if you'd like, and under \u003cstrong\u003eConnection\u003c/strong\u003e, make sure it's toggled to \u003cstrong\u003eServer URL\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 4:\u003c/strong\u003e Enter \u003cspan style=\"background-color: #e8e8e8;\"\u003ehttps://mcp.justworks.com\u003c/span\u003e in the URL field, set authentication to \u003cstrong\u003eOAuth\u003c/strong\u003e, and save.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 5:\u003c/strong\u003e Complete the OAuth login flow when prompted.\u003c/p\u003e\u003cp\u003e\u003cstrong\u003eStep 6:\u003c/strong\u003e In a new chat, click \u003cstrong\u003e+\u003c/strong\u003e, then \u003cstrong\u003eMore\u003c/strong\u003e, and make sure Justworks is selected.\u003c/p\u003e\u003ch3 id=\"h_01KVX5RXWZ1NJTGXG0HTPTG3AK\"\u003eOther AI Tools\u003c/h3\u003e\u003cp\u003eFor any other AI tool, check the tool's help center to see if it supports apps, plugins, or MCP servers. Most will allow you to add a custom URL. If asked, the authentication method for the Justworks MCP server is \u003cstrong\u003eOAuth\u003c/strong\u003e.\u003c/p\u003e\u003cp\u003eServer URL: \u003cspan style=\"background-color: #e8e8e8;\"\u003ehttps://mcp.justworks.com\u003c/span\u003e\u003c/p\u003e\u003ch2 id=\"h_01KVX5RXWZTVD4TEKSDTG96FQH\"\u003eUsage Guidelines\u003c/h2\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"ec7b85febd1ccd4990a1492f3b76e3d3d\"\u003e\n\u003cstrong\u003eUse an isolated session\u003c/strong\u003e: Run Justworks as the only MCP server in your AI session. Connecting multiple MCP servers at once can cause unpredictable behavior and potential data leakage.\u003c/li\u003e\n\u003cli data-list-item-id=\"e01d647ac356e2c32ed41463e5fe618ff\"\u003e\n\u003cstrong\u003eUse trusted AI clients only\u003c/strong\u003e: Connect through established platforms like Claude or ChatGPT.\u003c/li\u003e\n\u003cli data-list-item-id=\"e8b9f2081ec0c861065c66f75e8acc8e9\"\u003e\n\u003cstrong\u003eConfirm data access before it runs\u003c/strong\u003e: Disable automatic tool execution settings so you are prompted to approve each data request before it runs.\u003c/li\u003e\n\u003cli data-list-item-id=\"e0582ffc3b4b513234e296b097e5084c8\"\u003e\n\u003cstrong\u003eVerify AI outputs before acting\u003c/strong\u003e: Treat AI-generated responses as a starting point. AI models can misinterpret data, so always confirm accuracy before making decisions.\u003c/li\u003e\n\u003cli data-list-item-id=\"e88b4e6eff0da08be5ab9e4204912eb04\"\u003e\n\u003cstrong\u003eOpt out of model training\u003c/strong\u003e: This helps ensure your company's data stays private.\u003c/li\u003e\n\u003c/ul\u003e\u003ch2 id=\"h_01KWA8FQ28XSY8MC13DZKAHT7S\"\u003eTroubleshooting\u003c/h2\u003e\u003ch3 id=\"h_01KVX5RXWZ4HZ4D7GVNHBXSW0T\"\u003eOAuth flow isn't completing\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e2324e2520db5a036e7037b0070873a7b\"\u003eVerify you're using the Justworks credentials associated with your account.\u003c/li\u003e\n\u003cli data-list-item-id=\"e9aab32398a335662913c5b20dc6995ed\"\u003eTry restarting the OAuth flow if the connection fails.\u003c/li\u003e\n\u003cli data-list-item-id=\"ee32a1094558be567a95e12d562c4dc4f\"\u003eClear browser cookies and try again if the issue persists.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KVX5RXX0Z31MKJ2PXZ5PHGGP\"\u003eConnector isn't active after setup\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e6a26ebd558956c5b6ea3eed6e53152a9\"\u003eClick Connect on the connector in your list and confirm it shows as connected before starting a chat.\u003c/li\u003e\n\u003cli data-list-item-id=\"e45af8235aa1d9f3c221daeb1c6408657\"\u003eFor ChatGPT, make sure Justworks is enabled as a source.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KVX5RXX0QDNV15TST58SXW6J\"\u003ePlan not supported\u003c/h3\u003e\u003cul\u003e\n\u003cli data-list-item-id=\"e2c6214b161482c3bf2a2604f4b2dad74\"\u003eClaude Desktop custom connectors require a Pro or above plan.\u003c/li\u003e\n\u003cli data-list-item-id=\"ea41fca6b55a51db83467b4dc0b134968\"\u003eChatGPT MCP support requires a Pro, Enterprise, or Edu plan.\u003c/li\u003e\n\u003cli data-list-item-id=\"e81b832597dd12d4f112babf7b96f0b2c\"\u003eSome IT teams don't allow custom MCP servers, so check with your administrator if you're having trouble finding where to add the MCP server.\u003c/li\u003e\n\u003c/ul\u003e\u003ch3 id=\"h_01KVX5RXX1HAJ4GP534KM3XB9T\"\u003eAuthentication errors\u003c/h3\u003e\u003cul\u003e\u003cli data-list-item-id=\"eed248a8279dfb7011176d327dfa69ad4\"\u003eEnsure your Justworks account is active and that you have permission to access the MCP in your organization.\u003c/li\u003e\u003c/ul\u003e\u003ch3 id=\"h_01KYWE7EFDFZCT4G3N1V5NCNRE\"\u003eWas this helpful?\u003c/h3\u003e\u003cul\u003e\u003cli data-list-item-id=\"ea56e0728bd1ca441140dfae956b479e1\"\u003eLet us know if these instructions were clear or if anything was confusing — it takes less than 30 seconds. \u003ca href=\"https://docs.google.com/forms/d/e/1FAIpQLSecpeBKM2j0bhBZ_c0Ly_xPhOf-Q8NE7C61X2ZRoAmUuDh2uw/viewform?usp=header\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eGive feedback →\u003c/a\u003e\n\u003c/li\u003e\u003c/ul\u003e\u003ch2 id=\"h_01KVX5RXX2WBV9T4X4GDWWP1ZP\"\u003eSecurity \u0026amp; Privacy\u003c/h2\u003e\u003cp\u003eThe Justworks MCP uses OAuth 2.0 authentication to act as a secure bridge between your AI tool and your Justworks account, in accordance with the \u003ca href=\"https://www.justworks.com/platform-privacy-policy\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eJustworks Privacy Policy.\u003c/a\u003e Data transfers are encrypted and limited to the connection between Justworks and your AI tool. Connection to your AI tool is ongoing until you disconnect it. Justworks does not guarantee and is not responsible for your AI tool’s privacy or security.\u003c/p\u003e\u003cp\u003e \u003c/p\u003e\u003ch3 id=\"h_01KVX5RXX2K7DTE8BYVBC5K7X6\"\u003eDisclaimer\u003c/h3\u003e\u003cp\u003eThis material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, business, legal or tax advice. If you have any legal or tax questions regarding this content or related issues, then you should consult with your professional legal or tax advisor.\u003c/p\u003e","user_segment_ids":[],"snippet":"This article is about Justworks PEO and Payroll. What product am I using? What is the Justworks MCP? The Justworks MCP lets","result_type":"article"}]}