Overview
To authenticate your Justworks account, you will need to create a new service user using the information from the linking flow. This guide will walk you through completing that process in Justworks.
Prerequisites
Please ensure you fulfill all the requirements to set up the integration:
You are an Administrator in your company's Justworks instance, or someone has shared their access with you.
Video Guide
Instructions
Step 1: Add 3rd-party
In the side navigation click on the Employees section.
Then click Add to create a new Employee
Scroll down on the page, expand "Add third party or temp and then click Add 3rd-party
Step 2: Setup Service Account
Here, you will add the details for the Employee used for Service Account integrations. Make sure to fill out the form as follows.
Member Type: 3rd Party Admin / Accountant
Admin Access: Yes
First Name:
First name provided in the linking flowLast Name: Service Account
Title: Service Account
Manager: can be empty
Department: No Department
Office: Remote (work from home)
Start date: can be any value
Work Email:
Input email provided in the linking flowSend Invitation to: Work Email, Now
Note: If you are transitioning your Justworks account from a previous authentication process, you must re-open the linking modal and pull the work email. This email address won't be found in Justworks.
Step 3: Add permissions
To successfully connect, you must include ALL of the permissions below
Notes
More information about why each permission is required:
Edit Company Settings: This is required for our integration to view Company, Office, Location, and Department information. Although we will only be viewing this information, Justworks requires EDIT access to view this information.
Manage Employees: This is required to view Employee information and access the Employee Census Report and the Work History Report.
View all employee information: This is required to view Employee information and access the Employee Census Report and the Work History Report.
View basic employee information: This is required to view Employee information and access the Employee Census Report and the Work History Report.
Upload and View all Documents: This is required to access the Employee Census Report and Work History Report.
View Invoices and Reporting: This is required to access the Employee Census Report and Work History Report.