Merge

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.

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. ​

- You are an Administrator in your company's Justworks instance, or someone has shared their access with you. ​

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 ​

1. In the side navigation click on the Employees section.
2. Then click Add to create a new Employee ​
 
 
3. Scroll down on the page, expand "Add third party or temp and then click Add 3rd-party ​

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

First Name: <code>First name provided in the linking flow</code>

Work Email: <code>Input email provided in the linking flow</code>

Send Invitation to: Work Email, Now ​

- Member Type: 3rd Party Admin / Accountant
- Admin Access: Yes
- First Name: <code>First name provided in the linking flow</code>
- Last 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: <code>Input email provided in the linking flow</code>
- Send 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 to open Merge Link and pull the work email. This email address won't be found in Justworks.

To successfully connect, you must include ALL of the permissions below ​

More information about why each permission is required:

- Edit Company Settings: This is required for our integration to view Company Information, Office Information + Location, and Department Information. Although Merge only will be viewing this information, Justworks requires EDIT Access in order to view this information, but Merge will not actually be editing any settings.
- 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.

- More information about why each permission is required:
 - Edit Company Settings: This is required for our integration to view Company Information, Office Information + Location, and Department Information. Although Merge only will be viewing this information, Justworks requires EDIT Access in order to view this information, but Merge will not actually be editing any settings.
 - 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.

Overview

Prerequisites

Video Guide

Instructions

Step 1: Add 3rd-party

Step 2: Setup Service Account

Step 3: Add permissions

Notes