Zenefits Integration Instructions

The following steps are outlined to setup your integration between Zenefits and Knoetic.

Please note that steps 1-5 will need to be completed for each company entity you have in Zenefits.

  1. Open Knoetic’s secure key drop pageyou'll need this later!
  2. Log into Zenefits
  3. Using the menu bar, navigate to Company Profile
  4. Click Custom Integrations
  5. Click "Add Token" and enable all scopes except for the following:
    1. People.social_security_number
    2. People.federal_filing_status
    3. Banks
    4. Company_banks
  6. Click Save
  7. Click the eye icon to show your token. Copy and paste this token into our key drop (from the link in Step #1)
  8. Now, add "Knoetic" as an External Admin
    1. Select the Administrators link on the left hand side of the page and then click Add Administrator
    2. Select No since this account will not link back to an employee
    3. Use integrations+[your company name]@knoetic.com as a contact email
    4. Select Full Company Admin role
  9. Paste each of your Zenefits API keys into the Data section of Knoetic’s secure key drop page and fill out all relevant information. Click ‘Submit Securely’ when done.

Appendix: Privacy and Data Requirements

Knoetic requires only basic information about employees: staffing details, positions, compensations, and organization information.

Knoetic explicitly does not require personal information about employees such as:

  • Social security numbers
  • Emergency contact information
  • Credit card or bank account numbers

We instruct our clients not to grant access to these fields, and internally our data integration processes strip highly sensitive employee attributes before they ever hit our servers. 

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