Human Interest offers numerous benefits for both you and your employees. You can set up your Guideline integration by selecting the Add an App option on the main dashboard and then by selecting Guideline from the list. You’ll need to have administrator permissions on the Guideline account that you want to link in order to set up the integration. One recommendation you can make for clients who wish to keep their 401(k) plan compliant — and simple — is to suggest a Safe Harbor plan. A Safe Harbor 401(k) plan exempts its sponsors from annual discrimination testing.
Make Requests to Zenefits Using the Merge API
Streamlining benefit and payroll processes by integrating 401(k) with payroll is a great way to do exactly that. Now that you have the access-key and account-token, you can use the Merge API to access the data from your Zenefits account. Before starting, you’ll want to make sure you have the following setup. This will allow you to test your integration to make sure it works for your users.
You’ll then use the Merge API to collect information from companies and employees that are using your Zenefits account. Lastly, you’ll set up webhooks to stay up-to-date with data updates and secure your webhook endpoint with signature hashing. Since 2012, 46 states have either implemented a state-based retirement savings program, studied program options, or considered legislation. Today, there are 14 states and two cities that have enacted new programs for private sector workers. Outside of the tax deductions given to employers for making contributions to their employees’ retirement accounts, the employer match is a powerful recruiting tool to attract top talent. 75% of all Human Interest plans offer an employer match (as of 1/3/22, Human Interest data).
We maintain integrationsso you retain customers
Owing to the sensitive nature of information held by the HRIS application, including personal identifiable information (PII), Zenefits API ensures that all data scopes are accessed at a granular level. The Zenefits API uses OAuth2 to authenticate and authorize access to information stored in the application. OAuth2 authorizes third party applications to request private details from Zenefits accounts, without passwords. It is limited only to admins and developers receive unique Client ID and Client Secret to access data with integration. TriNet Zenefits is a leading provider of full service HR solutions.
- Once the setup is completed, Guideline will need to install the app on the Zenefits dashboard.
- While you don’t have to offer employer matching, it can be a powerful incentive for both hiring and retaining talented employees and there are major tax incentives for employers that offer a match.
- Human Interest has transformed the process of launching and maintaining a retirement benefit program for small and medium sized businesses.
- To get started with the Zenefit API integration journey, a developer account needs to be created.
- After you set up contributions in your Human Interest account, these will flow into worker Pay Templates in Zenefits Payroll.
Why Betterment?
If it’s an existing employee whose data has already been synced, Reward Gateway will not issue any communication and will update their information to match their Zenefits information. You also have the option of going to the integration Dashboard and selecting the “Import History” option to see a log of all data syncs that have been performed on your platform. Please note that if there are already existing accounts on our side, they will be revoked via the integration if you enable the segmented imports and the employees don’t have the needed values. For example, if you wish to exclude contractors, there should be a specific value by which they are grouped, and that value should not be included in the field above.
In case the next_url field displays null, then no records exist for subsequent pages. Developers can also use the starting_after or ending_before query parameter to specify pagination based on object ids. The ending_before query parameter is useful for backwards pagination. To copy your webhook signature, open the Webhooks configuration page on your Merge dashboard and copy the token from the Security section to use later. Input the Webhook URL that will be called by a POST request by Merge, select the subscription type, either sync notifications or data changes, and click the Add webhook button. The second, a Linked Account Token, authorizes that your API requests are being made on behalf of a specific user.
- You have the option to trigger the import on-demand from ‘Import data now’ link in the tools dropdown.
- By default, Reward Gateway maps the Employee ID to uniquely identify a member.
- While the overall scope might be large, here are a few which can be considered as a starting point for Zenefits API integration.
- This will open a modal window where you will need to enter your API access token.
The 401(k) for small & medium businesses
To qualify as a Safe Harbor plan, a sponsor must make contributions to participants’ accounts, and those contributions must vest immediately. Guideline offers numerous benefits for both you and your employees. Guideline’s platform will automatically sync your Zenefits Payroll and Guideline 401(k) data so any updates or changes will be reflected in both places—saving you time and hassle.
Betterment offers numerous benefits for both you and your employees. A holistic financial wellness offering can help you attract, retain, and motivate great talent. And when you help your employees gain control of their finances, they can focus on staying productive and fulfilled at work. A new tile will populate the company ID and secret key for your organization. Copy these credentials to add to Greenhouse Recruiting in the next step.
Create a Linked Account Token via Zenefits
Once you’re all set up with your Human Interest account, you can use the Sync with Zenefits button to push information over to Zenefits. Zenefits will present a list of all the information shared with Human Interest for you to authorize. Easy, automated, and affordable 401(k) and 403(b) programs with the same benefits as big-name 401(k)s at half the cost and with nearly zero administration effort. Once you’ve granted these permissions, you’ll be taken to the Guideline zenefits integration site to complete the setup. Once the setup is completed, Guideline will need to install the app on the Zenefits dashboard.
Key Endpoints
It enables small and medium sized companies to administer and manage benefits, HR offerings, including time tracking, onboarding, employee engagement, employee record keeping; payroll; performance and well-being. As a highly sought after HRIS platform, companies have been increasingly integrating with TriNet Zenefits to facilitate seamless exchange of HRIS data, captured by Zenefits, with their own apps to drive diverse use cases. 2) There is a tax credit for new and existing 401(k) plans when they add an auto-enroll feature.
Matching can be a powerful incentive for both hiring and retaining talented employees and there are major tax incentives for employers that offer a match. 1) The Retirement Plans Startup Costs Tax Credit, which allows eligible employers to claim 50% of their ordinary and necessary startup costs up to $5,000 per year for up to three years. Employers may choose to start claiming the credit in the tax year before the tax year in which the plan becomes effective. Expenses incurred by employers to educate employees about the plan are also eligible. Copilot (powered by PAi) offers flexible retirement plans and plan administration to meet your organization’s needs.
To find these details, first log in to your Zenefits account and click Add an App. The first, a Production Access Key authorizes you as a user of Merge.
Zenefits provides purposeful HR and payroll software services for small and mid-size companies. Greenhouse Recruiting’s integration with Zenefits allows your organization to import candidates from Greenhouse Recruiting into Zenefits. Affordable, customizable, and automated retirement benefit plans for small to medium-sized businesses.
The Zenefits API is a important tool designed to ease seamless integration between Zenefits’ HR platform and other business systems. An API serves as a bridge that allows different software applications to communicate with each other, enabling data to flow smoothly between them. With the Zenefits API, businesses can automate various HR tasks, synchronize employee data, and enhance the overall efficiency of their HR operations.