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App Connect

Zenefits connects to popular business apps for expense tracking, team collaboration, performance management, and more. The apps you add fully integrate with our platform, so they automatically update whenever information changes within Zenefits.

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PRODUCTIVITY

G Suite (formerly Google Apps for Work)

A set of intelligent apps, including Gmail, Docs, Drive and Calendar, designed to help you communicate, store and create.

Benefits of this integration

Get all you need to do your best work, together in one package — including business email, video conferencing and cloud storage. Integrate with Zenefits to:

  • Automatically set up a work email account for new hires through Zenefits.
  • Immediately restrict terminated employees from accessing company data.

Office 365

Work anywhere, anytime on any device with online, cloud-based versions of Microsoft Office.

Benefits of this integration

Get familiar, top-of-the-line set of productivity tools — including Word, Excel and PowerPoint — along with business class email and OneDrive cloud storage. Integrate with Zenefits to:

  • Automatically set up a work email account for new hires through Zenefits.
  • Immediately restrict terminated employees from accessing company data.

Salesforce

Salesforce is the Customer Success Platform and the world’s #1 CRM company.

Benefits of this integration

The Salesforce Platform enables businesses of every size and industry to connect with customers in new ways across sales, service, marketing, commerce, community, analytics, IoT and custom app development. Integrate with Zenefits to:

  • Set Salesforce roles and permissions as employees are hired through Zenefits.
  • Update Salesforce configurations as employee teams are updated in Zenefits.
  • Immediately remove access to sensitive Salesforce data as you terminate people.

Slack

Slack is a new kind of messaging for teams that brings all your communications together in one place.

Benefits of this integration

This is team communication for the 21st century. Have conversations in open channels, private channels, or direct messages. Integrate with Zenefits to:

  • Invite new hires to your team as soon as they are hired through Zenefits.
  • Deactivate users in Slack when they're terminated in Zenefits to manage team costs.
  • Request PTO directly from the Zenefits Slack bot.
  • The Zenefits Slack bot is learning new tricks all the time so check back for more!

Asana

Asana is the easiest way for teams to track their work so they can get results.It’s free to use, simple to get started, and powerful enough to run your entire business. Asana empowers teams (including Uber, Pinterest, and United Way) to do great things together.

Benefits of this integration

  • Assign Asana tickets as part of your hiring and termination process directly from the Zenefits UI
  • Automatically provision and deprovision Asana accounts as employees are added to and removed from Zenefits

Box

Box(NYSE: BOX) transforms the way people and organizations work, so they can achieve their greatest ambitions.As a leading enterprise content platform, Box helps more than 66,000 businesses securely access and manage their critical information in the cloud.

Benefits of this integration

  • Provision Box accounts as employees are hired into Zenefits
  • Automatically restrict access to corporate documents when employees as terminated through Zenefits

Hive

Hive is a powerful project manager, giving your team a simple dashboard that connects to all your other tools.Hive brings real organization to your team: know who is working on what, where things are stuck, and run processes the same consistent way every time.

Benefits of this integration

  • Seamlessly add new employees to Hive when they join
  • Securely remove access to sensitive data as soon as employees leave
  • Trigger extended onboarding processing automatically through Hive when onboarding onto Zenefits

EXPENSE MANAGEMENT

Abacus

Abacus is the easiest way to reimburse your team, reconcile corporate credit cards, and implement your expense policy.

Benefits of this integration

Abacus is real time, modern expense reporting software. Submit and get paid faster, keep your accounting data in sync, streamline your workflow and more. Integrate with Zenefits to:

  • Invite new employees to Abacus by simply checking a box in Zenefits.
  • Enable your employees to import their personal information and bank details from Zenefits.
  • Keep your team in Abacus in sync automatically.

Expensify

Use Expensify to save time and money by automating your travel and expense reports.

Benefits of this integration

Expensify software takes the time, paper and headaches out of expense reporting for companies of all sizes with its industry-leading app and patented SmartScan technology. Integrate with Zenefits to:

  • Automatically invite people to an Expensify policy.
  • Remove people from policy on their termination date.
  • Import and update managers for approval workflows.

STOCK OPTIONS

eShares

eShares is the all-in-one equity management platform for private companies, investors, employees, and law firms.

Benefits of this integration

eShares is modernizing and revolutionizing the way private companies manage and interact with their share- and option holders. Integrate with Zenefits to:

  • Auto-draft option grants when new hires are added.
  • Send termination notices to eShares administrators.
  • Auto-create stakeholders profiles in eShares.

PERFORMANCE MANAGEMENT

Lattice

Lattice is performance management software that helps you unlock your team’s potential.

Benefits of this integration

Lattice focuses on helping people operations run their companies better through shared goals and feedback. Integrate with Zenefits to:

  • Sync employees from Zenefits to Lattice.
  • Update managers and reports as they update in Zenefits.
  • Remove people automatically as they are terminated in Zenefits.

Zugata

Zugata is performance management software that helps employees reach their potential with 360° feedback, resources and progress tracking.

Benefits of this integration

Zugata aims to make performance reviews less time-consuming and more productive by allowing employees to provide each other with feedback about each other’s work. Integrate with Zenefits to:

  • Sync your employee information to Zugata.
  • Invite all employees to Zugata.

7Geese

7Geese is a leader in continuous performance management; a platform that combined flexible objective and goal setting, OKRs, employee feedback, recognition and 1-on-1s.

Benefits of this integration

  • Sync employees from Zenefits to 7Geese.
  • Automatically update managers and reports as they update in Zenefits.
  • No more double entry of data.

Appraisd

Appraisd is a simple and flexible performance review system that your employees will thank you for. Whether you want continuous feedback, end-year reviews or goal-setting and development needs, Appraisd has you covered.

Benefits of this integration

  • Sync employees from Zenefits to Appraisd.
  • Automatically update managers and reports as they update in Zenefits.
  • No more double entry of data.

EMPLOYEE ENGAGEMENT

Blueboard

Blueboard is employee engagement software that enables employers to reward their employees with memorable experiences.

Benefits of this integration

Blueboard offers an easy-to-use rewards and recognition platform that promotes a culture of happy and motivated employees. Integrate with Zenefits to:

  • Sync your employees between Zenefits and Blueboard.
  • Offer rewards to your employees directly through Zenefits.

Bonusly

Bonusly is employee engagement software that helps companies boost productivity and retain top performers.

Benefits of this integration

Bonusly fosters a recognition-rich culture that celebrates success everyday through peer-to-peer micro bonuses. Use Bonusly to recognize, reward, and retain your employees. Integrate with Zenefits to:

  • Offer meaningful social recognition and rewards.
  • Conduct analytics and reports to help your employees grow.
  • Manage users easily and automatically.

Officevibe

Officevibe is an employee engagement software to help managers keep a consistent pulse on their team, through anonymous surveys and frequent feedback.

Benefits of this integration

Officevibe provides the simplest way to measure employee satisfaction and gives you actionable tips to enjoy a better workplace. Integrate with Zenefits to:

  • Sync your employee graph to Officevibe.
  • Simplify team management with automatic updating.
  • Remove terminated employees from surveys.

Giftedd

Giftedd’s recognition and rewards gifting solution results in the employee and manager engagement, retention, and work culture that all the best companies work so hard to achieve.

Benefits of this integration

A consolidated gifting dashboard provides a time-saving, customizable and fully trackable experience that empowers managers to reward in real-time for occasions such as birthdays, work anniversaries, weddings, births, new hires, and met and surpassed goals.

Youearnedit

YouEarnedIt grows company culture and improves bottom-line performance metrics through its robust engagement platform that delivers recognition, rewards, incentives, and team insights. Built on the four pillars of employee experience, YouEarnedIt’s employee experience platform amplifies connection, meaning, impact and appreciation to improve the lives of employees everywhere, one company at a time.

Benefits of this integration

  • Enhance your company culture with an impactful peer-to-peer recognition program.
  • Implement a comprehensive people directory to your Zenefits system.
  • Automatically sync employee data from Zenefits to YouEarnedIt.

APPLICANT TRACKING SYSTEM

Greenhouse

Greenhouse Software designs tools that help companies source, interview, hire and onboard the right talent.

Benefits of this integration

Greenhouse Recruiting, a recruiting optimization platform, ensures you hire the best talent to build great teams. Integrate with Zenefits to:

  • Turn candidates into new hires with the click of a button.
  • Pull in resumes into Zenefits with one click.

Jazz

Jazz is powerful, intuitive and affordable recruiting software that help SMBs find, manage and make great hires.

Benefits of this integration

Jazz is all-in-one recruiting software made for the modern world. It replaces time-consuming tasks with a smart applicant tracking system that helps HR teams build a scalable and effective hiring experience. Integrate with Zenefits to:

  • Import new employees once they're hired.
  • Automate and digitize new hire paperwork.
  • Transfer and save hiring documents in Zenefits.

Lever

For companies at every stage of growth, Lever is a deceptively simple applicant tracking system that powers effortless collaboration and true talent engagement.

Benefits of this integration

Lever is the collaborative hiring tool that empowers every team member to successfully recruit the right talent. Integrate with Zenefits to:

  • Automatically push hired candidate information from Lever to Zenefits.
  • Sync hiring documents between Lever and Zenefits.
  • Streamline your new hire offer and onboarding process.

Learning & Development

lessonly

Lessonly is modern team learning software used by over 900,000 learners at more than 400 companies. Lessonly translates important work knowledge into Lessons that help teams learn, practice, and perform at the highest level. Teams across the world use Lessonly to reinforce best practices, accelerate performance, and cut on-boarding times in half.

Benefits of this integration

  • Sync your employee info from Zenefits to Lessonly.
  • Keep the two systems in sync as changes occur in Zenefits over time.

PAYROLL ACCOUNTING

Intuit Quickbooks

Financial management software that’s built for your small business and approved by accountants.

Benefits of this integration

QuickBooks helps you keep track of the money coming in and out of your business, all in one easy-to-use place. You will always have the full view of your business’ financials, and be able to use QuickBooks data to make real-time decisions to grow your business. Integrate with Zenefits to:

  • Send pay run transactions to Intuit.
  • Balance your books with data pulled from Zenefits Payroll.

Xero

Xero is beautiful, easy-to-use online accounting software for small businesses and their advisors.

Benefits of this integration

Use Xero to simplify bank reconciliations, bills, invoicing, inventory, payroll and more – all available anytime, anywhere. Integrate with Zenefits to:

  • Automatically sync Payroll transactions with Xero after each pay run.
  • Simplify reconciliation with data automatically pulled into Xero.

CONNECTOR

Zapier

Connect your apps and automate workflows: Zapier moves info between your web apps automatically, so you can focus on your most important work.

Benefits of this integration

  • Create Zaps on Hiring and Terminations
  • Listen to triggers when employees change in Zenefits

Workato

Automate your HR Department with Workato. Workato is the leading integration and automation platform, allowing you to easily integrate Zenefits with all your apps to make your HR workflows do themselves, from hire to retire.

Benefits of this integration

  • Automate your Human Resources onboarding and offboarding workflows from end-to-end by connecting Zenefits with hundreds of popular business apps
  • Automatically keep your employee data in sync across all company apps without any manual work, saving you time and money
  • Workato gives you an instant 360 degree view of your employees across all the apps for more informed performance management

401k

Principal Financial Group

Principal Financial Group’s expertise spans the globe, but we’re bound by one common purpose: to give you the financial tools, resources and information you need to live your best life. To make retirement plan management simple for you and your employees, we offer a digital 401(k) solution that helps meet the needs of today’s start-up, small businesses.

Benefits of this integration

  • Automatically pulls data from your Zenefits account
  • Offers streamlined administration
  • Delivers a personalized, interactive participant experience

CoPilot (Powered by PAi)

For over 30 years, PAi has helped people successfully save for retirement with participant-focused, easy to manage 401(k) retirement services. CoPilot, is a do-it-for-you solution for smart business owners who want to focus on their business, not on managing a retirement plan. It’s about workers owning their retirement readiness.

Benefits of this integration

  • Signing up for CoPilot 401(k) retirement services is quick and easy
  • Syncs with Zenefits so you only need to enter employee data once
  • Employee deferral changes and loans are part of the integration process

Guideline

Guideline’s robust technology allows us to handle all plan administration for your growing business, including setup, enrollment, education, recordkeeping, investment management, compliance, and reporting. Guideline is the first full-service 401(k) with straightforward pricing of one flat fee per participant and 0% asset and advisory fees.

Benefits of this integration

  • Guideline integrates seamlessly with your Zenefits account.
  • All enrollment, payroll, and 401(k) contribution data is automatically updated every pay period. No more duplicate data entry!
  • Friction-free onboarding for you and your employees through our modern interface.

Travel

Lyft

Need a lift? Try Lyft for a friendly, affordable ride whenever you need one. Request a ride with the tap of a button, and get picked up by a nearby community driver who’ll take you to your destination within minutes. Lyft Line matches you with others travelling the same way, so you can split the cost.

Benefits of this integration

  • Zenefits customers in supported cities will be able to use their commuter benefits debit cards toward eligible Lyft Line rides when commuting and save up to 40%.

Nextravel

NexTravel provides a consumer-centric booking experience for the global enterprise market.

Benefits of this integration

NexTravel facilitates corporate bookings for flights, hotels, cars and other ancillary supply, while allowing companies to take advantage of travel management features such as building travel policy, centralized card and easy expense reporting.

Uber

You can now use your Zenefits commuter benefits cards to pay for uberPOOL rides. Get more for your money by riding on pre-tax dollars.

Benefits of this integration

  • Use up to $255 pre-tax dollars per month to pay for your uberPOOL.
  • Enjoy a door-to-door commute.
  • Add your card once, and ride anytime.

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