Zenefits Integrations

With CoPilot Workplace Savings IRA, you can stay competitive and help your employees start saving for retirement.

Offering a retirement savings option helps employers retain and attract employees. With CoPilot Workplace Savings IRA, you can stay competitive and help your employees start saving for retirement.  

• CoPilot IRA has an easy online setup for both employers and individuals.
• There are no employer costs with CoPilot IRA, which makes it easier for startup companies to offer benefits. Individual IRA holders pay the low monthly fees. 
• With CoPilot IRA, individuals will see how many years of retirement their money will buy and receive alerts to help them stay on track to meet their retirement goals.
• CoPilot Workplace Savings IRA is integrated with Zenefits to reduce manual errors and minimize administrative tasks.

Human Interest offers a low-cost, automated and fully featured retirement benefit program that scales with your business.

Offer your employees the benefits they are looking for without putting a strain on your company resources. Human Interest has transformed the process of launching and maintaining a retirement benefit program for small and medium sized businesses. Our easy, automated, affordable 401(k) and 403(b) programs offer the same benefits as big-name 401(k)s at half the cost and with nearly zero administration effort.

Benefits of this integration:

• Simple administration – Getting started is easy and can be done all online. Enrollment, contributions, and compliance are completely streamlined or automated. 
• Zenefits integration – “No-Touch” integration with Zenefits eliminates the manual work required to manage your 401(k).   
• Customized investment advice – Employees can receive personalized investment advice or choose to manage their own funds. 
• Quality investment options – Through our platform, employees can access low-cost Vanguard index funds from every major asset class and risk category. 
• Dedicated account management – A dedicated account management team will oversee the entire set-up process and offer support to your plan administrator, as well as to employees.
• Affordable & transparent pricing – Plan costs $120 per month + $4 per eligible employee, with a $499 setup fee.

Hotel Engine is a private hotel booking platform that gives you exclusive access to deeply discounted hotel rates for business and group travel.

Take advantage of our Zenefits integration to seamlessly book at thousands of hotels worldwide.

• Savings & Selection: Save an average of 26% off public rates at 150,000+ hotels in 190 countries.
• No Catch: Free membership with no contracts, annual fees, or minimums.
• More Control: One consolidated, direct bill and superior expense management tools for your convenience.

You can now use your Zenefits commuter benefits cards to pay for uberPOOL rides.

• 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.

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

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.

Lyft is a ridesharing app that matches you with nearby drivers.

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.

• 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%.

Workato is the leading integration and automation platform.

Automate your HR Department. Workato allows you to easily integrate Zenefits with all your apps to make your HR workflows do themselves, from hire to retire.

• 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

Zapier moves info between your web apps automatically, so you can focus on your most important work.

Connect your apps and automate your Zenefits workflows.

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

Lessonly is modern team-learning software used by millions of learners and thousands of teams.

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.

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

YouEarnedIt is an engagement platform that delivers employee 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.

• 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.

Gifted is a FREE recognition and rewards gifting solution that consolidates all of your company’s gifting needs into one easy-to-use dashboard.

We’ve turned the challenges of appreciation, expensing, budgeting, tracking & resending gifts a thing of the past.

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.

Officevibe is an employee engagement software to help managers keep a consistent pulse on their team.

Through anonymous surveys and frequent feedback, 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.

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

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.

BetterWorks provides continuous performance management to help employees easily set goals and give ongoing feedback.

• Sync your employee info from Zenefits to BetterWorks.
• Automatically set up a BetterWorks account for new hires.
• Deactivate BetterWorks account on employee’s termination date.
• Easily drive performance with goals and feedback.

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.

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

7Geese engages employees with continuous feedback, 1-on-1s, recognition and data-driven reviews.

Designed to facilitate effective goal setting (OKR) & performance management processes. Whether you’re starting from scratch or improving current processes—7Geese elevates performance across your teams. When you integrate 7Geese with Zenefits, you enjoy seamless access to employee data across your HRIS and performance management tools combined with the following time-savings:

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

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

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.

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

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.

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

Carta 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 Carta administrators.
• Auto-create stakeholders profiles in Carta.

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

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.

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

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.

Google Hire makes it easy to collaborate on identifying talent, build strong candidate relationships and manage the end-to-end interview process.

Google Hire and G Suite are designed to work well together so recruiting teams can focus on their top priorities instead of wasting time copy-pasting across tools. With Hire you can:

• Recruit directly from your Gmail or Hire and your emails will sync automatically in both
• Schedule interviews in Hire that will automatically sync to Google Calendar
• Track candidate pipeline in Hire, and then analyze and visualize the data in Google Sheets
• Match prior candidates to new jobs with powerful search

BreezyHR is end-to-end recruiting software to help you attract & hire great employees with less effort.

Building a great team is hard. Using a hiring tool shouldn’t be. Breezy gives you & your team the power to build & optimize your hiring process, whatever the size.

• Export candidate info to Zenefits
• Assign new BreezyHR accounts for new hires directly from Zenefits
• Sign into BreezyHR from Zenefits

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

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

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

JazzHR 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.

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

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.

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

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.

Guideline offers a turnkey, hassle-free 401(k), with one flat fee per month and absolutely no portfolio fees.

Guideline is on a mission to make it affordable for small businesses to offer a 401(k). They take care of plan administration, recordkeeping, employee onboarding, and more. Best of all? They’re fully integrated with Zenefits, so it’s easy to set up.

Full integration

Connect Guideline with your Zenefits account to automatically sync employee data and payroll deferrals and automate 401(k) deductions on each pay run.

Transparent pricing

Plans start at $39/mo + $8 per participating employee. There’s no setup fee and a plan can be set up in as little as 10 minutes.

No portfolio fees

Guideline doesn’t charge any investment fees. Plus, they cover the costs of custodial fees, annual reports, and more.

Intelligent investments

Employees can choose from over 40 mutual funds from Vanguard and other low-cost providers or create a custom portfolio.

CoPilot (powered by PAi) helps people successfully save for retirement.

Whether your company is starting its first 401(k) plan or looking to transfer a long-established plan, Copilot takes care of the plan administration and investment guidance that typically makes a 401(k) so demanding. Plus, our service accommodates financial advisors and companies of all sizes (from 1 to 100 plus employees).

• With CoPilot, signing up for a 401(k) is quick and easy. You’ll have a real person answering your call from setup to account maintenance.
• Our services are scalable to grow as you grow – from a single employee to hundreds of employees.
• CoPilot monitors participants to make sure they are on track for their retirement.
• Integrating your 401(k) with Zenefits will save you time and money, reduce manual errors, and minimize your administrative tasks.

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.

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

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.

• 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

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.

• 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

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

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.

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

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.

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

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.

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

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.
• Have the slack status updated automatically during the Employee’s time off.
• The Zenefits Slack bot is learning new tricks all the time so check back for more!

How to use the app?

When you open the “Zenefits” Slack app, you will receive all your options in the form of clickable buttons.

If your paid Zenefits account is not linked yet, you can request an invite link using the “Send Invite Link” button.

If your account is linked, you will see the options to “request PTO”(fill the request PTO dialog in slack) or “list your PTO” information.

Installation Instructions:

Installation for the “Zenefits” Slack app is initiated only through the zenefits app marketplace.
Login to your Zenefits account, and open the app marketplace: https://secure.zenefits.com/dashboard/#/integrations

Find the “Slack” app, and click on “Connect Existing” if you already have a slack account, or “Sign Up” if you are new to slack.
Follow the steps, and you should have the “Zenefits” Slack app installed in no time.

Quickbooks is financial management software built for your small business and approved by accountants.

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.