Give your employees peace of mind by offering quick and easy access to a secure, top-rated, online estate planning platform by partnering with Trust & Will.
Estate planning made easy
Trust & Will is the leading online estate planning platform whose mission is to help families secure their legacies.They make estate planning easy, convenient, and completely customizable, allowing employees to create a Will or Trust from the comfort of their home. All of their documents have been built by estate planning attorneys to meet the highest legal standards, are state-specific, and are paired with best-in-class member support.
Okta is the leading technology to SSO and provision applications to your workforce. Integrate Zenefits and Okta to bring a seamless experience for onboarding and off-boarding technology between systems.
Seamless onboarding and provisioning with Zenefits + Okta
With a few easy clicks you can integrate Zenefits directly with Okta
Automatically provision and deprovision apps to employees based on role, employment type and event types
Maintain easy access with Single Sign On (SSO) and allow employees to transition between systems quickly.
Spark by EdCast offers a unified platform with a simple Netflix-style user experience that offers end-to-end employee learning, skilling and career mobility.
Spark’s award-winning platform is used internationally by organizations ranging from small businesses and governments to large Global 2000 companies.
Personalized, lifelong learningwith a simple Netflix-style user experience, including various training options in which the experience is tailored to the learning preferences and specific interests of learners. Gamified badging and certification boosts performance and incentives
Agile workforce with upskilling,including targeted access to Featured Content Providers, including Udemy, Coursera, Udacity, LinkedIn Learning and more. Provide a personalized, daily, curated content feed from 40,000+ sources for each employee based on your priorities, their needs, and relevance to their roles
Collaborative work culture with the ability to create needed content: Users can create VILT to collaborate during/after meetings using Zoom, Webex and Microsoft Teams, allowing users to Create Polls, Quizzes and Project SmartCards as well as creating Live Streams
Next Insurance is 100% dedicated to small businesses. Get the protection you need with Next’s customized business insurance.
Next Insurance is dedicated to small businesses and the self-employed. Save money and get the protection you need with Next’s customized business insurance packages. It’s simple, fast and easy.
Whether you’re self-employed or have a team, we offer affordable, painless insurance tailored specifically to your business. Save your business time and money with plans starting at just $25 per month.
Get covered in 10 minutes or less with our simple online process
Access free certificates of insurance 24/7 through your online account
Never pay cancellation, financing or late fees
Please note: Next is a Zenefits recommended partner, but not integrated with the Zenefits platform at this time.
Sidecar Health is personalized and affordable health insurance for individuals.
Members can see any provider, costs are transparent, and plans are 40 percent cheaper than comparable ACA plans. Inside the Sidecar Health app, search for medical providers, estimate your medical costs, and manage your expenses.
Members save 40% or more compared to traditional plans, can see any doctor, and pay at the time of care with the Sidecar Health Visa card
Sidecar Health covers over 170,000 medically-necessary services and Rx
Plans can be customized to fit any need and budget
Please note, plans offered through Sidecar Health should be viewed as ACA alternatives.
Eligible states: Alabama, Arkansas, Florida, Georgia, Indiana, Kentucky, Maryland, Mississippi, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Texas
Please note: Sidecar is a Zenefits recommended partner, but not integrated with the Zenefits platform at this time.
Boon Health connects employees with highly accredited coaches and masters-level therapists to improve mental well-being and resilience.
Boon Health is the most approachable mental well-being solution for small businesses.
Boon is bridging the gap between Employee Assistance Programs and the normal wear-and-tear of employees.
Whether it is professional development or daily stressors, Boon works with employees to help them reach their goals through a goal-oriented, solutions-focused, and 100% confidential 1:1 coaching program.
Please note: Boon Health is a Zenefits recommended partner, but not integrated with the Zenefits platform at this time.
Betterment is more than just a 401(k): it’s a gateway to financial wellness for your employees.
With an easy-to-use interface for employers, Betterment opens the door for employees to plan for all their financial goals – at one of the lowest costs in the industry.
Betterment believes a better 401(k) doesn’t need to cost more or take more of your effort. Betterment provides you with a fully-integrated experience that aims to make ongoing plan administration a breeze.
How Betterment works harder for you and your employees:
Our integration with Zenefits helps with your 401(k) maintenance, creating employee records, processing contributions for those employees, and making necessary updates
We provide your employees with guidanceon how to save for all their needs, not just retirement. While you provide a core benefit via your 401(k), we know your employees have other goals, too! We let them manage and track all those goals in one easy-to-use platform
Our team of experts is here to helpyour employees leverage investment strategies, including automatic portfolio rebalancing and tax-saving techniques. And we’ll act as 3(16) and 3(38) fiduciary for your company, simplifying the management of your 401(k) plan
Our investment options are expert-built so that your employees’ 401(k) investments can reflect their values
As used here, “Betterment” refers to both Betterment for Business LLC, the provider of 401(k) recordkeeping and testing and Betterment LLC, an SEC registered investment advisor and fiduciary.
Paid non-client of Betterment. Views may not be representative, see more reviews at G2. Learn more about Zenefits’ relationship with Betterment.
Zywave Learning helps keep your company productive and compliant by making it easy to manage and track Respectful Workplace plus additional trainings for your employees.
With your subscription to Zenefits Advisory Services, the complete Zywave course catalog is available on a complimentary basis for the duration of your advisory subscription. If you are not utilizing Advisory Services, Zywave courses are available to you at $19.95 per worker, per training, which will be charged upon course completion.
To access the Zywave course catalog, log in to your Zenefits dashboard, go to Add Apps, and click on Zywave. The following screen will prompt you to create a Zywave account, or activate your existing account.
Track time on any device to streamline payroll, integrate with Zenefits payroll, and save thousands each year.
Quickbooks Time is the best automated time tracking software for construction companies, landscaping businesses, small/large businesses, and more.
Thousands of businesses use Quickbooks Time to track and manage employee time for payroll, invoicing, and scheduling. Millions of employees use Quickbooks Time for accurate timesheets and project tracking each day. Quickbooks Time scheduling software makes it faster and easier than ever to build schedules and share them with employees, assign jobs and shifts, and keep your workforce in the know. Current features include:
User friendly mobile app. Employees can clock in/out when they begin working and are able to add important details.
GPS tracking. You can see exactly where your employees are at as soon as they clock in/out as well as their travel between jobs.
Scheduling. Time tracking and scheduling are in one place. Time clock kiosk. Employees in a central location can clock in quickly via a tablet or computer and a personalized 4-digit pin number.
Schedule your staff in minutes, handle unexpected changes, manage real-time workforce performance, and simplify your day-to-day admin.
Deputy creates a connected world of work that empowers people to thrive. Deputy simplifies scheduling, timesheets, tasks and communication for business owners and their workers. Our software automates requirements by workplace laws keeping your business compliant and employees protected. Deputy helps businesses transform operations and empower people to work the way they want.
Control costs with real-time data on wages vs sales
Make sure you’re running on budget. Deputy gives you a clear view of how your wage costs compare to sales so you can improve your labor cost percentage.
Create AI optimized schedules with a single click
Craft the perfect schedule for your business using Deputy’s AI powered Auto-Scheduling, reducing unnecessary wage costs with accurate labor forecasts.
Fill empty shifts quickly
Share available shifts with your team via the Deputy app. Allow staff to apply for the shift, then pick the most suitable person for the job. Or simply fill the shift on a first-come, first-served basis.
Meal and rest break compliance made simple
Schedule multiple breaks and break types in a single shift. Our scheduling app frees your business from the worries of break compliance and coverage.
Manage your schedule from any location
Simply create, copy, and publish schedules; manage shift swaps; and find replacements from any device with employee scheduling apps for Android, iPad and iPhone.
Automate wage calculations
Our timesheet software can calculate employee wages for every shift according to your local laws or employment contracts — including overtime pay. Set up different rates for different roles and let Deputy crunch the numbers for you.
View real-time staff coverage
See who’s on shift, who’s running late, and who’s on break. When employees start and end shifts via our time tracking app, supervisors will get a live update.
For current customers, you can activate the integration via your Zenefits dashboard. For Deputy sales questions, please reach out to Derek Jones at [email protected]
Save an average of 100 hours per year on manual employment verification requests-- at no cost to employers.
Truework offers effortless employment verifications, and improves employee experience by helping employees get approved for important transactions quickly and efficiently—at absolutely $0 cost.
When you connect Truework to Zenefits you’ll be able to:
Save time when your employees need to get verified for a loan or apartment- no more responding to third party phone calls or generating letters of employment
Improve the employee experience by automating verifications, helping your employees save time and eliminate hassle during high-impact life events
Put your employees first- Truework requires employee consent before sensitive payroll data is shared with third parties
Watch the Truework Recorded Webinar
Learn more about Truework’s free verification tools for Zenefits Customers, including auto-generated employment letters, by watching the recorded webinar below.
Embroker helps your business get the right insurance, at lower costs, with less hassle. Learn why over 10,000 companies rely on Embroker to manage their business insurance.
Embroker takes the pain out of insurance. Say goodbye to tedious, hand-written applications. No more endless emails and phone calls. No more waiting for your broker to get back to you. Get quotes and bind your coverage in less than 30 minutes. Full transparency, clear recommendations, no hidden costs.
Get 24/7 access through Teladoc to online doctors to help diagnose and treat ailments. Copays will be waived for Zenefits customers and their employees.
Telemedicine for Your Employees
Through Teladoc, your employees can get 24/7 access to online doctors to help diagnose and treat ailments. For Zenefits customers and their employees, the copay to speak with a doctor will be waived. Employees can login to Teladoc through their Zenefits employee dashboard or by using the link above.
Please note, Telemedicine is often included in employer benefits plans. We encourage you to check your existing coverage before reaching out for Telemedicine directly.
Teladoc is a Zenefits recommended partner, but not integrated with the Zenefits platform at this time.
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.
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.
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
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.
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
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.
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.
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.
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.
Through Carta, you can maintain an accurate cap table, access fundraising tools and benchmarks, and generate and track your SAFEs all in one place.
Get started for free, and when you upgrade to a paid plan, receive 20% off your first year subscription.
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.
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
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.
Guideline offers a seamless 401(k), with affordable monthly pricing and no transaction fees.
Guideline is on a mission to make it affordable for small businesses to offer a 401(k). They take care of plan administration, record keeping, 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 $49/mo + $8 per active participant. Participants pay a 0.08% account fee, which comes out to about 67¢ a month for every $10,000 saved.*
Intelligent investments
Employees can choose from over 40 mutual funds from Vanguard and other low-cost providers or create a custom portfolio.
*This information is for illustrative purposes only and does not represent the actual costs you may incur as a Guideline client. Information shown here assumes a static balance of $10,000 per month, an annual account fee of 0.08% on assets under management (calculated and deducted on a monthly basis at 1/12 of the annual stated rate (0.08%)) based on the month-end account balance, and does not account for common factors that affect the value of your account balance over time such as gains, losses, distributions, additional contributions, etc., and is not intended to constitute investment advice nor an assurance or guarantee of future performance. The fee presented does not include other fees that a 401(k) participant may incur, including from mutual fund expense ratios and a monthly maintenance fee to participants who end employment.
At the time of this endorsement, Zenefits (the “Solicitor”) is not a client of Guideline. Guideline pays a fee for each 401(k) client referred by the Solicitor, as outlined in Guideline’s written solicitation arrangement with the Solicitor. Additional disclosures will be provided to you by Guideline prior to opening an account with Guideline.
Human Interest offers a low-cost, automated and fully featured retirement benefit program that scales with your business. Includes 401(k) and 403(b).
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.
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.
CoPilot (powered by PAi) helps people successfully save for retirement with 401(k) plans.
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.
Intuit 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.
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.
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