Zenefits Integration

Owned by Gabrielle Pollack
Dec 01, 2023
3 min read

Overview

Zenefits is a Software as a Service (SaaS) company that offers a cloud-based human resource information management (HCIM) platform to businesses for managing multiple HR services such as benefits, payroll, compliance, paid time off, health insurance, and more.

Experience.com’s Zenefits integration solution allows enterprise customers to automatically send surveys to employees during and after key moments in the employee lifecycle, like new hire questionnaires, pulse surveys, annual feedback campaigns, and more. The Zenefits integration allows you to:

  • Ingest employee milestones from Zenefits into Experience.com.

  • Map ingested data to campaigns within the account

  • Automate campaigns and surveys to employees based on roles, milestones, anniversaries, or other events.

Transactions ingested from Zenefits into the XMP are labeled as verified transactions.

Prerequisites for Configuring a Zenefits Integration

Experience.com offers a direct API integration between the XMP and Zenefits. To facilitate the configuration of this connection, you will need:

  • An API Key from your organization’s Zenefits instance.

Once you have obtained an API Key and details from your Zenefits admin account, you may proceed with the configuration process in the XMP.

Configuring the Zenefits Integration

Configuring the Zenefits integration is an easy and seamless workflow that requires the help of an organization or account manager with access to the Zenefits account that should be connected to the XMP for data ingestion. The steps below outline the quick process:

  1. Create a new Zenefits Connection in the Account’s Ingestion setup.

    1. To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Click Zenefits, and then click the blue New Connection button.

  1. To create the connection, some information is required to verify and activate it. Enter the required information and click anywhere in the white space to allow the system to validate the information provided.

    1. Give the connection a name.

    2. Provide the API Key you obtained in Zenefits.

With a validated connection, the integration panel expands and provides a total display of all pertinent details in the Zenefits integration. Within the integration configuration panel, no adjustments are necessary; all the required data and settings are preloaded for your convenience. Fine-tune your data filtering preferences effortlessly by setting conditions within individual campaigns.

During this setup, it is essential, however, to designate a reliable point of contact, reachable via email, for error notifications or potential reconnections.

Upon saving and activating the integration, your selected employee data is seamlessly ingested from Zenefits to the XMP. This automated process streamlines and enhances your employee experience campaigns and surveys, marking a significant step toward a more efficient and insightful approach to fostering a positive workplace culture.