Integrating with Zenefits

Prerequisites

Zenefits Setup Add a New User

Prerequisites

To connect Zenefits to Drivetrain, you need:

• An active Zenefits account

• Admin privileges on Zenefits

• Admin privileges in Drivetrain

Zenefits Setup

Drivetrain supports integration with Zenefits via API from a read-only external admin user account.

To get started you would need to create a new user on Zenefits for Drivetrain with read-only administrative access.

Add a New User

To grant an External Admin, (someone who is not listed as an employee in Zenefits) Admin Permissions, follow these steps:

1. Click on the Company Profile app on your admin dashboard.

2. Select the Administrators link on the left-hand side of the page and then click Add Administrator.

3. Since the external Admin is not listed as an employee at the company, click the No button and enter their name and contact info.

   • Zenefits will automatically send them an email to register their new Zenefits Admin profile.

4. Select which Roles you want this individual to have and click Continue.

5. Select which Permissions you want this individual to have and click Add Admin.

That’s it! Inform your customer success manager so that they can get started!