Paycor

Paycor is a provider of Human Resources software and services. Its HR (Human Resources) system has been crafted to streamline HR processes and offer a centralized platform for the management of employee data and HR functions. It includes features such as an employee self-service portal, performance management, time tracking, among others.

Paycor Connection Set Up

Hire2Retire will utilize OAuth 2.0 authentication for establishing the connection. You must have a Paycor account for authentication. To setup Paycor as an HR system on Hire2Retire, you have to:

• Set up a Paycor Application
• Activate Paycor Application
• Create Paycor Connection on Hire2Retire

Set up a Paycor Application

Note: These steps are common for both Paycor production and sandbox environment setup.

1. Log into the Paycor Development Portal.  

2. Go to the Applications tab and click on + Application button and type your application name.

   

   Figure 1 Add Application in Application Tab

3. You will get the Client ID and Client Secret. These details will be required while creating a connection on Hire2Retire. Once you acknowledge the client ID and Secret, you will be redirected to your newly created application page.

   

   Figure 2 Client ID and Client Secret pop up

4. Navigate to the Security Connection tab, you can find the APIm Subscription Key there. The Subscription Key will be required while setting up connection on Hire2Retire. Add the following URL inside the Approved Return OAuth URL Textbox. https://hire2retire.robomq.io/api/auth/callback/Paycor

   

   Figure 3 Security Connections Tab of your created connection

5. Navigate to the Data Access tab and create a scope by giving the following permissions.

   • View Legal Entity Employee
     • View Legal Entity Employees Work Location
     • View Legal Entity Employees Position
     • View Legal Entity Employees Status
     • View Legal Entity Employees Manager & Position
     • View Legal Entity Employees Employment Dates
   • View Legal Entity Persons
     • View Person Phone
     • View Person Email
     • View Person Addresses
     • View Person Information
     • View Person Demographic Information
   • View Legal Entity Departments by Department Id
   • View Employee Information
     • View Employee Termination Reason
   • View Legal Entity Basic Information
     • View Legal Entity Business Names & Addresses
   • Update Employee Contact: To use Paycor writeback feature.

   

   Figure 4 Data Access Tab

   To know more about data access scopes, you can refer to Paycor Data Access Scopes.

   Please note once the application is created, Company/HR/Payroll Paycor Perform Admin role is required to complete the activation process in the production environment.

6. After creating the scope, navigate to the General tab and you can find the name of the scope you just created.

   

   Figure 5 General Tab of Paycor Application

Activate Paycor Application

1. Go to App activation page.

2. Enter Application OAuth Client ID & Application Scope (Scope Name)

   • For client applications, the default Redirect URL must be left as is.
   • The State and Nonce will be left empty.

3. Click Initiate.

   

   Figure 6 Paycor App Activation Page

4. Review the access being requested based on the application scope/version and click Next.

   

   Figure 7 Paycor App Access

5. Select the Paycor Client ID (Legal Entity ID) you want to integrate. (This will give your application access to the client's data)

6. Agree and check the boxes to the Developer Portal Terms of Use, Privacy Policy and contract agreement with the Integrator to access data.

7. Click Integrate.

   

   Figure 8 Paycor App Integrate

8. Enter Application OAuth Client ID & Application OAuth Client Secret

   • A code can only be used once. To retry, you will need to go back to Step 1 & repeat the Activation Flow.

   

   Figure 9 Paycor Client Redirect

9. Click Submit.

Create Paycor Connection on Hire2Retire

• Connection Name - A user defined nomenclature for your connection. By default, the connection name is "Connection-OAuth-1", you can change the name as per your preferences.
• Client ID - You will get your client ID after adding application in Paycor or you can find it on the Security Connection Tab.
• Client Secret - You will get your client secret after adding application in Paycor or you can regenerate in Security Connection Tab.
• Scope ID - You can find it on the General Tab once you create scopes on the Data Access Tab.
• APIm Subscription Key - You can find your subscription key in Paycor Security Connection Tab.

• Is this a sandbox account? - A sandbox account in Paycor refers to a test environment provided by Paycor for developers and users to experiment. A sandbox account has sandbox in the development portal URL.

  

  Figure 10 Paycor Developer Page for Sandbox enviornment

Steps for creating a Connection :

1. Go to Connection Step on Hire2Retire and fill up the connection details for Paycor. Click the Link Account button.

   

   Figure 11 Paycor Connection Page in Hire2Retire

2. You will be redirected to review the access being requested, based on the application scope/version. (you will be prompted to login to Paycor if not already logged in) .

   

   Figure 12 Paycor App Activation

3. Select the Paycor Legal Entity ID (Client ID that you have got in step 3 of setting up Application) that you want to integrate. This will give your application access to the client's data.

   

   Figure 13 Paycor Select Legal Entity ID

4. You will be redirected to Hire2Retire connections page and your connection is successfully set up.

   

   Figure 14 Paycor Connection Successfull in Hire2Retire

Note: While setting up connection on Hire2Retire if you see a "403" message. It indicates that the logged-in Paycor user doesn't have access to complete the Activation process. User requires "Company/HR/Payroll Administrator" role to complete this. Your Sandbox credentials already have this access, but Production will need to be done by an authorized user.