Paycor Onboarding

Paycor Onboarding is a provider of Human Resources software and services. Its Onbaording (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.

Getting Your HR Data

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

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

Set up a Paycor Application

Note: These steps are common for both Paycor Onboarding 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, 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, 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/PaycorOnboarding

   

   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 Onboarding Employees
   • View Employee Information

   

   Figure 4 Data Access Tab

   To know more about data access scopes, you can refer to Paycor Onboarding 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

Create Paycor Onboarding 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.
• Environment - The specific Paycor environment, such as Production or Sandbox.
• 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.

Steps of creating Connection :

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

   

   Figure 10 Paycor Onboarding 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 11 Paycor Onboarding 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 12 Paycor Onboarding Select Legal Entity ID

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

   

   Figure 13 Paycor Onboarding 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.