Netchex appears under both the Employee HR Management and Payroll categories on the Integrations page. It is one integration that covers both capabilities. Connecting the integration in either category automatically enables it in both (the integration will display as connected in both categories).
A Netchex integration cannot be connected if another HR Employee Management or Payroll integration is enabled. The Connect button will be disabled.
Security
Users with the following permission can connect a Netchex integration:
Administration → Integrations →
3rd Party HR Admin
3rd Party HR View Only
3rd Party HR Sync
3rd Party Payroll View Only
3rd Party Payroll Submission
3rd Party Payroll Admin
Category | Integration Access Level | |
|---|---|---|
HR Management | View Only | Read-only access to HR integration cards. |
Sync | Can trigger manual sync/polling operations. | |
Admin | Full admin access to connection settings. | |
Payroll | View Only | Read-only access to payroll integration cards. |
Submission | Can submit payroll data to Netchex. | |
Admin | Full admin access to payroll connection settings. | |
Connect a Netchex Integration
Follow these steps to connect a Netchex Integration:
Click steps to expand for additional information and images.
1) Navigate to the Integrations page.
2) Expand the Employee HR Management or the Payroll category.
3) Click Connect on the Netchex card.
4) In the Connection Admin drop-down menu, select the user who will be the admin for the connection.
Only users with the following permission will be listed:
Administration → Integrations → 3rd Party HR Admin
Begin typing the username to search for the desired user, then select them from the list.
5) Click Connect to Netchex Cloud.
6) Enter the connection admin’s Netchex credentials.
7) Enter the Netchex API Key.
The API Key is provided by Netchex.
8) Click Save.
9) After connecting, return to the Connection screen to complete mappings and configure integration settings.
Learn more about integration mappings: