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Justworks <> Fleet

Written by Janet
Updated over 7 months ago

Justworks Integration Setup Guide

Overview

Our platform securely connects to your Justworks PEO account—powered by Finch, an industry-leading HRIS integration platform—to streamline your employee data management. This automated integration saves your team valuable time and ensures accurate, up-to-date information.

Setup Time & Requirements

Estimated completion time: 10-15 minutes with proper Justworks administrator access.

Before you begin: You must have Administrator privileges in Justworks. If you don’t have admin access, please contact your HR team to assist with this process.

Security Information

Our connection to your Justworks account is:

  • Secure and limited - Access is restricted to only the data needed for integration

  • Standards-compliant - Our integration partner Finch is SOC 2 Type II compliant

  • Credential-safe - Your login information is never stored

Step-by-Step Setup Instructions

Step 1: Add a Third-Party Administrator

  1. Log in to your Justworks account with administrator privileges

  2. Navigate to Manage > Employees in the left sidebar

  3. Click Add in the top right corner

  4. Enter the following information:

  5. Click Invite to create the user

Step 2: Grant Administrator Access

  1. Navigate to Company > Permissions in the left sidebar

  2. Make sure you are on the Administrator permissions tab

  3. Select the pencil icon ✏️ next to Your admins

  4. Click Add an admin and search for the third-party admin you just created

  5. Confirm the selection to grant admin access

Step 3: Configure Required Permissions

Ensure the integration admin has access to these essential permissions:

Company HR Permissions:

  • ✅ View basic employee info

  • ✅ View all employee info

  • ✅ Manage employees

Settings Permissions:

  • ✅ View company info

  • ✅ View reports

Payments Permissions:

  • ✅ View payments

  • ✅ View financial reports

Benefits/Deductions Permissions:

  • ✅ View company benefits

  • ✅ Manage company benefits

Step 4: Verify Permissions

  1. Navigate back to Company > Permissions

  2. Review all permissions granted to the integration admin

  3. For more details on each permission, click the downward arrow next to any permission

Step 5: Note Important Connection Information

Make note of:

  • Username: This is NOT always your email

  • Email Address: The email address you assigned to the integration user

  • Temporary Password: You’ll receive this when the user account is created

  • Company Name: Your company name as it appears in Justworks

Step 6: Complete the Connection

During our onboarding call, Fleet will guide you through the final connection steps using your Justworks credentials. You’ll need to:

  1. Enter your integration user’s username and password

  2. Authorize the connection to access your Justworks data

  3. If you manage multiple companies in Justworks, select the correct company to connect

Need Help?

If you have any questions before our call tomorrow, please reach out to your assigned account representative or reply to the onboarding email.

Common troubleshooting tips:

  • Remember that your Justworks username is typically not your email address

  • Ensure all required permissions have been properly granted

  • Have your integration user credentials readily available for our call

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