Paycor

Overview

Paycor is a cloud-based Human Resource Management software that helps organizations manage payroll, benefits, talent, and workforce management.

OrgChart connects directly with Paycor via API integration, allowing you to automatically sync your employee data and keep your organizational charts up-to-date.

Paycor integration FAQ

1.    How do I set up my connection to Paycor?

   Review the section below to set up a Paycor connection.

2.    Can I pull photos from Paycor into my org charts?

   No.

3.  Can I limit the fields that a user is able to pull from Paycor?

   No. At this time fields cannot be limited at the API level. You can still block certain fields from being pulled into OrgChart by applying a  Limit Fields Import Filter.

4.  Can I merge data from a secondary source with Paycor data?

   Yes. Reference the Merge Data Connectors article for more information.

5.  Can I embed org charts (generated from Paychex data) into my intranet?

   Yes.

6.   Can I filter which records are included in my org charts?

   Yes. You can filter which records and fields are imported into OrgChart using Import Filters.
         Reference the Import Filters article for more information.

Configuring your Paycor account for OrgChart integration

You must have admin-level permissions in Paycor to generate API credentials . Your organization must have an active Paycor subscription and an active OrgChart subscription with integration permissions.

Setup App Creator Account 

You should have received an email that invites you to use our developer portal. This will give you access to setup your user credentials and access our App Creator. The App Creator is where you can setup your application information as well as determine what privileges are needed for your app (aka: data access privileges to our APIs). You can invite other users her to help manage and create the applications. Simply click to add an invite someone to create a user account.

Create an Application

Within App Creator, authorized users can create an application. This is where you’ll provide and get the necessary details to gain access to data in our API using the standard OAuth 2.0 flows. Create the application with a name:

And immediately you will get the OAuth application client ID and secret:

Please Note: you will have the opportunity to rotate and get a new client secret within App Creator if you don’t want to copy and save this information now. Next, you will retrieve and setup some items for your application.

Next, you will retrieve and setup some items for your application.

General Tab

Security Connections Tab 

Data Access Tab 

The APIs operate under a least privilege model, which allows us to control which endpoints your application can call, and what data you can request from those endpoints. Here, you can configure to toggle data access on and off based on what you need. In our lower environments, you can choose any access that you need; feel free to turn all access on if it’s helpful for development. In Production, we will review and approve that access that you will ultimately request from real clients. Each time you change and save your data access, a new OAuth scope will be created. That scope/version information is available on the General Tab.

 

Setting up Paycor in OrgChart

1. Click on the Settings button in the bottom right corner, and then select the Chart Settings option from the list.

   2. Click on the connector icon under the Main Data Source heading. The list of  Main Data Source connectors is displayed.

   3. Click on the Paycor icon.

   4. After you select the Paycor data source, you will be asked to configure it. Enter the following details into the coordinating text boxes:

• API Domain - The base URL endpoint for Paycor's API service that OrgChart will use to communicate with your Paycor account
• Client ID - API Key automatically generated during the Paycor configuration process
• Client Secret - API Secret automatically generated during the Paycor configuration process
• Subscription Key – An additional authorization credential specific to Paycor's API subscription model that grants access to specific API resources.
• Legal Entity ID – A unique identifier for your organization within Paycor's system. This specifies which company or legal entity's data should be accessed.
• Refresh Token - A long-lived credential that allows OrgChart to automatically obtain new access tokens without requiring you to re-authenticate each time.

  5. Click on Save and then Refresh.

Note: This documentation reflects the current Paycor API integration. Features and setup steps may vary based on your Paycor version and OrgChart tier.