Connecting Vanta & Justworks

Shannon DeLange
Shannon DeLange Idea generator Vanta Team Member Conversation starter
  • Updated

Justworks is designed to help you manage human resources tasks, such as payroll, staffing, benefits, and healthcare enrollment. 

 

Integrating Vanta and Justworks 

  • From the left-hand navigation panel, select Integrations 
  • From the Available tab, search for Just works
  • Select Connect
  • Vanta leverages Merge, a third-party platform, to create the connection between Vanta and Justworks

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Merge is a API aggregator used by Vanta to collect data from certain HRIS, Task Trackers, and Access systems. Merge encrypts all of your data and provides Vanta read-only access or Access system. Merge provides write access to certain Task Tracker Systems so that you can create tasks within Vanta. You can learn more about Merge and its security practices here
  • You will need to create a third-party service account within the Justworks platform for this integration

Creating a Third Party Service Account in Justworks

  • From the left-hand navigation panel, select Manage, Employees 
  • Select Add

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  • At the bottom of the page, find Add third party or temp and select Expand

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  • Choose 3rd-party admin or accountant and select Add 3rd-party

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Adding the 3rd party Person or Vendor

  • Justworks is going to be looking for information for the third-party account (name, email, etc); this will be found in the Vanta platform 
  • From the left-hand navigation panel, select Integrations 
  • From the Available tab, search for Just works
  • Select Connect

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  • A pop-up modal will appear in Vanta; use this information to populate the third-party user in Justworks

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  • Return to Justworks; the information should be populated as follows
    • Member Type: 3rd Party Admin / Accountant
    • Admin Access: Yes
    • First Name: Vanta
    • Last Name: Service Account
    • Title: Service Account
    • Manager: can be empty
    • Department: "No Department" + can be empty
    • Office: "Remote" + can be empty
    • Start date: today
    • Work Email: (Use the email provided to you from the Justworks modal in Vanta)
    • Send Invitation to: Work Email, Now

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  • Select Invite Vanta
  • Now, you will need to confirm Vanta's permissions in Justworks
  • Check off the following options 
    • Settings
      • Edit company Settings
    • Payments
      • View invoices and reporting
    • Company HR
      • Manage employees
      • View all employee information
      • View basic employee information
      • Upload & view all documents 

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  • Select Update Permissions
  • Return to Vanta
  • Check I have created the practitioner role with the email provided above
  • Select Submit

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  • The integration can take up to five minutes to complete
  • Select Finish Set Up
  • Choose the employees you would like to bring in and select Save
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