How does Zugata integrate with Zenefits?

Zugata is performance management software that helps employees reach their potential with 360° feedback, resources, and progress tracking.

When you integrate Zugata with Zenefits, you can use the integration to:

  • Invite new employees to Zugata during the hiring process.

  • Sync any changes to your organizational structure with Zugata.

  • Deactivate an employee's account in Zugata during the termination process.

For more information on the integeration, please see this Zugata support page.

Setting up the Zugata integration

You can set up your Zugata integration by selecting the Add an App option on the main dashboard and then selecting Zugata  from the list. 

add an app

You'll need to have administrator permissions on the Zugata account you want to link in order to set up the integration. 

You'll also need to grant permissions to Zugata for the following items in Zenefits:

  • Basic company information
  • Employee employment information
  • Company departments
  • Company locations
  • Employees'  basic information
  • Employees'  work email addresses
  • Employees'  managers
  • Employees'  employment statuses
  • Employees'  work departments
  • Employees'  work locations
  • Employees' work phone numbers
  • Types of employees
Once you've granted these permissions, you'll be taken to the Zugata  side to complete the setup. Once the setup is completed, the green Connected status will appear under the  app's  icon . 

Using the  integration

Once Zugata and Zenefits are synced, the app will show up in your main administrator dashboard. You can use it by clicking it and then selecting Manage. In the integration, you'll be able to see which employees are synced in Zugata, manage them in Zugata  through the Manage option, or disconnect Zugata from Zenefits through the Disconnect option.

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