Connecting Justworks

Last updated: October 7, 2024

Background

This article walks through the requirements and steps for connecting the Justworks integration to Lumos.

Lumos partners with Merge.dev for our Justworks integration. For more info on the integration requirements, please review the Merge.dev documentation.

Instructions

1. Click the Justworks card in your Lumos integrations. (Reconnect or add new)

2. Click the Connect Justworks button.

3. Follow the instructions in the pop-up that appears to finish connecting the integration.

Once you've connected the integration, you'll probably want to set it as a source of user data. You can do this in Lumos here. We also have documentation on the different source of truth settings here:📄 Source of Truth

Troubleshooting

More information about why each permission is required

  • Edit Company Settings: This is required for our integration to view Company Information, Office Information + Location, and Department Information. Although Merge only will be viewing this information, Justworks requires EDIT Access in order to view this information, but Merge will not actually be editing any settings.

  • Manage Employees: This is required to view Employee Information, and access the Employee Census Report and the Work History Report.

  • View all employee information: This is required to view Employee Information, and access the Employee Census Report and the Work History Report.

  • View basic employee information: This is required to view Employee Information, and access the Employee Census Report and the Work History Report.

  • Upload and View all Documents: This is required to access the Employee Census Report and Work History Report.

  • View Invoices and Reporting: This is required to access the Employee Census Report and Work History Report.

📄 HRIS Integration Capabilities

Merge.dev documentation