Paycor Integration

 

The Paycor and Expiration Reminder integration automatically syncs your employees from Paycor into Expiration Reminder as contacts, keeping credentials, licenses, and training expiration dates up to date without manual data entry. Terminated employees are archived automatically, and timely renewal notifications are sent on your behalf.

Benefits of using Paycor & Expiration Reminder

• Consolidate employees and their compliance information in one place.
• Reduce manual data entry and the errors that come with it.
• Keep employee credentials, licenses, and training up to date effortlessly.

How Does the Paycor and Expiration Reminder Integration Work?

Once connected, the Paycor and Expiration Reminder integration offers several powerful features:

1. Employee Syncing — Employees in Paycor are automatically synced to Expiration Reminder as contacts. This includes key details such as:
   • Employee name
   • Email address
   • Mobile phone number
   • Job title
   • Department and manager
   Any updates made in Paycor will reflect in Expiration Reminder automatically on the next sync.
2. Automatic Archiving for Departed Employees — If an employee is marked as marked as terminated or no longer active in Paycor, they are automatically archived in Expiration Reminder. This ensures no notifications are sent to inactive employees, while their document history is preserved for audit purposes.
3. Streamlined Notifications — Once synced, you can assign credentials, licenses, or training with expiration dates to employees in Expiration Reminder. Expiration Reminder then automatically notifies them when documents or certifications are approaching their expiration dates, ensuring timely renewals.

How Do I Connect Paycor to Expiration Reminder?

1. Access the Integration Settings — Log in to your Expiration Reminder account, open the workspace settings menu where your name is listed in the top-left corner, and click Integrations to view the available integrations.
2. Select Paycor — Scroll to the HRIS Integrations section and select Paycor.
3. Enter Your Credentials — Confirm that you are an admin when prompted. A connection window opens where you provide your Paycor account details.
4. Authorize Access — Follow the prompts to authorize Expiration Reminder to read employee data from Paycor. Review the information shared between the two applications and approve the connection.
5. Finalize the Connection — Once authorized, the system configures the connection and runs the first sync. Click Finish to complete the setup.

What Configuration Options Are Available After Setup?

After setting up the integration, you can manage settings under the Configure button:

• Enable or disable automatic employee syncing.
• Trigger a manual sync at any time if you need an immediate update.
• Adjust sync preferences, such as which employee fields are imported, to match your organization's workflow.

Frequently Asked Questions

How often does data sync between Paycor and Expiration Reminder?

Data syncs automatically on a regular schedule (once every 24 hours by default). You can also trigger a manual sync from the Configure screen whenever you need an immediate update.

What happens when an employee leaves?

When someone is marked as marked as terminated or no longer active in Paycor, they are automatically archived in Expiration Reminder so they stop receiving notifications, while their records remain available for audit purposes.

Do I need to be an administrator to set up the integration?

Yes. You will be asked to confirm admin access when connecting Paycor, since the integration reads employee data from your account.