How to integrate with Paycor
A step by step guide detailing how to set up an integration between Ravio and Paycor
Prerequisites
A Paycor Perform HR/Payroll/Company admin account is required to authenticate the connection.
If you already have a Developer Portal Account, please skip to Step 2.
Note this setup takes approximately 30 minutes.
Step by Step Instructions
Step 1 - Create a Developer Portal Account
Note: This step is not required for all customers and might be skipped automatically.
If the step is displayed and you already have a Developer Portal Account: scroll down in the connection flow and press continue. Then go ahead with the "Build Application" step after logging into the developer portal.
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Enter the following URL into a browser: developers.paycor.com (developers-sandbox.paycor.com if you are connecting a sandbox)
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Click Sign Up on the home screen for existing Paycor Clients.
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Click Get Started
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Enter your Username and Password.
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Click Sign In.
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Select whom you would like to be, Admin of the Developer Portal Account.
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Click Request Access and your account will be created, and an email will be sent to the User designated as the Admin.
Step 2 - Build Application
Note: This step is not required for all customers and might be skipped automatically.
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Click Applications on the home screen to get started
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Click the + Application to create a new application (name the application).
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For Application Type choose Standard Application
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Then click Create Application.
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Copy & Save the Application OAuth Client ID and Application OAuth Client Secret:
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Enter the Client ID and Client Secret in the connection flow and click continue:
Step 3 - Configure the Approved Return OAuth URL
Note: This step is not required for all customers and might be skipped automatically.
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Navigate to the Security Connections tab
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Under Approved Return OAuth URL click on + Add another URL
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Enter the personalized redirect URL from the connection flow:
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Press the blue Save button in the bottom right corner.
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Scroll up and there should be a green banner saying Your changes are saved.
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Copy the APIm Subscription Key from the same (Security Connections) tab and paste it in the connection flow.
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Click continue in the connection flow.
Step 4 - Configure Data Access of the Application
Note: This step is not required for all customers and might be skipped automatically.
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Navigate to the Data Access tab.
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The connection flow will display a personalized list of Access Scopes you need to enable. The screenshot below here is just an example:
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Click the blue Save button in the bottom right corner.
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There should be a green banner saying Your changes are saved.
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After configuring the scopes in the Data Access tab, you can find the scope name on the General tab.
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Copy the Scope Name
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Paste the Scope Name into the connection flow and click continue:
Step 5 - Authenticate your Paycor instance
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Click on the Sign in with Paycor button and grant access to the relevant legal entities
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After finishing the oAuth in the separate window you will be greeting with this success screen: