Contractor Dashboard

Contractors need a space to view their profile information and payment history as well as access their 1099 form and other tax information. You can provide this out-of-the-box with the white-label component or build a custom dashboard using our API.

In this guide

• The endpoints needed to recreate the Contractor Dashboard.
• How to embed the white-label Contractor Dashboard in your application.

API

We’ll use Zeal’s white-labeled Contractor Dashboard as a reference for our custom dashboard.

How to build a Home Page

1. Call Get Contractor Payments by Contractor.

🔔

Note

Remember to replace the placeholders such as {{testApiKey}} in the code samples below.

curl --request GET \
     --url 'https://api.zeal.com/contractorPayments?companyID={{companyID}}&contractorID={{contractorID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}' \

2. Call Get Contractor Payment by ID to show details of a particular payment.

curl --request GET \
     --url 'https://api.zeal.com/contractorPayment?companyID={{companyID}}&contractorPaymentID={{contractorPaymentID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}' \

How to build a Profile Page

1. Use Get/Update Contractor Information to allow the contractor to view/edit their profile information.

curl --request GET \
     --url 'https://api.zeal.com/contractors?companyID={{companyID}}&contractorID={{contractorID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}'

2. Call Get Bank Account by Employee/Contractor ID to get information about a contractor's bank account. Use Update Bank Account to allow the contractor to correct their bank information.

curl --request GET \
     --url 'https://api.joinpuzzl.com/bankaccount?companyID={{companyID}}&id={{contractorID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}'

How to build a Contractor Documents section

Call Get Documents to retrieve a list of employee documents such as 1099s or 1099 Cs.

curl --request GET \
     --url 'https://api.zeal.com/documents?companyID={{companyID}}&id={{contractorID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}'

White-Label

There are two ways to allow a Contractor to access their dashboard.

SSO Link

1. If you’ve already authenticated the contractor on your system, call Generate Contractor Dashboard Link to get an SSO link directly to the contractor's dashboard.

curl --location --request POST 'https://api.zeal.com/getAuthLink'
--header 'Accept: application/json' \
--header 'Authorization: Bearer {{testApiKey}}' \
--header 'Content-Type: application/json'
--data-raw '
{
   "partnerID": "{{partnerID}}",
   "companyID": "{{companyID}}",
   "contractorID": "{{contractorID}}"
}
'

2. Now, allow the contractor to access the link or embed the component directly in your application through an iframe .

<a href="{{contractorLoginLink}}">Click to begin payroll onboarding!</a>

Login Credentials

1. During the Contractor Onboarding, include the account creation step by setting "contractor_acct": true

curl --request POST \
     --url https://api.zeal.com/contractors/onboard \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}' \
     --header 'Content-Type: application/json' \
     --data '
{
     "profile": true,
     "contractor_acct": true
}
'

2. The contractor creates credentials that they can use to log into their contractor dashboard.

3. The contractor navigates to your domain (e.g. payroll.[your-domain].com) and inputs their credentials to log in.

Recap

• The Contractor Dashboard provides core functionality to your payroll products such as allowing users to access paystubs and personal information.
• All the data and processes needed to build your customer contractor dashboard are exposed through Zeal's API endpoints.
• You may embed the white-label Contractor Dashboard directly in your application.