Employee Dashboard

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An essential piece of your payroll product is the Employee Dashboard. Employees need a space to review paystubs and payment history, manage their profile information, and review tax information.

In this guide

  • Which endpoints are needed to recreate the Employee Dashboard.
  • How to embed the white-label Employee Dashboard in your application.

API

We’ll use Zeal’s white-label Employee Dashboard as a reference for building our custom dashboard.

Home Page

  1. Call Get Employee Checks by Employee to present a summary of checks for this employee.

🔔

Note

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

curl --request GET \
     --url 'https://api.zeal.com/employeeCheck?companyID={{companyID}}&employeeID={{employeeID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}'
  1. Call Get Paystub Link to allow employees to download specific paystubs.
curl --request GET \
     --url 'https://api.zeal.com/paystubLink?companyID={{companyID}}&employeeCheckID={{employeeCheckID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}'

Profile Page

  1. Call Get/Update Employee Information to allow the employee to view/edit their profile information.
curl --request GET \
     --url 'https://api.zeal.com/employees?companyID={{companyID}}&employeeID={{employeeID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}'
  1. Call Get Employee Tax Parameter Summary and Set Employee Tax Parameters allow the employee to view/edit their tax information.
curl --request POST \
     --url https://api.zeal.com/employees/getTaxParameterSummary \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}' \
     --header 'Content-Type: application/json' \
     --data '
{
     "jurisdictions": [
          "US",
          "CA"
     ],
     "employeeID": "{{employeeID}}",
     "companyID": "{{companyID}}"
}
'
  1. Call View/Sign Employee Paperwork to present tax documents (federal & state W-4s) in a PDF format.
curl --request POST \
     --url https://api.zeal.com/paperwork/employeePaperwork \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}' \
     --header 'Content-Type: application/json' \
     --data '
{
     "jurisdiction": "US",
     "companyID": "{{companyID}}",
     "employeeID": "{{employeeID}}",
     "signature_text": "iVBORw23goAAAANSUhEUgAAAtsAAABdCAYAAAB0BqpEAAABRmlDQ1BJQ0MgUHJvZmlscccKJFjYGASSSwoyGFhYGDIzSspCnJ3UoiIjFJgf8bAwiDLwMfAxSCYmFxc4BgQ4ANUwgCjUcG3awyMIPqyLsispF"
}
'
  1. Call Get Bank Account by Employee/Contractor ID to present bank account information. Use Update Bank Account to allow the employee to correct their bank information.
curl --request GET \
     --url 'https://api.zeal.com/bankaccount?companyID={{companyID}}&id={{employeeID}}' \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}'

Employee Documents

Call Get Documents to retrieve a list of employee documents such as W-2s or W-2 Cs.

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

White-Label

There are two ways to allow an Employee to access their dashboard.

SSO Link

  1. If you’ve already authenticated the employee on your system, call Generate Employee Login Link to get an SSO link directly to the employee'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}}",
   "employeeID": "{{employeeID}}"
}
'
  1. Now, allow the employee to access the link or embed the component directly in you application through an iframe .
<a href="{{employeeLoginLink}}">Click to begin payroll onboarding!</a>

Login Credentials

During the Employee Onboarding, include the account creation step by setting "employee_acct": true.

curl --request POST \
     --url https://api.zeal.com/employees/onboard \
     --header 'Accept: application/json' \
     --header 'Authorization: Bearer {{testApiKey}}' \
     --header 'Content-Type: application/json' \
     --data '
{
     "profile": true,
     "employee_acct": true,
     "i9_form": false,
     "id_scan": false,
     "companyID": "{{companyID}}",
     "employeeID": "{{employeeID}}"
}
'
  1. The employee creates credentials that they can use to log into their Employee Dashboard.

Employee Onboarding Create Account

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

Recap

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

Updated 8 months ago