Learn how to Paycor and set up automated data synchronization within the OurPeople platform. This guide helps you manage tag mappings and decision rules to streamline your team communication and information sharing.
Add the Paycor Integration in OurPeople
Tip: OurPeople has built in integrations connect to Paycor:
1. Log in as a Global Admin then Click "Settings"
2. Click "Integrations"
3. Click this Add.
4. Click Add for Paycor
5. Click Continue
Tip: Before you click Authorize log into Paycor in a 2nd window or tab!
6. Click Authorize
Paycor Authorization
7. Follow the prompts in Paycor and allow ALL of your ClientIDs you want in OurPeople. After you confirm it you will be brought back to OurPeople.
Start 1st sync in OurPeople
8. Click Sync
9. Check Fresh Sync in the window
10. Click Sync to start the integration
Setting up Paycor fields to OurPeople tags
11. Click Configure
12. Click "Tag Mappings" drop downs and set to the Team, Job Title, etc.
13. Click "Save"
Create Decision Rules
Tip: By default all employees and mapped fields sync, however you can add rules to only allow specific people with specific tags, or specific tags by following this section. If you don't need to limit people, you are done with your Paycor Connection!
14. Click the People count (number)
15. Click the 1 active decision rules link
16. Click Add
17. Select People with tags
18. Click here to filter to people with specific tags to auto-add and sync
19. Click "Save"
Tip: Repeat for tags if needed otherwise you are done!