This article will walk you through the process of setting up Everee Payroll
**If you're interested in Everee, please reach out to us at CenPoint, and we'll connect you with one of our dedicated Everee representatives. **
To Setup the Everee integration, go to your
Company / Branch Info
Select User Pay Tab
Scroll to the Payroll API Integration
Select Everee from the drop-down list
Click the link icon next to Everee to be directed to the Everee sign in page. You will need to obtain the following from Everee, which must then be added to CenPoint.
Company Tenant ID
Location ID,
API Token
Sign into Everee, then go to
Settings dropdown list
Select Integration Hub
Click Manage in the CenPoint API section
You will then create an API token in Everee. If you already see an API token has been created, it’s possible you were emailed your API token. You can also click on ‘Rotate’ to generate a new API token.
After creating the API token you will need to copy the Tenant ID and API token and paste them into CenPoint
Now in Everee you will go to
Organization
Locations
Add Location
Fill out the location and then click ‘Save Location’
Once your location is added click on your new Location to view it
The location ID is found in the URL, copy the last part of the URL (numbers after the last forward slash) and add them to CenPoint Location ID section
Once you have the Tenant ID, Location ID, and API key in CenPoint you can create your users in Everee (Wahoo!)
There are 2 options: Bulk Create or Add 1 at a time
Option 1
In CenPoint ‘Click’ Bulk Create Users in Everee and your Users in CenPoint will have a profile created in Everee.
*Once a user is created in Everee, CenPoint will not create a duplicate. This means you can click "Bulk Create Users In Everee" whenever you need to add a new user without the risk of duplicates.
You will receive a message that the user has been created in Everee but more information is needed.
Click on Continue Setup and you will be redirected to Everee to complete the users set up in Everee.
You will also receive an email that includes the number of users created in Everee, along with any missing items that need to be updated in their CenPoint user profile. Once the information is entered in CenPoint, you will need to click the button ‘Bulk Create Users In Everee’ again.
Option 2
You can also create an individual user in Everee by going to the user in CenPoint→Additional Info Tab→Integrated Payroll section
Click Create User in Everee
You will receive a message that the user has been created in Everee, but more information is needed.
Click on Continue Setup and you will be redirected to Everee to complete the users set up.
After a user is set up in Everee, you can click "View in Everee" under the user in CenPoint to be redirected to their profile in Everee.
