Let's integrate with Equifax Workforce Solutions!

Two things before we begin.

Like anything worth doing, integrations take time. Please allow up to 4 weeks for this integration to be completed, this includes time for scoping, development and testing. You’ll also need to have a system expert and/or system administrator to assist in the completion of this integration.

Lastly, only the US region is supported and relevant for this Integration. Therefore, the Equifax Workflow Solutions integration tile will be available on our US server only. Please speak to your Customer Success Manager for more information on this.

What is Equifax Workforce Solutions?

Equifax Workforce Solutions provides workforce management solutions that can serve as a digital extension of a company's HR team, and help the HR team more efficiently navigate even the most challenging HR documentation and processes. Help boost team productivity and efficiency with better ways to find company tax efficiencies, streamline the payroll process, and more easily audit and convert I-9s.

What does this integration do?

Using this integration, Enboarder will initiate an I9 request automatically when the Workflow is launched. The candidate will get an email with a link to fill sections 1 and 2 based on how configuration is done in Equifax.

Enboarder will pass the below details of the candidate to initiate a request

Name
Email
Location
Hire date

I-9 Management Setup

Using this integration, Enboarder will initiate an I-9 request automatically when the Workflow is launched. The candidate will receive an email with a link to fill out their Form I-9 based on how the configuration is done.

Enboarder will pass the below details of the candidate to initiate a request

Name
Email
Location
Hire date

To enable this integration in Enboarder, please note down below items from the Equifax system:

Employer code: There is a unique code assigned to your account by the Equifax Solutions Engineer during implementation. Please note it down.

Location codes: You'll need to have created a few locations and have some location codes to provide to Equifax during implementation. Please note down the list. You'll need to configure them as categories or locations in Enboarder. (They will need to match identically)

Enboarder Setup

To enable this integration, please complete the below 3 steps

1) Tile setup

Click on the tile Equifax (or search if you can't see it) for which you want the integration setup

Click on the Add Integration button

On the next screen, please enter the employer code. This is required and the system will send it later with a request to raise the employer code.

Please click on Integrate Now button. If it's successful, the system will show the Equifax tile as Integrated with a green tick.

2) Locations Setup

Location set up:

Please create either a new category or location or Custom field

In case you have chosen a location, Please add all location codes as names for every location

In cases of Category or custom fields, Please add all location codes

Add the category or custom fields like this:

3) Webhook Setup

Using the Enboarder Equifax Data connector, we can initiate I9 real-time by configuring send data web-hook modules and adding it in a workflow sequence as shown below.

URL: https://api.equifax.com/business/dcc-platform/partner-adapter/v1/onboard-employee

Request Headers:

partner - Enboarder

Authentication - Please select Equifax from the list.

Method - POST

Payload - Please add the payload like the sample below and make sure the keys match as per the mapping table below.

{
  "employeeId": "{{externalid}}",
  "startDate": "{{newhire_startdt}}",
  "firstName": "{{newhire_firstname}}",
  "lastName": "{{newhire_lastname}}",
  "email": "{{newhire_email}}",
  "additionalFields": [
    {
      "fieldName": "locationCode",
      "fieldValue": "{{category / location}}"
    }
  ]
}

Field mapping:

	API Field Name	Enboarder	Unique ID
1	EmployeeID	Newhire → externalid	Please use any unique id
2	First Name	Newhire → First Name
3	Last Name	Newhire → Last Name
4	Email address	Newhire → email
5	`additionalFields` → Location Code	Location → Name
6	Employer Code	Populate from tile

If you have questions, please reach out to your Account Team - who can connect you with a Solutions Architect to get help with this Integration.

WOTC Set Up

If you are also interested in Work Opportunity Tax Credit (WOTC), and you didn’t contract for it yet, please contact your Equifax Solutions Engineer.

If you are contracted for WOTC along with I-9, your Equifax Implementation Engineer will assist you in that set up.