Common Workflows Overview

The API reference describes each endpoint. These guides describe how to combine them to get a job done: what to call, in what order, what to listen for, and what can go wrong.

Every integration follows the same lifecycle, whatever it's built for:

1. Set up        Work locations, approval groups, payroll calendars, pay codes, cost centers
2. Onboard       Create workers, get them through onboarding, keep their profiles current
3. Send pay      Shifts and classified hours for hourly employees, payable items for everything else
4. Payroll runs  A payroll admin approves, Everee calculates and funds, workers are paid
5. Reconcile     Payment data, payroll journal, cost segments, deduction reconciliation

Steps 1, 2, 3, and 5 are yours. Step 4 belongs to Everee and your customer's payroll admins. No money moves until a payroll admin approves it, so it's safe to send data early and often.

Where to start

If you're building...	Start with	Then
Something new, and nothing is set up yet	Setting up your organization	Onboarding and managing workers
A hiring or onboarding flow, such as an ATS	Onboarding and managing workers	Time and attendance
A timekeeping or scheduling system	Time and attendance	Sending pay to Everee
A platform that pays contractors or gig workers	Sending pay to Everee	Reconciling payroll and posting to your GL
Billing or accounting software	Reconciling payroll and posting to your GL	Setting up your organization, for cost centers
A benefits or retirement administration platform	Syncing benefit and retirement deductions	Onboarding and managing workers, to match workers
Paid time off administration	Managing leave and PTO	Time and attendance

For the same scenarios told from the point of view of your business type, see Integrating with Everee.

Use webhooks instead of polling

Almost every workflow here has a moment where you wait for Everee: a worker finishing onboarding, a payment being paid, a report finishing. Instead of polling, subscribe to webhook events. The ones you'll use most:

Event	What it tells you	Used in
`worker.onboarding-completed`	The worker is ready to be paid	Onboarding and managing workers
`worker.profile-updated`	Something on the profile changed; re-sync your copy	Onboarding and managing workers
`payment.paid`	A payment has been submitted for deposit	Sending pay to Everee, Reconciling payroll and posting to your GL
`payment.deposit-returned`	A worker's bank returned a deposit	Sending pay to Everee
`report.completed`	A report you requested is ready to download	Reconciling payroll and posting to your GL

See Implementing a webhook handler and Securing your handler before you go live.