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Leverage Truework Credentials using Truework.js or Email

Overview#

Truework Credentials allows an employee to log into their payroll platform and share their income/employment data directly with Truework.

Credentials Widget Screens

We recommend you leverage Truework Credentials after Truework Instant to optimize for Instant coverage before leveraging an employee-in-the-loop workflow. Truework.js allows you to embed this employee-driven verification workflow directly in your user-facing application. If you don’t want to integrate a widget, once a verification request is submitted via Truework’s API, Truework can email employees with a link that they can click on to go to a Truework hosted webpage where they can connect to their payroll account. In both cases, if the employee doesn't remember their payroll password, you still have the option to still verify any employee in the U.S. with a fallback that leverages Truework Smart Outreach.

Why should I choose this product?#

  • You already integrate with Instant and want to extend coverage with data returned within minutes
  • You are comfortable requiring the employee login to their payroll account to complete a verification
  • You are price sensitive and Smart Outreach (manual) verifications may not be cost feasible for you

What use cases is this product used for?#

  • Personal loans
  • Auto-lending
  • Student loan refinancing
  • Mortgage applications
  • Background check and staffing

Where and How To Implement Truework.js#

To implement the Truework.js widget into your user-application, visit the Getting Started page for integrating Truework.js with your application.

We recommend integrating Truework.js after Truework Instant has been attempted. Today, our Instant Network covers about 30% of all U.S. Employees, and is constantly growing. In cases where we do not have instant access to the employee, you’ll receive an end state of cancelled and that’s your signal to trigger the Truework.js widget. To think about where to enable the Truework.js widget, we’d recommend defining a trigger like “Verify Income” or “Add Employer” that triggers the widget.

Around 50% of users that attempt to connect to their payroll account successfully do so, the rest aren't able to primarily because they don’t remember their payroll credentials.

Leveraging Credentials via Email#

If you don’t want to integrate the Truework.js widget into your user-facing application, you can still take advantage of the capability of allowing employees to connect to their payroll to verify income/employment details by submitting verification requests via Truework’s API. Truework can then email employees with a link they can click on. The link will take them to a Truework-hosted page where they can connect to their payroll system.

To enable the email-based Credentials workflow, please contact implementations@truework.com and we’ll be happy to get you set up.

Fallback methods#

If the employee doesn't remember their payroll credentials or is unable to login to their payroll account, Truework.js can be configured to kickstart a verification automatically via Smart Outreach. For more information on Smart Outreach, please read Truework Instant and Smart Outreach using the Truework API.

The setting to toggle the fallback method on or off can be set when your production access is granted.

Conclusion#

Now, you’re ready to use Truework Credentials to power your workflow. We recommend you leverage Truework Credentials after Truework Instant to optimize for Instant coverage before leveraging an employee-in-the-loop workflow.

If any questions arise, or you need support in getting set up, email implementations@truework.com and a Trueworker will be glad to assist.

When you are ready to move to production, please contact sales@truework.com to request production access.