Gusto integration overview

Overview

Gusto is a payroll, benefits, and HR platform for U.S.-based businesses. Persona’s integration with Gusto lets you pull employee records into Persona workflows and take common employee onboarding actions—so operations and workforce teams can keep identity-driven processes aligned with what’s in their system of record.

With this integration, you can list employees for a company, retrieve a specific employee’s profile, create a new employee record, and track or update an employee’s onboarding status directly from Persona Workflows.

Benefits

Faster Workforce Reviews: Automatically enrich a Case or Account with authoritative employee data from Gusto so reviewers spend less time searching across tools.

Cleaner Onboarding Hand-offs: Track onboarding progress and required steps in Gusto while orchestrating approvals, follow-ups, and escalations in Persona.

Reduced Manual Data Entry: Create employee records and keep onboarding status updates consistent across systems—minimizing copy/paste and missed steps.

More Reliable Workflows: Use filtering, sorting, and pagination to target the right employee populations (e.g., terminated employees or employees not yet onboarded) for operational automation.

Integration Features

Persona’s Gusto integration enables employee data synchronization and onboarding management. Key capabilities include:

• Employee Directory Sync: List employees for a company and optionally filter by location, payroll, onboarding state, or termination status.
• Employee Profile Retrieval: Retrieve a single employee record and optionally include richer details (such as compensation or custom fields) when needed.
• Employee Record Creation: Create a new employee record in Gusto from Persona workflow logic (for example, when a worker is approved).
• Onboarding Progress Tracking: Retrieve onboarding status and step completion to understand what’s left before an employee is fully onboarded.
• Onboarding Status Updates: Update an employee’s onboarding status to reflect progress or completion as your process advances.

Setting up the Gusto integration

Prerequisites

To set up the Gusto integration, ensure you have:

• Admin access to your Gusto account
• Necessary API permissions to access Gusto credentials

Setting up the Gusto Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace
2. Select Gusto
3. Click Add Credential
4. Enter a credential nickname and click Continue
5. When prompted, authenticate with Gusto and approve access
6. After the credential is created, click Test to confirm it’s working

Using the Gusto integration in a workflow

1. Create a new workflow, or open an existing workflow
2. Add a new Action step > Integrations
3. Select the Gusto integration and choose your saved credentials
4. Select an operation (for example, list employees, retrieve an employee, or update onboarding status)
5. Map Persona data into the required input fields
6. Save and publish the workflow

Gusto Operations Overview

In addition to syncing field values, Persona can create employee records, retrieve employee profiles, list employees, and track or update onboarding status using Gusto’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms. See below for a comprehensive list of available Workflow Action steps and possible configurations for the Gusto integration:

List company employees

Retrieve an employee directory for a specific company in Gusto. This is useful for enrichment (for example, matching an individual to an employee record) or for operational workflows that need to target subsets of workers, such as employees who are terminated or not yet fully onboarded.

Configuration Steps:

Provide values for required fields:

• Company ID

Optionally add:

• Location UUID (to filter by primary work location)
• Payroll UUID (to filter by payroll)
• Search term (to search by name)
• Sort by (created date, name, or onboarding status)
• Include (to return additional attributes such as compensation, home addresses, company name, custom fields, or portal invitation info)
• Onboarded
• Onboarded Active
• Terminated
• Terminated Today
• UUIDs (to fetch a specific subset)
• Page
• Per (results per page; default is typically 25 when not otherwise specified)

Retrieve an employee

Fetch a single employee record using the employee’s unique identifier. This is commonly used when a workflow already has an employee ID (for example, stored on a Persona Account) and needs current details like employment status, job and department context, or onboarding state before making a decision.

Configuration Steps:

Provide values for required fields:

• Employee ID

Optionally add:

• Include (to request additional attributes such as compensation, home addresses, company name, custom fields, or portal invitation info)

Create an employee

Create a new employee record in Gusto so downstream HR and payroll processes can begin. This can be useful when Persona is acting as the “trigger” point—for example, after a worker passes verification or is approved to begin onboarding.

Configuration Steps:

Provide values for required fields:

• Company ID
• First Name
• Last Name

Optionally add:

• Middle Initial
• Email (personal)
• Work Email
• Date of Birth
• SSN
• Preferred First Name
• Self Onboarding (to indicate whether the employee is expected to self-onboard)

Retrieve employee onboarding status

Retrieve an employee’s current onboarding status along with a checklist-style view of onboarding steps (including which steps are required and whether they’re completed). This is helpful for workflows that need to branch based on readiness (for example, routing a task to an admin when onboarding is awaiting review).

Configuration Steps:

Provide values for required fields:

• Employee ID

Update employee onboarding status

Update an employee’s onboarding status to reflect progress through onboarding or to mark onboarding as complete. This is often used to keep Gusto aligned with outcomes in Persona—for example, advancing onboarding status once the appropriate review or approval step is completed.

Configuration Steps:

Provide values for required fields:

• Employee ID
• Onboarding Status (select the new status you want applied)