> ## Documentation Index
> Fetch the complete documentation index at: https://docs.neoagent.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Connecting Paycor to Neo

> Build an application in the Paycor Developer Portal, activate it for your legal entities and save it in Neo

You connect Paycor once at the MSP level, with your own application in the Paycor Developer Portal.

## Before you start

* You need a Paycor Developer Portal account. A Paycor client admin at your company invites you to [developers.paycor.com](https://developers.paycor.com).
* Activating the application takes a Paycor Perform **Company**, **Payroll** or **HR Admin**.

## 1. Build the application

In the Developer Portal, open **AppCreator** and create a **Standard** application named Neo.

On its **Data Access** tab, tick the APIs the agents need. For the utilization report and HR lookups, tick at least:

* **View Legal Entity Employees**, with its Employment Dates, Status, Position and Work Location options, and **View Employee Information**
* **View Employee Time Card Hours By Legal Entity Id**, **View Employee Time Card Hours** and **View Employee Time Card Punches By Legal Entity Id**
* **View Legal Entity Departments Information** and **View Legal Entity Work Locations**

Tick more only for the jobs you plan, such as time off requests or pay data. Each save of Data Access makes a new scope, which needs a new activation (step 2).

On the **Security Connections** tab, copy the **Application OAuth Client ID**, the **Application OAuth Client Secret** and the **Application APIm Subscription Key**. Paycor shows the Client Secret when it creates or regenerates it; it expires every 365 days.

## 2. Activate it for your legal entities

Follow Paycor's **Simple Client Activation** in the Developer Portal: a Paycor Company, Payroll or HR Admin signs in, selects the application and your legal entities (all of one Paycor company), and agrees. The portal then shows an **Access Token** and a **Refresh Token**. Copy the Refresh Token.

## 3. Save it in Neo

**1. Open Integrations**

In the Neo Dashboard, open **Integrations** and find the Paycor card, under HR & Business Apps.

**2. Save the application**

Choose the **Environment** (Production, or Sandbox for a Paycor test company), enter the Client ID, the Client Secret, the APIm Subscription Key and the Refresh Token, and click **Save settings**. Neo signs in to Paycor before saving, so a wrong value is rejected straight away.

Neo keeps the connection alive from then on. Paycor issues a new Refresh Token each time Neo renews the connection, so the token works for Neo alone: never paste it into another program.

If the Client Secret expires, is regenerated, or the activation is removed, Neo stops reaching Paycor and sends you a message in the dashboard. Activate the application again (step 2) and save the new Refresh Token, with the new Client Secret if you made one.

## 4. Turn Paycor on per agent

Open the agent, go to the Integrations section, and pick an access profile for the Paycor block, or set each area yourself:

| Area | Notes |
| - | - |
| **Employees** | Employees, their job, status and dates, and their work email; the utilization report needs it to match technicians. |
| **Personal Details** | Birth dates, demographic data, addresses, emergency contacts and the I-9. |
| **Pay, Tax & Benefits** | Pay rates, pay stubs, deductions, direct deposits, taxes and benefit plans. |
| **Time & Attendance** | Time cards, punches, hours, schedules and time off; the utilization report needs it. |
| **Organization** | Legal entities, departments, work locations and job titles. |
| **Recruiting** | The applicant tracking system's jobs and candidates. |
| **Reports & Imports** | Report Builder reports and file imports. |

Each area can be Disabled, Read Only or Read / Write. See [Paycor API](https://docs.neoagent.io/agents/tools/management/paycor-api.md) for the profiles and what the agent can read and change.


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