Help CenterThe instructions below show the steps needed to integrate Payscore's income verification into TazWorks' software, allowing you to leverage our financial report without modifying your current workflow.
We have two different ways to integrate with Tazworks. The first way is through our API integration with Tazworks that allows us to automatically send an income verification request from Tazworks and push the PDF along with income data directly into the applicant's file.
In order to use our API integration, please email support@payscore.com to get started.
The second way is through our browser extension and embeds our widget directly into the Tazworks interface, with instructions below:
First, make sure you have an account with Payscore. If not, you can sign up here: https://app.payscore.com/users/new
Install our browser extension and find the right browser extension for your browser here: https://support.payscore.com/how-do-i-install-payscores-browser-extension/
Once downloaded, you’ll see a little icon of our logo on the toolbar of your browser, that looks like this:
Click the icon and you’ll be prompted with a login form. Use your credentials for Payscore to login into your account and activate the integration with Tazworks.
That’s it! Go over to your TazWorks account and you will see our embedded links that allow you to easily send income screenings directly from TazWorks.
When you request an income screening from TazWorks, we automatically populate the screening form with your applicant’s information from TazWorks.
You will also be able to resend notifications in Tazworks once you create a screening by clicking the email icon:
You will also be able to go directly to the portal by clicking the following icon:
The status of your income screening can be also found in TazWorks. When your applicant finishes their income screening, you will receive an email which includes a link to their completed income report.
You will also have a link to "Copy Report Data". Clicking this link will copy a text format of the report to paste into a custom search in Tazworks, so you can embed the report data directly into your client's Instascreen report.
