Insperity

Overview

Insperity is a leading Professional Employer Organization (PEO) that provides comprehensive HR outsourcing services for small and medium-sized businesses. Their platform handles everything from payroll and benefits administration to risk management and HR consulting, making them a crucial partner for businesses looking to outsource HR functions.

Platform Focus

• Target Market: SMBs with 5-5,000 employees
• Service Model: Full-service PEO with co-employment
• Core Strength: Comprehensive HR outsourcing
• Technology: Insperity Premier™ platform

Integration Reality

• API Status: Limited public API access
• Developer Resources: Restricted documentation
• Marketplace: No public app marketplace
• Integration Options: Partner-only program

Why Integrate with Insperity?

Insperity’s full-service PEO model means they manage critical HR functions that often trigger business processes:

• Employee Onboarding: New hire paperwork and orientation
• Benefits Enrollment: Annual enrollment and life events
• Compliance Management: HR compliance and risk mitigation
• Performance Management: Reviews and career development
• Payroll Processing: Semi-monthly payroll and tax filing

Integration Challenges

Reality Check

Insperity operates primarily as a closed ecosystem with limited integration capabilities. Their focus on full-service HR outsourcing means they prefer to handle everything internally rather than integrate with external systems.

Technical Limitations

1. No Public API: Insperity doesn’t offer a publicly accessible API
2. Limited Integration Points: Few native integrations available
3. Partner Requirements: Must join partner program for access
4. Data Export Restrictions: Limited automated data export options

Business Model Conflicts

• PEO Model: Co-employment structure complicates integrations
• Service-First Approach: Emphasis on human service over tech
• Enterprise Focus: Custom implementations for larger clients
• Compliance Concerns: Strict data security requirements

Current Integration Options

1. Workday Partnership (2024)

Insperity partnered with Workday to provide a joint solution combining:

• Workday’s enterprise HCM platform
• Insperity’s PEO services
• Limited data exchange capabilities

Note

This partnership is primarily for enterprise clients and doesn’t provide general API access.

2. General Ledger Export

• Format: CSV or fixed-width files
• Frequency: Manual export after each payroll
• Data: Payroll journal entries only
• Automation: Limited to SFTP delivery

3. Standard Reports

• Access: Through Insperity Premier portal
• Format: PDF or Excel downloads
• Scheduling: Limited automated delivery
• API Access: Not available

Recommended Workarounds

Data Sync Strategy

Manual Export + Import

Since Insperity lacks APIs, implement a semi-automated process:

1. Schedule Regular Exports

   • Work with Insperity account manager
   • Set up recurring report delivery
   • Use SFTP for file transfer

2. Build Import Scripts

   # Example: Process Insperity payroll export
   import pandas as pd
   from tallyfy_api import create_process
   
   def process_payroll_export(file_path):
       df = pd.read_csv(file_path)
       for _, row in df.iterrows():
           if row['pay_type'] == 'bonus':
               create_process('bonus-approval', {
                   'employee_id': row['emp_id'],
                   'amount': row['amount']
               })

3. Monitor File Drops

   • Set up file watchers on SFTP
   • Trigger Tallyfy processes on new files
   • Send notifications for exceptions

Portal Automation

Browser Automation Approach

Use web scraping for critical data when APIs aren’t available:

from playwright import sync_playwright
import schedule
import time

def extract_insperity_data():
    with sync_playwright() as p:
        browser = p.chromium.launch()
        page = browser.new_page()

        # Login to Insperity Premier
        page.goto('https://portal.insperity.com')
        page.fill('#username', 'your_username')
        page.fill('#password', 'your_password')
        page.click('button[type="submit"]')

        # Navigate to reports section
        page.wait_for_selector('.reports-menu')
        page.click('.reports-menu')

        # Extract employee data
        employees = page.query_selector_all('.employee-row')
        for emp in employees:
            process_employee_data(emp)

        browser.close()

# Schedule daily extraction
schedule.every().day.at("09:00").do(extract_insperity_data)

Caution

Browser automation should be a last resort. Always check Insperity’s terms of service and get written permission before implementing.

Middleware Options

Integration Platform Solutions

Some iPaaS providers offer Insperity connectors:

Workato

• Pre-built Insperity connector (enterprise only)
• Requires Insperity approval
• Custom recipe development needed

Dell Boomi

• Limited Insperity support
• Custom connector development required
• File-based integration focus

Manual Middleware

// Node.js middleware for file processing
const chokidar = require('chokidar');
const csv = require('csv-parser');
const fs = require('fs');

// Watch Insperity export directory
const watcher = chokidar.watch('/sftp/insperity/*.csv', {
  ignored: /^\./,
  persistent: true
});

watcher.on('add', path => {
  fs.createReadStream(path)
    .pipe(csv())
    .on('data', (row) => {
      // Process each row and trigger Tallyfy
      processInsperityRecord(row);
    });
});

Implementation Roadmap

Phase 1: Initial Setup (Week 1-2)

1. Contact Insperity Account Manager

   • Request data export options
   • Discuss integration requirements
   • Get SFTP credentials if available

2. Map Data Requirements

   • Identify critical data points
   • Document update frequency needs
   • Plan process triggers

3. Set Up File Processing

   • Configure SFTP monitoring
   • Build CSV parsers
   • Test with sample files

Phase 2: Process Automation (Week 3-4)

• Implement file watchers
• Build data transformation scripts
• Create Tallyfy process triggers
• Set up error handling

Phase 3: Production Rollout (Week 5-6)

• Deploy monitoring systems
• Train HR team on limitations
• Document manual procedures
• Establish escalation paths

Best Practices

Working with PEOs

1. Understand the Relationship

   • PEO is co-employer of record
   • They control data access
   • Integration requires their approval

2. Focus on Key Touchpoints

   • New hire onboarding
   • Termination processing
   • Benefits changes
   • Payroll exceptions

3. Build Robust Error Handling

   • Expect manual processes
   • Plan for delays
   • Create fallback procedures

Data Security

Security First

When handling Insperity data:

• Encrypt all file transfers
• Implement audit logging
• Follow PCI compliance for payroll data
• Regular security reviews with Insperity

Common Use Cases

New Employee Onboarding

Trigger: Insperity new hire file received
Actions:
  1. Parse employee data from CSV
  2. Create Tallyfy onboarding process
  3. Assign tasks to managers
  4. Track completion status
  5. Update local HRIS records

Benefits Enrollment

Trigger: Annual enrollment period starts
Actions:
  1. Export eligible employee list
  2. Generate enrollment checklists
  3. Track submission deadlines
  4. Flag missing enrollments
  5. Compile completion reports

Support Resources

Getting Help

• Insperity Support: Contact your account manager
• Technical Issues: Limited developer support available
• Integration Partners: Work through approved consultants
• Tallyfy Support: We can help with workarounds

Useful Links

• Insperity Premier Portal ↗
• Insperity Service Center ↗
• File Format Documentation ↗ (request from account manager)

Conclusion

While Insperity doesn’t offer modern API capabilities, integration is still possible through creative workarounds. The key is setting realistic expectations and building robust file-based integration patterns. For organizations requiring deeper integration, consider evaluating alternative HR platforms with better API support.

Future Outlook

Insperity’s 2024 Workday partnership suggests they’re recognizing the need for better integration capabilities. However, meaningful API access for general developers remains unlikely in the near term.

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