Z
Benefits

Zenefits AI Integration

Connect Zenefits to BeforeQuery for grounded AI answers and agent actions across Benefits.

Connect Zenefits
What is it?

About Zenefits

Zenefits is one of the Benefits platforms BeforeQuery connects to. Once linked, the platform's data becomes a first-class source for grounded AI answers and a target for policy-gated agent actions — the same identity, approval, and audit-log guarantees every other integration ships with.

Setup

How to connect Zenefits

  1. Step 01

    In the BeforeQuery dashboard, go to Integrations → Benefits and select Zenefits.

  2. Step 02

    Sign in to Zenefits with an account that has permissions to grant BeforeQuery the Benefits scopes required.

  3. Step 03

    Confirm the connection. Zenefits is now available as a source and action target for every playbook in your workspace.

How BeforeQuery uses Zenefits

What the agent does with your Zenefits connection

  • 01

    Read employee Zenefits elections + eligibility to answer benefits questions grounded in the specific employee's plan.

  • 02

    Automate open-enrollment nudges, dependent verifications, and life-event workflows.

  • 03

    Draft communications for plan changes, premium changes, or new benefit rollouts.

  • 04

    Sync Zenefits data with payroll deductions and HRIS records to keep every system aligned.

Use cases

What teams actually do with the Zenefits integration

Benefits Q&A grounded in employee elections

Employee asks "what's my out-of-pocket max on my current plan?" — BeforeQuery pulls their Zenefits election, looks up the plan document, and answers with the specific number for their current coverage.

Open-enrollment orchestration

Open enrollment kicks off → BeforeQuery sends personalized packets to every employee with their current elections, plan comparisons, and deadlines. Non-responders get graduated nudges; unusual changes get a manager check-in.

Life-event workflow

Employee reports a qualifying life event (marriage, birth, address change) → BeforeQuery drafts the Zenefits update, opens a 30-day change window, and coordinates payroll + HRIS updates for the effective date.

Answer questions grounded in Zenefits

Employees and customers ask Zenefits-related questions in Slack, Teams, or the widget — BeforeQuery answers with the exact Zenefits record shown alongside the response. No context switching, no "log into Benefits to check" round-trips.

Zenefits — Frequently Asked Questions

Common questions about connecting BeforeQuery to Zenefits.

No. Only elections + plan structure are surfaced — never claims, procedures, or health status. HIPAA-aware playbooks route sensitive matters directly to your benefits team without ever loading PHI into the model.
Standard OAuth 2.0 where Zenefits supports it, otherwise API-key or bearer-token auth. Credentials are stored encrypted at rest (AES-256-GCM) per workspace, never shared across customers, and rotated on request. The connection is scoped to the least-privilege set of scopes each playbook needs — you approve the scope list on install.
No. Your Zenefits data feeds only your workspace's own agents and answers. Nothing is used to train a shared model, and nothing crosses workspace boundaries. Bring-your-own-model is available on Enterprise if you want to pin inference to your own OpenAI / Anthropic / self-hosted deployment.
Yes. Every Zenefits integration is scoped at install time — you pick which resources, users, or record types are visible. You can further restrict per-playbook: a single playbook only touches the specific Zenefits objects it needs. Scope changes take effect on the next sync.
Every write is logged with the acting user, the playbook that fired it, the exact operation, the target entity IDs, and the timestamp — all in the immutable audit log. Writes are rehearsable in simulation mode against a copy of live data before they touch Zenefits for real.

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