Make sure to have an employee record selected and configured with the appropriate role (Administrator is preferred) before starting this step, which will be used as the "Integration User".
1. Log into the NetSuite environment using an Administrator role
2. Zone Employee Portal Setup Assistant
I. On the main menu bar, choose: Setup → Custom → Zone Employee Portal Setup
II. EULA - View and Agree to the 'End User License Agreement' and choose Next
III. Licensing - Note the number of Users Allowed and Features Enabled and choose Next
IV. Features - Check if all desired Features are checked and choose Next
V. User and Role - Select desired employee and their role (Administrator or Payroll Zone Employee Portal Integration) and choose Next
VI. Key Generation - Follow the onscreen instructions to generate an access Token
VII. Save Access Token- once the Access Token is generated, save both values (token id, token secret) in a safe place (tip: use a password manager).
Save the tokens at this stage, they cannot be retrieved at a later date, and you will need them in the next integration step.
VIII. Integration Setup - Go back to the previous browser tab with the Zone Employee Portal Setup Assistant, insert the Tokens and choose Next
IX. Finishing Zone Employee Portal Setup Assistant - as the last step of the process choose Finish
X. Zone Employee Portal Login details - Zone Employee Portal login details will be shown on the screen and an email sent to the Administrator address.
3. Manual Key (Token) Generation
I. On the main menu bar, choose: Setup → User/Roles → Access Tokens → New
II. Generate Access Token - select option Infinet Cloud Zone Employee Portal Integration from the drop-down menu (Application name) and choose save
III. Save Access Token - once the Access Token is generated, save both values (token id, token secret) in a safe place
Save the tokens at this stage, they cannot be retrieved at a later date and you need them in the next integration step.
Setting the credentials in Zone Employee Portal
To manually set the generated access token and key in Zone Employee Portal please follow How to update integration credentials
You don't need to do it if you created new Zone Employee Portal account with the Zone Employee Portal Setup Assistant