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Staffing & ERP integration

TempWorks COI compliance integration

Keep customer and vendor insurance verified inside TempWorks before an assignment starts. Pikorua Security reads customers, job orders, assignments and vendors through the TempWorks API, verifies the certificates your agreements require, and writes compliance status into customer custom data with the verified certificate attached as a customer document, so branch staff see it in Enterprise and Beyond.

TempWorks logo

TempWorks, Indianapolis branch

Customer #30217

Deficient

Assignment flagged: no verified COI

The customer agreement requires general liability naming the agency. No certificate on file; broker request sent.

Customer
Midwest Cold Storage LLC
New assignment
A-552190, starts 10/21/2026
COI status
Deficient
COI expiration
Not on file
Customer documents
No verified COI

Written by Pikorua Security Oct 16, 2026, 06:00 AM ET

Setup time
1 to 2 hours
Connection
TempWorks API + OAuth 2.0
Fields synced
6 fields, 4 trigger events
Included on
Enterprise

Sync fields

What Pikorua Security reads from and writes to TempWorks.

Filter by direction. Pikorua Security writes compliance fields only; amounts, approvals and banking details stay with your team.
Fields Pikorua Security syncs with TempWorks
FieldDirectionWhat happens
CustomersTempWorks to Pikorua SecurityCustomer name, branch, worksite addresses and status, matched to Pikorua Security counterparties.
Job ordersTempWorks to Pikorua SecurityWorksite and job type, to apply worksite-specific requirements.
AssignmentsTempWorks to Pikorua SecurityEmployee, customer, start and end dates, polled on a short interval to catch new starts.
VendorsTempWorks to Pikorua SecuritySupplier agencies and service vendors whose coverage you verify before they work for you.
Customer custom data: COI status and expirationPikorua Security to TempWorksWritten to custom data fields your administrator defines, so status shows on the customer record in Beyond and Enterprise.
Customer documentsPikorua Security to TempWorksVerified certificate and endorsement pages uploaded as a customer document of the type you choose.

Trigger events

When the certificate changes, TempWorks changes with it.

Each trigger is a rule you can switch on, off or to notify-only per project, property or vendor tier.
How payment and access gates work
  1. Hold

    Assignment created for a customer with expired or missing coverage

    Then: Customer custom data set to Deficient and the branch manager is emailed with the assignment number and start date.

  2. Hold

    Customer's certificate lacks the additional insured or waiver your agreement requires

    Then: Status set to Deficient with the missing form named, and a request goes to the customer's broker.

  3. Warn

    Coverage expiring in 30 days

    Then: Expiration field updated and the broker chased on the 60/30/15/0 day cadence.

  4. Release

    Renewal verified

    Then: Status returns to Compliant and the new certificate uploads as a customer document.

Setup

Live in 1 to 2 hours.

5 steps, done by your TempWorks administrator and a Pikorua Security Admin together. Nothing to install on your servers.

TempWorks Software logoTempWorks API + OAuth 2.0
  1. 1

    Create the API client

    Your TempWorks administrator issues API credentials for Pikorua Security using a service credential, so no individual's login is shared.

  2. 2

    Define custom data fields

    Add COI status and COI expiration custom data on customers, and pick a document type for verified certificates.

  3. 3

    Match customers and vendors

    Pikorua Security imports customers and vendors and proposes matches to existing counterparties.

  4. 4

    Assign requirements

    Map requirement templates by customer type or by individual customer agreement.

  5. 5

    Set the polling interval

    Choose how often Pikorua Security checks for new assignments, typically every five minutes during branch hours.

Enterprise, Beyond and one compliance status

TempWorks Software, based in Bloomington, Minnesota, runs staffing back offices on two products: Enterprise, the desktop application, and Beyond, the browser-based ATS and CRM. A record added in one appears in the other. That makes the customer record the natural place for insurance status, because branch staff in Beyond and payroll and billing staff in Enterprise all see it.

Pikorua Security writes there through the TempWorks API, which authenticates with OAuth 2.0 and covers customers, assignments, employees, job orders, contacts and vendors. The verified certificate lands as a customer document, so nobody has to ask the risk team for a copy.

Polling, not webhooks

The TempWorks API does not send outbound events when assignments change, so Pikorua Security polls for new and changed assignments on an interval you set. Five minutes is typical during branch hours; an overnight run picks up anything entered late. Each poll is a read. Writes happen only when a verdict changes.

For agencies that run Bullhorn on the front office and TempWorks on the back office, Pikorua Security keeps one verdict per client and writes it to both systems.

FAQ

TempWorks connector questions.

Pikorua Security is compliance software. It verifies certificates and endorsements against your contract requirements; it does not sell insurance or give legal advice.

Does Pikorua Security touch payroll or billing in TempWorks?
No. It reads customers, job orders, assignments and vendors, and writes only customer custom data and customer documents.
Do we need a TempWorks API license?
TempWorks provides API access under its own license agreement. Your TempWorks contact can confirm what your account includes, and Pikorua Security's integrations team can join that call.
Can assignments be blocked?
Pikorua Security flags new assignments for customers that are not compliant and notifies the branch. Whether a flagged assignment starts is a branch decision, and that decision is recorded in Pikorua Security's audit log.

14-day free production trial

Connect TempWorks during your 14-day trial.

Upload your current certificates, authorize TempWorks, and see which vendors would be on hold today before you switch a single rule on.