Paylocity Integration

This article will help you understand what is integrated with Paylocity and how to set it up in HR Cloud.

1. Ask your Account Manager to enable Paylocity Integration for you.
2. Log in to HR Cloud as HR Admin user role and go to Settings. Click on the Paylocity option from the Integrations section menu.
   
3. Initiate the configuration by acknowledging the Privacy Policy. To accept it, enable the checkbox, and save the change by pressing Save. Accepting the policy mentioned above will showcase the formal consent with the timestamp and the name of the User who was to agree to the terms.
4. After the privacy policy is acknowledged enter CompanyID, Client ID, and Client Secret in the appropriate fields required to connect successfully. Once filled out adequately, the Connect button will become clickable. Click on the Connect button.
   
5. Once connected, select Mappings for each cost center (Cost Center 1, Cost Center 2, Cost Center 3).

Import employees from Paylocity to HR Cloud

After a successful connection, you can turn on the Automatic import or Import data manually at any time. Automatic import will occur at 12:00 AM PST. 

Export employees from HR Cloud to Paylocity

Once you have successfully connected the integration, you will be able to export your New Hire information to Paylocity.

You can do so by completing the “Export Employee from HR Cloud to Paylocity” task.

This task will appear in your predefined task section and it is advised to include it in your All New Hire checklist so all new employees are transferred to Paylocity.

The task will indicate if there are any missing required fields necessary to export the employee over to Paylocity.

Mappings

Note: Mapping for departmentPositon.costCenter1*, departmentPositon.costCenter2*, departmentPositon.costCenter3* can be changed according to requirements.