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Paylocity Integration Setup
Integrating Paylocity with WorkEasy Software allows you to sync employee data efficiently, reducing manual data entry and ensuring accuracy. This guide walks you through the setup process, from obtaining Paylocity access credentials to mapping and syncing employee records.
Prerequisites
- Before starting, make sure you have your Paylocity access credentials.
- If you don't have access credentials yet, you need to request them from Paylocity. To do so:
- Fill out Paylocity Web Services Access Request Form by following these instructions: How to Fill Out Paylocity Web Services Access Request Form.
- Send the form to webservices@paylocity.com.
- You will receive your access credentials via email within 24 hours.
Connecting, Mapping, and Syncing
- Click Global Settings > Integrations > Paylocity.
- Enter the credentials sent to your email by Paylocity, and click Connect.
- Perform the applicable Data Mapping.
- Click Next.
- Select the applicable employee that should be added to WorkEasy.
- Select the applicable employee sync fields. If desired, toggle Show only required fields.
- Click Next.
- Click Synchronize.
FAQ
How long does it take to receive Paylocity credentials?
You should receive your credentials via email within 24 hours after submitting the request form.
What should I do if my credentials are not working?
Please double-check that you entered them correctly. If the issue persists, contact Paylocity support or WorkEasy Software support for assistance.
Can I customize which employee data is synced?
Yes! During the Data Mapping step, you can select the fields that need to be synchronized. You can also use the Show only required fields toggle for a simplified view.
What if I need to update the integration settings later?
You can always return to Global Settings > Integrations > Paylocity to update your connection settings and sync preferences.
Need Help?
If you need assistance, we're here for you!
📞 Call: (888) 783-1493
📧 Email: support@workeasysoftware.com
📌 Submit a Ticket: Help Center