Paylocity Bi-Directional & System of Record Overview

Paylocity Marketplace Workspace allows Paylocity clients to manage vendor integrations for their company. Paylocity Marketplace allows companies to browse and select new integrations as well as manage existing and active integrations, such as their integration with ClearCompany. With the Paylocity Integration, ClearCompany can now pass new hire information into Paylocity’s onboarding process or employee payroll. In this article, we cover the Paylocity Integration and what fields it includes.

In this article:
What is Paylocity?
Paylocity Bi-Directional Integration
Paylocity System of Record (SoR)
Paylocity Data Fields
Benefits
Additional Resources

What is Paylocity?

Paylocity develops industry-leading, cloud-based payroll and human capital management solutions for medium-sized organizations. Paylocity's comprehensive and easy-to-use solutions enable clients to manage their workforces more effectively. Paylocity is a full HRIS (human resources information system), providing all HR functions for a prospective organization.

More information on this partner: Check it out!

Paylocity Bi-Directional Integration

The Paylocity Bi-directional integration allows organizations to automatically populate and update their data in ClearCompany as well as send new hires from ClearCompany to Paylocity, ensuring both systems are aligned. This connection creates efficiency throughout ClearCompany workflows by ensuring accurate data is available at all times and removing the need to manually update employees, roles, supervisors, etc.

More information on this integration: Paylocity Data Synchronization

Paylocity System of Record

The Paylocity System of Record data sync (initial and ongoing) from Paylocity to ClearCompany includes the following fields.

• Employees/Users
• Offices/Locations
• Departments
• Roles
• Job Titles
  • *Position Titles and Job Titles are separate in Paylocity

Please note:

At this time, when using the Paylocity System of Record multiple company IDs are not being supported.

Paylocity Default Fields

Offices*

*These fields will only sync if you select to sync offices.*

Paylocity Fields	ClearCompany Field
Location Name	Office Name
City	City
State	State/Province
Country	Country
Address 1	Address 1
Address 2	Address 2
Zip	Zip/Postal Code

Departments*

*These fields will only sync if you select to sync departments and select a cost center level.*

Paylocity Fields	ClearCompany Field
Cost Center Name	Department Name

Roles*

*These fields will only sync if you select to sync roles.*

Paylocity Fields	ClearCompany Field
Position Title	Role (if applicable)

Employees

*These fields will only sync if you select to sync offices.*

Paylocity Fields	ClearCompany Field
First Name	First Name
Last Name	Last Name
Supervisor	Supervisor
Work Email	Work Email
Personal Email	Personal Email
Mobile Phone	Mobile Phone
Rehire Date	Latest Hire Date
Hire Date	Original Hire Date
Gender	Gender
Address	Home Address
Birth Date	Date of Birth
SSN	SSN
Ethnicity/Race	EEO Information
Work Location*	Office* Optional
Department*	Department* Optional
Termination Date	Termination Effective Date
Employee Status	Employee Status
Job Title	Job Title
Position Title	Role* Optional
Username or, if not available, primary email address or, if not available, firstNamelastName	Username

What information do we need?

To set up the Paylocity Integration ClearCompany needs the following information:

• Paylocity Company ID
  • Paylocity ID (This must be provided to your Integration Specialist.) Your Company ID is the ID you used to login into Paylocity, and it will be the same ID you see in the upper left-hand corner of your Paylocity portal.
    
• Requesting you Workbook
  • You are responsible for requesting your integration workbook from the Paylocity Marketplace. This is necessary to obtain the metadata from your Paylocity account that will be utilized in your new hire integration. Check out this article to learn more.

Setup Process

Please Note:

Before starting the setup process, you are responsible for completing any changes to company structure data (roles, departments, offices, users) in ClearCompany to ensure the information can be connected and synced between Paylocity and ClearCompany. This is important to make sure data is aligned between the two systems.

Process

• Retrieve your Paylocity Company ID
• Complete and sign the PADE (Paylocity Automated Data Exchange) form. Instructions on how to complete this can be found here.
• Connect the System of Record
• The integration is purchased.
• You will request integration setup through the Paylocity Marketplace (instructions on how to complete this can be found here.). Paylocity enables the correct endpoint for you to be able to receive imports from ClearCompany.
• ClearCompany receives a Partner Integration ClearCompany Workbook for the client from Vendor Support.
• ClearCompany sets up the integration for the correct endpoint using the given Workbook and conducts an integration test.
• Upon successful testing, we roll out the integration to you.