Paylocity Onboarding Integration Overview

ClearCompany and Paylocity have partnered to enable a smooth transfer of new hire data from ClearCompany Applicant Tracking platforms to Paylocity Onboarding. This article provides an explanation of how the integration works.

In this article:
About the Integration
Setting Up the Integration
Sending a New Hire
Process in ClearCompany to Transfer New Hire to Paylocity
How to Find Your New Hire in Paylocity

About the Integration

This integration is built for clients with Paylocity’s Onboarding Module. This is an API integration that gathers new hire information and transfers it automatically into Paylocity’s Onboarding Gateway. This integration is for ATS-only Clients.

Setting up the Integration: Step-by-Step Guide

1. Our integration team will be notified to begin setting up your integration once the agreement is finalized with your ClearCompany representative. The representative will reach out to the designated stakeholder for the integration at your organization.
2. You'll initiate a request via the Paylocity Marketplace. Paylocity will enable the correct endpoint for your account and provide a workbook of your metadata.
3. Certain updates will be made to your ClearCompany account to support the integration. For example, new candidate Hiring Workflows will be added to indicate transfer statuses.

4. Once the integration is configured, our support team will inform you that testing will commence. We will create a test requisition and test candidate. Any errors encountered during this phase will be identified and resolved.

5. Upon successful completion of the test, your integration will be live and ready to use with live candidates. If any issues arise, our support team will be available to assist.

Sending a New Hire

When you are ready to send a new hire from ClearCompany to Paylocity Onboarding, a designated workflow will be set up as the trigger.

Workflow Change

By placing the new hire in a specific workflow stage, they will be automatically sent to Paylocity Onboarding. Here's how you can transfer a new hire from ClearCompany to Paylocity:

1. Navigate to the Candidate you would like to transfer.
2. Place the candidate into the "Hired - Send to Paylocity" workflow stage, by clicking Move Forward.

Process in ClearCompany to Transfer New Hire to Paylocity

1. Ensure that the new hire's offer letter is complete, and that the candidate is ready to be sent to Paylocity Onboarding.
2. Place the candidate into the "Hired - Send to Paylocity" workflow stage.
3. In most cases, you will see "Sent" under the Integration Status on the candidate's Hire tab in their profile.

How to Find Your New Hire in Paylocity

Step-by-step Guide

1. From the HomePage, click on the Menu bar on the top-left corner.
2. Click Onboarding.
3. From the onboarding page, click Launch an Event, then Launch Event Packet.
4. The first stage is to Choose Event, this is where you will select which onboarding packet you need. You will see your packets listed here.
5. When done, click Next.
6. Choose Employees: Choose the employee (s) that you would like to launch the packet for.
7. Click Next.
8. Confirm and Launch: This page will let you see the event description, due date, and the selected employee (s).
9. You would want to confirm the:
   1. Username make sure it is unique.
   2. The Payroll Company ID is accurate.
   3. Confirm the supervisor field is accurate.
10. When done, click Launch.
11. From the onboarding page, you will see the status and the employee.