Paylocity Web Link Standard Setup

This article provided detailed information on the standard and recommended setup for the Paylocity Web Link Integration, designed to ensure maximum stability and minimize errors.

Supported Fields

The following fields are included by default in the integration.

Personal Data

Paylocity Field Name	ClearCompany Data Source	Notes/Description
Company ID	Fixed Value
First Name	Standard Field - Candidate Profile
Last Name	Standard Field - Candidate Profile
Address 1	Standard Field - Candidate Profile
Address 2	Standard Field - Candidate Profile
City	Standard Field - Candidate Profile
State	Standard Field - Candidate Profile
Postal Code	Standard Field - Candidate Profile
Country	Fixed Value	USA
Sex	Standard Field - Candidate Profile	Male Female Non-Binary is not supported
Home Phone	Standard Field - Candidate Profile	Secondary Phone Field
Personal Mobile Phone	Standard Field - Candidate Profile	Primary Phone Field
Personal Email Address	Standard Field - Candidate Profile
Birth Date	Personal Data Sheet
SSN	Standard Field

Employment Data

Paylocity Field Name	ClearCompany Data Source	Notes/Description
Hire Date	Standard Field - Candidate Profile
Employment Type	Requisition Custom Field	Regular Full Time Regular Part-Time Seasonal Temporary Full Time Temporary Part Time
Marital Status	Personal Data Sheet
Tax Form	Fixed Value	W2
SUI State	Standard Field	Office State Value
Cost Center 1	Requisition Custom Field
Cost Center 2	Requisition Custom Field
Cost Center 3	Requisition Custom Field
Equal Employment Opportunity Class	Standard Field	EEO Type on Requisition
Job Title	Standard Field	Role Name
Position Code	Standard Field

Payroll Data

Paylocity Field Name	ClearCompany Data Source	Notes/Descriptions
Pay Frequency	Requisition Custom Field	Annually Monthly Every 5.2 weeks Biweekly Daily SemiMonthly Weekly Quarterly
Base Rate	Offer Letter Custom Field	Only used when Pay Type = Hourly
Salary	Offer Letter Custom Field	Only used when Pay Type = Salary
Rate Per	Requisition Custom Field	Only used for hourly. Valid Values: Hour Week
Pay Type	Requisition Custom Field	Hourly Salary
Pay Group	Requisition Custom Field

Federal Data

Paylocity Field Name	ClearCompany Data Source	Notes/Descriptions
Amount	W4	Step 4C on the Federal W4
Deductions Amount	W4	Step 4B
Dependents Amount	W4	Step 3
Higher Rate	W4	Step 2C
Other Income Amount	W4	Step 4A
W4 Form Year	Fixed Value	Current Year
Filing Status	W4	Step 1C

Primary State Tax Data

Paylocity Field Name	ClearCompany Data Source	Notes/Descriptions
Amount	State Tax Form
Filing Status	State Tax Form
Tax Code	State Tax Form
Deductions Amount	State Tax Form
Dependents Amount	State Tax Form
Exemptions	State Tax Form

Direct Deposit Data

Paylocity Field Name	ClearCompany Data Source	Notes/Descriptions
Main Account Type	Direct Deposit (DD) Form	Checking Savings Pay Card
Main Routing Number	Direct Deposit (DD) Form
Main Account Number	Direct Deposit (DD) Form
Additional Account Type	Direct Deposit (DD) Form	Checking Savings Pay Card
Additional Account Number	Direct Deposit (DD) Form
Additional Routing Number	Direct Deposit (DD) Form
Additional Amount	Direct Deposit (DD) Form
Additional Amount Type	Direct Deposit (DD) Form	Flat Percent

By following these guidelines, you can successfully transfer new hire data from ClearCompany to Paylocity and make use of the integrated features.