With Paylocity, you can manage payroll, HR, and workforce operations in one platform. The Paylocity integration makes it easy to import your employee directory into Perk and keep user accounts up to date automatically.

Note: There may be a cost associated with the API setup and gathering credentials from Paylocity. Contact your Paylocity account manager for details before proceeding.

Understanding the Paylocity integration

The Paylocity integration lets you:

• Provision users — onboard and offboard employees directly from your employee directory.
• Auto-fill employee profile information on Perk.
• Trigger manual syncs to import new employees and archive those who left.
• Run fully automated syncs between Paylocity and Perk.
• Set up accounts automatically, such as adding cost objects and approval processes (Pro plan only).

Before you begin

• To enable the Paylocity integration, you must be an account admin on Perk and Paylocity.
• If you have SSO enabled for Perk, we recommend you turn off Allowing user creation and Allowing user updates, as this could conflict with the integration. For more information, see Customize SSO settings.
• If a person's first name, last name, or email in the identity provider (IDP) is different from Paylocity, the IDP will override the data synced from Paylocity to Perk.
• If the service user who set up the integration is no longer active, the sync will fail, and you'll need to reconnect the integration with a new admin account.
• Out-of-office provisioning is not available for the Paylocity integration.
• To turn off the Paylocity integration, follow the instructions on Manage integrations.
• If you have any questions or need help setting up the integration, contact your account manager.

1. Connecting Paylocity to Perk

Note: Connecting Paylocity requires submitting a form to Paylocity support and waiting for their response before you can obtain your API credentials. Allow additional time before proceeding to the configuration step.

1. In Perk, go to Settings > Integrations.
2. Find the Paylocity integration and click Start setup.
3. Click Enable — this opens the Merge Link pop-up.
4. Follow the Paylocity guide on the Merge Help Center to complete the connection. Once connected, return here to set up the integration.

2. Setting up the Paylocity integration

After you successfully connect to Paylocity, navigate to the configuration page to complete your setup.

1. Start setup:
   1. Go to Settings > Integrations.
   2. Find your integration in the Enabled section and click Manage.
   3. In the Finish setup box, click Configure.
2. Employee selection: Select which employees to sync to Perk — click either Sync all employees or Sync a group of employees.
   • When Sync all employees is selected, Perk syncs all active employees.
   • When Sync a group of employees is selected, Perk syncs only the selected groups.
3. Default field selection and mapping: Select and map fields to sync from Paylocity to Perk. All available fields are selected and mapped by default, with the exception of Unique ID which requires custom mapping or removal.
   • To remove a field, click the trash can icon to the right of the field row.
   • To add a field, click Add default field at the bottom of the default field list.
   • To customize a field mapping, use the left-side column to select an alternative field from Paylocity.
4. Custom field selection and mapping: Select and map custom fields to sync from Paylocity to Perk. All existing custom fields in Perk will be available for sync with Paylocity.
   • If a custom field is not visible, check that it has been created in Perk.
5. Company selection and mapping: Select and map companies to sync from Paylocity to Perk. Companies are automatically detected from Paylocity and displayed in the left-side column. By default, all companies from Paylocity are mapped to the default company in Perk.
   • To customize the source field, use the left-hand column to select an alternative source.
   • To customize the company mapping, use the right-hand column to select an alternative company in Perk. If a company is not visible, check that it has been created in Perk.
   • To complete the process, click Save and sync. The initial sync will take a few hours to complete — the account admin will receive an email notification when it's done.
6. Turning on automatic syncing and error notifications (optional):
   • To automatically sync Paylocity to Perk on a daily basis, turn on the Automatic sync toggle.
   • To receive error notifications, enter an email address and click Save.

Running a manual sync

Use manual sync to import the latest employee data from Paylocity at any time. On the Paylocity integration settings page in Perk, click Sync now to import the latest data.

If there are any errors during the sync, you can download the XLS log to find more details. For more information, see Understanding the integration sync log.

Synced employees are indicated with the Sync icon on the People page.