How to Connect a Paylocity Account to Payroll Integrations

Once you've created an account on the Payroll Integrations website follow the below steps to connect your Paylocity account. 

 

Step 1: Click Create New Division.

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Step 2: Select the ‘Paylocity’ icon.

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Step 3: Enter your Paylocity ID and select ‘next.’

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Step 4: If you’ve already downloaded and submitted the Paylocity Agreement select ‘I have already submitted this form.’ If you have not submitted this form select ‘Download the “Paylocity Automated Data Exchange” form.’ The form will automatically download. Please fill it out and email it to your Paylocity representative as well as paylocity@payrollintegrations.com. Once complete, select ‘next.’

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Step 5:  Confirm the information is correct and select ‘Looks Good’

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Step 6: Enter the division name and an email address(es) to be notified if anything comes up with the files being integrated. To enter multiple emails, separate them with a comma. Select whether or not your company allows for 401k loans (single or multiple) and click ‘next.’

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Step 7: Enter your payroll frequency, day of the week employees get paid, and date of next payroll if applicable.

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Step 8: Enter the date you would like the integration to start and click ‘next.’

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Step 9: Confirm your details thus far. If everything is correct, click ‘Create Division’ if there is something that needs editing, click the ‘revisit’ link.

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Step 10: Select how you would like to pay for your payroll integration. Both Credit Card and ACH bank payments are accepted through the Payroll Integrations platform. Enter your payment information (Credit Card, or Bank Information) in the appropriate tab and click ‘Submit Billing Information.’

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Step 11: Wait for Paylocity Approval. This usually takes about a week or two. Once you get approval (after emailing the above downloaded form to your Paylocity Rep and us)  you can move on to map your deduction codes.

 


For any further assistance, please submit a help desk ticket here and we will get back to you as soon as possible.