Paylocity - How do I link to a partnered organization?

Overview

To authenticate Paylocity to a partnered organization, you will need to provide the following information:

• Company ID

This guide will walk you through finding or creating those credentials within Paylocity.

Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

• You have Administrator permissions in your company's Paylocity instance, or someone has shared their access with you.

Instructions

1. Sign in to Paylocity
2. Navigate to the Integrations Marketplace: HR & Payroll > Web App > Web Services > Integrations > "Browse Marketplace"
3. Browse to find the specific Organization you are trying to connect to
4. Click "Begin Integration" and sign the PADE (“Paylocity Automated Data Exchange”) form
5. Submit the form and wait for Paylocity to confirm. It can take a few days for Paylocity to confirm the PADE request. It is not an instant approval
6. Once Paylocity confirms your request, input your Company ID into the linking flow

Notes

• There may be a cost associated with the API setup & gathering of credentials from Paylocity