14.2.9.13. Paylocity

First of all, you may install the Paylocity solution.

To do it, go to ‘Settings’, and press ‘Solutions.’

There, click on the ‘Import’ button.

Select the file, and press ‘Next’

Then, press ‘Import’ and wait a couple of minutes.

Then, go to ‘ATS Settings’ in the sidebar and select ‘Paylocity’ in the integrations section.

You need to enable the Paylocity API by checking the box. After that, complete the following fields:

• Company ID
• Client ID
• Client Secret

Then press ‘Save.’

Next, you will see the ‘Entity Mapping’ section, where you can enable the mapping of Applications or Placements by checking the boxes and clicking ‘Save.’

By pressing the ‘Map Fields’ button, you can set up which fields will appear on the Application or Placement Paylocity Sync screen.

There you can choose which fields will appear in the Paylocity Sync screen. Select them by marking the checkbox.

*These fields—First Name and Last Name —are required for Paylocity API and cannot be modified.

In the first dropdown menu, you can select the entity, and in the dropdown menu below, you can choose the corresponding field.

For example, you will see the candidate’s first name field on this screen, which will be synchronized with Paylocity.

Finally, press ‘Save’ to save the changes.

Now you can synchronize the candidate information to Paylocity. To do that, go to ‘Placements’ in the sidebar, and select the candidate.
In their profile, you will see the Paylocity button.

There, you will see the information automatically copied. Press ‘Save’ to synchronize it.