By activating our integration with Paylocity, you'll be able to add triggers that automatically send a candidates profile to your Weblink section to check and confirm their information before creating the candidate as an employee under your HR & Payroll.
Getting started
To enable the integration, you first have to connect your existing Paylocity account through our Marketplace page. Once in the marketplace, click on the Paylocity card and press Activate.
You'll be taken to your Settings/Marketplace Activations section on the Teamtailor app where you can then input your Client ID, Client Secret and Company ID of your Paylocity account.
Note: To retrieve these credentials, please contact Paylocity directly.
Your integration with Paylocity is now complete!
Set up the workflow on Teamtailor
You can set up the Paylocity trigger and send your new hires data automatically to the Paylocity Weblink platform when a candidate card reaches the chosen stage.
To add a trigger:
Click on the triggers tab under applications in a chosen Job.
Go to a stage where you want the event to happen.
Click the plus button ✚ to add the trigger.
Now every time you move a candidate to this stage, it will tell the Teamtailor application to send the candidates information to your "Weblink" section on Paylocity.
You will also see the candidate card in Teamtailor now has a status of "sent" under the name Paylocity.
Information being sent to Paylocity
The only required information to set up a person from the Teamtailor app to your Paylocity app is a candidates name. However you can also add the following information to the candidate card and they will also be sent when the trigger is activated.
First name
Last name
Email
Phone number
Custom Fields:
Birth Date
Ethnicity
Salutation
Gender
SSN
Marital Status
Postal Code
City
Country
To add a custom field to the candidate card, please follow the following support article: https://support.teamtailor.com/en/articles/3468522-custom-fields
FAQs
Q: Does a candidate automatically get created as an Employee in Paylocity?
A: The integration creates a "Staged Employee" under Weblink in Paylocity so you can confirm and add the correct departments, wages, start dates etc before the candidate is created as an "Employee".
Q: Do I need to integrate directly from Paylocity to Teamtailor in addition too integrating with Teamtailor?
A: As long as you already have an account with Paylocity, you only need to complete the integration on Teamtailor and get the Client ID, Secret and Company ID from Paylocity.
Still need help?
Contact Teamtailor directly by:
Chat: open your Teamtailor app and chat live.
Visiting our help centre: https://support.teamtailor.com/en
Email: support@teamtailor.com
Phone: +46 (0)10 330 22 22