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Partner: Paylocity (HR system)

Automatically transfer candidate into your Paylocity Web Link or Onboarding

Benedykt Tyminski avatar
Written by Benedykt Tyminski
Updated over a week ago

By activating our integration with Paylocity, you'll be able to add triggers that automatically send a candidates profile to your Web Link or Onboarding section. This allows you to check and confirm their information before creating the candidate as an employee under your HR & Payroll.

Paylocity offers an all-in-one software platform which gives HR pros a way to easily manage daily tasks in payroll, benefits, talent, and workforce management. Paylocity’s comprehensive product suite delivers a unified platform for professionals to make strategic decisions in the areas of benefits, core HR, payroll, talent, and workforce management, while cultivating a modern workplace and improving employee engagement.


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 Paylocity Company ID.

Note: existing Paylocity clients should request the integration for Teamtailor through the Paylocity Marketplace. Once requested, Paylocity implementation team will create a project and Paylocity will add the client’s company ID/s to the existing Teamtailor API connection. A closing email will be sent from Paylocity to the client and Teamtailor team.


Set up the workflow on Teamtailor

You can set up the Paylocity trigger and send your candidates automatically to Paylocity Web Link or Paylocity Onboarding when a candidate is moved into the chosen stage.

To add a trigger:

  1. Click on the triggers button in the 'applications' tab.

  2. Go to a stage where you want the event to happen.

  3. Click the plus button ✚ to add the trigger.

On the trigger form you can select if you want the candidate to be send to Onboarding or Web Link.

Now every time you move a candidate to this stage, it will tell the Teamtailor application to send the candidates information to Paylocity.

You will then also see the candidate card in Teamtailor now has a status of "sent".


Data being sent to Paylocity

The integration with Paylocity can transfer data to Web Link or to Onboarding.

1. Supported data fields for Paylocity Web Link

The only required information to transfer a candidate from the Teamtailor app to your Paylocity Web Link is a candidates First and Last Name. However, you can add additional data fields. Few of these fields are default Teamtailor fields, but to add custom fields, please follow this support article.

Paylocity Field Name

Teamtailor Field API-name

Required?

First Name

First Name (Default field)

YES

Last Name

Last Name (Default field)

YES

Email

Email (Default field)

OPTIONAL

Phone number

Phone number (Default field)

OPTIONAL

Gender

Gender

OPTIONAL

Ethnicity

Ethnicity

OPTIONAL

Birth Date

Birth-Date

OPTIONAL

Salutation

Salutation

OPTIONAL

SSN

SSN

OPTIONAL

Marital Status

Marital-Status

OPTIONAL

Postal Code

Postal-Code

OPTIONAL

City

City

OPTIONAL

Country

Country

OPTIONAL


2. Supported data fields for Paylocity Onboarding

The only required information to transfer a candidate from the Teamtailor app to your Paylocity Web Link is a candidates First Name, Last Name and User Name. However, you can add additional data fields. Few of these fields are default Teamtailor fields, but to add custom fields, please follow this support article.

Note: some of the below fields require specific input. Please follow the required input, otherwise the integration will fail to trigger.

Paylocity Field Name

Teamtailor Field Name

Required

Additional information

firstName

First Name (Default field)

YES

lastName

Last Name (Default field)

YES

userName

user-name

YES

Required. Employer assigned username to log into Onboarding. Duplicate usernames are not allowed.

Must be between 3 and 20 characters and cannot have special characters other than . (period) and _ (underscore)

personalMobilePhone

Phone number
(Default field)

OPTIONAL

personalEmailAddress

Email
(Default field)

OPTIONAL

address1

address-1

OPTIONAL

Employee home 1st address line. Max length: 40

address2

address-2

OPTIONAL

Employee home 2nd address line.Max length: 40

autoPayType

auto-pay-type

OPTIONAL

Valid values are N, D, S. (N- employee won't automatically receive a salary or hours during payroll, D - employee will be automatically paid in defaultHours during payroll, S - employee will be automatically paid Salary amount during payroll).

baseRate

base-rate

OPTIONAL

Employee base rate, used for Hourly employees.

city

city

OPTIONAL

Employee home city.

costCenter1

cost-center-1

OPTIONAL

Employer defined location, like branch, division, department, etc. Must match Company setup.

costCenter2

cost-center-2

OPTIONAL

Employer defined location, like branch, division, department, etc. Must match Company setup.

costCenter3

cost-center-3

OPTIONAL

Employer defined location, like branch, division, department, etc. Must match Company setup.

defaultHours

default-hours

OPTIONAL

Employee default hours consistently worked. If autoPayType is set to D, employee will be paid hourly base rate for the defaultHours.

employeeStatus

employment-status

OPTIONAL

One of: 'Active', 'Leave', 'Terminated', 'A', 'L', 'T'

employmentType

employment-type

OPTIONAL

Employee current employment type. Common values RFT (Regular Full Time), RPT (Regular Part Time), SNL (Seasonal), TFT (Temporary Full Time), TPT (Temporary Part Time).

federalFilingStatus

federal-filing-status

OPTIONAL

One of: 'M', 'Married', 'S', 'Single'

sex

sex

OPTIONAL

One of:'M', 'F', 'Male', 'Female'

hireDate

hire-date

OPTIONAL

homePhone

home-phone

OPTIONAL

maritalStatus

marital-status

OPTIONAL

One of: 'M','S','W', 'Married', 'Single', 'Widowed'

payFrequency

pay-frequency

OPTIONAL

One of: 'A', 'B', 'D', 'S', 'Q', 'M', 'W', 'Annual', 'Monthly', 'Biweekly', 'Daily', 'Semi-monthly', 'Quarterly', 'Weekly',

payType

pay-type

OPTIONAL

One of: 'Hourly', 'Salary'

ratePer

rate-per

OPTIONAL

One of: 'Hour', 'Week'

salary

salary

OPTIONAL

Employee gross salary per pay period used with payType Salary.

state

state

OPTIONAL

Employee home state.

Max length: 2

ssn

ssn

OPTIONAL

stateFilingStatus

state-filing-status

OPTIONAL

One of: 'M', 'Married', 'S', 'Single'

suiState

sui-state

OPTIONAL

Employee SUI (State Unemployment Insurance) state.

Max length: 2

taxForm

tax-form

OPTIONAL

Employee tax form for reporting income. Valid values are W2, 1099M, 1099R. Default is W2.

taxState

tax-state

OPTIONAL

Employee primary tax state.

Max Length: 2

workEmailAddress

work-email-address

OPTIONAL

zip

postal-code

OPTIONAL



FAQs

Q: Does a candidate automatically get created as an Employee in Paylocity Web Link?

A: The integration creates a "Staged Employee" under Web Link 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.


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