Introduction
Paylocity is a Payroll and Human Capital Management software provider for small and medium-sized businesses.
Sapling’s integration with Paylocity has four options:
Paylocity Onboarding only
Paylocity Onboarding and Web-Pay (2-way)
Paylocity Onboarding and Web-Pay (1-way)
Paylocity Web-pay only
Type 1: Paylocity Onboarding Only
For Paylocity customers that have the Onboarding Module only, Sapling can:
Create new employees in Paylocity Onboarding
Type 2: Paylocity Onboarding and Two-way Web-Pay Sync
For Paylocity customers that have the Onboarding Module and WebPay Module, , Sapling can:
Create new employees in Paylocity Onboarding
Send employee data updates from Sapling to Paylocity Web Pay
Sync employee data updates from Paylocity Web Pay to Sapling
Type 3: Paylocity Onboarding and One-way to Web-Pay
For Paylocity customers that have the Onboarding Module and WebPay Module, , Sapling can:
Create new employees in Paylocity Onboarding
Send employee data updates from Sapling to Paylocity Web Pay
Type 4: Paylocity Web-Pay Only
For Paylocity customers that have the WebPay Module only, Sapling can:
Create new employees in Paylocity Web-Pay
Send employee data updates from Sapling to Paylocity Web Pay
Sync employee data updates from Paylocity Web Pay to Sapling
Data Flow
Paylocity is a provider of cloud-based payroll solutions for medium-sized businesses. Sapling’s integration with Paylocity allows you to:
Collect all the information you need for all employee records
Automate workflows, setup triggered notifications, and reminders across multiple departments, locations, and stakeholders, with detailed analytics around workflows
Push new employee information to Paylocity
Ensure key employee information stays synchronized with a seamless two-way integration updated daily at 12:00 am PST
How It Works
Setting up the Integration Step-by-Step
Initiate projects by visiting Paylocity’s integration marketplace.
Paylocity’s Client Services & Implementation teams will make sure that all of the proper paperwork and documents are completed, and will perform the appropriate setups.
If you are uncertain and have not been trained, you can reach out to service@paylocity.com.
Confirmation from Paylocity to Sapling to set up the integration
Paylocity will reach out to you and Sapling team with confirmation once it’s complete.
Upload your employee records in Sapling with Paylocity Unique ID (WebPay only)
This ensures that your employee records stay in sync between the two systems
Run a test onboarding with your Sapling Customer Success Manager
Once live, it’s best to run a test onboarding with your account
Applicable Paylocity Fees
To ensure a fully supported integration, Paylocity lists two fee types;
One-time setup fee of $350.00, and
$10.00 per payroll cycle.
For example, if your company runs payroll 2x Monthly Paylocity would invoice your company $590 ($350 set-up fee, plus 24 x $10).
Overview
Sapling leverages Paylocity’s APIs to send applicants (and key information collected by Sapling) into Paylocity’s and then allows a Paylocity admin to login, confirm and enrich the applicant's data, then complete the new hire in the onboarding wizard itself.
Sapling can also integrate with Paylocity’s WebPay API to create new hires and also sync changes from Paylocity back into Sapling.
Integration Fields
Sapling is continually expanding the number of fields that sync between Sapling and Paylocity.
Here is a full list of the Sapling to Paylocity Integration fields.
The required fields for the set-up of a new employee in Paylocity are:
First Name
Last Name
Hire Date
Company ID
Tax Form (1099M etc.)
Work Email
SSN
Gender
Birthdate
Address (Address, Zip, County, Country)
Step #1 - A New Hire is invited to onboard by a Sapling Admin
Sapling requires the collection of certain information to provision new accounts in Paylocity. On a new hire record, new employees will be required to complete their First Name, Last Name and Email.
Step #2 - New Hire receives Onboarding Invitation
Step #3 - New Hire completes Preboarding (employee record and paperwork)
Sapling's Preboarding portal is designed to provide a consistent and informative introduction in your new organization, and collect the data that your team needs for your first day.
The About You section collects all the data and paperwork you need for your employee record. Front-loading this administration is essential work for preboarding and enables Program Leads to ensure day one is exciting and strategically engaging.
Step #4 - New Hire data is sent to Paylocity (Onboarding or Web-Pay)
Step #5 - Changes in Paylocity are synchronized to Sapling daily (Web-Pay only)
Any changes that are made in Paylocity to the available fields will sync over from Paylocity and be reflected in Sapling.
Changes are synchronized daily at 12:00am and based on the Paylocity ID number stored in Sapling.
Key Factors to be aware of
Testing your Paylocity Integration
Once you have configured your Sapling to Paylocity integration, it should be tested before going live with your team.
The key stakeholders for this are your Sapling Admin, your Payroll team, and your Sapling Customer Success Manager.
For customers that have the Onboarding Module activated in Paylocity:
Complete a test onboarding from Sapling
Have the test hire onboarding
Confirm New Hire details in Paylocity Onboarding
For customers that have the WebPay Module activated in Paylocity:
Ensure no Paylocity IDs are set in your Sapling account
Add Paylocity IDs to a test cohort (2 - 3 employees that should be synced)
Test Sapling to Paylocity by changing an integrated field, and confirming in Paylocity after 1 - 2 minutes
Test Paylocity to Sapling by changing an integrated field in Paylocity, and confirming in Sapling the following day
Once confirmed, your Sapling Customer Success manager will be able to add Paylocity IDs to all employees that should be synced.
Paylocity ID Management
Once New Hire’s data is in Paylocity, their Paylocity ID is created, this ID needs to be added to Sapling for new hire data to sync.
Make sure to copy and paste the ID into the Paylocity ID field within Sapling.
Time Off with Sapling and Paylocity
Sapling customers can import their time off accruals and balances into Paylocity through Paylocity’s Time Off Import function. The workflow takes approximately 5 minutes each pay cycle when completed with batch processing.
The workflow in Paylocity is:
Navigate to Web Pay's Payroll > Pay Entry page.
Choose the check date via the drop-down.
From the Batch Type drop-down, select TimeImprt.
Make any other applicable adjustments and click Import.
Verify the Batch Totals from the Preprocess Register compared to the Web Time hours.
Submit the payroll as normal.
Benefits with Sapling and Paylocity
For customers using the Sapling and Paylocity integration, employees complete their benefits elections in the Paylocity platform.
The workflow is typically a task in the new hire Onboarding Workflow providing background, details, and a timeline about their enrollment. Once enrollment has been completed, they mark the task as completed in Sapling, ensuring Program Leads have visibility of the process.
Offboarding with Sapling and Paylocity
While Sapling could offboard employees in, offboarding from Payroll systems involves a number of assumptions and should be managed separated by Payroll and HR professionals.
The best practice workflow for customers using the Sapling<>Paylocity integration for offboarding is to utilize an offboarding workflow in Sapling, with Paylocity offboarding being a subtask of that workflow.
For example - the Offboarding Workflow in Sapling would be comprised of 20 tasks across multiple stakeholders (including Exiting Employees, Managers, IT, and Payroll teams) that are notified of the offboarding.
The task Offboard in Paylocity would be assigned to one of these stakeholders including the new hire's information (including termination dates, last day worked, termination type, etc.)
Document management
Sapling cannot pass documents to Paylocity at this time.
Timing of data changes
Similar to Sapling Tables, Paylocity relies on Effective dates of job change information.
For Job and Role information, Paylocity only accepts changes that are for dates in the future, so the effective date must be in the future.
For customers using Sapling tables - the data is sent to Paylocity immediately including the Effective Date of the current row .
For customers using profile fields, it'll be updated instantly. When updating two items of data (for example job title and manager), it'll be updated on the next day, so the effective date is tomorrow.
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