Paylocity is an HR software solution that serves as an employee system of record. Integrating Paylocity with WorkRamp will enable organizations to automate user provisioning and manage employee learning more easily. To authenticate Paylocity, you will need to provide the following information:
Client ID
Client Secret
Company ID
This guide will walk you through finding or creating those credentials within Paylocity.
Prerequisites
Step 1: Fill out a Paylocity Web Services Access Request Form
How to fill in the form:
The Client Contact Information should contain information about your company (for example, your HR personnel)
The Vendor / Third-Party Contact Information should contain information for WorkRamp
Under "Briefly describe use case," mention "we are using WorkRamp HRIS Connector to connect."
You can ignore the "Webhook Push Notifications" section
Permissions:
Because you do not need Pay Statements, Deductions, & Earnings for WorkRamp’s integration, you only need to fill out the following:
Note: Get Employee is a required permission to authenticate the linking flow, but only endpoints needed for your integration should be selected. For example, if you don’t need Pay Statements, Deductions, or Earnings, remove those from the permissions.
Step 2: Send your completed form to webservices@paylocity.com
The email body should contain the following:
Subject: Requesting Client ID and Client Secret
Hi Paylocity team, can we get access to a Client ID and Client Secret for API access? (https://www.paylocity.com/our-products/integrations/api-library/) We have attached the form specifying relevant permissions.
Note: There may be a cost associated with the API setup & gathering of credentials from Paylocity.
Instructions
Step 1: Enter your Client ID & Secret into the linking flow
Paylocity will provide you with your Client ID and Client Secret, which you can enter into the WorkRamp HRIS Connector integration setup flow. For further information, you can find full details on Paylocity's website here.
Step 2: Enter your Company ID into the linking flow
Your Company ID is the ID you used to login into Paylocity, and it will be the same ID you see in the upper left-hand corner of your Paylocity portal. Enter your Company ID into the linking flow. If your Company ID is "CS932637", only enter "932637".
Setup Integration in WorkRamp
Setting Up the Integration
To get started, an Admin will need to navigate to Settings > Integrations > + Add HRIS Integrations
The user that is enabling the integration must be a full admin in Paylocity. In the modal that pops up, select Paylocity as your HRIS. You will be prompted to complete the integration by entering your Paylocity subdomain and your API Token. One the setup is complete, you will see your new integration under the “User Management” section of the integrations page.
From the Paylocity integrations page, you will be able to set your preferences for how your HRIS data is pushed to Workramp including:
Maintain management hierarchy from your HRIS
Maintain Groups from your HRIS
Custom Attributes
All required WorkRamp Field (note: these cannot be turned off)