Integrate Paylocity with Engagedly

Introduction
Default field mappings
Sync employee accounts
Primary unique identifier
Sync status and reports

1. Introduction

Integrating Paylocity with Engagedly allows admins to sync employee details, including custom fields, from Paylocity directly into Engagedly. The integration improves efficiency, streamlines administrative workflows, and ensures employee data stays accurate and up to date. It also helps reduce manual updates and maintain consistent employee records across both platforms. Learn more in Overview of integrations.

Prerequisites

Admin access to both Paylocity and Engagedly.
Complete the PADE form and submit it to the Paylocity account manager for verification.
After verification, contact our support team and share your organization ID to configure the user field mappings.
Share the field mappings.

📒Note: The Veteran Status and Differently Abled fields are not mapped on Engagedly.

2. Default field mappings

By default, the following fields are mapped between Paylocity and Engagedly:

Engagedly fields	Paylocity fields
First Name	First Name
Middle Name	Middle Name
Last Name	Last Name
Phone Number	Phone Number
Secondary Phone Number	Secondary Phone Number
Email	Email ID (default unique identifier)
Employee ID	Employee ID
Business Units	Business Units
Departments	Department
Job Title	Job Title
Location	Location
Birth Date	Birth Date
Joining Date	Joining Date
Reports To	Reports To
Gender	Gender

📒Notes:

These are the default mappings. Contact our support team to customize or add additional fields as required.
The “Veteran Status” and “Differently Abled” fields are not mapped in Engagedly.

You receive an email notification after successful integration.

3. Sync employee accounts

Contact our support team to schedule user data syncs to keep employee accounts up-to-date in Engagedly. Syncs can run once daily, twice daily, or at a frequency you specify.

During each sync, Engagedly automatically:

Adds new employees
Updates existing employee records
Blocks or dismisses employees as required
Updates departments, job titles, and other mapping attributes

Employee details update automatically after every sync. You may also request our support team to stop syncing at any time.

4. Primary unique identifier

By default, email ID serves as the primary unique identifier for employees. If you prefer to use employee ID, contact our support team to update this setting.

5. Sync status and reports

Contact our support team if you prefer to use the employee ID as the primary unique identifier.