Integrate Paylocity with Engagedly

Table of contents

1. Introduction
2. Sync employee accounts
3. Set up identifier

1. Introduction

Integrating Paylocity with Engagedly allows the admins to sync all the employees’ information, including custom field data, from Paylocity to the Engagedly platform. The integration enables the admins to sync data seamlessly, aiming to improve efficiency, streamline administrative workflows, and enhance functionality, ensuring accurate and timely exchange of employee information. Learn more in Overview of integrations.

Prerequisites

1. You must complete the PADE form and submit it to the Paylocity account manager for verification.
2. After the PADE form verification by the Paylocity team and before mapping and syncing, contact our support team and provide the following details:
   • Your organization ID.
   • Set of field mappings to integrate on Engagedly.

You can customize the field mappings of the user fields between Paylocity and Engagedly as required.

After successful integration, you will receive an email notification from our support team.

2. Sync employee accounts

You can contact our support team to schedule the user data sync to keep employees’ accounts on Engagedly up-to-date. The user data sync can happen once a day, twice a day, or as per your requirements.

On every user data sync, the following user details will be updated:

• Adding new employees
• Updating the existing employees’
• Blocking or dismissing the employees
• Editing the department, job titles, and other employee-related information available in the field mapping

After every sync, the employees’ details are automatically updated on the Engagedly platform.

You can contact our support team to stop syncing the employees’ details.

3. Set up identifier

You can opt for the unique identifier as an employee ID or an employee’s email ID. By default, the email ID is the primary unique identifier. You can contact our support team if you want the employee ID as the primary unique identifier.