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.

Customize field mappings of the user fields between Paylocity and Engagedly as required.

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

2. Sync employee accounts

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 are 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.

Contact our support team to stop syncing the employees’ details at any time.

3. Set up identifier

By default, the email ID serves as the primary unique identifier.

Choose a unique identifier, either the employee ID or the employee’s email ID.

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