# Paylocity

<figure><img src="/files/U2LhaneYMDj0p9fABSot" alt=""><figcaption></figcaption></figure>

### What you get

* **Live People directory** — Paylocity employees appear in Siit with role, department, manager, and lifecycle dates.
* **Lifecycle triggers** — Hire date, Rehire date, Termination date, and Birthday flow into Siit as workflow triggers.
* **Manager resolution** — Paylocity's reporting structure powers auto‑selected approvers in workflows.

### What syncs from Paylocity

| Category        | Fields                                                         |
| --------------- | -------------------------------------------------------------- |
| Identity        | First name, last name, preferred name, work email, employee ID |
| Role            | Job title, department, cost center                             |
| Org structure   | Manager, work location, company / legal entity                 |
| Employment      | Worker type, status                                            |
| Lifecycle dates | Hire date, rehire date, termination date, date of birth        |

Work email is the canonical identifier. Compensation and payroll data are not synced into Siit.

### Before you connect

* A Paylocity admin with permission to authorize integrations.
* Work email populated on every active worker in Paylocity.

### Connect Paylocity

1. In Paylocity, generate API credentials for Siit (Client ID + Secret) with read access to the employee directory.
2. In Siit, go to **Settings → Integrations**, find **Paylocity** in the HRIS section, and click **Connect**.
3. Enter the credentials, then click **Authorize**.
4. Review the imported people and field mapping, then click **Finish setup**.

Need a more detailed walkthrough? Reach out to support via the in‑app chat.

### After the connection

* Confirm your **People list** matches Paylocity's active workforce.
* In **Settings → People → Fields**, set Paylocity as the source of truth for HR‑owned fields if you're also connected to an IdP.
* Build a Day‑1 onboarding workflow using the Hire date trigger.

### Sync frequency

Paylocity data refreshes automatically every few hours. Trigger an immediate refresh from **Settings → Integrations → Paylocity → Sync now**.

### Common workflows

**Day‑1 onboarding.** *Trigger: Hire date. Actions: create IdP account, assign apps by department, ship equipment, DM manager.*

**Offboarding on termination.** *Trigger: Termination date. Actions: revoke sessions, remove app access, equipment pickup, notify manager.*

**Rehire welcome‑back.** *Trigger: Rehire date. Actions: restore standard app bundle, DM manager with rehire checklist.*

### Troubleshooting

**Employees missing.** Only active workers and upcoming hires sync by default. Confirm status and work email in Paylocity.

**Manager field empty.** In Paylocity, check the employee has a manager set on their profile.

**"Invalid credentials" on connect.** The credentials were revoked. Regenerate them in Paylocity and update Siit.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.siit.io/integrations/hris/paylocity.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.