> For the complete documentation index, see [llms.txt](https://docs.siit.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.siit.io/integrations/hris/paylocity.md).

# 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.