Paylocity

Connect Paylocity to Siit to sync your US workforce and lifecycle events. Paylocity is a popular payroll and HR platform for US mid‑market companies.

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.