The Paylocity initiator is included with Alchemer Workflow. If you are interested in purchasing Alchemer Workflow, please contact us for additional information.
Overview
The Paylocity initiator combines Alchemer’s powerful Workflow and survey capabilities with Paylocity's comprehensive HR and payroll management system.
With this integration, initiate your HR Workflows after changes are made in Paylocity and easily distribute employee surveys, making feedback a seamless part of your HR processes.
The Paylocity initiator is not available to EU customers.
Why Paylocity and Alchemer?
This integration facilitates the distribution of surveys in areas such as employee satisfaction, onboarding, training, and benefits, enhancing data-driven decision-making, boosting employee engagement, and automating time-consuming HR processes through Alchemer's robust Workflow and survey capabilities.
With Paylocity and Alchemer, you and your team can:
- Initiate a Workflow after employee changes are made (this includes adding a new employee) in Paylocity.
- Initiate a Workflow after a new hire event occurs in Paylocity.
- Initiate a Workflow after a time off approval events occurs in Paylocity.
- Initiate a Workflow after a employee termination event occurs in Paylocity.
Setup
The Paylocity Workflow initiator uses Paylocity webhooks. You must complete and return the Web Services Access Request Form to Paylocity to use the integration. See step #6 for more details.
- Create a new Workflow.
- Name your Workflow.
- In Alchemer Workflow, select the Paylocity button when choosing your Workflow initiator.
- Choose a Paylocity event as your Workflow initiator.
- Hit next on the initiator overview screen.
- If you have not already authenticated your Paylocity account, copy the URL endpoint provided by Alchemer, and paste that URL in the Events section of the Paylocity Web Services Request Form.
7. Email this signed and completed form to webservices@paylocity.com.
8. Paylocity will process the form and, if approved, will provide a Client ID, Client Secret, and Public Key.
9. Click "New Authentication"
10. Use the provided Client ID, Client Secret, and Public Key to configure the Paylocity initiator.
11. Click the “Finish” button to complete the Paylocity initiator step. Then click “Save”. 
Example Use Case
Scenario
Uncommon Software Solutions, a technology company, recognizes the significance of a good employee onboarding program to support their company's growth. They use Paylocity as their HR and payroll management system and leverage Alchemer Survey to collect internal and external feedback.
The HR Team is committed to not only providing a seamless and consistent onboarding experience for new hires, but also to continuously improve their onboarding process with employee feedback. However, with limited bandwidth, the HR team is struggling to build such an onboarding program.
Problem
Uncommon Software Solutions faces several challenges in their current employee onboarding process as the company continues to grow:
- Inconsistent Onboarding Experience: Their onboarding process lacks consistency, leading to variations in new hire experience.
- Time Constraints: The current onboarding process is manual and time-consuming, and often changes depending on how busy the HR team is.
- Lack of Employee Feedback: Employee feedback collected during onboarding is inconsistent and at times not collected at all. The process is manual and requires a member of the HR team to manually send surveys to new employees.
Solution
To solve these challenges, Uncommon Software Solutions harnesses the capabilities of Alchemer Workflow's Paylocity initiator to kick off an Employee Onboarding Workflow whenever a New Hire event occurs in Paylocity.
This solution:
Automates Onboarding Kick-off
The Paylocity initiator with Alchemer Workflow automates the initiation of the onboarding process, by triggering the Workflow whenever a new employee is added to Paylocity. This eliminates the need for manual initiation, resulting in a more efficient onboarding process, while reducing delays and increasing the likelihood of the new hire getting off to a good start.
Addresses Onboarding Inconsistencies
Using Alchemer Workflow to implement a Employee Onboarding Workflow ensures a uniform onboarding process for every new hire. Alchemer Workflow also makes it easy to involve different departments across an organization. For example, Uncommon Software Solutions can configure the Workflow to send equipment requests to the Technology Team or training requests to the Onboarding Team. This ensures every new employee receives the necessary supplies and information to be successful in their new role.
Improves and Automates Feedback Collection
Within the onboarding Workflow, the HR Team can also create customized feedback collection points and automate the process for sending feedback surveys. This could take the form of a 30/60/90 program where new hires are sent a feedback survey every 30 days, for the first 90 days after being hired.
An automated 30/60/90 program gives every new hire a voice and an opportunity to give feedback, while providing the HR team with the necessary information to make data-backed program improvements.
Merge Codes
When the webhook fires, Paylocity will pass the following fields to Alchemer Workflow. After configuring this initiator, you can use these fields in merge codes, logic, and other Workflow features.
For more information on how to use these merge codes in your Workflow, check out this article.
Fields for Paylocity initiator - Employee Change
Paylocity | Employee | additionalDirectDeposit | accountNumber
Paylocity | Employee | additionalDirectDeposit | accountType
Paylocity | Employee | additionalDirectDeposit | amount
Paylocity | Employee | additionalDirectDeposit | amountType
Paylocity | Employee | additionalDirectDeposit | blockSpecial
Paylocity | Employee | additionalDirectDeposit | isSkipPreNote
Paylocity | Employee | additionalDirectDeposit | nameOnAccount
Paylocity | Employee | additionalDirectDeposit | preNoteDate
Paylocity | Employee | additionalDirectDeposit | routingNumber
Paylocity | Employee | additionalRate | changeReason
Paylocity | Employee | additionalRate | costCenter1
Paylocity | Employee | additionalRate | costCenter2
Paylocity | Employee | additionalRate | costCenter3
Paylocity | Employee | additionalRate | effectiveDate
Paylocity | Employee | additionalRate | endCheckDate
Paylocity | Employee | additionalRate | job
Paylocity | Employee | additionalRate | rate
Paylocity | Employee | additionalRate | rateCode
Paylocity | Employee | additionalRate | rateNotes
Paylocity | Employee | additionalRate | ratePer
Paylocity | Employee | additionalRate | shift
Paylocity | Employee | benefitSetup | benefitClass
Paylocity | Employee | benefitSetup | benefitClassEffectiveDate
Paylocity | Employee | benefitSetup | benefitSalary
Paylocity | Employee | benefitSetup | benefitSalaryEffectiveDate
Paylocity | Employee | benefitSetup | doNotApplyAdministrativePeriod
Paylocity | Employee | benefitSetup | isMeasureAcaEligibility
Paylocity | Employee | birthDate
Paylocity | Employee | companyFEIN
Paylocity | Employee | companyName
Paylocity | Employee | currency
Paylocity | Employee | customBooleanFields | category
Paylocity | Employee | customBooleanFields | label
Paylocity | Employee | customBooleanFields | value
Paylocity | Employee | customDateFields | category
Paylocity | Employee | customDateFields | label
Paylocity | Employee | customDateFields | value
Paylocity | Employee | customDropDownFields | category
Paylocity | Employee | customDropDownFields | label
Paylocity | Employee | customDropDownFields | value
Paylocity | Employee | customNumberFields | category
Paylocity | Employee | customNumberFields | label
Paylocity | Employee | customNumberFields | value
Paylocity | Employee | customTextFields | category
Paylocity | Employee | customTextFields | label
Paylocity | Employee | customTextFields | value
Paylocity | Employee | departmentPosition | changeReason
Paylocity | Employee | departmentPosition | clockBadgeNumber
Paylocity | Employee | departmentPosition | costCenter1
Paylocity | Employee | departmentPosition | costCenter2
Paylocity | Employee | departmentPosition | costCenter3
Paylocity | Employee | departmentPosition | effectiveDate
Paylocity | Employee | departmentPosition | employeeType
Paylocity | Employee | departmentPosition | equalEmploymentOpportunityClass
Paylocity | Employee | departmentPosition | isMinimumWageExempt
Paylocity | Employee | departmentPosition | isOvertimeExempt
Paylocity | Employee | departmentPosition | isSupervisorReviewer
Paylocity | Employee | departmentPosition | isUnionDuesCollected
Paylocity | Employee | departmentPosition | isUnionInitiationCollected
Paylocity | Employee | departmentPosition | jobTitle
Paylocity | Employee | departmentPosition | payGroup
Paylocity | Employee | departmentPosition | positionCode
Paylocity | Employee | departmentPosition | reviewerCompanyNumber
Paylocity | Employee | departmentPosition | reviewerEmployeeId
Paylocity | Employee | departmentPosition | shift
Paylocity | Employee | departmentPosition | supervisorCompanyNumber
Paylocity | Employee | departmentPosition | supervisorEmployeeId
Paylocity | Employee | departmentPosition | tipped
Paylocity | Employee | departmentPosition | unionAffiliationDate
Paylocity | Employee | departmentPosition | unionCode
Paylocity | Employee | departmentPosition | unionPosition
Paylocity | Employee | departmentPosition | workersCompensation
Paylocity | Employee | disabilityDescription
Paylocity | Employee | emergencyContacts | address1
Paylocity | Employee | emergencyContacts | address2
Paylocity | Employee | emergencyContacts | city
Paylocity | Employee | emergencyContacts | country
Paylocity | Employee | emergencyContacts | county
Paylocity | Employee | emergencyContacts | email
Paylocity | Employee | emergencyContacts | firstName
Paylocity | Employee | emergencyContacts | homePhone
Paylocity | Employee | emergencyContacts | lastName
Paylocity | Employee | emergencyContacts | mobilePhone
Paylocity | Employee | emergencyContacts | notes
Paylocity | Employee | emergencyContacts | pager
Paylocity | Employee | emergencyContacts | primaryPhone
Paylocity | Employee | emergencyContacts | priority
Paylocity | Employee | emergencyContacts | relationship
Paylocity | Employee | emergencyContacts | state
Paylocity | Employee | emergencyContacts | syncEmployeeInfo
Paylocity | Employee | emergencyContacts | workExtension
Paylocity | Employee | emergencyContacts | workPhone
Paylocity | Employee | emergencyContacts | zip
Paylocity | Employee | employeeId
Paylocity | Employee | ethnicity
Paylocity | Employee | federalTax | amount
Paylocity | Employee | federalTax | deductionsAmount
Paylocity | Employee | federalTax | dependentsAmount
Paylocity | Employee | federalTax | exemptions
Paylocity | Employee | federalTax | filingStatus
Paylocity | Employee | federalTax | higherRate
Paylocity | Employee | federalTax | otherIncomeAmount
Paylocity | Employee | federalTax | percentage
Paylocity | Employee | federalTax | taxCalculationCode
Paylocity | Employee | federalTax | w4FormYear
Paylocity | Employee | firstName
Paylocity | Employee | gender
Paylocity | Employee | homeAddress | address1
Paylocity | Employee | homeAddress | address2
Paylocity | Employee | homeAddress | city
Paylocity | Employee | homeAddress | country
Paylocity | Employee | homeAddress | county
Paylocity | Employee | homeAddress | emailAddress
Paylocity | Employee | homeAddress | mobilePhone
Paylocity | Employee | homeAddress | phone
Paylocity | Employee | homeAddress | postalCode
Paylocity | Employee | homeAddress | state
Paylocity | Employee | isHighlyCompensated
Paylocity | Employee | isSmoker
Paylocity | Employee | lastName
Paylocity | Employee | localTax | exemptions
Paylocity | Employee | localTax | exemptions2
Paylocity | Employee | localTax | filingStatus
Paylocity | Employee | localTax | residentPSD
Paylocity | Employee | localTax | taxCode
Paylocity | Employee | localTax | workPSD
Paylocity | Employee | mainDirectDeposit | accountNumber
Paylocity | Employee | mainDirectDeposit | accountType
Paylocity | Employee | mainDirectDeposit | blockSpecial
Paylocity | Employee | mainDirectDeposit | isSkipPreNote
Paylocity | Employee | mainDirectDeposit | nameOnAccount
Paylocity | Employee | mainDirectDeposit | preNoteDate
Paylocity | Employee | mainDirectDeposit | routingNumber
Paylocity | Employee | maritalStatus
Paylocity | Employee | middleName
Paylocity | Employee | nonPrimaryStateTax | amount
Paylocity | Employee | nonPrimaryStateTax | deductionsAmount
Paylocity | Employee | nonPrimaryStateTax | dependentsAmount
Paylocity | Employee | nonPrimaryStateTax | exemptions
Paylocity | Employee | nonPrimaryStateTax | exemptions2
Paylocity | Employee | nonPrimaryStateTax | filingStatus
Paylocity | Employee | nonPrimaryStateTax | higherRate
Paylocity | Employee | nonPrimaryStateTax | otherIncomeAmount
Paylocity | Employee | nonPrimaryStateTax | percentage
Paylocity | Employee | nonPrimaryStateTax | reciprocityCode
Paylocity | Employee | nonPrimaryStateTax | specialCheckCalc
Paylocity | Employee | nonPrimaryStateTax | taxCalculationCode
Paylocity | Employee | nonPrimaryStateTax | taxCode
Paylocity | Employee | nonPrimaryStateTax | w4FormYear
Paylocity | Employee | ownerPercent
Paylocity | Employee | preferredName
Paylocity | Employee | primaryPayRate | annualSalary
Paylocity | Employee | primaryPayRate | baseRate
Paylocity | Employee | primaryPayRate | beginCheckDate
Paylocity | Employee | primaryPayRate | changeReason
Paylocity | Employee | primaryPayRate | defaultHours
Paylocity | Employee | primaryPayRate | effectiveDate
Paylocity | Employee | primaryPayRate | isAutoPay
Paylocity | Employee | primaryPayRate | payFrequency
Paylocity | Employee | primaryPayRate | payGrade
Paylocity | Employee | primaryPayRate | payRateNote
Paylocity | Employee | primaryPayRate | payType
Paylocity | Employee | primaryPayRate | ratePer
Paylocity | Employee | primaryPayRate | salary
Paylocity | Employee | primaryStateTax | amount
Paylocity | Employee | primaryStateTax | deductionsAmount
Paylocity | Employee | primaryStateTax | dependentsAmount
Paylocity | Employee | primaryStateTax | exemptions
Paylocity | Employee | primaryStateTax | exemptions2
Paylocity | Employee | primaryStateTax | filingStatus
Paylocity | Employee | primaryStateTax | higherRate
Paylocity | Employee | primaryStateTax | otherIncomeAmount
Paylocity | Employee | primaryStateTax | percentage
Paylocity | Employee | primaryStateTax | specialCheckCalc
Paylocity | Employee | primaryStateTax | taxCalculationCode
Paylocity | Employee | primaryStateTax | taxCode
Paylocity | Employee | primaryStateTax | w4FormYear
Paylocity | Employee | priorLastName
Paylocity | Employee | salutation
Paylocity | Employee | ssn
Paylocity | Employee | status | adjustedSeniorityDate
Paylocity | Employee | status | changeReason
Paylocity | Employee | status | effectiveDate
Paylocity | Employee | status | employeeStatus
Paylocity | Employee | status | hireDate
Paylocity | Employee | status | isEligibleForRehire
Paylocity | Employee | status | reHireDate
Paylocity | Employee | status | statusType
Paylocity | Employee | status | terminationDate
Paylocity | Employee | suffix
Paylocity | Employee | taxSetup | fitwExemptNotes
Paylocity | Employee | taxSetup | fitwExemptReason
Paylocity | Employee | taxSetup | futaExemptNotes
Paylocity | Employee | taxSetup | futaExemptReason
Paylocity | Employee | taxSetup | isEmployee943
Paylocity | Employee | taxSetup | isPension
Paylocity | Employee | taxSetup | isStatutory
Paylocity | Employee | taxSetup | medExemptNotes
Paylocity | Employee | taxSetup | medExemptReason
Paylocity | Employee | taxSetup | sitwExemptNotes
Paylocity | Employee | taxSetup | sitwExemptReason
Paylocity | Employee | taxSetup | ssExemptNotes
Paylocity | Employee | taxSetup | ssExemptReason
Paylocity | Employee | taxSetup | suiExemptNotes
Paylocity | Employee | taxSetup | suiExemptReason
Paylocity | Employee | taxSetup | suiState
Paylocity | Employee | taxSetup | taxDistributionCode1099R
Paylocity | Employee | taxSetup | taxForm
Paylocity | Employee | veteranDescription
Paylocity | Employee | webTime | badgeNumber
Paylocity | Employee | webTime | chargeRate
Paylocity | Employee | webTime | isTimeLaborEnabled
Paylocity | Employee | workAddress | address1
Paylocity | Employee | workAddress | address2
Paylocity | Employee | workAddress | city
Paylocity | Employee | workAddress | country
Paylocity | Employee | workAddress | county
Paylocity | Employee | workAddress | emailAddress
Paylocity | Employee | workAddress | location
Paylocity | Employee | workAddress | mailStop
Paylocity | Employee | workAddress | mobilePhone
Paylocity | Employee | workAddress | pager
Paylocity | Employee | workAddress | phone
Paylocity | Employee | workAddress | phoneExtension
Paylocity | Employee | workAddress | postalCode
Paylocity | Employee | workAddress | state
Paylocity | Employee | workEligibility | alienOrAdmissionDocumentNumber
Paylocity | Employee | workEligibility | attestedDate
Paylocity | Employee | workEligibility | countryOfIssuance
Paylocity | Employee | workEligibility | foreignPassportNumber
Paylocity | Employee | workEligibility | i94AdmissionNumber
Paylocity | Employee | workEligibility | i9DateVerified
Paylocity | Employee | workEligibility | i9Notes
Paylocity | Employee | workEligibility | isI9Verified
Paylocity | Employee | workEligibility | isSsnVerified
Paylocity | Employee | workEligibility | ssnDateVerified
Paylocity | Employee | workEligibility | ssnNotes
Paylocity | Employee | workEligibility | visaType
Paylocity | Employee | workEligibility | workAuthorization
Paylocity | Employee | workEligibility | workUntil
Fields for Paylocity initiator - New Hire
Paylocity | Employee | additionalDirectDeposit | accountNumber
Paylocity | Employee | additionalDirectDeposit | accountType
Paylocity | Employee | additionalDirectDeposit | amount
Paylocity | Employee | additionalDirectDeposit | amountType
Paylocity | Employee | additionalDirectDeposit | blockSpecial
Paylocity | Employee | additionalDirectDeposit | isSkipPreNote
Paylocity | Employee | additionalDirectDeposit | nameOnAccount
Paylocity | Employee | additionalDirectDeposit | preNoteDate
Paylocity | Employee | additionalDirectDeposit | routingNumber
Paylocity | Employee | additionalRate | changeReason
Paylocity | Employee | additionalRate | costCenter1
Paylocity | Employee | additionalRate | costCenter2
Paylocity | Employee | additionalRate | costCenter3
Paylocity | Employee | additionalRate | effectiveDate
Paylocity | Employee | additionalRate | endCheckDate
Paylocity | Employee | additionalRate | job
Paylocity | Employee | additionalRate | rate
Paylocity | Employee | additionalRate | rateCode
Paylocity | Employee | additionalRate | rateNotes
Paylocity | Employee | additionalRate | ratePer
Paylocity | Employee | additionalRate | shift
Paylocity | Employee | benefitSetup | benefitClass
Paylocity | Employee | benefitSetup | benefitClassEffectiveDate
Paylocity | Employee | benefitSetup | benefitSalary
Paylocity | Employee | benefitSetup | benefitSalaryEffectiveDate
Paylocity | Employee | benefitSetup | doNotApplyAdministrativePeriod
Paylocity | Employee | benefitSetup | isMeasureAcaEligibility
Paylocity | Employee | birthDate
Paylocity | Employee | companyFEIN
Paylocity | Employee | companyName
Paylocity | Employee | currency
Paylocity | Employee | departmentPosition | changeReason
Paylocity | Employee | departmentPosition | clockBadgeNumber
Paylocity | Employee | departmentPosition | costCenter1
Paylocity | Employee | departmentPosition | costCenter2
Paylocity | Employee | departmentPosition | costCenter3
Paylocity | Employee | departmentPosition | effectiveDate
Paylocity | Employee | departmentPosition | employeeType
Paylocity | Employee | departmentPosition | equalEmploymentOpportunityClass
Paylocity | Employee | departmentPosition | isMinimumWageExempt
Paylocity | Employee | departmentPosition | isOvertimeExempt
Paylocity | Employee | departmentPosition | isSupervisorReviewer
Paylocity | Employee | departmentPosition | isUnionDuesCollected
Paylocity | Employee | departmentPosition | isUnionInitiationCollected
Paylocity | Employee | departmentPosition | jobTitle
Paylocity | Employee | departmentPosition | payGroup
Paylocity | Employee | departmentPosition | positionCode
Paylocity | Employee | departmentPosition | reviewerCompanyNumber
Paylocity | Employee | departmentPosition | reviewerEmployeeId
Paylocity | Employee | departmentPosition | shift
Paylocity | Employee | departmentPosition | supervisorCompanyNumber
Paylocity | Employee | departmentPosition | supervisorEmployeeId
Paylocity | Employee | departmentPosition | tipped
Paylocity | Employee | departmentPosition | unionAffiliationDate
Paylocity | Employee | departmentPosition | unionCode
Paylocity | Employee | departmentPosition | unionPosition
Paylocity | Employee | departmentPosition | workersCompensation
Paylocity | Employee | disabilityDescription
Paylocity | Employee | employeeId
Paylocity | Employee | ethnicity
Paylocity | Employee | federalTax | amount
Paylocity | Employee | federalTax | deductionsAmount
Paylocity | Employee | federalTax | dependentsAmount
Paylocity | Employee | federalTax | exemptions
Paylocity | Employee | federalTax | filingStatus
Paylocity | Employee | federalTax | higherRate
Paylocity | Employee | federalTax | otherIncomeAmount
Paylocity | Employee | federalTax | percentage
Paylocity | Employee | federalTax | taxCalculationCode
Paylocity | Employee | federalTax | w4FormYear
Paylocity | Employee | firstName
Paylocity | Employee | gender
Paylocity | Employee | homeAddress | address1
Paylocity | Employee | homeAddress | address2
Paylocity | Employee | homeAddress | city
Paylocity | Employee | homeAddress | country
Paylocity | Employee | homeAddress | county
Paylocity | Employee | homeAddress | emailAddress
Paylocity | Employee | homeAddress | mobilePhone
Paylocity | Employee | homeAddress | phone
Paylocity | Employee | homeAddress | postalCode
Paylocity | Employee | homeAddress | state
Paylocity | Employee | isHighlyCompensated
Paylocity | Employee | isSmoker
Paylocity | Employee | lastName
Paylocity | Employee | localTax | exemptions
Paylocity | Employee | localTax | exemptions2
Paylocity | Employee | localTax | filingStatus
Paylocity | Employee | localTax | residentPSD
Paylocity | Employee | localTax | taxCode
Paylocity | Employee | localTax | workPSD
Paylocity | Employee | mainDirectDeposit | accountNumber
Paylocity | Employee | mainDirectDeposit | accountType
Paylocity | Employee | mainDirectDeposit | blockSpecial
Paylocity | Employee | mainDirectDeposit | isSkipPreNote
Paylocity | Employee | mainDirectDeposit | nameOnAccount
Paylocity | Employee | mainDirectDeposit | preNoteDate
Paylocity | Employee | mainDirectDeposit | routingNumber
Paylocity | Employee | maritalStatus
Paylocity | Employee | middleName
Paylocity | Employee | nonPrimaryStateTax | amount
Paylocity | Employee | nonPrimaryStateTax | deductionsAmount
Paylocity | Employee | nonPrimaryStateTax | dependentsAmount
Paylocity | Employee | nonPrimaryStateTax | exemptions
Paylocity | Employee | nonPrimaryStateTax | exemptions2
Paylocity | Employee | nonPrimaryStateTax | filingStatus
Paylocity | Employee | nonPrimaryStateTax | higherRate
Paylocity | Employee | nonPrimaryStateTax | otherIncomeAmount
Paylocity | Employee | nonPrimaryStateTax | percentage
Paylocity | Employee | nonPrimaryStateTax | reciprocityCode
Paylocity | Employee | nonPrimaryStateTax | specialCheckCalc
Paylocity | Employee | nonPrimaryStateTax | taxCalculationCode
Paylocity | Employee | nonPrimaryStateTax | taxCode
Paylocity | Employee | nonPrimaryStateTax | w4FormYear
Paylocity | Employee | ownerPercent
Paylocity | Employee | preferredName
Paylocity | Employee | primaryPayRate | annualSalary
Paylocity | Employee | primaryPayRate | baseRate
Paylocity | Employee | primaryPayRate | beginCheckDate
Paylocity | Employee | primaryPayRate | changeReason
Paylocity | Employee | primaryPayRate | defaultHours
Paylocity | Employee | primaryPayRate | effectiveDate
Paylocity | Employee | primaryPayRate | isAutoPay
Paylocity | Employee | primaryPayRate | payFrequency
Paylocity | Employee | primaryPayRate | payGrade
Paylocity | Employee | primaryPayRate | payRateNote
Paylocity | Employee | primaryPayRate | payType
Paylocity | Employee | primaryPayRate | ratePer
Paylocity | Employee | primaryPayRate | salary
Paylocity | Employee | primaryStateTax | amount
Paylocity | Employee | primaryStateTax | deductionsAmount
Paylocity | Employee | primaryStateTax | dependentsAmount
Paylocity | Employee | primaryStateTax | exemptions
Paylocity | Employee | primaryStateTax | exemptions2
Paylocity | Employee | primaryStateTax | filingStatus
Paylocity | Employee | primaryStateTax | higherRate
Paylocity | Employee | primaryStateTax | otherIncomeAmount
Paylocity | Employee | primaryStateTax | percentage
Paylocity | Employee | primaryStateTax | specialCheckCalc
Paylocity | Employee | primaryStateTax | taxCalculationCode
Paylocity | Employee | primaryStateTax | taxCode
Paylocity | Employee | primaryStateTax | w4FormYear
Paylocity | Employee | priorLastName
Paylocity | Employee | salutation
Paylocity | Employee | ssn
Paylocity | Employee | status | adjustedSeniorityDate
Paylocity | Employee | status | changeReason
Paylocity | Employee | status | effectiveDate
Paylocity | Employee | status | employeeStatus
Paylocity | Employee | status | hireDate
Paylocity | Employee | status | isEligibleForRehire
Paylocity | Employee | status | reHireDate
Paylocity | Employee | status | statusType
Paylocity | Employee | status | terminationDate
Paylocity | Employee | suffix
Paylocity | Employee | taxSetup | fitwExemptNotes
Paylocity | Employee | taxSetup | fitwExemptReason
Paylocity | Employee | taxSetup | futaExemptNotes
Paylocity | Employee | taxSetup | futaExemptReason
Paylocity | Employee | taxSetup | isEmployee943
Paylocity | Employee | taxSetup | isPension
Paylocity | Employee | taxSetup | isStatutory
Paylocity | Employee | taxSetup | medExemptNotes
Paylocity | Employee | taxSetup | medExemptReason
Paylocity | Employee | taxSetup | sitwExemptNotes
Paylocity | Employee | taxSetup | sitwExemptReason
Paylocity | Employee | taxSetup | ssExemptNotes
Paylocity | Employee | taxSetup | ssExemptReason
Paylocity | Employee | taxSetup | suiExemptNotes
Paylocity | Employee | taxSetup | suiExemptReason
Paylocity | Employee | taxSetup | suiState
Paylocity | Employee | taxSetup | taxDistributionCode1099R
Paylocity | Employee | taxSetup | taxForm
Paylocity | Employee | veteranDescription
Paylocity | Employee | webTime | badgeNumber
Paylocity | Employee | webTime | chargeRate
Paylocity | Employee | webTime | isTimeLaborEnabled
Paylocity | Employee | workAddress | address1
Paylocity | Employee | workAddress | address2
Paylocity | Employee | workAddress | city
Paylocity | Employee | workAddress | country
Paylocity | Employee | workAddress | county
Paylocity | Employee | workAddress | emailAddress
Paylocity | Employee | workAddress | location
Paylocity | Employee | workAddress | mailStop
Paylocity | Employee | workAddress | mobilePhone
Paylocity | Employee | workAddress | pager
Paylocity | Employee | workAddress | phone
Paylocity | Employee | workAddress | phoneExtension
Paylocity | Employee | workAddress | postalCode
Paylocity | Employee | workAddress | state
Paylocity | Employee | workEligibility | alienOrAdmissionDocumentNumber
Paylocity | Employee | workEligibility | attestedDate
Paylocity | Employee | workEligibility | countryOfIssuance
Paylocity | Employee | workEligibility | foreignPassportNumber
Paylocity | Employee | workEligibility | i94AdmissionNumber
Paylocity | Employee | workEligibility | i9DateVerified
Paylocity | Employee | workEligibility | i9Notes
Paylocity | Employee | workEligibility | isI9Verified
Paylocity | Employee | workEligibility | isSsnVerified
Paylocity | Employee | workEligibility | ssnDateVerified
Paylocity | Employee | workEligibility | ssnNotes
Paylocity | Employee | workEligibility | visaType
Paylocity | Employee | workEligibility | workAuthorization
Paylocity | Employee | workEligibility | workUntil
Paylocity | Supervisor | employeeId
Paylocity | Supervisor | firstName
Paylocity | Supervisor | lastName
Paylocity | Supervisor | preferredName
Paylocity | Supervisor | workAddress | address1
Paylocity | Supervisor | workAddress | address2
Paylocity | Supervisor | workAddress | city
Paylocity | Supervisor | workAddress | country
Paylocity | Supervisor | workAddress | county
Paylocity | Supervisor | workAddress | emailAddress
Paylocity | Supervisor | workAddress | location
Paylocity | Supervisor | workAddress | mailStop
Paylocity | Supervisor | workAddress | mobilePhone
Paylocity | Supervisor | workAddress | pager
Paylocity | Supervisor | workAddress | phone
Paylocity | Supervisor | workAddress | phoneExtension
Paylocity | Supervisor | workAddress | postalCode
Paylocity | Supervisor | workAddress | state
Fields for Paylocity initiator - Time Off Approval
"Paylocity | Time Off Approval | companyId",
"Paylocity | Time Off Approval | employeeCostCenter1",
"Paylocity | Time Off Approval | employeeCostCenter2",
"Paylocity | Time Off Approval | employeeCostCenter3",
"Paylocity | Time Off Approval | employeeId",
"Paylocity | Time Off Approval | employeeName",
"Paylocity | Time Off Approval | employeeWorkEmail",
"Paylocity | Time Off Approval | eventId",
"Paylocity | Time Off Approval | hoursPerDay",
"Paylocity | Time Off Approval | isAllDayEvent",
"Paylocity | Time Off Approval | supervisorWorkEmail",
"Paylocity | Time Off Approval | timeOffEndDate",
"Paylocity | Time Off Approval | timeOffStartDate"
Fields for Paylocity initiator - Terminated
"Paylocity | Employee | additionalDirectDeposit | accountNumber",
"Paylocity | Employee | additionalDirectDeposit | accountType",
"Paylocity | Employee | additionalDirectDeposit | amount",
"Paylocity | Employee | additionalDirectDeposit | amountType",
"Paylocity | Employee | additionalDirectDeposit | blockSpecial",
"Paylocity | Employee | additionalDirectDeposit | isSkipPreNote",
"Paylocity | Employee | additionalDirectDeposit | nameOnAccount",
"Paylocity | Employee | additionalDirectDeposit | preNoteDate",
"Paylocity | Employee | additionalDirectDeposit | routingNumber",
"Paylocity | Employee | additionalRate | changeReason",
"Paylocity | Employee | additionalRate | costCenter1",
"Paylocity | Employee | additionalRate | costCenter2",
"Paylocity | Employee | additionalRate | costCenter3",
"Paylocity | Employee | additionalRate | effectiveDate",
"Paylocity | Employee | additionalRate | endCheckDate",
"Paylocity | Employee | additionalRate | job",
"Paylocity | Employee | additionalRate | rate",
"Paylocity | Employee | additionalRate | rateCode",
"Paylocity | Employee | additionalRate | rateNotes",
"Paylocity | Employee | additionalRate | ratePer",
"Paylocity | Employee | additionalRate | shift",
"Paylocity | Employee | benefitSetup | benefitClass",
"Paylocity | Employee | benefitSetup | benefitClassEffectiveDate",
"Paylocity | Employee | benefitSetup | benefitSalary",
"Paylocity | Employee | benefitSetup | benefitSalaryEffectiveDate",
"Paylocity | Employee | benefitSetup | doNotApplyAdministrativePeriod",
"Paylocity | Employee | benefitSetup | isMeasureAcaEligibility",
"Paylocity | Employee | birthDate",
"Paylocity | Employee | companyFEIN",
"Paylocity | Employee | companyName",
"Paylocity | Employee | currency",
"Paylocity | Employee | departmentPosition | changeReason",
"Paylocity | Employee | departmentPosition | clockBadgeNumber",
"Paylocity | Employee | departmentPosition | costCenter1",
"Paylocity | Employee | departmentPosition | costCenter2",
"Paylocity | Employee | departmentPosition | costCenter3",
"Paylocity | Employee | departmentPosition | effectiveDate",
"Paylocity | Employee | departmentPosition | employeeType",
"Paylocity | Employee | departmentPosition | equalEmploymentOpportunityClass",
"Paylocity | Employee | departmentPosition | isMinimumWageExempt",
"Paylocity | Employee | departmentPosition | isOvertimeExempt",
"Paylocity | Employee | departmentPosition | isSupervisorReviewer",
"Paylocity | Employee | departmentPosition | isUnionDuesCollected",
"Paylocity | Employee | departmentPosition | isUnionInitiationCollected",
"Paylocity | Employee | departmentPosition | jobTitle",
"Paylocity | Employee | departmentPosition | payGroup",
"Paylocity | Employee | departmentPosition | positionCode",
"Paylocity | Employee | departmentPosition | reviewerCompanyNumber",
"Paylocity | Employee | departmentPosition | reviewerEmployeeId",
"Paylocity | Employee | departmentPosition | shift",
"Paylocity | Employee | departmentPosition | supervisorCompanyNumber",
"Paylocity | Employee | departmentPosition | supervisorEmployeeId",
"Paylocity | Employee | departmentPosition | tipped",
"Paylocity | Employee | departmentPosition | unionAffiliationDate",
"Paylocity | Employee | departmentPosition | unionCode",
"Paylocity | Employee | departmentPosition | unionPosition",
"Paylocity | Employee | departmentPosition | workersCompensation",
"Paylocity | Employee | disabilityDescription",
"Paylocity | Employee | employeeId",
"Paylocity | Employee | ethnicity",
"Paylocity | Employee | federalTax | amount",
"Paylocity | Employee | federalTax | deductionsAmount",
"Paylocity | Employee | federalTax | dependentsAmount",
"Paylocity | Employee | federalTax | exemptions",
"Paylocity | Employee | federalTax | filingStatus",
"Paylocity | Employee | federalTax | higherRate",
"Paylocity | Employee | federalTax | otherIncomeAmount",
"Paylocity | Employee | federalTax | percentage",
"Paylocity | Employee | federalTax | taxCalculationCode",
"Paylocity | Employee | federalTax | w4FormYear",
"Paylocity | Employee | firstName",
"Paylocity | Employee | gender",
"Paylocity | Employee | homeAddress | address1",
"Paylocity | Employee | homeAddress | address2",
"Paylocity | Employee | homeAddress | city",
"Paylocity | Employee | homeAddress | country",
"Paylocity | Employee | homeAddress | county",
"Paylocity | Employee | homeAddress | emailAddress",
"Paylocity | Employee | homeAddress | mobilePhone",
"Paylocity | Employee | homeAddress | phone",
"Paylocity | Employee | homeAddress | postalCode",
"Paylocity | Employee | homeAddress | state",
"Paylocity | Employee | isHighlyCompensated",
"Paylocity | Employee | isSmoker",
"Paylocity | Employee | lastName",
"Paylocity | Employee | localTax | exemptions",
"Paylocity | Employee | localTax | exemptions2",
"Paylocity | Employee | localTax | filingStatus",
"Paylocity | Employee | localTax | residentPSD",
"Paylocity | Employee | localTax | taxCode",
"Paylocity | Employee | localTax | workPSD",
"Paylocity | Employee | mainDirectDeposit | accountNumber",
"Paylocity | Employee | mainDirectDeposit | accountType",
"Paylocity | Employee | mainDirectDeposit | blockSpecial",
"Paylocity | Employee | mainDirectDeposit | isSkipPreNote",
"Paylocity | Employee | mainDirectDeposit | nameOnAccount",
"Paylocity | Employee | mainDirectDeposit | preNoteDate",
"Paylocity | Employee | mainDirectDeposit | routingNumber",
"Paylocity | Employee | maritalStatus",
"Paylocity | Employee | middleName",
"Paylocity | Employee | nonPrimaryStateTax | amount",
"Paylocity | Employee | nonPrimaryStateTax | deductionsAmount",
"Paylocity | Employee | nonPrimaryStateTax | dependentsAmount",
"Paylocity | Employee | nonPrimaryStateTax | exemptions",
"Paylocity | Employee | nonPrimaryStateTax | exemptions2",
"Paylocity | Employee | nonPrimaryStateTax | filingStatus",
"Paylocity | Employee | nonPrimaryStateTax | higherRate",
"Paylocity | Employee | nonPrimaryStateTax | otherIncomeAmount",
"Paylocity | Employee | nonPrimaryStateTax | percentage",
"Paylocity | Employee | nonPrimaryStateTax | reciprocityCode",
"Paylocity | Employee | nonPrimaryStateTax | specialCheckCalc",
"Paylocity | Employee | nonPrimaryStateTax | taxCalculationCode",
"Paylocity | Employee | nonPrimaryStateTax | taxCode",
"Paylocity | Employee | nonPrimaryStateTax | w4FormYear",
"Paylocity | Employee | ownerPercent",
"Paylocity | Employee | preferredName",
"Paylocity | Employee | primaryPayRate | annualSalary",
"Paylocity | Employee | primaryPayRate | baseRate",
"Paylocity | Employee | primaryPayRate | beginCheckDate",
"Paylocity | Employee | primaryPayRate | changeReason",
"Paylocity | Employee | primaryPayRate | defaultHours",
"Paylocity | Employee | primaryPayRate | effectiveDate",
"Paylocity | Employee | primaryPayRate | isAutoPay",
"Paylocity | Employee | primaryPayRate | payFrequency",
"Paylocity | Employee | primaryPayRate | payGrade",
"Paylocity | Employee | primaryPayRate | payRateNote",
"Paylocity | Employee | primaryPayRate | payType",
"Paylocity | Employee | primaryPayRate | ratePer",
"Paylocity | Employee | primaryPayRate | salary",
"Paylocity | Employee | primaryStateTax | amount",
"Paylocity | Employee | primaryStateTax | deductionsAmount",
"Paylocity | Employee | primaryStateTax | dependentsAmount",
"Paylocity | Employee | primaryStateTax | exemptions",
"Paylocity | Employee | primaryStateTax | exemptions2",
"Paylocity | Employee | primaryStateTax | filingStatus",
"Paylocity | Employee | primaryStateTax | higherRate",
"Paylocity | Employee | primaryStateTax | otherIncomeAmount",
"Paylocity | Employee | primaryStateTax | percentage",
"Paylocity | Employee | primaryStateTax | specialCheckCalc",
"Paylocity | Employee | primaryStateTax | taxCalculationCode",
"Paylocity | Employee | primaryStateTax | taxCode",
"Paylocity | Employee | primaryStateTax | w4FormYear",
"Paylocity | Employee | priorLastName",
"Paylocity | Employee | salutation",
"Paylocity | Employee | ssn",
"Paylocity | Employee | status | adjustedSeniorityDate",
"Paylocity | Employee | status | changeReason",
"Paylocity | Employee | status | effectiveDate",
"Paylocity | Employee | status | employeeStatus",
"Paylocity | Employee | status | hireDate",
"Paylocity | Employee | status | isEligibleForRehire",
"Paylocity | Employee | status | reHireDate",
"Paylocity | Employee | status | statusType",
"Paylocity | Employee | status | terminationDate",
"Paylocity | Employee | suffix",
"Paylocity | Employee | taxSetup | fitwExemptNotes",
"Paylocity | Employee | taxSetup | fitwExemptReason",
"Paylocity | Employee | taxSetup | futaExemptNotes",
"Paylocity | Employee | taxSetup | futaExemptReason",
"Paylocity | Employee | taxSetup | isEmployee943",
"Paylocity | Employee | taxSetup | isPension",
"Paylocity | Employee | taxSetup | isStatutory",
"Paylocity | Employee | taxSetup | medExemptNotes",
"Paylocity | Employee | taxSetup | medExemptReason",
"Paylocity | Employee | taxSetup | sitwExemptNotes",
"Paylocity | Employee | taxSetup | sitwExemptReason",
"Paylocity | Employee | taxSetup | ssExemptNotes",
"Paylocity | Employee | taxSetup | ssExemptReason",
"Paylocity | Employee | taxSetup | suiExemptNotes",
"Paylocity | Employee | taxSetup | suiExemptReason",
"Paylocity | Employee | taxSetup | suiState",
"Paylocity | Employee | taxSetup | taxDistributionCode1099R",
"Paylocity | Employee | taxSetup | taxForm",
"Paylocity | Employee | veteranDescription",
"Paylocity | Employee | webTime | badgeNumber",
"Paylocity | Employee | webTime | chargeRate",
"Paylocity | Employee | webTime | isTimeLaborEnabled",
"Paylocity | Employee | workAddress | address1",
"Paylocity | Employee | workAddress | address2",
"Paylocity | Employee | workAddress | city",
"Paylocity | Employee | workAddress | country",
"Paylocity | Employee | workAddress | county",
"Paylocity | Employee | workAddress | emailAddress",
"Paylocity | Employee | workAddress | location",
"Paylocity | Employee | workAddress | mailStop",
"Paylocity | Employee | workAddress | mobilePhone",
"Paylocity | Employee | workAddress | pager",
"Paylocity | Employee | workAddress | phone",
"Paylocity | Employee | workAddress | phoneExtension",
"Paylocity | Employee | workAddress | postalCode",
"Paylocity | Employee | workAddress | state",
"Paylocity | Employee | workEligibility | alienOrAdmissionDocumentNumber",
"Paylocity | Employee | workEligibility | attestedDate",
"Paylocity | Employee | workEligibility | countryOfIssuance",
"Paylocity | Employee | workEligibility | foreignPassportNumber",
"Paylocity | Employee | workEligibility | i94AdmissionNumber",
"Paylocity | Employee | workEligibility | i9DateVerified",
"Paylocity | Employee | workEligibility | i9Notes",
"Paylocity | Employee | workEligibility | isI9Verified",
"Paylocity | Employee | workEligibility | isSsnVerified",
"Paylocity | Employee | workEligibility | ssnDateVerified",
"Paylocity | Employee | workEligibility | ssnNotes",
"Paylocity | Employee | workEligibility | visaType",
"Paylocity | Employee | workEligibility | workAuthorization",
"Paylocity | Employee | workEligibility | workUntil",
"Paylocity | Supervisor | employeeId",
"Paylocity | Supervisor | firstName",
"Paylocity | Supervisor | lastName",
"Paylocity | Supervisor | preferredName",
"Paylocity | Supervisor | workAddress | address1",
"Paylocity | Supervisor | workAddress | address2",
"Paylocity | Supervisor | workAddress | city",
"Paylocity | Supervisor | workAddress | country",
"Paylocity | Supervisor | workAddress | county",
"Paylocity | Supervisor | workAddress | emailAddress",
"Paylocity | Supervisor | workAddress | location",
"Paylocity | Supervisor | workAddress | mailStop",
"Paylocity | Supervisor | workAddress | mobilePhone",
"Paylocity | Supervisor | workAddress | pager",
"Paylocity | Supervisor | workAddress | phone",
"Paylocity | Supervisor | workAddress | phoneExtension",
"Paylocity | Supervisor | workAddress | postalCode",
"Paylocity | Supervisor | workAddress | state"
FAQs
1. The Integration Manager Permission is required to set-up and use the Paylocity initiator. If you don't have this permission, you will see the following message when selecting an initiator:
2. To grant this permission to someone on your team, go to the left-side product navigation and select the Account drop-down, then click on the User Management tab.
3. Then select the Users tab under User Management.
4. Click the username for another member of your team.
5. Scroll down to the Permissions section and check if the Integration Manager box is checked. If you are an admin you can check the box for other members of your team.
Yes, you can create an unlimited number of Workflows that listen to the same initiator. However, you will need to create a new Workflow and configure the initiator each time. You can reuse the same Paylocity authentication.
Alchemer is committed to continuously releasing updates and enhancements to our Workflow initiators. If you have specific use cases, questions, or just general feedback, we would love to hear it. Contact us here!
