Alchemer Workflow Paylocity Initiator

The Paylocity initiator is available for purchase as an add-on. If you are interested in purchasing, 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. 

  1. Create a new Workflow.
  2. Name your Workflow.
  3. In Alchemer Workflow, select the Paylocity button when choosing your Workflow initiator. 
  4. Choose a Paylocity event as your Workflow initiator.
  5. Hit next on the initiator overview screen.
  6. 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.

Under the Environment dropdown, if you request Sandbox access from Paylocity you must change the dropdown selection from Production to Sandbox. 

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

 What permissions do I need within Alchemer to set-up and use the Paylocity initiator?

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.

 Can multiple Workflows initiate off the same Paylocity initiator?

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.  

 This initiator doesn't fit my use cases, or I want to provide feedback to the Alchemer Product Team!

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!


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