Automatically sync employee and payroll data from Paylocity into Audit1.

What syncs: ✅ Employee records ✅ Pay statements ✅ Earnings & deductions ✅ Job details ✅ Pay schedules

Prerequisites

• ✅ Active Paylocity account with payroll enabled
• ✅ Admin or Payroll Administrator role in Paylocity
• ✅ Active Audit1 account

Setup

1️⃣ Start in Your Portal

Go to Settings > Connections > Set Up Connection > Connectors > Paylocity.

2️⃣ Authorize Paylocity Access

Option A — OAuth (recommended):

1. Click Connect Paylocity
2. You're redirected to Paylocity's authorization page
3. Log in, review permissions, click Authorize
4. Redirected back — you should see "✅ Paylocity Connected"

Option B — API Credentials:

1. In Paylocity: Company > API Management > generate credentials
2. In Audit1: enter Company ID, Client ID, Client Secret
3. Click Save and Test Connection

3️⃣ Configure Sync

4️⃣ Test and Go Live

1. Click Run Test Sync — verify employee records and pay data match Paylocity
2. Toggle Auto-Sync to ON
3. Configure email notifications for sync status

🏢 Multi-Tenant (Payroll Companies)

If you manage multiple clients, contact [email protected] to enable multi-tenant mode. Each client gets its own connection and sync schedule.

🔧 Troubleshooting

📧

Need help? Email [email protected] with subject "Paylocity Connector".