Tallyfy bridges the coordination gap that Paychex Flex can’t fill by running cross-department workflows when employee events occur - enabling structured handoffs between HR, IT, Facilities, and other teams through automation rather than manual email tracking.
Paylocity
Paylocity manages employee records and processes payroll. But the moment someone’s hired, a wave of manual coordination begins that Paylocity doesn’t handle.
Paylocity can’t tell IT to order a laptop. It can’t assign desk setup to Facilities, schedule orientation with Training, or notify Finance to create an expense account. These handoffs happen in email threads, spreadsheets, and chat messages - if they happen at all.
What Paylocity manages:
- Employee data and personnel records
- Payroll processing and tax compliance
- Benefits administration and enrollment
- Time tracking and attendance
What falls through the cracks:
- Cross-department coordination for onboarding and offboarding
- IT equipment provisioning and system access setup
- Multi-team approval chains for role changes and compensation
- Visibility into process completion across departments
- Structured handoffs with clear ownership and deadlines
- Compliance tracking for certifications and training
Paylocity serves your HR team. But employee lifecycle processes span every department - IT, Facilities, Training, Finance, and Legal. Tallyfy coordinates workflows across all your teams, not just one.
When a Paylocity employee event fires - new hire, termination, role change - Tallyfy launches a structured workflow that coordinates every downstream action. Each step has an owner, a deadline, and escalation rules if something stalls.
When Paylocity records a new hire, Tallyfy coordinates:
- IT equipment ordering and system access provisioning
- Facilities workspace setup and building access
- Training schedule and compliance certification tracking
- Finance expense account and corporate card setup
- Manager introductions and team integration tasks
When Paylocity processes payroll events, Tallyfy handles:
- Exception approval workflows for overtime and adjustments
- Multi-tier commission review and sign-off chains
- Garnishment processing with legal compliance checkpoints
- Multi-state tax registration coordination
When Paylocity records a termination, Tallyfy ensures:
- IT access revocation on the correct date
- Equipment return tracking and verification
- Knowledge transfer completion before the last day
- Exit interview scheduling and feedback collection
Middleware - Connect via Zapier, Power Automate, or Make.
HR integration platforms - Flexspring, Joynd, Merge API, and Finch offer pre-built Paylocity connectors.
API - Build a custom integration using Tallyfy’s API with Paylocity’s REST APIs and webhooks.
For technical details including code examples and webhook handling, see Paylocity technical integration.
Book a consultation ↗ to discuss connecting Paylocity with your Tallyfy workflows. We’ll map your employee lifecycle processes and find the best automation opportunities.
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