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Paylocity

Quick Summary

We’re integrating with Paylocity to transform their powerful HCM data into automated workflows that run your entire employee lifecycle. From the moment someone applies to their last day (and beyond), every HR event in Paylocity triggers precisely orchestrated workflows across your organization - no manual handoffs, no dropped balls, no compliance gaps.

Why This Integration Matters

Paylocity excels at core HR and payroll, but your employee processes span far beyond their platform. Every hire needs IT equipment, system access, training schedules, and workspace setup. Every departure requires access revocation, knowledge transfer, and exit procedures.

Today, your HR team manually coordinates these handoffs through emails, spreadsheets, and constant follow-ups. Tomorrow, Paylocity events will automatically trigger Tallyfy workflows that ensure every step happens on time, every time.

What We’re Building

Intelligent Onboarding Orchestration

Transform new hire chaos into smooth operations:

  • Pre-Boarding Automation: As soon as someone’s entered in Paylocity, launch background checks, equipment ordering, and workspace preparation
  • Day One Readiness: Pull role, department, and manager data to configure system access, training paths, and team introductions
  • Progressive Onboarding: Trigger 30/60/90-day check-ins, training milestones, and performance reviews
  • Role-Specific Workflows: Different paths for sales vs engineering vs operations, automatically determined by Paylocity data

Dynamic Payroll Workflows

Connect payroll processing to financial operations:

  • Timesheet Intelligence: Launch approval workflows based on overtime, exceptions, or department thresholds
  • Commission Calculations: Automate multi-tier commission reviews with proper approvals
  • Garnishment Management: Handle complex garnishment workflows with legal compliance
  • Multi-State Processing: Coordinate tax registrations and compliance when employees work across states

Compliance and Risk Management

Leverage Paylocity data for bulletproof compliance:

  • I-9 and E-Verify: Track verification deadlines with automated reminders
  • Certification Tracking: Monitor professional licenses, clearances, and training expiries
  • FMLA Administration: Orchestrate leave requests, documentation, and return-to-work processes
  • Audit Preparedness: Maintain complete documentation trails for all HR actions

How to Connect Today

Option 1: Paylocity API Integration

Direct integration using Paylocity’s REST APIs:

// Example: Create onboarding workflow from Paylocity new hire
const initiateOnboarding = async (webhookData) => {
  // Parse Paylocity webhook payload
  const employee = webhookData.employee;


  // Create comprehensive onboarding workflow
  const workflow = await fetch('https://api.tallyfy.com/v1/workflows', {
    method: 'POST',
    headers: {
      'Authorization': 'Bearer YOUR_TALLYFY_KEY',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      template_id: 'employee_onboarding_advanced',
      name: `Onboarding - ${employee.firstName} ${employee.lastName}`,
      data: {
        // Paylocity employee data
        employee_id: employee.employeeId,
        first_name: employee.firstName,
        last_name: employee.lastName,
        email: employee.workEmail,


        // Position details
        job_title: employee.jobTitle,
        department: employee.departmentName,
        reports_to: employee.supervisorName,


        // Logistics
        start_date: employee.hireDate,
        location: employee.workLocation,
        remote_status: employee.remoteWorker,


        // Compensation (if needed for equipment tiers)
        salary_band: employee.payGrade,
        employee_type: employee.employeeType
      }
    })
  });


  return workflow.json();
};

Option 2: Integration Platform Partners

Paylocity-approved integration partners:

  • Flexspring: Dedicated HR integration platform with pre-built Paylocity connector
  • Joynd: Middleware platform specializing in HR integrations
  • Merge API: Unified API with Paylocity support
  • Finch: Employment API platform with Paylocity access

Option 3: Webhook Automation

Real-time event processing:

  1. Register webhooks in Paylocity Developer Portal
  2. Configure event subscriptions (new hire, termination, changes)
  3. Map events to Tallyfy workflow triggers
  4. Process events with business logic layer
  5. Handle failures with retry logic

Option 4: Scheduled Data Sync

For organizations without API access:

  1. Schedule Paylocity reports (employee changes, payroll runs)
  2. SFTP/email delivery to Tallyfy
  3. Parse and process changes
  4. Trigger appropriate workflows
  5. Maintain sync status dashboard

Real-World Use Cases

Financial Services Firm

A 300-person investment firm uses Paylocity + Tallyfy to:

  1. Regulatory Compliance: FINRA registrations trigger automatically for new hires
  2. Background Screening: Progressive checks based on role sensitivity
  3. Trading Access: Permissions workflow based on licenses and training
  4. Insider Trading: Quarterly attestation workflows for covered employees
  5. Termination Security: Immediate trading platform lockout upon separation

Results: 100% regulatory compliance, 75% faster onboarding, zero security incidents

Multi-Location Healthcare Network

A healthcare system with 2,000 employees across 15 facilities:

  • Credentialing Workflows: License verification, hospital privileges, insurance
  • Shift Management: Complex scheduling across departments and locations
  • Training Compliance: Role-specific certifications (BLS, ACLS, PALS)
  • Float Pool Coordination: Dynamic staffing workflows based on census
  • COVID Protocols: Vaccination tracking and testing workflows

SaaS Startup Scaling

A fast-growing startup went from 50 to 500 employees:

  • Automated Onboarding: Cut time-to-productivity from 2 weeks to 3 days
  • Equipment Management: Laptop/monitor selection based on role
  • Access Provisioning: AWS, GitHub, Slack, Google Workspace in one workflow
  • Team Integration: Automatic buddy assignment and meeting scheduling
  • Performance Reviews: Quarterly check-ins triggered by hire date

Technical Implementation Details

Paylocity API Architecture

Developer resources include:

  • REST APIs with JSON payloads
  • OAuth 2.0 authentication flow
  • Webhook notifications for real-time events
  • Sandbox environment with test data
  • Rate limiting at 1000 requests per hour
  • Field-level permissions for data security

Technology Partner Requirements

To join Paylocity’s marketplace:

  1. Sign Marketplace Partner Agreement
  2. Pass technical review and security assessment
  3. Maintain support channels and SLAs
  4. Complete annual stability reviews
  5. Participate in partner touchpoint calls

Data Access Capabilities

Comprehensive employee data including:

  • Personal information and demographics
  • Employment history and status changes
  • Compensation and deduction details
  • Benefits enrollment and dependents
  • Time-off balances and requests
  • Performance review data
  • Custom fields specific to your setup
  • Organizational hierarchy and reporting

Integration Patterns

Common integration approaches:

  • Event-Driven: Webhooks trigger immediate workflows
  • Batch Processing: Nightly syncs for non-urgent updates
  • Hybrid Model: Real-time for critical, batch for routine
  • API Polling: Regular checks for platforms without webhooks
  • File-Based: Legacy support via CSV/XML processing

Why Paylocity Should Prioritize This

Paylocity’s modern platform attracts innovative companies who demand automation:

  1. Customer Expectations: Your users already automate everything else - HR can’t lag behind
  2. Competitive Differentiation: Workflow automation sets Paylocity apart from legacy providers
  3. Retention Driver: Integrated customers have 4x higher retention rates
  4. Efficiency Gains: Reduce support tickets through automated processes
  5. Platform Stickiness: Deep integrations create switching barriers

Take Action Now

For Paylocity Customers

Ready to automate your HR operations?

  1. Book a strategy call ↗ to map your processes
  2. We’ll demonstrate live Paylocity integration
  3. Build your first automated workflow together
  4. Get running in days, not months

Help accelerate official partnership: Contact Paylocity support and request Tallyfy in their marketplace. Your voice matters.

For HR Leaders

Stop being the bottleneck. Every manual handoff is a chance for something to fall through cracks. Automated workflows ensure:

  • New hires have everything ready on day one
  • Terminations don’t leave security gaps
  • Compliance documentation is always complete
  • Your team focuses on people, not paperwork

For IT Teams

Finally, HR data that flows automatically into your systems:

  • Provision accounts based on Paylocity roles
  • Revoke access immediately upon termination
  • Maintain accurate user directories
  • Automate equipment assignment and recovery
  • Track software licenses by department

Implementation Roadmap

Phase 1: Foundation (Week 1-2)

  • Set up Paylocity API access
  • Configure authentication and webhooks
  • Map data fields to workflow requirements
  • Build first pilot workflow (usually onboarding)

Phase 2: Core Processes (Week 3-4)

  • Deploy employee lifecycle workflows
  • Implement payroll processing automation
  • Create compliance tracking workflows
  • Test exception handling

Phase 3: Advanced Automation (Week 5-6)

  • Add department-specific workflows
  • Build reporting and analytics
  • Implement approval chains
  • Create audit workflows

Phase 4: Optimization (Ongoing)

  • Monitor performance metrics
  • Gather user feedback
  • Refine workflows based on data
  • Expand to new use cases

Security and Compliance

Enterprise-grade security throughout:

  • End-to-end encryption for data transfer
  • SOC 2 Type II certified infrastructure
  • Role-based access control with SSO support
  • GDPR/CCPA compliant data handling
  • Complete audit trails for compliance
  • Regular penetration testing and security audits

Get Started Today

Every day without integration is another day of:

  • Manual data entry and errors
  • Delayed employee onboarding
  • Compliance risks and gaps
  • Frustrated HR teams
  • Lost productivity

Our Paylocity integration changes everything. Your HR data becomes the fuel for intelligent workflows that run themselves.

Take the first step: Schedule your demo ↗ to see exactly how Paylocity + Tallyfy will transform your operations.

We’ll show you:

  1. Live integration with your Paylocity sandbox
  2. Pre-built workflows for common processes
  3. ROI calculation for your organization
  4. Implementation timeline and support

Transform HR from cost center to strategic advantage. Start today.

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