Paylocity

Feature

Description

Paylocity Integrations

You can use OnLink’s Paylocity connector to add or terminate employees. Here are the instructions to configure a post function that executes such an integration.

1. Go to the Workflow of choice from Project Settings

2. Select the transition you wish to add the post function to

3. Click Post Function→Add Post Function.

4. Select the OnLink Post Function option then Add.

5. Select Paylocity in the system field (Paylocity connection needs to be established first), Then select Add employee or Terminate employee as the function.

6. In the Input Field Mapping, map the relevant custom fields to each of the required fields as shown below. Ensure these custom fields are added to the issue screen from which the post function is being called.

Add Employee

To configure Add Employee post function, you will need to map these required fields: first name, last name in the UI. However since the required fields vary by the country in which you are hiring, we provide the flexibility to map additional fields by setting the KeyValue text as below:

Open

map:birthDate=customfield_10010
map:currency=customfield_10011
map:disabilityDescription=customfield_10012
map:employeeId=customfield_10013
map:ethnicity=customfield_10014
map:gender=customfield_10015
map:isHighlyCompensated=customfield_10016
map:isSmoker=customfield_10017
map:maritalStatus=customfield_10018
map:middleName=customfield_10019
map:ownerPercent=customfield_10020
map:preferredName=customfield_10021
map:priorLastName=customfield_10022
map:ssn=customfield_10023
map:suffix=customfield_10024
map:veteranDescription=customfield_10025

Here’s the Paylocity API that’s called for Add Employee: Add new employee

Most fields are one level e.g. ethnicity or preferredName so can be mapped as:

For “objects” e.g. workAddress you need a dot notation to indicate object name followed by field name:

Please use the above Paylocity API link to add the fields you want to use in your request. This will show the request JSON on the right side, or even test it by clicking on “Try It”. You can then follow the above mapping notation.

By default, the Add Employee service adds an employee to Paylocity’s HR/Payroll system. To change this to add to Paylocity’s Onboarding, set this parameter in Key-Value Config: config:add_employee_type=onboarding. Use this API as a reference when configuring your mapping Add Employee to Onboarding .

Terminate Employee

To configure Terminate Employee post function, you will need to map these required fields: employee id, termination date and employee status.

However, the below additional fields can be mapped by setting the KeyValue text with the below (replace customfield_n with your customfields.:

map:adjustedSeniorityDate=customfield_10010
map:changeReason=customfield_10011
map:effectiveDate=customfield_10012
map:isEligibleForRehire=customfield_10013
map:statusType=customfield_10014
map:terminationDate=customfield_10015

Inbound Webhooks

You will need to request Paylocity to setup webhook for your use cases e.g. new hire, termination, etc. This link provides more information about their process. Use the form specified in step-4 to provide relevant details. The URL, username and password can be copied once new webhooks are created in OnLink. See this link for reference.

Open

Once you have authorization, you can create a new webhook in OnLink with Paylocity as the system and the below config:

map:employeeFirstName=customfield_10122
map:employeeLastName=customfield_10123
config:summary='Paylocity Inbound: ', [0], ' ', [1]
config:auth_scheme=basic_auth
config:auth_username=<enter a username>
config:auth_password=<enter a password>

Additional mapping fields can be added. See Mapping section below for common fields you can map from Paylocity.