Integrating with Paylocity

Prerequisites

Paylocity Setup Step One: Getting your Company ID Step Two: Getting your client ID and Secret

Prerequisites

To connect Paylocity to Drivetrain, you need:

• An active Paylocity account along with the below details:

  • Company ID

  • Client ID

  • Client Secret

• Admin privileges in Drivetrain

Paylocity Setup

You can integrate Drivetrain with Paylocity using access tokens that Paylocity shares with you.

Step 1: Getting your Company ID

Your Company ID is available on the upper left hand corner of your Paylocity portal.

Step 2: Getting your Client ID and Secret

1. Fill out the Paylocity Web Services Access Request Form: Use this link to access the Request Form - https://docs.paylocity.com/Knowledge/PartnerIntegration/Paylocity Web Services_Access Request.pdf

In the 'Client Contact Information' section of the form, provide information of someone from your company (for example, the details of a HR personnel).

In the 'Vendor / Third Party Contact Information' section, provide Drivetrain's information.

Under 'Briefly describe use case', describe that you wish to use Drivetrain for business reporting purposes.

You can ignore the "Webhook Push Notifications" section.

If you need information on Pay Statements, Deductions, & Earnings fill out the following:

'Get Employee' is a required permission to authenticate the linking flow, but only endpoints needed for your integration should be selected. For example, if you don’t need Pay Statements, Deductions, or Earnings, remove those from the permissions.

1. Send your completed form to [e-mail]

The email should contain the following:

Subject: Requesting Client ID and Client Secret

Hi Paylocity team,

Can we get access to a Client ID and Client Secret for API access? (https://www.paylocity.com/our-products/integrations/api-library/)

We have attached the form specifying relevant permissions.

That’s it! Share the Client ID and Client Secret with your customer success manager so that they can get started!