Paylocity

Learn how to integrate Paylocity with Trainual.

Automate how you take people from just hired to fully onboarded with the Paylocity integration.

✅ To enable this integration with Trainual you will need to have Company Administrator access within your Paylocity account.

To Connect Your Paylocity Account:

1. Log into your Trainual account

2. Expand the Account options from the left-hand navigation menu and choose "Integrations."

   

3. Find Paylocity and click, Read More.

4. Click Connect Your Paylocity account.

5. A pop-up will appear prompting you to sign in to your existing Paylocity account. Sign In!

📝 Once logged into your Paylocity account, you'll notice the "Connect your provider account" button is disabled. This means the connection was successful!

To Invite Your Paylocity Team:

Option 1

1. From the Paylocity page, click Invite My Team; this will lead you to the Users page and open the import modal.

2. Select team members and verify email addresses and set permissions.

3. Invite users by selecting Invite Now or Invite Later option.

4. A confirmation window will appear, indicating how many team members are invited. Close this window.

Option 2

1. Head straight to the Users page.

2. Click on the Invite User dropdown.

3. Select import Paylocity users.

4. Select team members and verify email addresses and set permissions.

5. Invite users by selecting Invite Now or Invite Later option.

6. A confirmation window will appear, indicating how many team members are invited. Close this window.

Once all team members are invited, we'll send a notification your way letting you know you've successfully invited your team. Feel free to continue working within the Trainual app while we bring your new users over! 🎉