Integrating with Paylocity

Paylocity is the HR & Payroll provider that helps you tackle your unique HR and payroll challenges today so you can focus on tomorrow. 

Integrate your Workable and Paylocity accounts to export candidate information seamlessly. When you hire a candidate in Workable, a new onboarding record is created in your Paylocity Onboarding account. 

Enabling the integration

• Submit a Workable Integration Request via the Paylocity Marketplace. To do so, log in to Paylocity, navigate to Module App Tray > WebLink > WebServices > Integrations > Browse Marketplace and select Workable.
• Once this is done, a Partner Integration Implementation Analyst will contact your PADE                (Paylocity Automated Data Exchange) primary client contact to inform you that integration in Paylocity has been enabled and will also share your CompanyID with Workable. 
• After your Account Manager in Workable also informs you that integration has been enabled on our side too, candidate information will be exported to Paylocity for any new hire.

Using the integration

Move a candidate to the Hired stage of the recruiting pipeline in Workable and a profile for them will be created in Paylocity automatically, under the Onboarding module. Workable will then update the candidate timeline (by adding a comment) with the results of the export (success or failure).

Candidate information exported to Paylocity:

• First name (required for export)
• Last name (required for export)
• Address 
• Personal email address
• Home phone number
• Hire Date (the date that the candidate was moved to the Hired stage)

Optional fields (to utilize them you will need to create the corresponding custom fields and share them with your Workable Account Manager)

• Pay Type
  • Default value is 'Salary'.
  • If there is an 'Hourly Rate' custom field (set as 'Numeric' type) with some value, then Pay Type will be set to 'Hourly'. 
• Cost Center1 
  • The custom field type should be set to 'Short text'.
• Base Rate
  • This will take the value of the 'Hourly Rate' custom field (if exists)