Paylocity Component
Paylocity provides a comprehensive product suite and delivers a unified platform for the areas of benefits, core HR, payroll, talent, and workforce management. Use the Paylocity component to connect your workforce management, payroll, and other HR tasks with a variety of applications.
Component key: paylocity
Description
Paylocity provides a comprehensive product suite and delivers a unified platform for the areas of benefits, core HR, payroll, talent, and workforce management. Use the Paylocity component to connect your workforce management, payroll, and other HR tasks with a variety of applications.
Connections
Paylocity OAuth 2.0
To Set up OAuth 2.0:
- Must have access to the Paylocity Web Service. The Paylocity Client ID and Client Secrets are provided by submitting an Access Request form for Paylocity Web Services. To request access use the following guide.
- the Access Request form will also determine the external HTTPS URL for webhooks. See the Webhooks section for further details.
- Upon approval, your administrator will be provided with the API credentials via email by Paylocity. Input these credentials into the connection's configuration.
| Input | Notes | Example |
|---|---|---|
| Client ID | Provide the Client Id you received from the Paylocity Developer Console. | |
| Client Secret | Provide the Client Secret you received from the Paylocity Developer Console. | |
| Environment | The environment to use for the Paylocity apis | |
| Scopes | WebLinkAPI | |
| Token URL | Select the environment to fetch the token from. |
Pay Entry OAuth 2.0
- Must have access to the Paylocity Web Service. The Paylocity Client ID and Client Secrets are provided by submitting an Access Request form for Paylocity Web Services. To request access use the following guide.
- the Access Request form will also determine the external HTTPS URL for webhooks. See the Webhooks section for further details.
- Upon approval, your administrator will be provided with the API credentials via email by Paylocity. Input these credentials into the connection's configuration.
| Input | Notes | Example |
|---|---|---|
| Client ID | Provide the Client Id you received from the Paylocity Developer Console. | |
| Client Secret | Provide the Client Secret you received from the Paylocity Developer Console. | |
| Environment | The environment to use for the Paylocity apis | |
| Scopes | all | |
| Token URL | Select the environment to fetch the token from. |
Data Sources
List Company Codes
Get All Company Codes for the selected company and resource. | key: listCompanyCodes | type: picklist
| Input | Notes | Example |
|---|---|---|
| Code Resource | Type of Company Code. | costcenter1 |
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection |
{
"result": [
{
"label": "Resolvit USA - RTSS",
"key": "01"
}
]
}
Actions
Create Employee
New Employee API sends new employee data directly to Web Pay. | key: createEmployee
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Employee | The employee to create or update. | |
| First Name | The first name of the employee. | John |
| Last Name | The last name of the employee. | Doe |
Create Pay Entry
Create a new Pay Entry Import | key: createPayEntry
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| File | The file to upload. | My File Contents |
| File Name | The name of the file to upload. | an_example_name |
| Pay Entry Input | The pay entry fields to create or update |
Create/Update Earning
Create/Update Earning API sends new or updated employee earnings information directly to Web Pay. | key: createUpdateEarning
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Earning Code | The earning code of the employee. | 12345 |
| Earnings Input | The earnings to create or update. | |
| Employee ID | The id of the employee to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Start Date | The start date of the employee. | 2021-01-01 |
Delete Earnings by Earning Code and Start Date
Delete Earning by Earning Code and Start Date | key: deleteEarningsByEarningCodeAndStartDate
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Earning Code | The earning code of the employee. | 12345 |
| Employee ID | The id of the employee to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Start Date | The start date of the employee. | 2021-01-01 |
Download Document
Download a document by ID | key: downloadDocument
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Document ID | The id of the document to download. | kjU72LCJexvrqL7G4TMHHN |
Get Company Documents
Retrieve Company Documents by Company ID | key: getCompanyDocuments
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Include Total Count | Requests that the response include the Pcty-Total-Count header containing the total number of objects that match the request. This may be useful if requesting a small [limit]. | false |
| Limit | Defines the maximum number of items to be returned in the response. | 10 |
| Offset | Defines the start location to return. Ex. offset=100 means starting at item 100, return the next [limit] items. | 10 |
Get Company Specific Schema
The company-specific Open API endpoint allows the client to GET an Open API document for the Paylocity API that is customized with company-specific resource schemas. | key: getCompanySpecificSchema
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection |
Get Earnings by Earning Code and Start Date
Get Earnings returns the single earning with the provided earning code and start date for the selected employee. | key: getEarningsByEarningCodeAndStartDate
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Earning Code | The earning code of the employee. | 12345 |
| Employee ID | The id of the employee to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Start Date | The start date of the employee. | 2021-01-01 |
Get Employee
Get Employee API will return employee data currently available in Web Pay. | key: getEmployee
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Employee ID | The id of the employee to retrieve. | kjU72LCJexvrqL7G4TMHHN |
Get Employee Documents
Retrieve Employee Documents by Company ID | key: getEmployeeDocuments
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Include Total Count | Requests that the response include the Pcty-Total-Count header containing the total number of objects that match the request. This may be useful if requesting a small [limit]. | false |
| Limit | Defines the maximum number of items to be returned in the response. | 10 |
| Offset | Defines the start location to return. Ex. offset=100 means starting at item 100, return the next [limit] items. | 10 |
Get New Client Secret
Obtain new client secret for Paylocity-issued client id. | key: getNewClientSecret
| Input | Notes | Example |
|---|---|---|
| Code | A value sent with the 'ACTION NEEDED: Web Link API Credentials Expiring Soon.' email notification. | 123456 |
| Connection |
Get Pay Entry
Retrieve a Pay Entry Import | key: getPayEntry
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Time Import File Tracking ID | The tracking id of the time import file to retrieve. | 12345 |
List Company Codes
Get All Company Codes for the selected company and resource. | key: listCompanyCodes
| Input | Notes | Example |
|---|---|---|
| Code Resource | Type of Company Code. | costcenter1 |
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection |
List Custom Fields
Get All Custom Fields for the selected company | key: listCustomFields
| Input | Notes | Example |
|---|---|---|
| Category | Custom Fields Category | example_field |
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection |
List Earnings
Get All Earnings returns all earnings for the selected employee. | key: listEarnings
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Employee ID | The id of the employee to retrieve. | kjU72LCJexvrqL7G4TMHHN |
List Employees
Get All Employees API will return employee data currently available in Web Pay. | key: listEmployees
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Include Total Count | Whether to include the total record count in the header's X-Pcty-Total-Count property. Default value is true. | false |
| Page Number | Page number to retrieve; page numbers are 0-based (so to get the first page of results, pass pagenumber=0). Default value is 0. | 0 |
| Page Size | Number of records per page. Default value is 25. Max value is 5000. Leave blank to fetch all records. | 25 |
Raw Request
Send raw HTTP request to Paylocity | key: rawRequest
| Input | Notes | Example |
|---|---|---|
| Connection | ||
| Data | The HTTP body payload to send to the URL. | {"exampleKey": "Example Data"} |
| Debug Request | Enabling this flag will log out the current request. | false |
| File Data | File Data to be sent as a multipart form upload. | [{key: "example.txt", value: "My File Contents"}] |
| File Data File Names | File names to apply to the file data inputs. Keys must match the file data keys above. | |
| Form Data | The Form Data to be sent as a multipart form upload. | [{"key": "Example Key", "value": new Buffer("Hello World")}] |
| Header | A list of headers to send with the request. | User-Agent: curl/7.64.1 |
| Max Retry Count | The maximum number of retries to attempt. Specify 0 for no retries. | 0 |
| Method | The HTTP method to use. | |
| Query Parameter | A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2. | |
| Response Type | The type of data you expect in the response. You can request json, text, or binary data. | json |
| Retry On All Errors | If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors. | false |
| Retry Delay (ms) | The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled. | 0 |
| Timeout | The maximum time that a client will await a response to its request | 2000 |
| URL | Input the path only (/companies/{companyId}/employees/{employeeId}/additionalRates), The base URL is already included (https://api.paylocity.com/api/v2). For example, to connect to https://api.paylocity.com/api/v2/companies/{companyId}/employees/{employeeId}/additionalRates, only /companies/{companyId}/employees/{employeeId}/additionalRates is entered in this field. | /companies/{companyId}/employees/{employeeId}/additionalRates |
| Use Exponential Backoff | Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored. | false |
Update Employee
Update Employee API will update existing employee data in WebPay. | key: updateEmployee
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| Employee ID | The id of the employee to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Employee | The employee to create or update. | |
| First Name | The first name of the employee. | John |
| Last Name | The last name of the employee. | Doe |
Update Pay Entry
Update an Pay Entry Import | key: updatePayEntry
| Input | Notes | Example |
|---|---|---|
| Company ID | The id of the company to retrieve. | kjU72LCJexvrqL7G4TMHHN |
| Connection | ||
| File | The file to upload. | My File Contents |
| File Name | The name of the file to upload. | an_example_name |
| Pay Entry Input | The pay entry fields to create or update | |
| Time Import File Tracking ID | The tracking id of the time import file to retrieve. | 12345 |