Paylocity Integration

Paylocity is a cloud-based payroll and human capital management (HCM) platform organizations use to streamline HR and payroll processes for businesses.

How does this integration help Sprinto

The integration primarily helps Sprinto in retrieve staff-related information such as name, email address, job roles, onboarding dates, reporting managers, etc. These details are crucial for managing compliance needs related to people management. Sprinto initiates relevant checks if any of the required information that need to be updated to ensure compliance framework requirements are met.

Sprinto checks for Paylocity

Here's a list of Sprinto checks available for Paylocity integration, along with reference procedures on how to fix them:

Before you begin

• Log in to Sprinto as an administrator.

• Ensure you have a paid account on Paylocity to build integration with Sprinto.

• Ensure you have "Admin" access on the Paylocity account you want to integrate.

Integrate Sprinto with Paylocity

1. Get the client ID & client secret from Paylocity account. Note: Getting the client ID & client secret requires you to connect with Paylocity support.

   • Log in to your Paylocity account using your credentials or the available Single Sign-On options.

   • Fill out the Paylocity Web Services - Access Request Form. Ensure the following information is filled:

     • Enter the Client Contact Information of your organization (For example, the HR personnel).

     • Fill in the Vendor/ Third party Contact information (in this case, Sprinto Support) you will use the access for.

     • In Briefly describe use case section, give brief description about why this access is required. You can explain why you are integrating Paylocity on Sprinto.

     • Select the following permissions:

       • Get Employee - Restricted

       • New Hire

       • Employee Update

         
   • Review the filled-out form, and send it to Paylocity web services.

     Copy

     Note: You can follow the following email structure:Subject: Requesting Client ID and Client Secret 
     Hi Paylocity team, 
     can we get access to a Client ID and Client Secret for API access? () We have attached the form specifying relevant permissions.

   • Once you get access approval and receive the Client ID and Client Secret from Paylocity, save them. We will need these details to build integration.

   • Copy the company ID from your Paylocity portal. For example, if your client ID reflecting on the portal is CS932637, copy the 932637 and save it for later.

     
2. Integrate Paylocity on Sprinto.

   • Go to Security Hub > Settings > Integrations > Active integration, then click Connect next to Paylocity.

     
   • On Integration page, select the acknowledgment checkbox and click Connect to Paylocity. Note: Ensure the pop-up window is enabled on your browser.

   • On Paylocity window, enter your organization’s client ID and client secret you have received from Paylocity from Step 1, then click Submit.

     
   • Enter the company ID you copied from Step 1, then click Submit.Note: This completes connecting your Paylocity account on Sprinto.

     
3. Configure Paylocity on Sprinto.

   • Go to Security Hub > People > Configuration, and click Manage.

     
   • On Staff information provider page, click Add staff.

     
   • On Add staff member page, select Add staff from HRMS then click the details button next to Paylocity. Note: You should see “Connected” highlighted next to Paylocity. This means the Paylocity account is connected and ready for syncing information.

     
   • On Add Paylocity as a provider page, click Add Paylocity.

Final step

Note: After completing Step 3, wait 15 to 20 mins to let Sprinto finish the data syncing process. Sprinto takes up to 24 hours to evaluate the synced data and activate the relevant Sprinto checks.

If required, go to Security hub > People > Configuration, click Manage, and then click Sync next to Paylocity to refresh the synced information.