HERE'S WHY
Connecting Paylocity to Drata allows for automated checks and evidence collection to provide details on personnel hire and separation dates as well as their employment status.
BEFORE DIVING IN
Make sure you have admin access to your company's Paylocity account.
NOTE 1: Paylocity, does NOT return single-member contractors via their API. So those personnel will come over with an 'Unknown' status that you will need to manually update in Drata.
NOTE 2: Paylocity API credentials expire every 365 days. See page 4 of this Paylocity PDF, under "Client Credentials." You will need to come back into Drata before this expiration date and refresh the connection with new API credentials.
HERE'S HOW
Follow these instructions to connect Paylocity to Drata:
1. Click on your company's name in the lower left corner.
2. Click "Connections" from that menu.
3. Click the "Connect" button for the Paylocity integration.
The slide-out panel will provide step-by-step instructions (see below).
