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Paylocity Connection

Making the initial connection to Paylocity

Updated over 2 months ago

Connecting Paylocity to Drata allows for automated checks and evidence collection to provide details on personnel hire, separation dates, and their employment status.

Prerequisite

  • Ensure you have admin access to your company's Paylocity account.

  • When connecting Paylocity, you must update API credentials yearly. Refer to page 4 of this Paylocity PDF under Client Credentials and refresh the connection in Drata before expiration.

  • After connecting Paylocity, manually update single-member contractors. Since Paylocity does not return these personnel through their API, they will have an Unknown status in Drata until updated.

Enable Paylocity

  • Select Connections on the side navigation menu.

  • Select the Available connections tab, search for Paylocity, and select Connect.

  • The drawer provides step-by-step instructions for you to connect (view below).

    • Paylocity API credentials expire every 365 days. You will need to come back into Drata before this expiration date and refresh the connection with new API credentials.

    • Note: There may be a cost associated with the API setup & gathering of credentials from Paylocity. For more information, refer to Paylocity - How do I link using OAuth?.

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