iOps360 has several integrations with Paylocity including the ability to transmit your time card/time stamp data to Paylocity and also importing of leave balances.

We can seamlessly transmit payroll information to Paylocity with our server-to-server API. To enable this feature, you will need to generate API tokens to allow our servers to send information to your account. The following steps will help you generate the API tokens needed.

The Paylocity ® connector allows iOps360 to submit payroll information from iOps360 directly into Paylocity

  1. You will need to request API access from Paylocity. Use the instructions below to fill out the form which will need to be signed and emailed back to webservices@paylocity.com
  2. Download Form (https://docs.paylocity.com/Knowledge/Partner%20Integration/Paylocity%20Web%20Services%20Access%20Request.pdf)
  3. Fill out the Client Contact Information with your company information
  4. Vendor/Third-Party Name: Brad Goodman Solutions
  5. Vendor/Third-Party Contact Name: Brad Goodman
  6. Vendor/Third-Party Contact Email: integrations@iOps360.com
  7. Who Gets the Credentials: integrations@iOps360.com
  8. Automated Email Notifications: integrations@iOps360.com
  9. Automated Webhook Failure Notices Email: integrations@iOps360.com
  10. Request Type: Click “New Access for Company IDs listed above“, along with “DEMO/SANDBOX” and “PRODUCTION“
  11. Briefly Describe Your Intended Use Case for this API/Webhook Access: “Third party payroll integration”
  12. On page #2, click following sections and boxes
  13. “Employee” – Check All Items. For “Get Employee” select “Unrestricted” so we can obtain all payrates
  14. “Additional Endpoint with Separate Credentials” – Check “Pay Entry“
  15. Leave other boxes as is, and Complete the “Signature” section on page 5
  16. Sign and email the form to webservices@paylocity.com

Once iOps360 receives the tokens from Paylocity, we will configure your connector. Then simply click the Export to Paylocity button at the bottom of your time cards. It’s awesome.

For agencies not utilizing the API connector, we can also import your staff leave balances using a simple report from Paylocity and then upload that report into iOps360.

  1. Run Or Request the “Leave Accruals Report” from Paylocity.
  2. Save this file as an Excel worksheet (XLS or XLSX).
  3. In BGS Scheduler, Select “Features” and click on  “Import/Export Data“.
  4. Click “Paylocity – Import Leave Balances“.
  5. Click “Step 1 – Upload Report Leave Accruals Report as XLS File“.
  6. Select the report you saved from Paylocity step 1 and Drag-And-Drop or Click Upload File.
  7. Verify the Report As Of Date / Effective Date.  If the date is incorrect, click “Change As Of Date / Effective Date”.
  8. Verify that each user is matched from the Paylocity report to the BGS Scheduler.  A red box will appear if any user can not be matched up.
  9. Users that are not matched up correctly will be excluded from the final import.  You can continue with red users selected.
  10. Verify the leave balance for each user in the import.
  11. Once all users have been matched, click “Complete Data Import“.

Note:  When using a leave balance import, User’s prior leave balance transactions will be removed.  The leave request will not be effected.  The transactions are removed to prevent confusion and conflicts.  Once the import is completed, adjustments will be made for future months already created, Pending or Approve time off requests and Partial Shift Swap where the user is on leave during the swap.

Note: Different Sick Types (ie Sick Full Time, Sick 12 Hour, etc) will be merged together.  School leave will be imported as Other Leave.

iOps360 and Paylocity (TM)
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