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Paylocity Onboarding

Paylocity (Automatic Data Processing) is a provider of cloud-based human capital management (HCM) solutions to employers. Hire2Retire product uses SFTP(Secure File Transfer Protocol) server as the entry point to consume Employee extract files. Paylocity need to set up connections with the target SFTP server to send Employee Extract files.

Getting Your HR Data with Paylocity Onboarding

There are various methods to access employee data from Paylocity for automation, including File Based Extraction support provided by Hire2Retire.

File Based Extraction

One of the easiest ways to get your Paylocity data into Hire2Retire is by using Paylocity's SFTP export capability. To do this, you will first need to request SFTP Export from the Paylocity Reporting tool, which will allow Paylocity to export files to the Hire2Retire SFTP server.

Hire2Retire requires the following details to create a connection with your Paylocity server:

  • Connection Name - A user-defined nomenclature for your connection. By default, the connect name is "Connection-RSA Key", you can change the name as per your preference.

  • Public Key of the RSA key pair - The public key of your RSA key pair (SSH key). In order to connect Paylocity to SFTP, you must provide the public key of the Paylocity RSA key pair (SSH key). Learn how to create RSA key pair

  • Folder Name - A new folder for the current workflow will be created by default. You can also select folders using dropdown option from existing workflows.

  • Extract Retention Period - When the files get older than the retention period, they will be removed from the selected folder in the RoboMQ's SFTP server.

Connection page

Figure 1. Paylocity Onboarding Connection Set Up page - Create Connection

Testing your SFTP upload before going live

During the testing phase of your workflow, you can simply upload HR reports directly from your local environment using the private key of your RSA key pair. Learn How to create RSA key pairs on MacOS or Linux

How to connect to the Hire2Retire SFTP server to drop the HR Data

Once the key pair is ready, you can provide the public key in the Paylocity Onboarding Connection setup page where you will fill out details to connect to the Hire2Retire SFTP server.

  • Hostname - The host name provided is the IP address of Hire2Retire SFTP Server.

  • Port - The TCP/IP port on which the Hire2Retire SFTP server is listening.

  • Username - SFTP username to connect to the Hire2Retire SFTP server.

  • Folder Name - SFTP folder for the current workflow. The current Hire2Retire workflow will listen to the incoming extract files from the given folder path.

Connection page detail

Figure 2. Paylocity Onboarding Connection Set Up page - Paylocity Onboarding Instruction

Configuration

Once you have successfully configured the connections, you can continue with the Design section to configure the rest of the workflow following these steps in order.

  1. HR Data Definition
  2. Lifecycle Business Rules
  3. Employment Status
  4. HR to AD Profile Map
  5. Organizational Unit Assignment - Only defined in on-premise Active Directory
  6. Security Group Assignment
  7. Distribution List Assignment
  8. Communication Hub

Deployment

Once your workflow has been setup, you can optionally setup notifications and archival for your workflow.

Otherwise, you can proceed to deploy and test it on the Hire2Retire platform, see Deploy and Test Flow