Paylocity - Workforce Import Instructions

Import your current employee roster from Paylocity

To import an employee roster from Paylocity into Jirav, follow these steps:

1. Connect Paylocity to Jirav: 

   • Navigate to Setup ⚙️ > Actuals in Jirav.
   • Select "Connect" next to Paylocity.
     

2. Authenticate Paylocity:

   • Authentication for Paylocity is completed through OAuth, where you will be required to provide the following information: Client ID, Client Secret and Company ID.
   • Refer to Merge's "Paylocity - How do I link using OAuth?" guide for detailed instructions to obtain the Client ID, Client Secret and Company ID from Paylocity. 
   • When completing the Paylocity Web Services - Access Request Form, populate the following Vendor Information:
     • Vendor/Third-Party Contact Information:
       
     • Open API Access:
       

3. Confirm Connection:

   • After receiving the Client ID, Client Secret and Company ID from Paylocity, return to Jirav.
   • Enter your Paylocity Client credentials and Company ID when prompted.
     
   • Submit the information and await confirmation of a successful connection.
     
4. Import Employee Roster:
   
   • Once Paylocity is authorized for Jirav, the "Connect" button will change to "Import."
   • Click "Import" to synchronize the current employee roster with the Jirav Staffing table.