Import your current employee roster from Paylocity
Prior to connecting within Jirav, you will need to submit a couple of forms to Paylocity to authorize the integration. Paylocity support will be providing credentials that will be required to complete the connection.
1. Make a copy of the Paylocity Access Form. Follow the instructions within the comments of the form in order to fill it out
2. Complete the PADE API form
3. Email service@paylocity.com with the following contents (Make sure to attach the completed PADE API form):
Subject
Requesting Client ID and Client Secret
Body
Hi, can we get access to a Client ID and Client Secret for API access? (https://www.paylocity.com/our-products/integrations/api-library/) We have attached the form specifying relevant permissions.
4. Once you receive your Client ID and Client Secret back from Paylocity you will go in to Jirav to perform the connection
Go to Setup ⚙️ > Actuals and select Connect next to Paylocity
5. Enter your Paylocity Client credentials and Company ID
After successfully logging in with your information you should get confirmation that the connection was successful
6. Once Paylocity is authorized for Jirav, click Import to sync your current employee roster with the Jirav Staffing table
