For customers of our Paylocity Integration.
People Data
People Data Imported from Paylocity | ||
|---|---|---|
Built Field | Corresponding Paylocity Field | Required to Import People |
Base Pay Rate | Base Rate or Annual Salary | No |
Base Pay Type | Pay Type | No |
Birth Date | Date of Birth | Yes |
Cell Phone | Mobile Phone | No |
Effective Date (Pay) | Effective Date (Pay) | No |
Employee ID | Employee ID | Yes |
Employee Type | Employee Type | No |
First Name* | First Name/Preferred First Name* | Yes |
Gender | Gender (Legal) | No |
Hire Date | Hire Date | No |
Home Address Street Address Street Address 2 City/Town State/Region Postal/Zip code Country | Address Address 1 Address 2 City State / Region Zip / Postal code Country | No |
Home Phone | Home Phone | No |
Last Name | Last Name | Yes |
Middle Initial | Middle Name | No |
Office Phone (w/ ext) | Work Phone | No |
Personal Email | Personal Email | No |
Personal Cell Phone | Personal Mobile | No |
Status (Employee) | Status | Yes |
Termination Date | Terminated Date | No |
Work Cell Phone | Mobile Phone (Work) | No |
Work Email | Work Email | No |
Notes about imported people data:
Future hires will be automatically imported, regardless of their hire dates. To ensure new hires are assigned to the correct position at the appropriate time, we recommend specifying future effective dates when assigning individuals to Built positions in Paylocity.
When updating role assignments, we recommend entering the appropriate Built position IDs in Paylocity prior to scheduled imports, ensuring that new positions are not created unnecessarily.
Position Data
Position Data Imported from Paylocity | ||
|---|---|---|
Built Field | Corresponding Paylocity Field | Required to Import Positions |
Company Code | Company | No |
Employee Type | Employment Type | No |
Location (Position) | Location | No |
Reports To | Supervisor | Yes |
Title | Job Title | No |
Only assigned job titles will be imported from Paylocity.
Job Definition Data
Job Definition Data Imported from Paylocity | ||
|---|---|---|
Built Field | Corresponding Paylocity Field | Required to Import Job Definitions |
Job Code | Position Code | No |
Title | Job Title | No |
Location Data
Location Data Imported from Paylocity | ||
|---|---|---|
Built Field | Corresponding Paylocity Field | Required to Import Locations |
Address Street Address 1 Street Address 2 City/Town State/Region Postal/Zip code | Address Address 1 Address 2 City State Zip | No |
Location Name | Location Name | Yes |
Only locations associated with active employees are imported.
*Company Admins and HR Admins can configure whether preferred names or legal names are imported from Paylocity. To do this, click your company name at the top of the main navigation, click Company Settings, and then click the Imports tab. Locate General Import Settings and click the Edit button. Click Yes to import preferred names, then click Save.
Please contact our Customer Success Team to obtain an import template, to exclude specific individuals, people data, or position data from your import, or for additional assistance. Learn more about importing people-centric versus position-centric data.