For customers new to our Paylocity integration.
This article explains how to set up your Paylocity integration and initiate imports.
Getting Started
If you do not already have a Built account, please connect with our team to set one up before initiating your Paylocity integration.
To initiate your Paylocity integration:
Provide your Paylocity customer ID to Built.
Note: If you have more than one Paylocity ID, please notify our Customer Success Team.
Log into your Paylocity account and initiate an integration request through the admin portal.
Built’s Customer Success Team will work with the Paylocity Partner Team to set up your integration. Once the integration is complete, you will be notified directly by Paylocity’s Implementation Team.
Once notified that your integration is complete, contact Built’s Customer Success Team to schedule your implementation call.
Implementation
During your implementation call, our Customer Success Team will help you configure settings, teach you about the platform, and answer initial questions.
Note: If you already have a Built account containing data, we will request permission from you via email to clear existing data to ensure information is not duplicated when importing directly from Paylocity.
Additional Mapping - Configuring Employee Types
Before importing your Paylocity data into Built, you’ll want to confirm that employee types in Built match the employment type codes used in your Paylocity account. You can create matching employee types if needed, ensuring your data will be properly updated during your imports.
To create an employee type in Built:
Click your company name at the top of the main navigation, then click Company Settings.
Click the Profiles tab.
Note: If the Profiles tab is not initially visible, click the More tab and then click Profile.Locate the Employee Types section and click the Add button.
In the Employee Type field, enter the employment type code as it appears in Paylocity. The employee type in Built and the employment type code must match exactly–make sure all characters are identical and there are no extra spaces.
Click the Category dropdown to select Full Time, Part Time, Contractor, Intern, or Temporary.
Click Save.
Importing Paylocity Data Automatically and Manually
Once you’ve set up your Paylocity integration and configured employee types, you can schedule regular automatic imports. You can also initiate a manual import at any time.
Note: We recommend configuring how Built handles positions for imported terminations and new hires, to determine if positions are automatically deleted or created.
To enable automatic imports in Built:
Note: Only Company Admins and HR Admins can configure company settings. To learn more, refer to: Understanding User Roles & Permissions.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Imports tab.
In the section titled Paylocity Import Settings, click the Edit button.
To enable Enable Automatic Imports, select Yes.
Select your desired import frequency.
Enter an email address where the system will send notification emails each time the automated import process completes.
Click Save. Your first automated import will occur as specified in your import frequency.
To initiate a manual import in Built:
Note: Only Company Admins, HR Admins, and HR Managers can import data.
From Built's main menu, navigate to the People page.
Click the Import button and select Records from Paylocity. The system will confirm when your import is complete, displaying your import summary.
Notes about importing your Paylocity data:•You can also initiate an import from the Org Chart page by clicking the Import/Export icon in the upper right corner.
•During the import, the system may prompt you to match new records from Paylocity to existing records in Built and/or correct any errors.
Notes about managing your Paylocity integration and import settings:
If you'd like to disable automatic imports, click your company name at the top of the main navigation then navigate to Company Settings>Imports. (If the Imports tab is not visible, find it by clicking More). Locate your Paylocity import settings and click Edit. Click the Enable Automatic Imports dropdown to select No and then click Save.
To deactivate your Paylocity integration, click your company name at the top of the main navigation then navigate to Company Settings>Integrations. Click the Paylocity link and then click Deactivate.
Please contact our Customer Success Team for additional assistance.
Additional Resources