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Overview: The integration with Paylocity is done through an export/import process. When it's time to process payroll, you will export the Paylocity-specific file and upload it into their system.
Instructions:
Enable the Paylocity Integration
1. To enable the Paylocity Plus integration, start by going to Settings --> Integrations:
2. Click the Paylocity Settings button:
3. Check the box next to Enable Integration with Paylocity. Then enter your Paylocity Codes, and click Save once done:
Note: The other mapping categories outside of Regular, Overtime, and Double Time are controlled by your Time Off Types, which can be found by going to Settings --> Time Off in Buddy Punch.
Enter Employee IDs
Any worker you want to show up on the Paylocity export needs to have an Employee ID in Buddy Punch and this needs to match what is in Paylocity.
More details on where to find/enter the Employee ID in Buddy Punch can be found here: https://docs.buddypunch.com/en/articles/9430602-how-to-find-enter-an-employee-id
Export the Paylocity File
1. To export the Paylocity file, go to Reports --> Payroll Export:
2. Choose your pay period and any filters, and click Run Report. You'll then want to click the Export dropdown followed by Paylocity Format:
Import Time into WebPay
1. To import time into Palocity WebPay, sign into WebPay and go to Payroll --> Payroll Entry. From the drop-down select Batch Type and then select TimeImprt:
2. Then click on Add Batch.
3. You'll then get options on using a time import file for your batch. If you already have an existing batch you can merge into your existing one, otherwise you will create a new batch:
4. You'll also see options for your Time Import File. You'll want to choose the upload option and upload the file you received from Buddy Punch:
5. After you have uploaded you'll see an Import button on the bottom left. Click to import.
You will have the option to review the Status Report which will allow you to continue and import, or tell you if you have any warnings or errors and allow you to correct them. Errors will not import. Once you have checked all errors and warnings you can choose to Ignore Errors and Import, if appropriate.
Example Export
Following is an example of how the Paylocity report will look when you export it from the Payroll Export Report page:
