KeldairHR provides the option to integrate with Paylocity to automate the transfer of new-hire data from the KeldairHR hiring system to your Paylocity account. This eliminates manual entries, saves time, and increases overall efficiency. After you activate Paylocity in your hiring system, users with hiring permissions can securely send new hire information directly to Paylocity from within a job applicant's file.
Getting started with Paylocity
After logging into your KeldairHR account, select Marketplace > Payroll from the menu. Click Learn More on the Paylocity card to read about this fully-integrated feature, including the Paylocity packages and pricing designed to fit your hiring needs.
Your KeldairHR hiring system provides two ways to set up the integration by creating a Paylocity Account or connecting to your existing Paylocity account.
Connecting your Paylocity account
If you are an existing Paylocity client, your activation of this integration is instantaneous. The moment you authorize the integration, it’s directly connected to your Paylocity payroll account and ready for use.
Follow these steps to connect your existing Paylocity credentials to KeldairHR:
- From KeldairHR Marketplace > Payroll click Learn More on the Paylocity card.
- Click ACTIVATE PAYLOCITY INTEGRATION.
- In the Paylocity Integration Details panel, enter the Company ID provided by Paylocity and click SAVE to confirm.
- If you are an existing Paylocity client, your activation of this integration is instantaneous. The moment you authorize the integration, it’s directly connected to your Paylocity account and ready for use.
- Proceed to use the hiring system-to-Paylocity integration by clicking the ‘Hire’ button in any job applicant’s file.
To confirm the activation, select "Marketplace" from the menu and then "Payroll". If integrated successfully, the switch in the upper right corner of the Paylocity card will now be turned on and set to Active. If so, you will be ready to send new hire information to Paylocity after making a hire.
Sending new hire information to Paylocity
When the integration is active, upon hiring a candidate in your hiring system, members of the hiring team can choose to transfer the new-hire data to your Paylocity account immediately or select not at this time.
Follow these steps to transfer new-hire data to Paylocity:
- Hire an applicant by clicking Hire in their applicant file and either choose to notify the job applicant of your hiring decision by sending the new hire message or hire without sending the email.
- Select the best option to transfer the new-hire data:
- To immediately transfer the new-hire’s data to your payroll system, select “Yes, send information to Paylocity”.
- To return at a later time to initiate the transfer of the information, select “No, not at this time”.
- If you selected Yes to the information transfer, a stream entry will be made in the applicant file indicating transmission success and noting the user, date, and time.
- The new hire information will then appear in Paylocity’s system as a new record.