HRIS
      Back to home
      1. Corporategift.com knowledge base
      2. Integrations
      3. HRIS

      How to Send HRIS Data from Paylocity through SFTP

      this guide covers how you can send your HRIS data from Paylocity through a SFTP connection which uses our integration import process. 

      Who can use this feature?

      • Account Super-Admins

       

      Note: this guide covers how you can send your HRIS data from Paylocity through a SFTP connection which uses our integration import process. 

       

      We now also offer a native integration with Paylocity, please refer to this guide for further details.

       

      You can save time and effort by configuring your HRIS to automatically extract and send your employee data to Corporategift.com via Secure File Transfer Protocol (SFTP).

       

      Paylocity currently charges for this feature and costs will vary per setup. To start the process and confirm setup details, contact Paylocity at support@paylocity.com.

       

      This article covers the main steps throughout the set up process. Please be sure to connect with Paylocity’s support team to confirm details and requirements for the set up.

       

      Paylocity updates the user data using our sftp integration process. This means that you can update or add data to via SFTP and manual uploads if you do not have all your information available in your Paylocity.

       

      Overview of the Process

       

      You will need to get sftp credentials  for Paylocity from your CSM.

       

       

      Paylocity requires the following forms:

      • Letter of Intent

      • Paylocity Automated Data Exchange / Application Programming Interface (PADE / API)

       

      Step 1: Paylocity Creates an HR & Payroll Custom Report

      • Paylocity’s HR Custom tab fields can be included in the Custom Report.

      • Make sure the request information is added correctly. Any additions or edits to the HR & Payroll Custom Report may take time to update.

       

      Report titles - Non-custom tab

      • Name

      • Preferred Name

      • Employee ID

      • Email (NB: Set this field to pull work emails only)

      • Date of Birth

      • Start Date

      • Manager

      • Department

      • Location

      • Employment Type

      • Manager Email

      • Title

      • End Date

        Employee Status

       

      Example of custom report titles - custom tab: (Items to think about)

      • Job Level

      • Executive Leader

      • Org Level

       

      Filters

      • Active and Terminated employees

      • All Employment types

        Locations

      These filters allow for new users, rehires, deactivations, and all data adjustments to active/terminated employees.

       

      Step 2: Test the Custom Report to Ensure Accuracy

      1. Export the report from Paylocity in XLSX or CSV format.

      2.  

        Review any errors and request adjustments to the report, if any are required.
        ​**Reminder: Paylocity can take 2 weeks to 3 months to complete adjustments

      3. Cancel and do not “Apply changes”. This is because you are only testing the data and do not want to apply the changes via this manual upload process.

       

      Step 3: Get the SSH Key pairing for the SFTP between Paylocity and corporategift.com , do in tandem with Step 4

      • Please send Paylocity the private key (.ppk file) by attaching it to the email

      • The Paylocity Integration team will reach out and need the following information. Some of this information can be found in corporategift.com (Account Admin > Data Integrations > Other). Make sure the hostname and username you use to set up your SFTP client are copied directly from the setup form in corporategift.com. Both are case-sensitive.