Paylocity

The Paylocity and Expiration Reminder integration streamlines employee data syncing, automatic archiving for terminated employees, and timely notifications for credential expirations.

Benefits of using Paylocity & Expiration Reminder

Consolidate employee information in one place
Keep all your employee data organized and easily accessible, reducing the need for multiple systems.

Reduce manual data entry and errors
By automating the sync process, you’ll eliminate the need for manual input, saving time and reducing mistakes.

Keep employee credentials and compliance up to date effortlessly
The integration ensures that your employees' credentials, licenses, and training information are always up to date, helping you stay compliant.

• How the Integration Works
• Connecting Paylocity to Expiration Reminder
• Configuration Options

How the Integration Works

Once connected, the Paylocity and Expiration Reminder integration offers several powerful features:

Employee Syncing

Employees in Paylocity are automatically synced to Expiration Reminder as contacts. This includes key details such as:

• Employee name
• Email address
• Mobile phone number
• Job title

Any updates made in Paylocity will reflect in Expiration Reminder automatically, ensuring your employee records are always accurate.

Automatic Archiving for Terminated Employees

If an employee is marked as terminated in Paylocity, they will be automatically archived in Expiration Reminder. This prevents any notifications from being sent to inactive employees.

Streamlined Notifications

Once synced, you can assign credentials, licenses, or training with expiration dates to employees in Expiration Reminder. The system will automatically notify employees when documents or certifications are nearing their due dates, ensuring timely updates and action.

Connecting Paylocity to Expiration Reminder

Access the Integration Settings

1. Log in to your Expiration Reminder account.
2. Navigate to the Settings menu (where your name is listed in the top-right corner).
3. Click on Integrations to view the list of available integrations.
4. Select Paylocity from the list.

Enter Your Credentials

1. Confirm that you are an admin when prompted.
2. Enter the domain associated with your Paylocity account.
3. A new window will open where you’ll log in to Paylocity.

Authorize Access

1. After logging in, Paylocity will ask you to authorize access for Expiration Reminder.
2. Review the information that will be shared between the two applications.
3. Click Allow Access to proceed.

Finalize the Connection

1. Once authorized, the system will configure the connection.
2. Click Finish to complete the setup.

Configuration Options

After setting up the integration, you can manage settings under the Configure button:

• Enable or disable employee syncing as needed.
• Update settings to match your organization’s workflow.