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Ensure that your Paylocity account has Admin privileges.

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Company ID

Your Company ID is the same as the value you use to log in to your Paylocity account.

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API Credentials

To connect Paylocity with StackOne, you’ll need to contact Paylocity support to obtain your API credentials.

1

Contact Paylocity Support

Request API credentials from your Paylocity support contact.

2

Request NextGen API Credentials

Enables actions: Create Deduction, Create Employee Earning, Create Job Code, Delete Deduction, Delete Employee Earning By ResourceId, Delete Job Code, Get Company Information, Get Company Shifts, Get Cost Centers, Get Deduction Codes, Get Earning Codes, Get Employee, Get Employee Deduction By ResourceId, Get Employee Earning By ResourceId, Get Employee Shifts, Get Job Code, Get Job Codes, Get Open Shifts, Get Pay Frequency Codes, Get Pay Grades, Get Position Codes, Get Rate Codes, Get Tax Codes, Get Workers Compensation Codes, List Deductions, List Employee Deductions By Code, List Employee Earnings, List Employee Earnings By Code, List Employees, List Work Locations, Update Deduction, Update Employee Earning By ResourceId, Update Job Code

In your request to Paylocity support, include the requirement for NextGen API credentials. You should then receive:

  • NextGen Client ID: The client ID for NextGen API access
  • NextGen Client Secret: The client secret for NextGen API access
3

Request WebLink API Credentials

Enables actions: Add Local Tax, Add New Employee, Add/Update Emergency Contacts, Add/Update Non-Primary State Tax, Add/Update Primary State Tax, Get All Direct Deposit, Get All Local Taxes, Get Custom Fields, Get Employee With Benefits, Get Local Taxes By Tax Code, Get Pay Statement Details, Get Pay Statement Summary, Get Sensitive Data, List Pay Statement Details By Year And Check Date, Update Benefit Setup, Update Employee

In your request to Paylocity support, include the requirement for WebLink API credentials. You should then receive:

  • WebLink Client ID: The client ID for WebLink API access
  • WebLink Client Secret: The client secret for WebLink API access

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Linking the Account from the Hub

1

Navigate to the Hub

Use one of the three Linking Account Methods to access the Hub.
2

Fill out the fields

Fill out the following fields using details from your provider:
  • NextGen Client ID
  • NextGen Client Secret
  • WebLink Client ID
  • WebLink Client Secret
  • Company ID
3

Connect

  • Click Connect
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup

If the account linking is successful, you will see the newly linked account in your Accounts page.