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Paylocity

This is a setup guide for connecting Paylocity account to Snappy Gifts

Updated over a year ago

🌟 While Snappy does not charge any fees for integrations, please review the details of your HR system as they may have system-specific fees outside of Snappy's control.



What information is Pulled from Paylocity

Paylocity Marketplace

Login to Paylocity and request a vendor integration via the Paylocity marketplace.

Request a Vendor Integration

Use Paylocity Marketplace to complete the Paylocity Automated Data Exchange (PADE-API) Form.

1. Log in to HR & Payroll and select Marketplace.

2. Select the Name to view information about the selected vendor integration.

3. Select Begin Integration to access, complete, and sign the PADE form.

• View and acknowledge the associated fees.

• Select Continue to open DocuSign.

• Select Start to begin the process.

• Complete applicable fields.

• Enter any additional information in the Briefly Describe Your Request window.

• Review the Terms & Conditions.

• Complete the Signature fields.

• Sign the document.

• Select Finish to submit the request to Paylocity.

Important Information

• Integrations occur at the individual company level. Company Set users log into a

single company in the Company Set to request integrations for the Company Set.

• Email Service for assistance with this process.

• If the PADE-API Form is improperly completed, this request may be rejected and cause

additional turnaround time. The signature on the PADE-API Form must be a certified digital

or wet signature of an authorized Paylocity contact.

Starting your Integration

In your Snappy Dashboard click on the Integrations Tab

Search for “Paylocity” to locate the Paylocity integration and click “Connect”

Setting up your integration

Follow the prompts to configure your Paylocity integration. If you have not already follow the steps above to Request a Vendor Integration. Once complete enter your CompanyID.

Configuring your Integration

Once your integration is done syncing you can configure your Paylocity integration by clicking on the three dots next to your Paylocity integration and then clicking on the “Configuration” button. You will be able to filter your integration by Location or Department.

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