Install the Employee Onboarding and Offboarding business process automation for Paylocity

Contents

• Before you install
• Create your Celigo iPaaS account
• Install Employee Onboarding and Offboarding business process automation for Paylocity
• Get started with the template

Before you install

You need to have access to Paylocity API and relevant application APIs. Also, ensure to have the right user permissions sets, scopes added at Paylocity, and other applications.

Create your Celigo iPaaS account

Sign up for an integrator.io account with administrative access.

Install Employee Onboarding and Offboarding business process automation for Paylocity

Step 1: Install the template from the marketplace

1. Login to integrator.io with admin credentials.
2. In the left menu, click Marketplace. 
3. On the Marketplace page, click Paylocity.
4. Find the Employee Onboarding and Offboarding for Paylocity template and click Preview.
   
   
5. Click Install now.

Step 2: Configure Paylocity connection

1. Click Configure.
2. If you have already set up a connection, select it from the list. Otherwise, click Set up a new connection and provide your account credentials, see Set up a connection for Paylocity API
3. Click Save & close to test the connection and return to the template installation. 

Step 3: Choose and configure destination application(s)

The destination applications which are supported by this template are as follows:

• Okta
• NetSuite
• Salesforce
• SAP Concur Expense
• Microsoft Entra ID
• Litmos
  

1. Click Configure and choose the destination application among the 6 applications displayed under the drop-down. 
2. Click Configure and set up a connection to your destination application(s).
3. If you have already set up a connection to the application(s), select it from the list. Otherwise, click Set up a new connection and provide your account credentials. 

References to set up a new connection for each application:

• Okta: To set up a new connection, see Okta connection
• NetSuite: To set up a new connection, see NetSuite connection
• Salesforce: To set up a new connection, see Salesforce connection
• SAP Concur Expense: To set up a new connection, see Concur connection
• Litmos: To set up a new connection, see Litmos connection
• Microsoft Entra ID: Microsoft Entra ID

Get started with the template

Now that you’ve installed this template in your integrator.io account, understand how to configure and run your flows:

• To familiarize yourself with the integration tile, see Understand how to use your integration tile.
• To know more about how to schedule or run a flow, see Schedule data flows.
• To know how to use the flow dashboard, see Understand your dashboards.

To understand template management, see Delete or restore a quickstart integration template.