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Overview

The Paylocity integration syncs your employee roster into LowerPlane and automates HR compliance evidence: each employee’s role, reporting manager, and date of joining. LowerPlane uses read-only Web Link API credentials to collect this evidence automatically.
LowerPlane collects only the organizational data needed for compliance — names, work email, job title, supervisor, hire date, and employment status. It does not collect pay, SSN, tax, bank, or benefits data.
Connection type: API client credentials (OAuth 2.0 client credentials)

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Prerequisites

Paylocity issues Web Link API credentials on request. Contact your Paylocity account manager (or service@paylocity.com) and ask for Web Link API access with read access to employee demographic and position data.
You will receive a Client ID and Client Secret. Your Company ID is shown next to the company name in the top-left corner of Paylocity.
Paylocity client secrets expire after one year. When yours is renewed, update it on the integration in LowerPlane.

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Connecting in LowerPlane

1

Open the integration

Go to Integrations in LowerPlane and find Paylocity.
2

Enter your credentials

  • Client ID and Client Secret — the Web Link API credentials from Paylocity
  • Company ID — your Paylocity company ID
  • Environment — leave as Production unless Paylocity issued sandbox credentials
3

Connect

Click Connect. The first sync starts right away. If the credentials or Company ID are wrong, that sync fails with the error from Paylocity.

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Permissions and Data

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Permissions Required

Ask Paylocity to enable these read-only Web Link API endpoints for your API client:
LowerPlane does not request write access. It cannot create, change, or delete anything in Paylocity.

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Data Used by LowerPlane

LowerPlane never reads pay rates, SSNs, tax, bank, benefits, home address, or date of birth.

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Additional Information

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What LowerPlane Monitors

Employee Directory

Names, work email, job title, and employment status for every employee. Leavers are synced as former staff for offboarding checks.

Reporting Structure

Each employee’s supervisor, resolved to the supervisor’s work email.

Joining Dates

Hire date (or rehire date, when later) for onboarding and access-provisioning timelines.

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Access Review

Paylocity appears as a system in Access Review. Every current employee with a work email is listed as a Paylocity user, since each employee has a self-service login. Leavers are marked inactive on the next sync. The Web Link API does not expose Paylocity security roles, so access level shows as Unknown.

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Automated Checks

On each sync, LowerPlane runs these checks against every current employee (active or on leave):

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Frameworks Supported