⚠️ Access to this integration may require an upgrade from your existing plan.
Enabling the Integration
As an Admin, retrieve your Access Token and information from 7shifts by heading to Settings > Developer Tools.
Sign in to your Paylocity account and head to Marketplace.
- Search and select 7shifts.
- Click on the unique link provided to you, and follow the prompts to grant access.
Preparing your Payroll Data
Before you can sync payroll data to your Paylocity account, you'll need to ensure that you've properly approved all punches and closed your Timesheet in 7shifts.
1. In the left navigation bar, select the 'Time Clocking' tab, and the appropriate Pay Period.
2. From there, review and 'Approve' or 'Edit' punches, or choose to 'Approve All.'
3. Once you've approved all punches, you're ready to close the Timesheet.
To close the Timesheet, select 'Close Timesheet' in the top right corner.
4. Once the Timesheet is closed, you'll be able to access this information from your Paylocity account to run any necessary payroll reports.