Activating the Paylocity Export
To enable the export, you'll need to do the following:
1. Hover over the more menu ' ☰ ' > Integrations > click on 'Add Integration.'
2. Search and select Paylocity, then click 'Connect.'
3. Once you have added your integration into your account, you will need to enable and customize some of the individual features of the integration.
Hover over to the more menu ' ☰ ' > Integrations to find these settings.
4. Then go to My Integrations > Paylocity > Settings.
5. Enter your additional Custom Export Codes, if applicable.
6. Choose whether to 'Split Hours by Role' under the 'Payroll Mapping' tab.
For more information please reach out to support at email@example.com.
7. Map your Employees between 7shifts and Paylocity by updating their Employee IDs or file numbers. This is required in order to match your Employees in 7shifts to their counterparts in Paylocity on the payroll export.
To get started, click on 'Edit Employee IDs.'
Enter the corresponding File Numbers for each Employee.
Be sure to hit 'Save' at the bottom of the page when you're done updating your employee File Numbers.
Preparing your Export File
Before you can run the Paylocity payroll export you'll need to ensure that you've properly approved all punches and closed your timesheet.
1. Click the Timeclocking tab at the top of the screen, then select the appropriate Pay Period.
2. From there, review and 'Approve' or 'Modify' any unapproved punches, or choose to 'Approve All.'
3. For multi-Location users, you can also choose to sort by Location and approve punches by Location.
4. Once you've approved all punches, you're ready to close the Timesheet.
To close it, select 'Close Timesheet' in the top right corner.
If you are using this method, be sure to select the correct Location in the 'Location' dropdown before selecting the 'Export' option.
5. With the Timesheet closed, you can export it by selecting 'Export' then 'Paylocity.'
6. You can now import your payroll data file into Paylocity.