Paylocity develops industry-leading, cloud-based payroll software solutions for medium-sized organizations. Their comprehensive and easy-to-use solutions enable their clients to manage their workforces more effectively.
Maxwell Health’s integration with the Paylocity payroll product automatically updates all benefit deduction amounts in your Paylocity payroll system. This integration generates a pre-formatted Paylocity deduction file, encrypts it, and delivers it to Paylocity. You’ll decide when you want this sync to occur by choosing a recurring set number of days in advance of each paycheck date.
How the integration works
If you’re an authorized Paylocity client, this integration can handle any benefit you choose—you'll just need to make sure each product’s deduction code(s) exist in both your Maxwell Health and Paylocity portals.
Once the integration is set up and turned on, it will generate a deduction file from Maxwell Health each time it runs, and automatically send it to Paylocity to update deduction amounts. The file includes all newly effective or updated enrollments within a date range (see below). The file also includes any terminated products with end dates in that same range. This will let Paylocity know when to stop the deduction for a product. If you’d like to see a sample deduction file, please reach out to your Maxwell Health Account Manager.
- The integration only sends deduction information for enrollments that have been approved by the benefits administrator. If your employees have any pending elections, deductions and costs will not be included in this file until those elections have been approved.
- The scope of information captured in each deduction file depends on your company’s payroll schedule. Each deduction file only contains information that was recorded:
7 calendar days prior to the sync date to 7 calendar days after the sync date, if you have weekly payroll.
14 calendar days prior to the sync date to 7 calendar days after the sync date, if you have biweekly payroll.
15 calendar days prior to the sync date to 7 calendar days after the sync date, if you have semi-monthly payroll.
30 calendar days prior to the sync date to 7 calendar days after the sync date, if you have monthly payroll.
Once Paylocity has finished updating the deduction file, they’ll notify you that an incoming sync has happened. At this point, you’ll be able to review the information in your Paylocity portal and make any necessary adjustments to the file manually before accepting or rejecting the deduction changes.
View status of your syncs, a record of every sync that has occurred, and download generated deduction files from any syncs that have already been sent in the integration log.
- The log can be found in your administrator portal under Settings > Integrations > Paylocity under Current Integrations tab > Details > Log (see screenshot below).
If there's an error with the sync, you'll be sent a notification that will take you to integration log, where you can inspect the error. You can manually generate an integration sync at any time by clicking Sync, however, this is not recommended.
Paylocity charges a one-time $350 setup fee for the integration, as well as an ongoing $10 fee for each automatic sync. How often you pay the $10 fee is based on your company's paycheck dates. For example, if your paycheck dates are set up on a monthly basis, your company will make twelve $10 payments for the year.
If you are using the Paylocity integration, it will be added and turned on by the Maxwell team.
If you're an HR Administrator, please talk to your Advisor if you’re interested in using the Paylocity integration. If you're an Advisor, please include the request for the integration at implementation, or use this form to request it off-cycle.
For technical questions about the Maxwell Health + Paylocity integration, please contact Maxwell Customer Support at firstname.lastname@example.org or (866) 629-7445.
For more general questions about the Maxwell Health + Paylocity integration, please contact your advisor and/or your Maxwell Health Account Manager. For any questions or errors with Paylocity, please contact your Paylocity representative.