About the Paylocity Integration

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 products that were enrolled in within 60 days, and will be enrolled in within approximately one paycheck date in the future (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.

 NOTE: 

  • The integration only sends deduction information for products that have been processed. If your employees have any pending elections, deductions and costs will not be included in this file until those elections have been processed.
  • 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:
    • 60 days prior to the sync date to 7 days after the sync date, if you have weekly payroll.

    • 60 days prior to the sync date to 14 days after the sync date, if you have biweekly payroll.

    • 60 days prior to the sync date to 15 days after the sync date, if you have semi-monthly payroll.

    • 60 days prior to the sync date to 30 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 a 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 > IntegrationsPaylocity under Current Integrations tab > Details Log (see screenshot below).

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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.

Pricing

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.

Get started

If you are using the Paylocity integration, it will be added and turned on by the Maxwell Health team. Read details on the setup process.

Support 

For technical questions about the Maxwell Health + Paylocity integration,  please contact Maxwell Customer Support at support@maxwellhealth.com 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.

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