Get Started with Paylocity Integration

Once you've indicated that Paylocity is your preferred payroll vendor, have received their authorization, and provided us with all of the required information, we'll add this integration.

The steps for setting up the integration vary slightly based on the deployment status of your company on Maxwell.

  • If your company is currently live on Maxwell, see the steps under Part A below.
  • If your company is in the implementation process, see the steps under Part B below.
NOTE: Setting up the integration follows a separate timeline than your Maxwell Health implementation, but setting up your integration won’t delay you from going live on Maxwell. It just means that your integration may go live after. 

A) Your company is currently live on Maxwell

  1. Your Advisor will notify their Maxwell Account Manager that you'd like to add the Paylocity integration.
    • Please note that you'll need to receive authorization from Paylocity (via the Paylocity Employer Authorization Form) prior to this integration being set up. 

  2. Once you’ve received authorization from Paylocity, we'll ask you to fill out an integration specific checklist with information on your Paylocity Company Number, as well as deduction codes, product descriptions, and—if necessary—each employee’s Paylocity Unique Employee Identifier.
     
  3. Once we've received the completed integration implementation checklist, we'll configure and add this integration. We'll activate the integration by turning auto-sync "on," so that the deduction file is automatically generated and sent on your predetermined schedule. This step will take us 3 business days from the time completed information is received.

  4. We'll notify you that the integration is activated, and indicate the first paycheck date the integration is effective for.

B) Your company is in the implementation process 

  1. Your Advisor will let us know that a Paylocity integration has been requested.
    • Please note that you'll need to receive authorization from Paylocity (via the Paylocity Automated File Transfer Form) prior to this integration being set up.
  2. When your Advisor fills out the implementation information in Maxwell, they'll provide your Paylocity Company Number, as well as deduction codes, product descriptions, and—if necessary—each employee’s Paylocity Unique Employee Identifier.
     
  3. Once this information is submitted, we’ll begin the implementation process. We'll activate the integration by turning auto-sync "on," so that the deduction file is automatically generated and sent on your predetermined schedule. This step will take us 3 business days from the time completed information is received. 
     
  4. We'll notify you that the integration is activated, and indicate the first paycheck date the integration is effective for. 
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