Easily send over your payroll data from Bob to Paylocity via bob's connector, found in bob's Integrations area. For instructions on how to set everything up to sync across the two systems, see How to set up the Paylocity integration in Bob.

Note: There are four things needed from Paylocity before setting up integration: Company ID, Client ID, Public Key, Client Secret.

In this article:


Integration Details

Integration type

One-way via API

Direction of data flow

Bob to partner app

Sync trigger

Manual sync

What data syncs?

The data is transferred into the following separate reports:

  1. New hires: people who joined your organization

  2. Changes: updates to personal, employment, or payroll information

  3. Terminations: people who are permanently leaving your organization, and need to be removed from the payroll system

Data Mapping

Bob field

[Integration name] field

New hires

Changes

Terminations

Field logic or notes

Effective Date

Effective date

 

✔️

 

 

Employee ID

EmployeeID

✔️

 

 

 

Employee Status

Employee Status

✔️

✔️

✔️

 

First Name

FirstName

✔️

✔️

 

 

Middle Name

Middle Name

✔️

✔️

 

 

Last Name

LastName

✔️

✔️

 

 

Gender

Gender

✔️

✔️

 

Requires value mapping

Marital status

MaritalStatus

✔️

✔️

 

Requires value mapping

Ethnicity

Ethnicity

✔️

✔️

 

 

SSN

SSN

✔️

✔️

 

 

Start Date

Hire Date

✔️

 

 

 

Address Line 1

Address1

✔️

✔️

 

 

Address line 2

Address2

✔️

✔️

 

 

City

City

✔️

✔️

 

 

State/Province/Region

State

✔️

✔️

 

 

Zip/Post/Postal code

Zip

✔️

✔️

 

 

Country

Country

✔️

✔️

 

 

Personal Mobile

personal Mobile

✔️

✔️

 

 

Home Phone

Personal Phone

✔️

✔️

 

 

Email

WorkEmail

✔️

✔️

 

 

Job title

JobTitle

✔️

✔️

 

 

Department

Home department

✔️

✔️

 

Requires value mapping

Reports to

Supervisor

✔️

✔️

 

 

Position

 

✔️

✔️

 

 

Employment type

Employment type

✔️

✔️

 

 

Pay type

Salary Pay Period

✔️

✔️

 

 

Base salary

Salary

✔️

✔️

 

 

Salary Pay Type

AutoPayType

✔️

✔️

 

 

Default hours

Working hours

✔️

✔️

 

 

Custom field

Tax Form

✔️

 

 

Requires creation of a custom field in Bob. Should either be a text field OR a list in Bob. You can pass W2, 1099M, 1099R the default is W.

State

Primary State Tax

✔️

✔️

 

 

Marital Status

State Tax filling status

✔️

✔️

 

Requires value mapping

Termination Date

Termination Date

 

 

✔️

 

Termination Reason

Termination Reason

 

 

✔️

Requires value mapping

Note: For support with Paylocity, go here