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:
-
New hires: people who joined your organization
-
Changes: updates to personal, employment, or payroll information
-
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 |
✔️ |
✔️ |
|
|
|
|
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.