For those centers that are using Paylocity for payroll, adding the Paylocity ID makes downloading and importing employee time and attendance seamless. This guide contains instructions for adding the ID to your staff profiles.
Add Paylocity ID to Custom Field
Create a Custom Field
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To export staff time and attendance back to Paylocity, you must first create a custom field within Staff profiles.
From your admin dashboard, click My School and then click Staff.
Click on any staff to navigate to their profile.
Once a custom field is added to one staff, it will be visible on every staff member's profile.
Click the blue + Add field button in the top right corner of the Details section.
The Add staff field window will open, and you will enter the information as following:
Custom Field Type: Choose Short text
Custom Field Label: Paylocity ID
Role visibility: Select who this information will be visible to - Admins and/or Staff.
Click the blue Add staff field button to add the field once complete.
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Add your Staff Data
Your custom field is now visible on each staff profile. You can add the staff IDs individually by typing into each profile or by utilizing a Roster upload as referenced below.
Download the Staff Roster
The staff roster can be downloaded as a .CSV file
🚨 The roster will include all active and inactive staff members. Filters will not apply to the downloaded roster.
From your Admin Dashboard, click My School and then click Staff.
Click the blue Download roster button in the top right corner of the table.
The .CSV file will download to your computer. Locate and open the file.
Add another column with the title ‘Paylocity ID’ and add the ID for each staff member.
Save the document.
Import Staff Custom Fields
Once your roster document is completely updated with your staff's Paylocity ID:
Navigate back to the Staff tab under My School.
Click the blue Add Staff button to open a dropdown menu.
Click Upload multiple staff via roster.
You'll be navigated back to the Upload staff roster dashboard where you can now click into the gray box which reads as "click here to choose a file and select your staff roster from the files on your computer."
Click Upload to reach a review page and then click Confirm to confirm the updates.
The uploaded Paylocity IDs will now display in each of your staff profiles!
