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Paylocity Make integrationAutomate Paylocity with Make.
Can Make react when someone joins, changes or leaves in Paylocity? Yes. The Paylocity Make integration offers 26 modules: 5 instant triggers, 9 actions and 12 searches. This page walks HR and payroll teams through the connection and a first scenario.
Enterprise app This app is reserved to Make's Enterprise plan.
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What can the Paylocity Make integration automate?
The Paylocity Make integration links your Paylocity account to Make, a visual tool where you build a scenario: the automation itself, a chain of modules where each module is one brick (a trigger, an action or a search). Paylocity tells Make when a hire, a change, a termination, a processed payroll or an approved time off happens, and the next modules read employee, pay and tax data.
Onboarding that starts on its own. Watch New Hire fires when a new employee is added, and Get an Employee pulls that person's information, so the IT ticket tool or the welcome email receives the details without anyone retyping them.
Offboarding nobody forgets. Watch Termination hands the departure to Make as soon as it is recorded. Access removal requests and the exit checklist then start from the same event, and List Deductions (WebLink) can add the employee's deductions to the exit file.
Payroll figures where finance reads them. When Watch Payroll Processed fires, List Employee Pay Statement Summaries by Check Date returns each employee's summaries for that check date, ready to land in a spreadsheet or a report.
One hard limit: Paylocity works in Make on the Enterprise plan alone, and an account on another plan cannot use it. Read the Make pricing breakdown before you commit. If you are weighing another tool, the n8n vs Make comparison sets out the criteria, and the Make agency team can build the first flows with you.
How do you connect Paylocity to Make?
- 01
Add a Paylocity module
Open a scenario, click the + and search for Paylocity. Pick any module, Watch New Hire for instance, then click Create a connection. A connection is your Paylocity account linked to Make once and reused by every Paylocity module.
- 02
Enter the client credentials
Type a name in Connection name if you want one; the field is optional. Then fill Client ID and Client Secret with the client credentials Paylocity provided to your company.
- 03
Save and confirm access
Click Save. If a window asks you to authenticate your Paylocity account and confirm access, accept it. The connection is then ready for every Paylocity module you add to this scenario or the next ones.
Your first scenario: fetch each new hire's record
GoalWhen a new employee is added in Paylocity, Make fetches that employee's information so the next app can use it.
- 01
Create the scenario
On the Scenarios page, create a new scenario and click the + in the middle of the canvas. This first module decides what starts the whole automation.
- 02
Add Watch New Hire
Search for Paylocity, choose Watch New Hire and select your connection, or click Create a connection. It is an instant trigger: Paylocity calls Make through a webhook as soon as someone is added.
- 03
Add Get an Employee
Click the + on the right of the trigger, pick Get an Employee and map the employee data from Watch New Hire into it. Each hire travels as one bundle, the item passed from one module to the next.
- 04
Test with Run once
Click Run once, then add a test hire in Paylocity. Read the bundles each module received and check that the record Get an Employee returns is the one you expected.
- 05
Switch the scenario on
Turn the scenario on. With an instant trigger it runs whenever Paylocity sends a hire, and each module run counts as one operation, the unit Make tracks on your plan.
What can start a Paylocity scenario?
5 modules start a scenario when something happens in Paylocity. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Paylocity as soon as it happens.
Watch New Hire
Instant triggerIn Make“Triggers when a new employee is added.”
Watch New Hire starts your scenario with the record of a person just added in Paylocity, so onboarding tasks begin without anyone copying names between tools.
Watch Employee Change
Instant triggerIn Make“Triggers when an employee’s information is updated.”
Watch Employee Change hands Make the employee whose information was just updated, which keeps your other tools aligned with what HR edits in Paylocity.
Watch Termination
Instant triggerIn Make“Triggers when an employee is terminated.”
Watch Termination gives Make the employee who has just been terminated in Paylocity, so the exit process starts from the HR record rather than from a hallway conversation.
Watch Payroll Processed
Instant triggerIn Make“Triggers when payroll is successfully processed for a company.”
Watch Payroll Processed tells Make that payroll was processed successfully for a company, which gives finance a clean moment to pull the figures.
Watch Time Off Approval
Instant triggerIn Make“Triggers when a time off request is approved for an employee.”
Watch Time Off Approval sends Make each time off request that has just been approved for an employee, so calendars and staffing plans follow without extra steps.
What else can Make do in Paylocity?
Paylocity gives you 21 modules in 3 groups. For each one: what it does for you, when to reach for it, and what to watch out for.
Modules index
- Get a Deduction (WebLink)
- Get an OpenAPI Documentation (WebLink)
- Get Company Information
- Get Direct Deposits (WebLink)
- Get Local Taxes (WebLink)
- Get Sensitive Data (WebLink)
- Make an API Call (WebLink)
- List Company Codes
- List Deductions (WebLink)
- List Earnings by Code (WebLink)
- List Earnings (WebLink)
- List Employee Pay Statement Details by Check Date (WebLink)
- List Employee Pay Statement Details By Year (WebLink)
- List Employee Pay Statement Summaries by Check Date (WebLink)
- List Employee Pay Statement Summaries by Year (WebLink)
- List Employees (WebLink)
- List Local Taxes (WebLink)
Employee Demographic
3 modulesGet an Employee (WebLink)
ActionIn Make“Returns information about a specific employee.”
Get an Employee (WebLink) returns the information Paylocity holds about one specific employee, through the variant Make labels WebLink.
Get an Employee
ActionIn Make“Returns information about a specific employee.”
Get an Employee brings back the profile of a single employee, turning a bare event into a record the next app can actually use.
List Employees by Company
SearchIn Make“Returns a list of employees by company.”
List Employees by Company gives you the staff of a company, one bundle per person, a starting point for any task that covers everyone.
Company Level Information
1 moduleList Cost Center Codes
SearchIn Make“Returns a list of all cost center codes.”
List Cost Center Codes returns every cost center code set up in Paylocity, so finance tools can rely on the same reference as payroll.
Other modules
17 modulesGet a Deduction (WebLink)
ActionIn Make“Returns information about a deduction for a specific employee.”
Get a Deduction (WebLink) returns the details of one deduction for a specific employee, handy when a single line matters more than the whole list.
Get an OpenAPI Documentation (WebLink)
ActionIn Make“Returns the OpenAPI document customized for a specific company.”
Get an OpenAPI Documentation (WebLink) hands you the OpenAPI document Paylocity tailors to one given company: the technical description of the Paylocity API that company can reach.
Get Company Information
ActionIn Make“Returns details about a specific Payroll entity.”
Get Company Information returns the details of a specific payroll entity, the company-level data sitting behind every employee record.
Get Direct Deposits (WebLink)
ActionIn Make“Returns main direct deposit and all additional direct deposits for the selected employee”
Get Direct Deposits (WebLink) returns an employee's main direct deposit together with all the additional ones, so you see where every part of the pay goes.
Get Local Taxes (WebLink)
ActionIn Make“Returns all local taxes with the provided tax code for the selected employee.”
Get Local Taxes (WebLink) returns the local taxes of the selected employee that match a tax code you provide, a precise lookup when one tax is in question.
Get Sensitive Data (WebLink)
ActionIn Make“Returns sensitive data information for a specific employee.”
Get Sensitive Data (WebLink) returns the sensitive data information Paylocity stores for a specific employee.
Make an API Call (WebLink)
ActionIn Make“Perform an arbitrary authorized API call”
Make an API Call (WebLink) performs an authorized request of your choice against Paylocity, for the cases no ready-made module covers.
List Company Codes
SearchIn Make“Returns a list of company codes.”
List Company Codes returns the company codes set up in Paylocity, the natural first step when your payroll covers more than one entity.
List Deductions (WebLink)
SearchIn Make“Returns all deductions for the selected employee.”
List Deductions (WebLink) returns all deductions for the selected employee, the complete picture of what comes off that paycheck.
List Earnings by Code (WebLink)
SearchIn Make“Returns a list of earnings with the provided earning code for the selected employee.”
List Earnings by Code (WebLink) returns the selected employee's earnings that match an earning code you supply, so you isolate one type of pay.
List Earnings (WebLink)
SearchIn Make“Returns all earnings for the selected employee.”
List Earnings (WebLink) returns all earnings for the selected employee, the full view of what makes up that person's pay.
List Employee Pay Statement Details by Check Date (WebLink)
SearchIn Make“Returns a list of employee pay statement records for a specified company, employee, year, and check date.”
List Employee Pay Statement Details by Check Date (WebLink) returns the detailed pay statement records of one employee for a given company, year and check date.
List Employee Pay Statement Details By Year (WebLink)
SearchIn Make“Returns a list of pay statement records for a specified company, employee, and year.”
List Employee Pay Statement Details By Year (WebLink) returns the detailed pay statement records of one employee across a whole year, for a given company.
List Employee Pay Statement Summaries by Check Date (WebLink)
SearchIn Make“Returns a list of pay statement summaries for a specified company, employee, year, and check date.”
List Employee Pay Statement Summaries by Check Date (WebLink) returns the pay statement summaries of one employee for a given company, year and check date.
List Employee Pay Statement Summaries by Year (WebLink)
SearchIn Make“Returns a list of pay statement summaries for a specified company, employee, and year.”
List Employee Pay Statement Summaries by Year (WebLink) returns the pay statement summaries of one employee over a year, for a given company.
List Employees (WebLink)
SearchIn Make“Returns a list of employees by company.”
List Employees (WebLink) returns the employees of a company through the variant Make labels WebLink, one bundle per person.
List Local Taxes (WebLink)
SearchIn Make“Returns all local taxes for the selected employee”
List Local Taxes (WebLink) returns all local taxes attached to the selected employee, useful when you do not know in advance which one matters.
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