👋 Overview
Fleet uses a secure connection to your Paylocity HCM platform — powered by Finch, an industry-leading HRIS integration platform — to automatically sync your employee roster. This streamlines eligibility tracking, onboarding, and ongoing program management, saving your internal team an estimated 20–40 hours per month.
This guide walks your team through the exact steps required to create a Paylocity administrator user with the appropriate permissions for Fleet's integration.
⏱ Estimated Time to Complete
Typically 10–15 minutes if your team has Paylocity Super Admin access and the necessary permissions.
If you need to coordinate company credentials or request API access, expect longer setup times depending on your organization's processes.
🔐 Security & Compliance
Fleet's connection to Paylocity is:
Scoped and permissioned — access is limited to the minimum data required for your program setup
Session-restricted — only secure API sessions are used for data transfer
Credentials never stored — Fleet (via Finch) uses authorized sessions without storing sensitive credentials
We partner with Finch, a trusted HRIS integration platform that is:
SOC 2 Type II and CCPA compliant
Backed by end-to-end encryption and daily backups
Built with strict data retention and access controls
Automatically purges data upon connection deactivation
Learn more about our HRIS integration partner's security: Finch Trust Center
🔧 Paylocity Integration Setup
Paylocity requires Super Admin permissions to connect with Fleet. This typically requires access from your company's HR or payroll manager. Paylocity offers two authentication methods - we'll cover both options.
Before you start
Ensure you have Super Admin access to your Paylocity account
Verify that you can access HR/Payroll > User Access in Paylocity
Note your Company Code (located at the top right of your Paylocity homepage)
Determine which authentication method you prefer (credential-based or API key)
Option 1: Credential-Based Authentication (Traditional Method)
This method involves creating a dedicated administrator user for Fleet integration.
Step 1: Create a New Administrator User
Log into your Paylocity account with Super Admin privileges
Navigate to HR/Payroll
Select User Access and then User Accounts
Scroll down to the bottom and select Add Non-Employee
Step 2: Configure Administrator Details
Fill in the following information for the Fleet integration administrator:
Required User Information
Account Status: Enabled
Security Group: Company Administrator
User ID: Input the last ID + 1 (Paylocity will suggest the next available ID)
First Name: Fleet
Last Name: Integration Support
Work Phone: Your company's main phone number
Email: Create a dedicated email address for this integration (e.g., fleet-integration@yourcompany.com)
Username: Create a descriptive username (e.g., fleet-support or fleet-integration)
Password: Create a secure temporary password (e.g., Fleet123!)
⚠️ Important: The password provided is temporary and will need to be changed on the first login.
Optional Information
Notes: "Fleet integration administrator - do not delete"
Step 3: Save and Note Credentials
Click Save to create the administrator account
Record the following information for the connection process:
Username you created
Temporary password you set
Your company code (from top right of Paylocity homepage)
Company name
Step 4: Connect Using Fleet's HRIS Connection Widget
Navigate to your Fleet Dashboard
If you're not automatically redirected to the HRIS connection step, go to: My Commuters → Add Commuters → Connect HRIS
This will launch Fleet's HRIS Connection Widget (powered by our secure HRIS partner, Finch)
In the widget's search bar, search for "Paylocity" in the provider list
Select Paylocity to begin the setup flow
Choose Username/Password Authentication
Enter the credentials you created:
Company Code: Your Paylocity company code
Username: The username you created in Step 2
Password: The temporary password you set
Click Connect to complete the integration
Option 2: API Key Authentication (Recommended)
Paylocity now offers API key authentication for a more secure and streamlined connection process.
Step 1: Request API Access from Paylocity
Contact your Paylocity Account Manager or support team
Request API access for third-party integration purposes
Specify that you need:
Client ID
Client Secret
Company ID (this may be the same as your Company Code)
Step 2: Obtain API Credentials
Paylocity will provide you with:
Client ID: A unique identifier for your organization
Client Secret: A secure token for authentication
Company ID: Your organization's identifier in Paylocity's system
⚠️ Security Note: Keep these credentials secure and only share them through Fleet's secure connection widget.
Step 3: Connect Using API Authentication
Navigate to your Fleet Dashboard
Go to My Commuters → Add Commuters → Connect HRIS
This will launch Fleet's HRIS Connection Widget
In the widget's search bar, search for "Paylocity"
Select Paylocity to begin the setup flow
Choose API Key Authentication (if available)
Enter your API credentials:
Client ID: Provided by Paylocity
Client Secret: Provided by Paylocity
Company ID: Your organization identifier
Click Connect to complete the integration
Step 5: Verify Connection and Data Sync
After successful connection using either method, Fleet will begin syncing your employee data from Paylocity:
The initial sync typically completes within 10-15 minutes
Ongoing updates happen automatically every 24 hours
You can verify the connection by:
Checking your Fleet dashboard for imported employee data
Confirming that employee count matches your expectations
Reviewing any sync status messages or notifications