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OrgChart Help Guide



Audience: Administrators


Paylocity is a cloud-based payroll and human capital management software. OrgChart can pull employee data directly from Paylocity. The following is a list of frequently asked questions pertaining to Paylocity compatibility with OrgChart.


  1. How do I set up my connection to Paylocity?

    A. Once you have configured your Paylocity account for OrgChart integration (reference the Paylocity Configuration article), you follow the instructions in the Paylocity Connector Setup article to pull your data into OrgChart.

  2. Can I pull photos from Paylocity?

    Not at this time. Reference the Working with Photos article to view a number of other available methods for pulling photos into OrgChart.

  3. Can I limit the fields that a user is able to pull from Paylocity?

    Fields can be limited on the API level with the help of the Paylocity Web Services team at the time of requesting API credentials. Generally, users can choose between a restricted or unrestricted Get Employees call. The restricted call will prevent sensitive information, such as compensation, from being pulled into OrgChart. The unrestricted call will pull all fields into OrgChart.


    Admin can also use a Limit Fields Import Filter to restrict fields from being pulled into OrgChart.

  4. What fields can I pull from Paylocity?

    OrgChart pulls all fields associated with the Paylocity Get Employee endpoint.

  5. Can I merge data from a secondary source with Paylocity data?

    Yes. Reference the Merge Data Connector article for more information.

  6. Can I embed org charts (generated from Paylocity data) into my intranet?

    Yes. Reference the Web Publishing article for more information.

  7. Can I filter which records are included in my org charts?

    Yes. Reference the Import Filter article for more information.