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OrgChart Help Guide

Paylocity Connector Setup

Audience

Audience: Administrators

Overview

OrgChart can pull employee data directly from Paylocity. The following article provides step-by-step instructions for setting up a Paylocity connector in OrgChart.

Before you begin, ensure that you've prepared your Paylocity instance for OrgChart integration. Reference the Paylocity Configuration article for more information.

Setting up a Connector

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

    5_2_1_CS_Source.png

  4. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

  5. Click on Paylocity icon, and then click on Select.

    Paylocity_5_3_1.png

  6. Enter the following information into the corresponding text boxes:

    Paylocity_Config_5_3_1.png

    • Client ID - Paylocity client ID (provided by Paylocity)

    • Client Secret - Paylocity client secret (provided by Paylocity)

    • Paylocity Company Code - The Paylocity Company Code associated with your API credentials.

  7. Click on the Cred_Validation_Button.png icon to test that the credentials are valid. If you receive an Authorization: Failure, please carefully re-enter your credentials, or reach out to your Paylocity Representative for more information.

  8. Click Save, and then Refresh.