Introduction
SocialSchedules provides the ability to map data between SocialSchedules timecards and Paylocity. Once mappings are in place, the CSV export of timecard data from SocialSchedules can be imported directly into Paylocity.
Prerequisite
Premium Plan subscription or higher
Administrator or Manager with 'manage timecards' sub-permission
Navigation
Timecards Dashboard > Export button > Export to Payroll > Paylocity (CSV)
Mappings between SocialSchedules and Paylocity
Please contact your Paylocity account representative to obtain the codes which are specific to your Paylocity account.
Mapping is typically a one-time exercise on initial setup, which is retained once set. Changes may be subsequently required, however this should be infrequent.
Map the following high-level sections:
SocialSchedules Department to Paylocity Department
SocialSchedules Compliance Rule to Paylocity Earnings Code
SocialSchedules Position to Paylocity Position
Note!
Ensure each employee has their Employee Id attribute populated in their employee profile. This information is populated into the EmployeeID attribute within the export. If the ID is not set, then the employee name will be populated instead in the export.
Employee profile
Export CSV file
Once mappings have been created, click 'Export' to generate the Paylocity file.
