Connecting Paylocity
Last updated: October 7, 2024
Background
This article walks through the requirements and steps for connecting the Paylocity integration to Lumos.
Lumos partners with Merge.dev for our Paylocity integration. For more info on the integration requirements, please review the Merge.dev documentation.
Instructions
1. Click the Paylocity card in your Lumos integrations. (Reconnect or add new)
2. Click the Connect Paylocity button.
3. Follow the instructions in the pop-up that appears to finish connecting the integration.
Once you've connected the integration, you'll probably want to set it as a source of user data. You can do this in Lumos here. We also have documentation on the different source of truth settings here:📄 Source of Truth
Troubleshooting
Access Request Form
Get Employee is a required permission to authenticate the linking flow, but only endpoints needed for your integration should be selected. For example, if you don’t need Pay Statements, Deductions, or Earnings, remove those from the permissions.