Connecting Paylocity and Alice

To connect Paylocity and Alice, add Alice as a non-employee admin with the Company Administrator security group, then email us the login details. This sets up Alice as your pretax benefits service provider.

Do this for each of your paygroups, using the information below. For more detail, see Paylocity's guide to adding a non-employee user.

Add Alice as a non-employee admin

1. Go to Company Settings > User Access > User Accounts and select Add Non-Employee.
2. Under Account Status, check Enabled. This lets the account you are creating for Alice access HR & Payroll.
3. For Security Group, select Company Administrator.
4. Enable Primary Contact and fill out the User Information form:
   • User ID: autofills (see the example below). Once saved, it cannot be changed.
   • Last Name: Financial
   • First Name: Alice
   • Work Phone: 917-336-9115
   • Email: alice@thisisalice.com
5. In the Notifications section, under Email Preferences, check Work Email.
6. In the Username and Password section:
   • Username: AliceFinancial
   • Check both Force User to Change Password on Login and Change Password. Alice will then have to change the temporary password on first login.
   • Enter the temporary password Alice sent you in the Password field.
   • Enter the password a second time in the Confirm Password field.
7. Leave the Multi-Factor Authentication section at your company's default setting.
8. Email payroll@thisisalice.com with:
   • your Paylocity Company ID
   • the User ID from step 4
   • the temporary password from step 6
   A screenshot of the page (like the example below) is helpful but not required.

The completed page looks like this:

Need help?

Email admin-support@thisisalice.com or call (929) 552-4625.

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