Connecting Paylocity and Alice

Step 1: Set Up Login

Please add Alice as a Non-Employee Admin on your account(s) using the information below:

You can read more information at Paylocity's site using this link.

1. Navigate to Company Settings > User Access > User Accounts > Add Non-Employee.

   1. Select Add Non-Employee

      
      

2. Account Status: Make sure the Enabled checkbox contains a checkmark. The Enabled checkbox allows the user account you're creating for Alice to access to HR & Payroll

   
   

3. Select "Company Administrator" from the dropdown menu for Security Group.

   
   
4. Enable Primary Contact and fill out the User Information form as follows:
   1. User ID: this will autofill (See the example below. Once saved, the User ID cannot be modified)
   2. Last Name: Financial  
   3. First Name: Alice
   4. Work Phone: 917-336-9115

   5. Email: alice@thisisalice.com

      
      
5. Notifications - Email Preferences section

   1. Check Work Email

      
      
6. Username and Password section:
1. Username: AliceFinancial
2. Check both boxes:
   1. "Force User to Change Password on Login" and
   2. "Change Password" (This will require Alice to change the temporary password after logging in for the first time.)
3. Enter a temporary password such as AliceTemp6 in the Password field

4. Enter the password a second time in the Confirm Password field.

   
   
7. Multi-Factor Authentication section.

   1. Leave blank.

      
      
8. Please email payroll@thisisalice.com with:
   1. your Paylocity Company ID
   2. the User ID from Step 5 and
   3. the Temporary Password from Step 7
   4. A screenshot of the page, like below, would be helpful, but is not required.

Here is an example of how to fill out the page you will see