To connect your Paylocity account to this application you must set up a new admin user. Please follow the instructions below.

Before you start

Ensure that you have Super Admin permissions. Typically, this person is your company’s HR or payroll manager.

Instructions

1. Click on the 3 horizontal lines to open the lefthand menu bar

2. Select User Access and then User Accounts

3. Scroll down to the bottom of the page and click Add Non-Employee

4. Please fill in the information below. The password provided is temporary and changed on the next login.

• Account Status: Enabled

• Security Group: Company Administrator

  • Note: If you are managing multiple Company IDs in your Paylocity account and would like to connect them all, please select the Security Group: MultiCompany Administrator

• User ID: No input needed; leave the default value as is

• First Name: (Please use the name provided in Finch Connect)

• Last Name: Support

• Work Phone: 917-717-3974

• Email: (Please use the email provided in Finch Connect)

• Username: [firstname]support (example: finchsupport) 

• Password: temp123!

  • Note: You will need to select Force User Password Change and Change Password in order to set a temporary password.

5. Click Save.

6. Send a message to the email you provided above with your company code, which will be located at the top right of your Paylocity homepage. 

Subject: Paylocity code for  from [your company name]

- Your company name
- Your company code
- The username you created in Step 5
- The temporary password you created in Step 5

FAQs

💡 Why do I need to provide admin permissions to Finch?