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. Navigate to HR/Payroll
2. Select User Access and then User Accounts
3. Scroll down to the bottom and select 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
- User ID: Input the last ID + 1
- First Name: (Please use the <First Name> provided in Finch Connect)
- Last Name: Support
- Work Phone: 917-717-3974
- Email: (Please use the <Email> provided in Finch Connect)
- Username: <First Name>support (example: finchsupport)
-
Password: <First Name>123! (example: finch123!)
- 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 <Application> 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