Integration · HR and recruiting
AI agents for Paylocity
List a Paylocity company's employees and read an employee's record, pay statements, recurring earnings and deductions, read the company's codes.
- Actions
- 7
- Read
- 6
- Write
- 1
Actions
What your agents can do in Paylocity
List a Paylocity company's employees and read an employee's record, pay statements, recurring earnings and deductions, read the company's codes (cost centers, positions, earnings), and update an employee's work contact details, through Paylocity's WebLink API. Payroll data is sensitive.
Read 6
Look things up. Nothing changes.
List employees
Lists the company's employees, active and not, a page at a time.
Get an employee
Reads one employee's full record: names, status, workAddress (work email and phones), homeAddress, departmentPosition (job title, cost centers, supervisor, pay group, employee type), primaryPayRate.
List an employee's pay statements
Lists an employee's pay statement summaries for one year.
List an employee's recurring earnings
Lists the recurring earnings set up for an employee (allowances, extra pay): each with earningCode, amount, rate, hoursOrUnits, calculationCode, frequency, startDate, endDate, goal and cost centers.
List an employee's deductions
Lists the recurring deductions set up for an employee (401(k), insurance, garnishments).
List company codes
Lists the company's codes of one kind with their descriptions: cost centers (costcenter1 to costcenter3), positions, pay grades, earnings, deductions or taxes.
Write 1
Create, change or send.
Update an employee's work contact details
Changes an employee's preferred name, work email, work phone (and extension) or work mobile phone.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste the client ID and secret of an app your organization registered with Paylocity. The platform fetches its tokens itself (OAuth client credentials).
Settings
- Environment
- Company ID
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Paylocity data
Ask a question in plain words. The agent can list employees, get an employee or list an employee's pay statements in Paylocity, then answers with what it found.
- 02
Let an agent update Paylocity
Have the agent update an employee's work contact details in Paylocity as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Paylocity and Slack: it can list employees in Paylocity and post a summary to a Slack channel in the same run.
Works well with
More HR and recruiting tools
- BambooHR5 actionsLook people up in the BambooHR employee directory, read an employee's work details, see who is out, and list or request time off.
- Personio15 actionsFind people and their employments in Personio, list and record absences and read absence balances, and read recruiting jobs, candidates and applications, with the company's API credentials.
- HiBob12 actionsFind employees in Bob and read their work profile, see who is out, read time-off requests, changes and balances, and request or cancel time off, with an API service user.
- Workday10 actionsFind workers in Workday and read their profile, direct reports and team, read time off, balances and the absence types a worker may request, request time off, list job postings, and run Workday Query Language.
- Greenhouse6 actionsFind jobs, candidates and applications, add notes to candidates, and add candidates or prospects in Greenhouse Recruiting, through the Harvest v3 API.
- Lever5 actionsFind and read candidates' opportunities and job postings, add notes, and add candidates to Lever, with an API key.
FAQ
Paylocity and MyDeepAgents
Can MyDeepAgents connect to Paylocity?
Yes. The Paylocity connector has 7 actions: 6 read and 1 makes changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Paylocity?
Paste the client ID and secret of an app your organization registered with Paylocity. The platform fetches its tokens itself (OAuth client credentials). The connection also asks for: Environment and Company ID. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Paylocity without asking?
Only if you let it. Its one action that changes data can be set to wait for a person's approval before it runs.
Can I use Paylocity in workflows as well as agents?
Yes. Every Paylocity action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Paylocity to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.