Paylocity: set up and integrate Paylocity with LearnUpon – Knowledge Base

Add learners automatically using Paylocity data

Connect Paylocity to LearnUpon, and map default Paylocity attributes to LearnUpon custom user data to create dynamic rules.

Availability: depends on your LearnUpon plan

Contact your Customer Success Manager or Implementation Consultant to discuss.

If you use Paylocity to manage your HR records, you can integrate it with LearnUpon. Paylocity provides account information to set up learners' portal accounts automatically.

Learn more about Paylocity: LearnUpon is not responsible for content outside this website.

Paylocity and LearnUpon: overview

Connect your organization’s HR records to your learning portal

The integration works in one direction, sending user details from Paylocity to LearnUpon: Paylocity provides the single source of truth of learner details.

Paylocity provides default employee attributes from the following information types:

first name
last name
email

Using default attributes, LearnUpon creates learner accounts in your portal. You can add more attributes from Paylocity, by mapping attributes to LearnUpon custom user data fields.

Learners receive a unique link to the email address provided: the link expires after 72 hours.

for invites, learners receive a randomly generated password. They must change the password when they log in
for created accounts, learners must set a password at login

Note: by default, LearnUpon creates all new accounts as learners. After you create accounts, you need to edit some accounts to change their user type from learner to manager, instructor or admin.

See: Add users to your portal

For organizations that use SSO, LearnUpon creates learner accounts from Paylocity data but does not send a conventional email notification. Through SSO credentials, learners already have their login details, and don't need to set a new password.

See: Set up SAML SSO for your portal

LearnUpon checks Paylocity for new user details once a day to synchronize portal records to Paylocity. Optionally, the admin can start a sync manually from LearnUpon.

If a learner’s first name, last name or email address change in Paylocity, LearnUpon updates its version, but doesn’t send a new invitation.

If learners leave your organization, LearnUpon ends their access to the portal based on the termination date in Paylocity.

Tip: any changes you make in Paylocity can be manually synced an hour after the changes occur.

Admins can track invite progress in the portal the same way they track manual learner invites. In LearnUpon terms, invites that are not batch user uploads, or created through the API, are treated as manual.

From main navigation, go to Users > Pending Users for a current list of invites waiting for a response.

You can also export users to a CSV file, to view invite dates and all other user account information. See Users: download all user data in a portal

Once synchronized, you can see learners provided by Paylocity in your LearnUpon portal.

Paylocity status and learner invitations

For Paylocity's employee status field: if the status is inactive, LearnUpon does not synchronize the learner, and does not send them an invite to LearnUpon.

Handle existing learners in the LearnUpon portal

LearnUpon treats Paylocity as the source of truth about learner details.

After setup, the integration “fetches” all the learners from Paylocity based on their email addresses, to map them in LearnUpon, including updating the custom user data for existing portal accounts.

Map your data: connect Paylocity fields to LearnUpon custom user data

Use attributes from Paylocity to fill out custom user data fields in LearnUpon. LearnUpon’s custom user data runs the dynamic rules to add learners to groups.

Note: for custom user data fields that use choice, aka drop-down fields, the drop-down values available must match exactly between Paylocity and LearnUpon. If they don’t match, Paylocity can’t send the correct value to LearnUpon.

When you use the following field types in custom user data, make sure the values are identical to the corresponding field in Paylocity:

String choice
Decimal choice
Integer choice

See: Custom user data: set up custom fields

When you create groups, you can set up courses to enroll learners automatically as soon as they join a group.

Access permissions

admins with full portal permissions: can set up the feature

The integration is available for top-level and sub-portals.

Note: each portal requires a separate Paylocity instance.

The LearnUpon admin who sets up the integration requires access to a Paylocity admin account and appropriate permissions in Paylocity. During setup the admin gives consent for LearnUpon and Paylocity to connect to each other.

Prerequisites

In Paylocity: create an account and set permissions

appropriate administrator account and admin permissions
Company ID
Client secret
Client ID

You obtain the credentials required for an API connection by completing a form for Paylocity. See instructions about obtaining your Paylocity Company ID, Client ID and Client Secret.

In LearnUpon: set up groups, custom user data and dynamic rules

To make the most of the integration, you need groups and dynamic rules set up, based on LearnUpon custom user data. See:

Add Paylocity to your portal: first-time setup

Your Customer Success Manager or the support team turn on the integration for your portal. You as admin set it up for your organization.

See instructions about obtaining your Paylocity Company ID, Client ID and Client Secret.

From main navigation go to Settings > Integrations > HR Integrations.
Select Paylocity.
From Paylocity page, select + Connect.
In the Paylocity dialog that opens, select Continue to access Paylocity from LearnUpon.
In the Paylocity dialog that opens, enter the following credentials and select Submit to continue:
- Paylocity Client ID
- Paylocity Client Secret
Enter your Company ID and your own credentials as required.
Review the data that LearnUpon can now receive from Paylocity and select Continue.
Select Finish.

On HR Integrations, the integration appears as Active.

Map your data from Paylocity to LearnUpon

The integration uses standardized field names to make connecting between applications easier. The listed attributes for Paylocity may vary slightly from what you see in Paylocity pages.

From main navigation go to Settings > HR integrations.
Select Paylocity.
From the main page select Map your data > Add new mapping.
From Select attribute field, select a Paylocity attribute name.
From Select CUD field, select a LearnUpon custom user data field to match.
When required:
- repeat these steps to create as many fields as you need
- select X next to a row to remove a connection
Save changes to finish.

Set defaults to add Paylocity learners

This process sets the default behavior for the integration, to add accounts from Paylocity. These settings apply during the daily synchronization, or when you run a manual sync.

From main navigation go to Settings > HR integrations.
Select Paylocity.
Select Invite configuration.
From When do you want to invite them? select 1 of:
- When they are added to Paylocity
- On their hiring date
From How to add new users? select 1 of:
- Create as an active user and send a welcome email
- Create as active user only
- Create as pending user and send invitation email
Save changes to finish.

Synchronize between LearnUpon and Paylocity

A sync prompts Paylocity to add learners, based on settings in Invite configuration. After the first sync, LearnUpon synchronizes its records with Paylocity once per day automatically.

You can sync manually once per hour, as required: for example, if you add a number of new accounts to Paylocity, and want to see them set up in LearnUpon.

From main navigation go to Settings > Integrations > HR Integrations.
Select Paylocity.
Select Sync.

This process takes a short time depending on the number of accounts.

Confirm the sync worked:

for created accounts, go to Settings > Users and filter for users created after the selected date
for invited accounts go to Settings > Users. From secondary navigation select Pending Users to view the progress of invites

Remove Paylocity from your portal

From main navigation go to Settings > Integrations > HR Integrations.
Select Paylocity.
From Paylocity, select Disconnect.
In the dialog that opens, select Disconnect to confirm.

See:

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