Paylocity connector

Use your Paylocity data for reporting, automation and AI.

Data Panda brings your Paylocity payroll, HR and time data into the same warehouse as your finance, sales and operations records. From one place we turn it into dashboards, automations, AI workflows and custom apps that HR, finance and team leads use every week, not only on the morning of the next pay run.

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Paylocity logo
About Paylocity

The HR and payroll system US mid-market teams run on.

Paylocity was founded in 1997 by Steve Sarowitz and is headquartered in Schaumburg, Illinois. It went public on NASDAQ as PCTY in 2014 and now serves around 36,000 US employers, mostly in the 50 to 5,000 employee range. The platform covers the full HCM stack: payroll and tax filing, time and labor, benefits administration, HRIS records, recruiting, onboarding, performance, compensation, learning and the employee experience layer (community, recognition, surveys).

For the HR and payroll team, Paylocity is the place every employee, pay stub, deduction, time entry, benefit election and applicant lives. The in-product reports cover the bi-weekly check well. The questions that cross HR, finance and operations, like fully loaded labor cost per cost center, real PTO impact on a delivery quarter, or first-year attrition by hiring source, need Paylocity data sitting next to general ledger, project and CRM data. Our connector pulls employees, pay runs and earnings, deductions, benefits, time entries and the recruiting pipeline into the warehouse, so those joins stop being a quarterly copy-paste into Excel.

What your Paylocity data is for

What you get once Paylocity is connected.

Payroll and workforce reporting

Labor cost, headcount, PTO, benefits and recruiting in one place, joined to finance and delivery data.

  • Fully loaded labor cost per cost center, department and project
  • Headcount, FTE and overtime trends across pay periods
  • PTO usage and accrual liability mapped against delivery capacity

Process automation

Turn pay runs, hires, leavers and benefit changes into the right downstream work, not a Monday morning checklist.

  • Post pay-run journals straight into the GL with cost-center splits
  • Provision accounts and access the day a new hire is created
  • Trigger benefits, equipment and onboarding tasks on hire and life events

AI workflows

Put pay history, time, benefits and applicant data behind AI that sees the full workforce picture.

  • Attrition-risk scoring on first-year hires using pay, time and review signals
  • Anomaly detection on overtime, off-cycle runs and one-off earnings
  • Natural-language Q&A across the employee directory, policies and pay rules

Custom apps on your data

Lightweight payroll and people-ops tools sitting on your Paylocity data rather than another SaaS subscription.

  • Manager dashboard with team labor cost, open roles and PTO balance
  • Pre-payroll variance app that flags drift versus the prior run before submit
  • Capacity planner that nets approved PTO against project plans
Use cases

Use cases we deliver with Paylocity data.

A list of concrete reports, automations and AI features we have built on Paylocity data. Pick the one that matches your situation.

Labor cost per cost centerFully loaded labor cost split by cost center, department, project and location.
Pay-run variance checkSide-by-side comparison of the next run versus the prior, with explained drift per employee.
Overtime and premium payOvertime, double-time and premium hours per team, manager and pay period.
Off-cycle and one-off earningsOff-cycle runs, bonuses, commissions and one-off earnings tracked against budget.
PTO accrual and usagePTO balances, usage and accrual liability per team, mapped onto delivery weeks.
Benefits enrolment and costCarrier-by-carrier benefits enrolment, employer contribution and cost trend.
Headcount and FTE reportingHeadcount and FTE evolution per cost center, role and location, reconciled with finance.
Hiring funnel conversionApplication-to-interview-to-hire conversion rates per source, recruiter and department.
Hiring lead timeTime from job posted to start date, per role family and recruiter.
First-year attritionVoluntary and regretted attrition within twelve months, by team, manager and source.
Compensation and review cyclesProgress and outcomes of merit, bonus and review cycles per manager.
GL post-back reconciliationPay-run journal entries reconciled against the GL with split discrepancies surfaced.
Real business questions

Answers you will finally get.

What is our fully loaded labor cost per cost center this quarter?

Pay runs, taxes, benefits and PTO accruals from Paylocity joined to the GL coding so each cost center, department and project carries its real labor number, not a flat allocation. Finance leaders see which units track above plan inside the quarter, with the underlying earnings and overtime that drove it.

How does the next pay run compare to the prior one, before we submit?

A pre-submit variance view across employees and earnings types, flagging unexpected jumps in overtime, off-cycle bonuses, new hires partway through a period, or missing time entries. Payroll specialists fix the cause before the run posts, instead of issuing a corrected pay statement two weeks later.

What is first-year attrition really costing us, by hiring source?

Leavers within twelve months of hire from Paylocity joined to their cost-per-hire, ramp time, manager and the recruiter or source they came from. The total cost of early turnover becomes a number, with the patterns per team or hiring source visible before the next budget review asks.

Value for everyone in the organisation

Where each function gets value.

For finance leaders

Pay-run journals reconciled against the GL with cost-center splits intact, plus a payroll-cost view that lines up with the budget. You see which cost centers are drifting above plan inside the period, not after the close.

For sales leaders

Quota coverage against staffed sellers, their ramp dates and the commission and bonus earnings posting into Paylocity. Sales leaders see when a territory falls below coverage before the pipeline does.

For operations

PTO, overtime and headcount in one delivery picture. The capacity plan stops being three Paylocity exports and a project sheet stitched together the morning of the planning call.

Ideas

What you can automate with Paylocity.

Pair with HubSpot

Align sales-rep ramp and quota coverage

New hires, terminations and role changes in Paylocity keep the HubSpot quota-coverage view in sync with the staffed sales team, including ramp dates and commission earnings per rep. Revenue leaders see when a territory slips below target coverage because a hire is delayed or a leaver has not been replaced, weeks before the pipeline report catches it.

Pair with Salesforce

Link commission earnings back to the right opportunities

Commission and bonus earnings paid through Paylocity link back to the closed-won opportunities and accounts in Salesforce that drove them, per rep and quarter. Sales operations explains every commission line at QBR time without rebuilding a spreadsheet from two systems.

Pair with Slack

Automate the team-announce moments

New hires, anniversaries, approved PTO and posted pay runs in Paylocity drive the right Slack messages into the right channels: a welcome post on day one, an out-of-office note for the team channel, a pay-period close confirmation for the payroll channel, and a manager ping when an open role passes its target start date. HR and payroll stop running announcement queues by hand.

Pair with monday.com

Net project capacity against approved PTO

Approved PTO per assignee in Paylocity nets out the working days available in monday.com boards, so project leads plan against real capacity instead of a flat forty-hour assumption. Milestones that collide with a PTO-heavy week are flagged while there is still room to rephase.

Pair with HiBob

Keep US Paylocity and EMEA HiBob in one workforce view

Paylocity for the US payroll and HCM lands in the same warehouse as HiBob for EMEA, so headcount, hiring lead time, attrition and PTO are reported on one global model with one set of definitions. Group HR and finance stop reconciling two HRIS exports per region per month.

Pair with Exact Online

Post US payroll into the group consolidation

Pay-run journals from Paylocity post into Exact Online with cost-center and project splits intact, so the Belgian parent's consolidation reflects the US labor cost the same week the run closes. The group controller stops waiting on a manual upload from the US finance team.

Your existing tools

Your data lands in a warehouse. Your BI tools read from it.

You keep the reporting tool you already have. We connect it to the warehouse where your Paylocity data lives.

Power BI logo
Power BI Microsoft
Microsoft Fabric logo
Fabric Microsoft
Snowflake logo
Snowflake Data warehouse
Google BigQuery logo
BigQuery Google
Tableau logo
Tableau Visualisation
Microsoft Excel logo
Excel Sheets & pivots
Three steps

From Paylocity to answers in three steps.

01

Connect securely

OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.

02

Land in your warehouse

Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.

03

Reporting, automation, AI

We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.

Two ways to work with us

Pick the track that fits how you work.

Track 01

Self-serve

We set up the foundation. Your team builds on top.

  • Paylocity connector configured and running
  • Warehouse set up in your cloud account
  • Clean access for your Power BI, Fabric or Tableau team
  • Documentation on what's in the data model
  • Sync monitoring so you're warned before reports break

Best fit Teams that already have a BI analyst or data engineer and want to own the build.

Track 02

Done for you

We build the whole thing, end to end.

  • Everything in Self-serve
  • Dashboards built to the questions your team actually asks
  • Automations between your systems
  • AI workflows scoped to real tasks your team runs
  • Custom apps where a dashboard does not cut it
  • Ongoing delivery at a pace that fits your team

Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.

Before you book

Frequently asked questions.

Who owns the data?

You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.

How fresh is the data?

Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.

Do I need a warehouse already?

No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.

Which Paylocity entities land in the warehouse?

The connector pulls Employees, Pay Statements and Pay Runs with their Earnings and Deductions, Tax Setup, Benefits enrolments, Time Entries and Schedules, the Recruiting Applicants and Job postings, and Performance and Compensation records. That covers the reporting surface most HR, finance and operations dashboards need without writing a custom API job per use case.

How do we keep social-security numbers and salary out of broad dashboards?

SSNs, full pay rates, deduction details and review content can be kept in restricted schemas that only payroll, HR and finance roles reach, while the employee directory, headcount, time and PTO data powers the dashboards the rest of the business uses. Access is enforced in the warehouse, not per dashboard, so a new report cannot accidentally expose a field it should not see.

Does the warehouse keep the pay-period and check-date grain intact?

Yes. Pay statements land with their pay-period start and end, check date and pay-frequency, so weekly, bi-weekly and semi-monthly groups stay comparable and a quarterly view aggregates correctly. Off-cycle runs are flagged so they do not double-count against a regular period.

GDPR-compliant
Data stays in the EU
You own the warehouse

A first deliverable live in four to six weeks.

We review your Paylocity setup and the systems around it. Together we pick the first thing worth building.