Sora and Paylocity have partnered together to offer an integration for our mutual customers which can be found in the Paylocity Marketplace. This doc explains the steps necessary to start using this integration as well as the nuances of how the integration works.

Getting Started

The first step towards setting up this integration is to have the Paylocity team approve this integration for your specific instance of Paylocity. To do so, you will need to submit a PADE form by following the instructions found here.

In the PADE form, you only need to fill out your own contact information, company ID, etc. (the section at the very top, pictured below) and then complete the Signature fields and sign the document. You do not need to fill out any info around Sora, or any notes around what the integration will be used for.

Once the Paylocity team has notified you that your PADE request has been accepted, please reach out to your Sora Solutions Engineer who will be able to activate the integration within Sora. Your Solutions Engineer will then work with you to add custom integration tasks to automatically pass data between Sora and Paylocity at specific stages within your Sora workflows. 

Data Element & Directionality Mapping

After the API connection between Paylocity and Sora has been made, you will work with your Sora Solutions Engineer to figure out what integrations will fit the needs you have for your workflows. 

In most cases, we set up an integration that will automatically create new hire profiles in Paylocity Onboarding for you. As with all of our integrations, we can send over as much or as little information about the new hire as you would like. Examples of data we most commonly push over to Paylocity are: 

• Username (optional)
• First Name (required)
• Last Name (required)
• Hire Date (optional)
• Employment Type (optional)

After setting up this first integration, we usually set up a data sync from Paylocity to Sora so that employee field values in Sora will be kept up to date with the corresponding values stored in Paylocity. Some of the most common fields we see being pulled over from Paylocity and into Sora are: 

• First name (required)
• Last Name (required)
• Personal Email (required to find the employee in Sora)
• Work Email (optional)
• Termination Date (optional)
• Employee Status (optional)
• Address (optional)
• Job Title (optional)

Sora, not Paylocity, completes the transformation and load of your Paylocity data into Sora. As such, please reach out to your Sora representative if you notice that your employee data within Sora is out of sync with your Paylocity data or if any desired fields are missing within Sora.

Roles and Responsibilities

Implementation 

Roles:

• Sora Implementation Manager 
• Sora Solutions Engineer
• Customer Point of Contact/Team

Responsibilities: 

• During Implementation the customer will be responsible for working with their Sora Implementation Manager to build their workflow to fit their needs. They will also work with their Sora Solutions Engineer, to gather the requirements for their integration needs. 

Testing

Roles: 

• Sora Implementation Manager 
• Sora Solutions Engineer
• Customer Point of Contact/Team

Responsibilities: 

• Once testing begins, there will be two parts. You will work with your Sora Solutions Engineer to test the integrations independently from the workflow in the beginning to make sure all the data is flowing correctly and all the fields are being populated in the correct places. You will also work with your Sora Implementation Manager to test the workflow along with doing end to end testing that will test the workflow and integrations together to ensure everything is running smoothly before going live.

Push to Production

• Sora Implementation Manager 
• Customer Point of Contact/Team

Responsibilities: 

• Once the remaining tasks in your workflow have been tested and reviewed by your team, your Sora Implementation Manager will assist you in activating your workflow and adding any appropriate employees into the live workflow.

Getting Support

If you run into any troubles or have any questions along the way, don’t hesitate to email our Support team at support@sora.co. If necessary, our team will reach out to the Paylocity team directly to get all your issues and questions resolved.

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