How to sync HRIS data from Paylocity | Culture Amp Support Guide (2023)

What can I learn from this page?

How to sync HRIS data from Paylocity

Who is this guide for?

Account Admins

NOTE: Paylocity uses our FULL import process. When your data syncs, any employees not included in your data file will become inactive in Culture Amp. See: Importing your user data to Culture Amp for more information.

Culture Amp can import your employee data directly from Paylocity. The set-up process is straightforward and can usually be completed in one sitting without technical support. You can set up your integration to sync data manually (as triggered by an admin user) or automatically daily.

Quick Links:

  • Before your begin

  • Step 1: Connect your Paylocity Account

  • Step 2: Optional - Other companies to sync from

  • Step 3: Choose the fields to sync

  • Step 4: Optional - Create a custom field to exclude specific people

  • Step 5: Set Sync settings and Save

  • Step 6: Manually Sync Data

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  • Troubleshooting Integration Issues

Log into Paylocity and request a vendor integration via the the Paylocity marketplace. detailed instructions on how to do this can be found here.

  1. Sign in to Culture Amp with an account that has Account Administrator access.

  2. Navigate to your Settings > Data Integrations page in the Culture Amp platform. Select the Paylocity Logo

    How to sync HRIS data from Paylocity | Culture Amp Support Guide (1)

  3. Click the Set up Paylocity integration button

    How to sync HRIS data from Paylocity | Culture Amp Support Guide (2)

  4. Enter your Paylocity Company Id, and select validate details.

    How to sync HRIS data from Paylocity | Culture Amp Support Guide (3)

  5. You now have a connection between Paylocity and Culture Amp. If you are unable to validate the connection, please ensure you are using the correct company id and that you have submitted a request to Paylocity to allow Culture amp access to your company details

    We now have the ability to connect to more than 1 Company ID for those users that have multiple company ID's for users in different geographical locations

How to sync HRIS data from Paylocity | Culture Amp Support Guide (4)

We now have the ability to connect to more than 1 Company ID for those users that have multiple company IDs for users in different geographical locations. If you would like to add multiple company IDs, click the “validate companies” button after entering the company ID in the textbox.

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Custom field mapping

  • If you would like to customize the mapping of fields between Paylocity and CultureAmp, please follow the HRIS Custom Mapping Instructions.

  • Alternatively, you can use the default mapping explained in the Default field mapping section below.

Default field mapping

The following Mandatory fields will be automatically imported into Culture Amp:

  • Name

  • Email

  • Employee Id

  • Manager Email

  • Preferred name

  • Date of birth

  • Start date

  • End date

You can also select any additional fields that you would like to be imported into Culture Amp from the list of additional fields. Any custom fields created will automatically appear in the list of additional fields and be available for selection.

How to sync HRIS data from Paylocity | Culture Amp Support Guide (5)

Alternatively, you can use the 'Advanced Mapping' feature (beta) for custom mapping of fields between the two platforms:

How to sync HRIS data from Paylocity | Culture Amp Support Guide (6)

Important: When using the using the 'Advanced Mapping' feature, if you have the Employee Hierarchy feature enabled on your account with the managers email addresses as your manager identifier, the manager identifier demographic must be titled as 'Manager Email' in your Account Demographics.

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You'll need to add the Culture Amp field called 'Manager ID' as a field in Advanced Mapping (this will be automatically linked to the Paylocity field called 'Supervisor Employee Id). The platform then uses their ID's to automatically populate their email addresses in the 'Manager Email' field in Culture Amp for hierarchy validation purposes.
Note, the platform also pulls in the 'Manager' name info from the Manager ID too and that demographic field will therefore be reflected in the import summary.

Please note that Pay Type and Pay Group fields in Paylocity are part of their "sensitive information" category, which is not accessible via our integration.

If you wish to store that type of information for your users in Culture Amp, you'll need to consider managing those demographics manually via Excel/CSV user imports or look into the possibility of creating a custom field in one of the non sensitive categories in Paylocity to house that data and include the custom field in your data sync.

If you'd like to exclude specific people, create a custom field in Paylocity called "Exclude from Culture Amp." During the sync process, any employees with this field set to "Yes" will be excluded from being synced into Culture Amp.

How to sync HRIS data from Paylocity | Culture Amp Support Guide (7)

We recommend leaving daily syncs disabled for now. The best practice is first to do a manual sync where you get to review how the integration data will change your employee data before confirming those changes. After you have confirmed that data is importing correctly, you can enable daily syncs.

  1. Enter the email address of a person that should be contacted in case of any integration errors.

  2. Select the Save settings button to save the integration

    How to sync HRIS data from Paylocity | Culture Amp Support Guide (8)

    How to sync HRIS data from Paylocity | Culture Amp Support Guide (9)

You can now sync your user data into Culture Amp, which replaces the old data in Culture Amp with the new data from Paylocity.

Even if you have turned on auto-syncs, we strongly recommend running a manual sync after setting up your integration to confirm everything is working correctly. You’ll be prompted to do this when you save your integration. Otherwise, you can run a manual sync by navigating to the Settings > Data Integrations page and clicking the Sync Button or via your Settings > Users > Import Users

From here, Culture Amp will step you through the same verification process as if you were uploading users via the Import Users process. Once you’ve reviewed your data and clicked ‘Import data’, the sync will run in the background and could take anywhere from a couple of seconds to a few minutes. No data will be imported until you click ‘Import data’.

Switching from CSV uploads to the integration

If you already have existing data in Culture Amp as a result of doing CSV uploads or using a different integration, then there are a few things to pay attention to:

When doing your first sync via the Paylocity integration, you could see errors related to matching employees. Please review the troubleshooting information in Duplicate employees in Culture Amp section below.

If your additional demographics have a different name in Paylocity than they are currently titled in Culture Amp, they will be created as a new demographic after your first sync. We would recommend keeping this in mind if you trend results in surveys for demographic groups over time. When you run your next survey, you can reach out to the Culture Amp product support team to do a once-off mapping of the previous demographic name to the new demographic name from HiBob. To avoid confusion from users about which demographic to use, we would recommend navigating to the Settings -> Account Demographics page and deleting the old demographics after your first sync (this will not impact any previous survey results or comparisons).

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Duplicate employees in Culture Amp

Culture Amp will match employees in Paylocity to employees in Culture Amp based on the employee's email address. If the same employee has a different email address in Culture Amp and Paylocity, duplicate employees will be created in Culture Amp. To reconcile the duplicates, please follow the steps below.

Resolving duplicates before changes have been applied to Culture Amp

Feedback on all employees to be created/updated/deactivated will be provided on the ‘Review’ screen during the first sync. Ideally, you would then abort the sync and update employee emails in Culture Amp to match Paylocity data.

In Culture Amp, employees' email addresses can be updated via a user modal: Go to the Users page and click on the name of the employee you want to update, then update the employee's email. Repeat for all duplicated employees. After that, you can try integration sync again.

Resolving duplicates after changes have been applied to Culture Amp

If you did not address the duplicates on the first sync and duplicate employees have been created, it is possible to resolve the duplicates by:

  • Deactivate the newest employee and remove email from it, e.g., by assigning a fake ID/email to allow saving.

  • Update existing user records to match employee emails in HiBob. This will allow us to retain the history on the existing employee record.

Sync blocked to protect employee privacy

Your automated daily sync might be blocked if Culture Amp suspects that one of your employees may have had their details mixed up with another. You will receive a notification of this via email.

If a combination of an employee's Name, Date of Birth, or Email is changed, the sync will be blocked. This prevents an employee from accidentally accessing another employee's private information, such as performance reviews.

If you've intentionally changed the employee's details, you can run a manual sync to push through the change. Simply click 'Import data' from the Users page and select 'Sync'. Culture Amp will guide you through the rest.

Investigating and resolving any data issues

Once the first integration has been performed, and integration history has been created, the first step when investigating data issues is to check the import summary for your most recent import. This will provide information about the state of your integration.

To find this information, go to Account Administration > Import History and select your most recent import.

If there was a problem with your last import, you will either be able to view errors on this page, or you will be prompted to run a manual sync to identify any problems.

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FAQs

How to sync HRIS data from Paylocity | Culture Amp Support Guide? ›

Culture Amp can import all your employee data directly from Workday using the "Reports as a Service" (RaaS) API facility within Workday. Once the integration is configured, you can set it to sync data manually (as triggered by an Account Administrator in Culture Amp) or automatically on a daily basis.

Does culture amp integrate with workday? ›

Culture Amp can import all your employee data directly from Workday using the "Reports as a Service" (RaaS) API facility within Workday. Once the integration is configured, you can set it to sync data manually (as triggered by an Account Administrator in Culture Amp) or automatically on a daily basis.

Does culture AMP integrate with ADP? ›

In the case of the ADP integration, ADP will provide you with the public SSH key. The private key SSH key will remain with ADP. The public key will need to be entered in the Public Key field on the Settings > Data Integrations page in Culture Amp. This can be done by a Culture Amp Account Administrator.

How do I sync workday? ›

  1. Step 1: Create an Integration System. Sign in to Workday as an administrator. ...
  2. Step 2: Add Integration Attributes to the Integration System. ...
  3. Step 3: Add Subscriptions to the Integration System. ...
  4. Step 4: Associate the Integration User to the Integration System. ...
  5. Step 5: Edit Business Process for adding the Integration System.

Is Culture Amp any good? ›

Culture Amp for human resource and employees automation

A good tool in facilitating the work of institutions by automating personnel affairs, even if it needs some development and adding some features.

What are the different types of integration in Workday? ›

In Workday, there are three types of integrations – Cloud Connect, Enterprise Interface Builder and Workday Studio. Each with its own benefits and limitations.

How does Culture Amp work? ›

Your organization may use Culture Amp to gather organizational feedback through engagement surveys or drive your development and performance through things like performance reviews, 1-on-1s with your manager, or providing feedback to your peers.

What is the definition of engagement Culture Amp? ›

At Culture Amp, we define employee engagement as the levels of enthusiasm and connection employees have with their organization. An employee engagement survey is the best way to understand if your employees are engaged or not, and what's driving engagement.

What apps work with ADP? ›

Popular apps
  • Deputy for RUN Powered by ADP® Bestseller. ...
  • ADP SmartCompliance® Employment Verification for ADP Workforce Now® Automated and Secure Online Employment and Income Verification. ...
  • QuickBooks Time Connector for RUN Powered by ADP® Bestseller. ...
  • LifeMart Discounts. Employee Discount Platform.

Does Workday support API integration? ›

Workday APIs are fully versioned, ensuring that your integrations continue to function across future Workday updates. Additionally, they're protected by a single security model in Workday that spans all of our applications.

How do I create an integration system in Workday? ›

Create an Integration System User
  1. Log in to your Workday tenant using an administrator account.
  2. In the search box of the Workday application, type Create integration and it will suggest the 'Create Integration System User' task, please select it.
  3. In the next screen please add : User Name. New Password. ...
  4. Click OK.
Jul 4, 2022

How many integrations are there in Workday? ›

More than 600 prebuilt integrations ready for use. Connect directly with Workday Web Services and REST-based APIs.

Who owns Culture Amp? ›

Didier Elzinga is the CEO & Founder of Culture Amp - the world's leading Culture Analytics platform.

How many companies use Culture Amp? ›

Customers of Culture Amp

Around the world in 2023, over 1400 companies have started using Culture Amp as Onboarding tool.

What is A good Culture Amp score? ›

Your engagement score is a key outcome and your score will be a function of the particular questions you use. If you use our standard questions the average score is somewhere in the 70%-75% range. A score of about 80% is fantastic and above 85% is really all you might aim for.

What are the 4 types of integration? ›

The main types of integration are:
  • Backward vertical integration.
  • Conglomerate integration.
  • Forward vertical integration.
  • Horizontal integration.
Mar 22, 2021

Does Culture Amp have an app? ›

Once you've installed the Culture Amp app, you'll be asked to sign in with your Culture Amp account. You are able to receive Culture Amp notifications as soon as you install the app. However, to get the full experience you must sign in with your Culture Amp account.

Why is Culture Amp important? ›

The Culture Amp story

That focus empowers our people to deliver on the promise of a platform that helps people worldwide build profitable, sustainable, and human-literate companies. That's what drives everything we do. Our mission goes beyond just building a business tool.

Is Culture Amp really Anonymous? ›

A: Yes, this survey is 100% anonymous. Your responses are not tied to your employee ID, email address, IP address, or anything else identifiable to you. Raw data is not available to us, only reporting in aggregate is allowed.

How do you integrate Culture Amp with teams? ›

The Culture Amp app for Teams leverages our very own People Science insights to drive frequent, timely feedback. This reduces recency bias at review time and reinforces positive performance throughout the entire year. Invest in your own development by receiving feedback right into your Teams activity feed.

What is employee experience Culture Amp? ›

Writer, Culture Amp. Definition: Employee experience encapsulates what people encounter and observe over the course of their tenure at an organization.

How do I add participants to Culture Amp? ›

Adding users
  1. click Settings button.
  2. click Users >> Add User button.
  3. type user's name, preferred name and email address.
  4. select a Date of birth (this is not mandatory, but can be used to determine a person's age for demographic reporting purposes)

What browser is best for ADP? ›

For optimal performance, ADP recommends you upgrade to the most recent versions of Firefox, Chrome, Microsoft Edge based on Chromium, and Safari 16 and higher. Clients not using the latest versions of these browsers may experience performance and rendering issues. Pop-up and cookie-blocking software must be disabled.

What are ADP alternatives for payroll? ›

Top ADP Alternatives
  • Oracle.
  • SAP.
  • UKG.
  • Ceridian.
  • Paycor.
  • Freshworks.
  • ZingHR.
  • Zoho.

What does ADP connect to? ›

ADP integrates with most major ERPs using proven integration methods and software applications, including the SmartConnect™ platform. This enables the seamless flow of payroll, employee and other data between systems, leading to fewer manual entry errors and more time to focus on where you're going to take HR next.

What database does Workday run on? ›

Workday works on a single cloud-based database for both HCM and financials to provide a better ERP System. The other components of HCM such as finance and talent management are also added to its suite.

Is Workday on AWS or Azure? ›

Workday supports enterprise applications for more than 1,300 businesses—including more than 120 Fortune 500 companies—using AWS. Workday produces cloud-based applications that unify finance, HR, and planning into one seamless system for better business performance.

Is Workday better than SAP? ›

Workday HCM is best for midsize to large businesses prioritizing reporting analytics to understand company inefficiencies and drive change. SAP SuccessFactors HXM is best for international companies that need a unified way to manage employees and work processes across different countries.

How do you do system integration? ›

7 Steps in the System Integration Process
  1. 7 step process to system integration. ...
  2. Step 1 - Gathering information and planning. ...
  3. Step 2 - Analysis of the gathered information. ...
  4. Step 3 - Design. ...
  5. Step 4 - Development. ...
  6. Step 5 - User testing. ...
  7. Step 6 - Implementation. ...
  8. Step 7 - Maintenance.
Aug 11, 2022

Does Workday integrate with Jira? ›

Two powerful tools, together. Integrate Jira and Workday RaaS to turn your data into actionable insights.

How do you create a system integration plan? ›

7 Simple Steps of the System Integration Process
  1. Determine Requirements. ...
  2. Conduct Analysis. ...
  3. Design Software Infrastructure. ...
  4. Develop a Management Plan. ...
  5. Design System Integration. ...
  6. Implement the Solution. ...
  7. Perform Maintenance Checks.
Jul 24, 2020

What is an example of a Workday integration? ›

Here are just some examples of popular Workday Integration use cases: Workday to Recruiting Management (ADP, iCIMS, Oracle SAP, etc.) Workday to Human Capital Management systems (Ultimate Software, SAP Ceridian, etc.) Workday to Service Management Systems (BMC, ServiceNow, Salesforce, etc.)

What is the average salary of Workday integration? ›

Workday Integration Consultant salary in India ranges between ₹ 4.8 Lakhs to ₹ 18.0 Lakhs with an average annual salary of ₹ 8.1 Lakhs. Salary estimates are based on 458 latest salaries received from Workday Integration Consultants.

What does API stand for in Workday? ›

APIs (Application Programming Interfaces) are a crucial part of modern software applications, and they enable different systems to communicate and share data with each other. Workday, like many other software systems, also offers APIs to allow integration with other applications and systems.

Can you integrate Workday? ›

With Workday Integration Cloud, you can securely and efficiently connect to your third-party systems—no additional costs or middleware required. It's all part of our core system. And secured by our single security model.

What platform is Workday built on? ›

True cloud architecture. Workday is built with a true cloud architecture that allows us to scale and deliver innovation to everybody at once. Intelligent data core. Our intelligent data core combines external data with Workday data so you can gain real-time insights and become a decision-ready organization.

What are Workday connectors? ›

Workday Connectors are pre-built integration templates that extend Workday's functionality to external systems for Human Capital Management (HCM), Payroll, Payroll Interface, Financial Management, and Spend Management.

Which monitor can help us to monitor integrations in Workday? ›

So, Kognitiv's Workday® Integration Monitor can be a great tool to evaluate both the current status of your integration landscape, as well as evaluate health trends over time.

Is Workday a HRIS system? ›

Workday is considered an Enterprise HRIS, which means the system works best for companies with more than 2,000 employees. Enterprise solutions, such as Workday HCM, are designed to be all-in-one HRIS's for companies with high degrees of complexity in their operations.

What database is Workday built on? ›

Workday works on a single cloud-based database for both HCM and financials to provide a better ERP System. The other components of HCM such as finance and talent management are also added to its suite.

Is Workday a ERP or CRM? ›

Workday ERP is a true cloud, unified SaaS software system for finance, human capital management (HCM), planning, professional services automation, project management, analytics, and business intelligence. ERP is enterprise resource management, used for business processes and data transformation enterprise-wide.

How do I connect Excel to Workday? ›

In Excel, open the Data tab and choose From Other Sources -> From Microsoft Query. Choose the Workday DSN. Select the option to use Query Wizard to create/edit queries. In the Query Wizard, expand the node for the table you would like to import into your spreadsheet.

Does Workday have a rest API? ›

API Client. You will need to create an API client to connect to Workday REST API.

Does Workday use LDAP? ›

Directory Service connector connects Workday to LDAP and active directory servers. Job Posting connector detects new and changed job postings to produce a configurable output file in XML format.

What is a good Culture Amp score? ›

Your engagement score is a key outcome and your score will be a function of the particular questions you use. If you use our standard questions the average score is somewhere in the 70%-75% range. A score of about 80% is fantastic and above 85% is really all you might aim for.

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