Paylocity to Entra ID - Onboarding on Autopilot
IntegrationLearn how to integrate Paylocity to Entra ID (Azure AD) by either doing it yourself, or having our done-for-you integration do it for you affordably.
How do you automate Paylocity to Entra ID?
To learn more about how to free your IT team from manual provisioning, set up a meeting with us here. We'll get this Paylocity to Entra ID integration taken care of with less than a few hours of work on your side, and you'll be up and running in about 2 weeks after the project kicks off.
Schedule a meetingHow does Paylocity to Entra ID work?
We use Paylocity's API and our own framework to maintain, orchestrate, and monitor data integrations. We integrate standard Paylocity employee records, job and department data, employment status fields, and even photos or fields custom to your business. After data is pulled via the API, we synchronize the two data systems following the rules your business needs.
What about getting everyone on the same page in HR and IT? What's the project plan look like?
Getting the left hand to know what the right hand is doing in business is complicated. At AutoIDM, we have established a proven process to make sure everyone in your business is on the same page. The Paylocity to Entra ID (and our general integration process) is adjusted depending on your needs, but it follows these main points.
- Initial Meeting - (30 min) Bring all stakeholders together to align on the timeline, expectations, and responsibilities.
- Access - (30 min) Architect a secure solution that gives AutoIDM access to what we need while keeping your IT team in control.
- Business Rules - (1 hour) Align Paylocity with Entra ID, build the rule set, and define the testing plan.
- Testing - (~2 hours) Iterate with your champion to validate the integration and resolve issues quickly.
- Deployment - Final deploy and full support for any adjustments or changes. Paylocity to Entra ID is now up and running.
This process works because our integrations are built specifically for the way your team uses Paylocity and Entra ID.
What is Paylocity?
Paylocity is a modern cloud-based payroll and human capital management (HCM) platform, popular with small and mid-sized businesses. From an integration and IT perspective, Paylocity is the system of record for user accounts. We'll work with your team to ensure consistent onboarding and offboarding processes for your employees by automatically managing user lifecycle based on Paylocity data and your own business rules.
Learn more about system of recordWhat features does AutoIDM have?
AutoIDM's solution automates your existing processes. We tailor our solution to what you need while leveraging core functionality across our customer base. There's no need to learn new systems - we take care of account creation and let your team keep using the tools they already know.
Here's a short list of what we can do for you:
- Entra ID account creation, updates, and deactivation.
- Group membership management.
- Write back to Paylocity: work email, username, and initial password.
- Password reset triggered in Paylocity.
- Daily report of automation changes.
- Drift report for governance on unmanaged accounts.
- Welcome packets with initial username and password.
- Additional customizations included with the cost.
- Photo syncing.
What software do I need for Paylocity to Entra ID?
You'll need Paylocity and a Microsoft Entra ID (Azure AD) tenant. The rest is up to our integration team, and we have multiple architectures available to suit your needs.
What if something breaks?
As a fully managed service, we reach out if we see an error. If you notice an issue, submit a ticket to our helpdesk at support@autoidm.com.
What about on-prem Active Directory?
Microsoft Entra Connect (formerly Azure AD Connect) syncs your on-prem Active Directory environment with Entra ID. AutoIDM can integrate with on-prem Active Directory directly as well. Read more in our Paylocity to Active Directory guide.
Microsoft Entra Connect documentationWhat about Google Workspace?
With on-prem AD there's Google Cloud Directory Sync (GCDS), which can move data from AD to Google. AutoIDM can integrate with Google Workspace directly as well, but we'll save that for another article.
Google Cloud Directory Sync documentationCan I do this myself instead of paying for your service?
Yes - writing, orchestrating, monitoring, and maintaining your own Paylocity to Entra ID integration is doable. Here are some pointers.
Pull data from Paylocity: Review Paylocity's API documentation here. Note that API access isn't self-service: a company admin submits a web services access request through your Paylocity account manager, and Paylocity issues OAuth client credentials once approved. At AutoIDM we use a regular HTTP client library, specifically Python's requests library. Once you have data from Paylocity, you need to get it into Entra ID.
Map data and push to Entra ID: A simple approach is PowerShell. The Import-CSV module is the easiest interface to use, paired with the Microsoft Graph PowerShell SDK, specifically New-MgUser, Update-MgUser, New-MgGroupMemberByRef, and Remove-MgGroupMemberByRef. You'll need an app registration granted User.ReadWrite.All and Group.ReadWrite.All application permissions, with admin consent.
Does doing all of this yourself seem like something you shouldn't be supporting? That's what AutoIDM is here for. AutoIDM is a done-for-you service - no software to train on, no software maintenance, and no software configuration your team needs to worry about.
Set up a meeting