Tallyfy extends Paychex Flex beyond payroll and HR by automatically launching cross-department workflows for onboarding and payroll coordination and offboarding across IT and Facilities and Training teams when employee events occur in Paychex.
Paylocity
Paylocity manages employee records and processes payroll. But the moment someone’s hired, a wave of manual coordination begins that Paylocity doesn’t handle.
Paylocity can’t tell IT to order a laptop. It can’t assign desk setup to Facilities, schedule orientation with Training, or notify Finance to create an expense account. These handoffs happen in email threads, spreadsheets, and chat messages - if they happen at all.
What Paylocity manages:
- Employee data and personnel records
- Payroll processing and tax compliance
- Benefits administration and enrollment
- Time tracking and attendance
What falls through the cracks:
- Cross-department coordination for onboarding and offboarding
- IT equipment provisioning and system access setup
- Multi-team approval chains for role changes and compensation
- Visibility into process completion across departments
- Structured handoffs with clear ownership and deadlines
- Compliance tracking for certifications and training
Paylocity serves your HR team. But employee lifecycle processes span every department - IT, Facilities, Training, Finance, and Legal. Tallyfy coordinates workflows across all your teams, not just one.
When a Paylocity employee event fires - new hire, termination, role change - Tallyfy launches a structured workflow that coordinates every downstream action. Each step has an owner, a deadline, and escalation rules if something stalls.
When Paylocity records a new hire, Tallyfy coordinates:
- IT equipment ordering and system access provisioning
- Facilities workspace setup and building access
- Training schedule and compliance certification tracking
- Finance expense account and corporate card setup
- Manager introductions and team integration tasks
When Paylocity processes payroll events, Tallyfy handles:
- Exception approval workflows for overtime and adjustments
- Multi-tier commission review and sign-off chains
- Garnishment processing with legal compliance checkpoints
- Multi-state tax registration coordination
When Paylocity records a termination, Tallyfy ensures:
- IT access revocation on the correct date
- Equipment return tracking and verification
- Knowledge transfer completion before the last day
- Exit interview scheduling and feedback collection
Middleware - Connect via Zapier, Power Automate, or Make.
HR integration platforms - Flexspring, Joynd, Merge API, and Finch offer pre-built Paylocity connectors.
API - Build a custom integration using Tallyfy’s API with Paylocity’s REST APIs and webhooks.
For technical details including code examples and webhook handling, see Paylocity technical integration.
Book a consultation ↗ to discuss connecting Paylocity with your Tallyfy workflows. We’ll map your employee lifecycle processes and find the best automation opportunities.
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