How to integrate ADManager Plus with Paylocity and enhance workforce productivity

How to integrate ADManager Plus with Paylocity and enhance workforce productivity

 Overview

Paylocity, a cloud-based payroll and human capital management (HCM) software provider, empowers organizations to efficiently handle payroll processing, generate reports on workforce trends and performance, facilitate an employee self-service portal, integrate with time tracking and management tools, and ensure compliance with diverse regulations. Integrating ADManager Plus with Paylocity helps organizations streamline identity management and enhance workforce productivity.

 Here are some key highlights of this integration: 

  1. Streamlined user provisioning
Streamline the onboarding process for new employees by automating user account creation and resource provisioning, effectively managing user roles and access permissions to ensure appropriate access levels.
  1.  Reporting and compliance

Benefit from combined reporting capabilities, allowing for comprehensive insights into user activities, compliance status, and other crucial metrics. 


Actions supported

Upon integration, administrators can configure automations to carry out desired tasks. These automations can be monitored and controlled by implementing multi-level business workflows, which ensure that they are reviewed and approved before execution. The following actions can be automated:

  • Create user accounts

  • Add users to groups

  • Modify user attributes

  • Remove users from groups

  • Modify user accounts by template

  • Create mailboxes

  • Reset passwords

  • Disable or delete mailboxes

  • Unlock user accounts

  • Move home folder

  • Enable user accounts

  • Delete home folder

  • Disable user accounts

  • Revoke Microsoft 365 licenses

  • Delete user accounts

  • Manage user photos

  • Run custom scripts

  • Disable Skype for Business accounts

  • Move users across groups

  • Configure auto reply settings

 

 

How to integrate ADManager Plus and Paylocity

  1. Log in to ADManager Plus.

  1. Navigate to the Automation tab and click Application Integrations.

  1. Under Enterprise Applications, click Custom Applications.

  1. In the Custom application configuration window that displays, enter a suitable Name and Description, upload a logo of Paylocity, and click Save.

  1. Click the Paylocity tile added in the previous step to configure the API authorization methods, endpoints and LDAP data mapping.

  1. In the Authorization section, select OAuth 2.0 as the Authorization Type.

    • Header Prefix: Specify a prefix value for your authorization header.

    • Grant Type: Select Client Credentials as the grant type.

    • Access Token URL: Enter the OAuth server URL where the application can exchange the Authorization code for an Access Token.

    • Client ID and Client Secret: Enter the client ID and client secret provided by Paylocity when the account was created. If you are unable to find these credentials, contact Paylocity support.

    • Scope: Specify the data you would like to access from Paylocity.

    • Click Advanced Options and choose the headers and query parameters from the Add To drop-down menu.

  1. In the API Endpoint Configuration section, add the following:

    • Endpoint URL: Enable the Advanced option and paste one of the URLs.

                  Note: Click here to view Paylocity's API references.

    • Method: Choose Get.

    • Headers: Click and configure the respective HTTP headers as configured in the endpoint.

    • Parameters: Click and configure the query parameters as configured in the endpoint.

    • Message type: Select None.

    • Check the Repeat calling this Endpoint box to continually call the API until you get the required response. From the drop-down menu, select the parameter and specify the increment value. You can also set a condition which, when satisfied, calls the endpoint repeatedly.

Note: You can configure multiple endpoints for an HCM solution.

  1. Once finished, click Test & Save. A response window will display the requested elements.

  1. Click Data Source - LDAP Attribute Mapping to match endpoints and to map AD LDAP attributes with the respective attributes in the HCM solution.

  1. Enter the Configuration Name and Description, and select the Automation Category from the drop-down menu.

  1. In the Select Endpoint field, choose those columns that are unique to users (e.g., employeeIdenifier, username, etc.). The values in these columns should be consistent across all the endpoints.

  1. In the Attribute Mapping field, select the attribute from the LDAP Attribute Name drop-down menu and map it with the respective column in the HCM solution.

  1. Click Save.

While configuring an automation in ADManager Plus, select Paylocity as the Data Source and automate user management. Click here to learn more about automation configuration.



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