This article applies to organization admins in the PI2 platform.
The Predictive Index’s integration with Paylocity allows you to send candidate data from PI Hire directly to Paylocity, so you can view behavioral and cognitive insights directly in your ATS workflow.
Learn how to configure our Paylocity ATS integration in this article.
Note: PI’s Paylocity integration is a premium add-on. Learn more here.
How to access PI’s Paylocity configuration screen
Log in to the PI software.
Select the gear icon (
) in the top right corner of the screen.
You will land on the Administration page.
Select the “Integrations” tab.
Select “ATS Configuration” on the left-hand side.
Click “Configure” for the Paylocity integration.
You will land on the Paylocity configuration page.
How to configure PI’s Paylocity integration
The configuration process consists of three main steps:
1. Create a new PI user account.
To integrate The Predictive Index with Paylocity, you must first specify a PI account within your organization to be used for the configuration. This account must remain active for the integration to operate successfully.
Note: We strongly recommend you create a generic “PI Integrations” account that isn’t tied to a specific individual at your organization.
To create this account:
Create a company email for this account (e.g., [email protected]).
Store the email and password in a secure place accessible to any organization admin(s).
Send a PI invitation to the email the same way you would invite any employee.
Under the Product access section, make sure you make this account an organization admin.
(Optional) If you intend on using the PI Cognitive Assessment with Paylocity, also make this account a cognitive admin.
Log in to the new email account and finish the PI account creation process.
Once you’ve created a password for this PI account, you’re good to proceed. (Make sure you’re logged back into your normal PI account for the rest of this process.)
Once you’ve created your dedicated integrations account, you’ll need to select it from PI’s Paylocity configuration page. To do so:
Follow these steps to find the Paylocity configuration page.
Select the dropdown under the header titled “PI’s ‘On Behalf Of’ user account.”
Select the generic account you just created.
2. Enable/disable Behavioral Report auto-send.
Directly underneath the account selection, you’ll see a toggle titled “Auto-send Behavioral Report to candidates.”
Choose whether to enable or disable this setting. (You can change this setting later.)
3. Input Company IDs from Paylocity to associate with the integration.
The final part of the configuration process requires information from the Paylocity side.
Within PI’s Paylocity configuration screen, you’ll see a header titled “Manage Company IDs.” Here, you’ll enter any Company IDs you’d like to associate with your Paylocity account.
Note: To configure the integration, you’ll need to enter at least 1 Company ID.
Enter the relevant Company IDs from Paylocity, then click “Save changes” to confirm.
You will see a message confirming the configuration was saved.
You’re all set! For help using the actual integration (e.g., associating PI jobs with Paylocity jobs, sending candidate data to Paylocity), please view our video walkthrough.
FAQs
I’m unable to access the PI’s Paylocity configuration screen. Why?
I’m unable to access the PI’s Paylocity configuration screen. Why?
You must be an organization admin to access the configuration page.
I’m an organization admin, but still don’t have access. Why?
I’m an organization admin, but still don’t have access. Why?
PI’s Paylocity integration is a premium add-on. Learn more here.
Can I turn the integration on and off?
Can I turn the integration on and off?
Yes. At the top of the configuration page in PI, you’ll see a toggle titled “Enable Paylocity connection.”
Turning this toggle off will disable the integration, preventing data from being sent from PI to Paylocity (and vice versa).
Additional support