Boyer & Associates revolutionized our internal payroll process this year by implementing a Paylocity integration to Business Central.
This cutting-edge solution seamlessly loads payroll entries directly into Microsoft Dynamics 365 Business Central for our team to review and post. Gone are the days of reformatting data and manual uploads. Now, we simply process our payroll. By the end of the day, the journal is in Business Central, awaiting our approval and posting.
In case you’re interested in learning how to streamline your own payroll process, let me take you on our journey.
Paylocity implementation process
Here’s a high level look at what the process looked like for Boyer:
New Project Review: Boyer reached out to our Client Liaison, emailing our request to service@paylocity.com. We had an initial meeting with Paylocity to discuss their product, the implementation process, and determine if their solution was the right tool for us.
General Ledger Setup: We filled out a GL Setup Information workbook that identified our ERP software and key requirements that make up our general ledger entries.
Information Gathering: Before our meeting with the analyst, we were provided instructions to set up our API and configure it in Microsoft Entra and Dynamics 365 Business Central. The analyst also requested our Business Central general journal, chart of accounts, and the G/L setup information workbook that we filled out in the previous step.
Integration Setup and Testing: These two steps were completed in one meeting. We finished the final steps to create our API connection to Business Central from Paylocity. Once the connection was completed, we tested running the process to ensure our general journal in Business Central populated correctly and we were able to post the entries.
Integration Complete: In this final step, the Paylocity analyst monitored the transfers until there were two more successful transfers. Then the project was closed.
Lessons learned in Paylocity integration to Business Central
- Ensure that Paylocity cost centers exactly match the appropriate dimensions in Business Central and that all employees’ records have been updated to the new values.
- Confirm that Paylocity earning and deductions codes are mapped to the correct G/L accounts in Business Central.
- Paylocity can only send the G/L Account type. If part of your general journal entry includes transactions to a bank account, you will need to have a payroll accrual G/L account or change the account type in the journal before posting.
Since Boyer had recently implemented Paylocity as our HR system, the Paylocity integration to Business Central was fast. It took less than 10 hours and only a few meetings with the Paylocity team.
If you are interested in learning more contact your Paylocity account manager or Boyer.
