Paylocity is a Lifesaver.
November 02, 2022

Paylocity is a Lifesaver.

Sarah David | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Paylocity

We are currently using them for our payroll management and expanding into utilizing the HR features more. It helps us by not only providing excellent reports but maintaining all of our personnel and training records in one place. One other feature we have started using is logging training and performance reviews which will allow us to better track both items.
  • Payroll
  • Customer Service
  • Managing records from training to performance reviews
  • Some customer service topics, such as security roles. It is very difficult to get a clear and detailed explanation.
  • Since I'm starting to input training which our employees have completed over the decades I found there isn't a way to add these as a batch to the portal.
  • The ability for administrators to have an employee view that can be toggled between. As the administrator I can't see what my employees see, especially in the self service portal. As a result I end up using other employees as my testers to make sure they can see whatever I tried to add.
  • The inability to have a general document library. I uploaded health insurance and retirement files into the document library. I thought since I wasn't assigning them to a specific employee that all employees would be able to see the documents. It turns out that only employees with a certain security role can see the documents.
  • In regard to hiding bonus checks, it is frustrating that I have to call in to Customer Service to have the bonus checks hidden. This has to be perfectly timed so employees can see their paychecks which bookend the bonus check being issued. I also have to call in a second time after the bonus check has been issued to have the feature turned back on.
  • It is frustrating that when pulling up an article in the knowledge bases only to find that it says you have to call customer service to make the change.
  • The ability to have reports compiled for various audits and having the totals needed at my fingertips instead of having to modify data in Excel.
  • Utilizing the PTO information in the portal, this allows for less frustration between the employees and Payroll regarding any discrepancies.
  • One item that takes away time is the fact that I can't approve time off requests because I'm not a supervisor, even though my security level is a company administrator. I don't even receive an email notification that an employee submitted the request. As a result, I am tracking down employees regarding missed work and they have already submitted a request which I can't even see in the portal either.
At this time we have not started utilizing the automation processes. One of my goals is to get the time clock module added to our portal, I feel like this would be an added benefit to my current process as I am currently utilizing three different systems across the time keeping and payroll process.
I just learned we have access to surveys which will greatly improve our employee engagement and satisfaction. Unfortunately we are not utilizing the Community feature, we are thinking of creating a Facebook group, this is only because we would like to start adding company events and this is not a function in the Community feature.

Do you think Paylocity delivers good value for the price?

Yes

Are you happy with Paylocity's feature set?

Yes

Did Paylocity live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Paylocity go as expected?

I wasn't involved with the implementation phase

Would you buy Paylocity again?

Yes

Aside from the feeling of gate-keeping in regard to security roles and clearly sending out defined roles when requested the program is a huge asset to our company. Their customer service is nothing but great both over the phone and by email, when calling over the phone they are patient and able to help me quickly resolve or find the information I am looking for. For example, during our 2021 holiday season we issued bonus checks to the employees but we didn't realize that the employees could see the checks nor realize all the deductions taken from their bonus check. Customer service helped me resolve both items.

Paylocity Feature Ratings

Employee demographic data
Not Rated
Employment history
Not Rated
Job profiles and administration
Not Rated
Workflow for transfers, promotions, pay raises, etc.
Not Rated
Organizational charting
8
Organization and location management
Not Rated
Compliance data (COBRA, OSHA, etc.)
9
Pay calculation
10
Support for external payroll vendors
Not Rated
Off-cycle/On-Demand payment
10
Benefit plan administration
Not Rated
Direct deposit files
10
Salary revision and increment management
Not Rated
Reimbursement management
10
Approval workflow
Not Rated
Balance details
8
Annual carry-forward and encashment
Not Rated
View and generate pay and benefit information
10
Update personal information
5
View job history
Not Rated
View company policy documentation
Not Rated
Employee recognition
Not Rated
Tracking of all physical assets
Not Rated
Not Rated
Report builder
Not Rated
Pre-built reports
Not Rated
Ability to combine HR data with external data
Not Rated
Performance plans
Not Rated
Performance improvement plans
Not Rated
Review status tracking
Not Rated
Review reminders
Not Rated
Multiple review frequency
Not Rated
Create succession plans/pools
Not Rated
Candidate ranking
Not Rated
Candidate search
Not Rated
Candidate development
Not Rated
Not Rated
New hire portal
Not Rated
Manager tracking tools
Not Rated
Corporate goal setting
Not Rated
Individual goal setting
Not Rated
Line-of sight-visibility
Not Rated
Performance tracking
Not Rated
Job Requisition Management
Not Rated
Company Website Posting
Not Rated
Publish to Social Media
Not Rated
Job Search Site Posting
Not Rated
Duplicate Candidate Prevention
Not Rated
Applicant Tracking
Not Rated
Notifications and Alerts
Not Rated