Great product, needed areas of improvement
February 07, 2023

Great product, needed areas of improvement

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Paylocity

I work as part of an accounting firm that has various customers on Paylocity. Our use of Paylocity includes pulling payroll reports in order to reconcile payroll for our customers. The main issue I've seen with Paylocity is there isn't a direct sync integration possible to a cloud accounting system (QBO/Xero). This is a selling point for prospective customers of Paylocity to provide this feature.
  • Reporting options
  • Exporting reports to excel
  • Ease of use of the webiste
  • Direct sync integration to QBO/Xero
  • GL export to excel for import to QBD
  • Accountant dashboard to add firm users
  • Exporting reports to excel in order to make notes
  • ERC specific reports that save us time to calculate eligible wages

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?

Yes

Did implementation of Paylocity go as expected?

I wasn't involved with the implementation phase

Would you buy Paylocity again?

Yes

It seemed the customer was able to provide us access pretty seemlessly, but would be better to have an accountant type console, where we could request access to their Paylocity account. An Admin from the firm could manage also team members access by adding them or removing them from the console.

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
Not Rated
Organization and location management
Not Rated
Compliance data (COBRA, OSHA, etc.)
Not Rated
Pay calculation
Not Rated
Support for external payroll vendors
Not Rated
Off-cycle/On-Demand payment
Not Rated
Benefit plan administration
Not Rated
Direct deposit files
Not Rated
Salary revision and increment management
Not Rated
Reimbursement management
Not Rated
Approval workflow
Not Rated
Balance details
Not Rated
Annual carry-forward and encashment
Not Rated
View and generate pay and benefit information
Not Rated
Update personal information
Not Rated
View job history
Not Rated
View company policy documentation
Not Rated
Employee recognition
Not Rated
Tracking of all physical assets
Not Rated
Report builder
9
Pre-built reports
9
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