Paylocity Has A Lot of Features
May 16, 2023

Paylocity Has A Lot of Features

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Paylocity

We use the following functions in Paylocity:
Payroll- hourly and salary in 10 different states
HR- capture & reference employee information, like mailing address, emergency contact
Reports- run reports to help us answer questions and strategize
Recruitment- post jobs directly to website and Indeed; manage applicant workflow and capture interview notes
Onboarding- new hires complete company and legal documents which are stored
Benefits- open enrollment and follow-up throughout the year; spending account management
Performance- captures 90 day and annual reviews; PIP; some use it to capture performance notes throughout the year
Community- post messages to target group or to entire company that is emailed as well as captured on their landing page
Surveys- launch surverys to target employees or entire team to capture anonymous feedback

Pros

  • The survey function allows user to see responses in a variety of ways - by responder, by question, by department/cost center. It also allows the user (author) to have the survey anonymous.
  • The benefits function allows employees to see their benefits at a glance, and the economic impact on their check.
  • The payroll team does a good job at responding to state-specific changes in the rate of withholdings if they're sent in a timely manner.
  • The community function sends messages to administrators on a monthly basis to remind them of upcoming birthdays and service anniversaries
  • Paylocity's app is excellent for end-users

Cons

  • The functions don't talk to one other well. If I terminate an employee who has benefits (all information is in Paylocity), I feel it should know that they need a COBRA letter; I should not have to go into a separate screen to launch COBRA notification.
  • The performance tools are difficult to use; they are not intuitive and difficult for those not using them every day.
  • The applicant profiles in 'Recruiting' should have a section for free-style notes so administrators can leave specific notes for each other
  • Training/ Help is poor. Make it easier to find answers to questions on how to use the tools.
  • Saves us time on payroll and with minimal errors in withholdings
  • Allows us to see the status of completion for Onboarding Tasks
  • Gives us a single location to reference sent messages
We trust Paylocity's calculations of our withholding taxes as well as tax payments and form filing. It saves times and reduces errors. And we appreciate that we can send notices that we receive to them (from states and municipalities) and they handle the inquiries on our behalf.

When we have filled a job opening, we only have to close it in Paylocity, and we know that it will automatically update on our website and the respective job boards - we don't need to 'pull' the posting from each platform individually.

It's easy to help employees who wish to make a change to their dependents or benefits; we can walk next to them as they're making the change.
Surveys are so easy to develop, push out, and aggregate. And Paylocity includes visual representations (graphs, etc) of the data to help when presenting the information to others. And it's nice to have a central location for previous survey data for easy reference for all administrators. It's nice to know exactly where something is stored.

We record our monthly company meetings, and the Video Hub is a great tool our employees can use to find previously-recorded videos.

We send notices to 'groups' - based on work location and other demographics. It's nice to be able to do this easily through the 'groups' function. It saves us time from re-creating lists, and we know the message sent will be stored in an easy-to-find location.


Products have a lot of the same functions, so I believe the key is to pick a product and stick with it - commit to learning how it functions, and train employees to do the same. Flip-flopping between products is the worst you can do.

Your success with a product is also dependent on the skill of your implementation team. I've been involved with employers who had pay periods set up incorrectly, and it caused pay shortages any time a month had less than 31 days.

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

Paylocity has the capability to do almost everything a company needs from its HRIS - the key is learning how to navigate all of the tools. It's clunky at times, but there are regular improvements. The keys is to take advantage of the help the account manager coordinates for you, and always have the Help Desk number handy.

Paylocity Feature Ratings

Employee demographic data
10
Employment history
8
Job profiles and administration
8
Workflow for transfers, promotions, pay raises, etc.
5
Organizational charting
6
Organization and location management
Not Rated
Compliance data (COBRA, OSHA, etc.)
7
Pay calculation
10
Support for external payroll vendors
Not Rated
Off-cycle/On-Demand payment
10
Benefit plan administration
9
Direct deposit files
10
Salary revision and increment management
9
Reimbursement management
Not Rated
Approval workflow
Not Rated
Balance details
10
Annual carry-forward and encashment
9
View and generate pay and benefit information
10
Update personal information
10
View job history
10
View company policy documentation
Not Rated
Employee recognition
Not Rated
Tracking of all physical assets
Not Rated
Report builder
6
Pre-built reports
7
Ability to combine HR data with external data
Not Rated
Performance plans
5
Performance improvement plans
5
Review status tracking
9
Review reminders
10
Multiple review frequency
10
Create succession plans/pools
Not Rated
Candidate ranking
Not Rated
Candidate search
2
New hire portal
8
Manager tracking tools
8
Corporate goal setting
Not Rated
Individual goal setting
5
Line-of sight-visibility
Not Rated
Performance tracking
7
Job Requisition Management
1
Company Website Posting
10
Publish to Social Media
8
Job Search Site Posting
7
Duplicate Candidate Prevention
1
Applicant Tracking
8
Notifications and Alerts
10

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