User-friendly and easy to navigate
June 02, 2025

User-friendly and easy to navigate

Elizabeth Ragheb, SHRM-CP | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Paylocity

Paylocity is our main solutions provider. We love that Paylocity enables our employees to update their personal information and access their check stubs and W-2s through use of the self-service profile. We also utilize Paylocity for all of our onboarding and payroll tasks. Paylocity makes these processes streamlined and efficient. Another way we utilize Paylocity is through its annual engagement and quarterly pulse surveys, which are very helpful to us in tracking employee engagement and retention.

Pros

  • Automated payroll process, including off-cycle payrolls
  • Keeping employee data organized together in one place
  • Generating surveys for tracking employee engagement and retention
  • Makes onboarding streamlined and efficient

Cons

  • Regarding the withholding forms task, employees used to be able to complete them without any issue previously. Now there is a scroll bar on the far right-hand side that is mostly hidden. They must scroll all the way to the bottom to complete this task, and most applicants don't see it. Our client consultant created a video which we are able to send to them with further instructions for completing this task. This has been immensely helpful, but it would definitely save time if we didn't have to do this step in the first place.
  • Paylocity no longer allows us to verify an employee's direct deposit information in the onboarding packet, which has created numerous issues with incorrectly set-up accounts and off-cycle payrolls.
  • The PERC task, it used to require employees to input their PERC number. This was important for verification purposes, and now it no longer requires them to do that.
  • Reduced errors in timekeeping and payroll
  • Improved employee retention through engagement and pulse surveys
  • Better workforce visibility through clear, streamlined tracking of employee data and performance metrics
  • Reduced time expenditure onboarding new hires
Paylocity's automation tools have significantly reduced the time-expenditure of processing payroll and manual data entry errors, which has enabled HR to spend more time on employee engagement and retention, as well as other important initiatives. This has not only saved time but also reduced costly errors and improved employee satisfaction as well.
The community peer recognition has been a wonderful motivator for our employees and has increased employee engagement and satisfaction by making employees feel recognized for the impact they are making in a meaningful way. The engagement, quarterly pulse, and exit surveys have all been very helpful in identifying which areas have impacted employee engagement and satisfaction in a positive way and which areas could be improved. This has given our employees a voice to express any concerns and also to share what things they love most. We have also been able to send out how-to videos through Paylocity in the community as well, which have really helped employees in navigating certain processes (i.e. accessing check stubs, updating direct deposit). This has improved employee engagement and satisfaction by ensuring they understand how to navigate these processes.

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?

Yes

Would you buy Paylocity again?

Yes

Paylocity has a very user-friendly interface and is easy to navigate. The new payroll system is well-designed and efficient. Creating the batches is an easy, straightforward process. I also love that the system guides you through the steps of generating the pre-process payroll register, running the audit, and submitting payroll and prompts you if there are any steps left to complete. The employee onboarding packets are well-designed and have a nice, simple layout as well. However, the issues mentioned in the previous question have created complications for employees when completing these packets. Our main concerns are the technical difficulties employees experience when attempting to complete the withholding forms task, HR not being able to verify employee direct deposit information during onboarding, and no longer being able to make edits to the PERC task. If these issues were resolved, completing the Paylocity onboarding packets would be a very streamlined, easy process.

Paylocity Feature Ratings

10.0
Employee demographic data
10
Employment history
10
Job profiles and administration
10
Workflow for transfers, promotions, pay raises, etc.
10
Organizational charting
10
Organization and location management
10
Compliance data (COBRA, OSHA, etc.)
10
10.0
Pay calculation
10
Support for external payroll vendors
10
Off-cycle/On-Demand payment
10
Benefit plan administration
10
Direct deposit files
10
Salary revision and increment management
10
Reimbursement management
10
10.0
Approval workflow
10
Balance details
10
Annual carry-forward and encashment
10
10.0
View and generate pay and benefit information
10
Update personal information
10
View job history
10
View company policy documentation
10
Employee recognition
10
10.0
Tracking of all physical assets
10
10.0
Report builder
10
Pre-built reports
10
Ability to combine HR data with external data
10
Integration with other HR capabilities ()
Not Rated
10.0
Performance plans
10
Performance improvement plans
10
Review status tracking
10
Review reminders
10
Multiple review frequency
10
10.0
Create succession plans/pools
10
Candidate ranking
10
Candidate search
10
Candidate development
10
9.0
New hire portal
8
Manager tracking tools
10
10.0
Corporate goal setting
10
Individual goal setting
10
Line-of sight-visibility
10
Performance tracking
10
10.0
Job Requisition Management
10
Company Website Posting
10
Publish to Social Media
10
Job Search Site Posting
10
Duplicate Candidate Prevention
10
Applicant Tracking
10
Notifications and Alerts
10

Using Paylocity

290 - Our entire organization uses Paylocity. Our security officers use Paylocity to update their personal information and access their check stubs and W-2s. Our HR team uses Paylocity for onboarding, processing payroll, creating surveys and generating reports, as well as tracking employee engagement and retention. Our operations, marketing, and executive leadership teams all use Paylocity to access important metrics and reporting tools, as well as our employee database and Community.
7 - Fundamental knowledge of HR and payroll processes, as well as an understanding of the system itself is required to support Paylocity. Strong interpersonal and communication skills are needed to be able to educate employees on Paylocity tools and submit ticket requests. Expertise in reporting tools and HR metrics, as well as the ability to create custom reports and dashboards is also required.
  • HR & Employee Records Management
  • Employee Self-Service Portal
  • Employee Engagement & Recognition via Community
  • Quarterly Pulse & Engagement Surveys
  • Payroll & Compliance Management
  • Culture-building and peer recognition within the Community have boosted employee engagement, making employees feel valued and appreciated for their contributions.
  • Video messaging in Community has been pivotal in guiding employees through essential tools and resources, fostering seamless communication and engagement.
  • Annual engagement and quarterly pulse surveys have been instrumental in tracking and addressing employee concerns while giving them a platform to share what they value most. As a result, employee engagement and retention have improved.
  • The Data Insights tool has been invaluable in helping us analyze key employee trends. Its intuitive drag-and-drop interface empowers us to create custom charts and tables tailored to our organization's needs.
  • Utilize Paylocity’s wage garnishment service to save time and minimize costly errors by automating documentation, ensuring compliance with state and federal regulations, and streamlining payment disbursement through electronic or physical checks.
  • Leverage Paylocity’s LMS to design tailored training, automate learning with real-time tracking, and offer a robust content library. Empower employees to enroll in courses independently, fostering meaningful engagement and a thriving culture of continuous learning.
  • Leverage Paylocity’s Performance Management System to craft meaningful reviews, build dynamic feedback libraries, and analyze key trends. Integrate survey results to uncover engagement patterns and drive informed decision-making.
  • Streamline recruiting with Paylocity’s Applicant Tracking System (ATS) - enable text and QR code applications, empower candidates with self-scheduled interviews, and keep hiring managers informed with automated updates.
There are several technical issues we have experienced this past year with the employee onboarding process that we are still waiting to have resolved. Overall our experience with Paylocity has been positive, and we love how user-friendly and easy to navigate the system is. It has made all of our HR processes much more streamlined and efficient.

Paylocity Support

I have contacted support on several occasions, mostly for assistance with voiding a check and running an off-cycle payroll. The account managers and support team were all very knowledgeable and helpful. They provided great insight and clarity in answering my questions and helping me navigate these processes. I learn something new and helpful each time I speak with them! On a separate note, we have reported technical issues regarding several Paylocity onboarding tasks since this past year. We have reached out several times regarding these issues, but are still waiting for a resolution. It seems sometimes that technical concerns are reported, with no proper solution or follow-up.
ProsCons
Quick Resolution
Knowledgeable team
Kept well informed
Immediate help available
Support cares about my success
Quick Initial Response
None
No. We did not need this additional service. The majority of our requests have involved assistance with payroll processes (i.e. voided checks and running off-cycle payrolls etc.) and other miscellaneous technical support requests (i.e. user access requests, resetting employee passwords, etc.). The support we have received over the phone and by emailing the service team for these issues has been sufficient.
Yes - This is one area where we have experienced some frustration. There have been a couple of technical issues / bugs we reported that we are still waiting to receive a resolution on. One of these items is the withholding forms task in the employee onboarding packet. Employees were previously able to complete this task without any issue. Now there is a scroll bar on the far right-hand side that is mostly hidden. Employees must scroll all the way to the bottom to complete this task, and most applicants don't see it. We have a follow-up call scheduled with our account manager and her team lead to discuss this issue and are hoping it will be resolved soon. Another issue I have been experiencing is with a security feature requiring me to enter a code each time I log-in. Our other admin users in the company do not experience this same issue. The account manager I spoke with was very kind and helpful and really did his best to look into this issue with his support team. However, it appears to be a complex issue that requires further technical support.
All the support specialists we've spoken with have been so helpful and kind! I recently spoke with an account manager named Jesus Ortiz, who was incredibly helpful in guiding me through the process of voiding a check and reissuing a same-day ACH payment. He also assisted me on another occasion and even provided one of the knowledge articles to have as a reference guide. Jacob Rayyan, the account manager I spoke with on my last call impressed me as well. He was so knowledgeable and assisted me in troubleshooting several different issues on our call. He also impressed me with me his prompt follow-up and even offered that I could reach out directly if I had any additional questions and needed further assistance. I really appreciated his proactive support and guidance in this way! On a final note, our client consultant Trevor Bartlett has been phenomenal. We spoke with him regarding our concerns with the Paylocity onboarding tasks, and he really went above and beyond to look into these issues and let leadership know regarding our concerns. He also created a video we could use to assist employees with the withholding forms task, which has been a very helpful work-around.

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