New TripLog Customer
To begin you will need to set up your Triplog account.
Once completed please follow the steps to connect your Paylocity Account to TripLog
**You will need to contact your Paylocity Sales Contact for an LOI that you will complete. Then download the Web Services Form (link) and complete it to provide to your Paylocity Sales contact for API ACCESS. If both documents are already procured you can direct them to [email protected] for API Access. They will provide you with your Client ID and ClientSecret needed for the configuration steps.
Existing TripLog Customer
Connecting Your Paylocity Account
You will need your Paylocity Company ID. This can be found on your Paylocity Dashboard
1. Select the Paylocity from the Integrations Menu
2. Click the Connect to Paylocity button then enter your Company ID number into the prompt for the Connect to Paylocity pop-up. You will need to authorize the connection to Paylocity by Authorizing on the pop-up. Note that you will need to acknowledge the billing change on the popup as there is an additional cost to enable the integration.
Where to find your Company ID
Where to enter the Company ID once located.
3. Once Connected you will need to enter the Expense categories in Paylocity that you will want to use with TripLog and return to the Paylocity Setup. Initially these categories will not be connected so you will need to map them to the respective reimbursement categories that were created in Paylocity.
Click on the category you wish to link and select the correct item form the drop down.
Once all of your desired categories are properly mapped, click save to continue to the next step.
Importing Users From Paylocity
Under Manage Users select the Import Paylocity Users
Select Continue on the following screen to confirm the pull from Paylocity.
Select the user that you wish to import to Triplog. (Note that upon adding them to TripLog they will receive a welcome email to download the app and log in)
To Complete click the Import Workers button
Once successfully imported they will no longer have the checkbox and will no longer be grayed out. You can then click the Done button to return to Manage users.
Uploading to Paylocity
Important Note on the Upload Process: The actual upload needs to be processed after the Payroll End Date but Before the Pay Check Date (Scheduled Date for Check to be issued)
Clicking on the Upload to Paylocity will open the dialouge below. Enter the information sourced from the Paycycle setup in Paylocity. Complete the upload.
To get this information : Navigate to Payroll > Pay Entry
Validate the batch that was uploaded.
