Expensify + Paylocity
Keep your employee list current with the Expensify Paylocity integration
Expensify's direct integration with Paylocity brings automatic employee provisioning, approval routing that tracks your reporting lines, and access that ends with employment. No more rebuilding approval chains every time teams move.
Key features
Automatic employee provisioning
Employees in Paylocity are added to your Expensify workspace and invited by email. No CSV uploads, no adding people one at a time, no new hire waiting a week for access to submit their first expense report.
Approval routing from your org chart
Expensify builds approval routing from the manager relationships Paylocity already holds. Set your approval mode and final approver once, and every report follows the reporting line from there.
Offboarding that completes itself
When someone is marked terminated in Paylocity, they’re removed from your Expensify workspace automatically. The gap between a departure and someone remembering to revoke access closes on its own.
Daily sync, no maintenance
A daily auto-sync keeps employee details and manager relationships current as people join, move teams, or change reporting lines. You won't be checking it.
How it works
Setting up the Paylocity integration takes a few guided steps and one admin login on each side. Connecting an HR integration to Expensify walks through the full process.
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Turn on HR and find Paylocity
In Expensify, click Workspaces, choose the workspace to connect, select More features, and enable HR. In the HR tab, find Paylocity and click Connect.
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Authenticate and choose what syncs
Sign in with your Paylocity administrator credentials to authorize the connection. When it shows as connected, select Complete setup, choose which data to sync, and save.
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Set your approval mode
Once the initial sync finishes, configure Approval mode and Final approver from the HR page. Reports then route according to the manager relationships coming from Paylocity.
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Category
HR integration
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Plan to use
All plans
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Website
Benefits
One employee list, not two
Paylocity stays the system of record for who works here. Expensify follows it. Nobody reconciles two lists of people, and nobody discovers at month end that a new hire was never added.
Reorgs stop breaking approval routing
Teams reshuffle and the expense side rarely catches up, so reports sit with an approver who moved in March. The daily sync from Paylocity keeps routing matched to the current org.
Access ends when employment does
Removing a departing employee from every system is the step most often missed. Marking them terminated in Paylocity is enough to take them out of your Expensify workspace.
FAQs
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It connects Paylocity to your Expensify workspace so employee data flows automatically from your HR system into expense management. New hires are added and invited, approval workflows are built from manager relationships, and terminated employees are removed.
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It is an HR integration. The Expensify HR integration set covers employee and manager data rather than payroll processing. Paylocity remains where payroll runs; Expensify uses the employee records it sends to keep your workspace and approval routing accurate.
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Employee information and manager relationships sync from Paylocity into Expensify. The sync is one way: Paylocity is the source of record, and expense data does not flow back. Expensify is among the Paylocity integration partners listed in the Paylocity Marketplace, which describes the same one-way flow.
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The integration requires a Control workspace, and the person connecting it needs Workspace Admin access with HR enabled under More features. On the Paylocity side, you need an administrator account.
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When an employee is marked terminated in Paylocity, they are removed from the Expensify workspace automatically on the next sync. No manual step is needed to revoke their access.
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Expensify runs an automatic sync once a day, in addition to the initial sync when you first connect. Larger accounts can take several minutes to complete that first sync.
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Yes. Employees are matched and invited by work email, so anyone without one in Paylocity is skipped during the sync. Adding the missing address and running a sync brings them in.
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No. Only one HR platform can be connected per Expensify workspace. If you run several workspaces, connect Paylocity to the one holding the employees it manages.
Paylocity is a trademark of Paylocity Corporation. This information was prepared by Expensify and is solely the responsibility of Expensify. Paylocity Corporation does not control or guarantee the accuracy of any content provided by Expensify.
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