Paylocity Release Notes

AI

Expand access and insight with the latest AI Assistant enhancements
Give employees access to the AI Assistant to get instant answers from PEAK’s employee-facing content and company resources. Behind the scenes, you can shape what the Assistant knows by linking multiple documents beyond your company's handbook to provide deeper, more accurate answers. Meanwhile, you can turn to the Assistant for clarity on complex and evolving regulations with guidance backed by official DOL and IRS sources. Together, these updates make the Assistant more capable, more connected, and more helpful for everyone.

Benefits

Take control of benefits setup and enrollment
Our in-platform self-service experience empowers you and your brokers to manage benefits setup and enrollment with greater control and ease. Let your broker own building new plans and adjusting premiums—saving you time and reducing back-and-forth.

Learning

Schedule recurring training
Set up recurring training on weekly, monthly, or custom schedules to automatically assign courses to all or specific employees or positions. Keep skills fresh and compliance on track without manual follow-ups.

Paylocity for Finance

Streamline multi-currency spending and reporting
Easily issue international cards for the United Kingdom and European Union in Paylocity for Finance. When issuing British Pound Sterling (GBP) and Euro (EUR) virtual or physical cards, you experience full regional compliance, local currency support, seamless wallet funding, and cash back benefits. Additionally, all transactions sync seamlessly to NetSuite for simplified reconciliation and reporting.

Integrations

Simplify employee management and payroll with Toast integration
Paylocity’s new Marketplace integration with Toast POS, a restaurant management and point-of-sale platform, automatically syncs employee data and timesheets between two platforms, so you can manage payroll and staff effortlessly, with fewer errors and less admin time.

Experience greater accounting accuracy, flexibility, and efficiency with Sage Intacct integration
A new Marketplace integration with Sage Intacct allows you to directly connect your Paylocity General Ledger to your accounting system. This connection, along with our current QuickBooks Online and NetSuite integrations, guides you through mapping your general ledger based on your system’s requirements, with real-time validation and a chance to review before anything is submitted—helping you catch issues early and see payroll reflected in your financials faster than ever.

If you’re already a Paylocity client, visit the Product Training Catalog, or PEAK for more details:

• AI: AI Assistant for Employees opens in a new tab, HR Rules & Regulations opens in a new tab & Multiple Knowledge Sources opens in a new tab
• Benefits: Benefits Guided Setup opens in a new tab
• Learning: Schedule Training opens in a new tab
• Integrations: Toast opens in a new tab & Sage Intacct opens in a new tab

Want to learn more about these releases? Navigate to the Help Menu>What's New to find what is new for each product area!

Grow Your Talent with Better Training

Now, more than ever, employees want more career development opportunities from their employers. The right Learning Management System (LMS) can help develop new skills while training your workforce on company policies, products, and more. Empower your employees to grow professionally with Learning, a modern, mobile solution that fits different learning styles and connects to your existing systems and processes.

September 2025 releases: A unified mobile experience for Finance & HR, SMS Announcements and more.

Finance

Spend Management in the Paylocity Mobile App
Whether it’s rapid reimbursements, quick purchase approvals, or complete visibility into pending actions, the app unifies expense workflows into a single, intuitive view—empowering both HR and Finance users to work faster, smarter, and with ease. With AI-powered, touchless expense reports, simply snap a photo and let the app capture and categorize receipts instantly—no more manual entry. Instantly access corporate cards and manage approvals with real-time notifications, all from one intuitive mobile app.

Community

Send SMS Messages to Increase Visibility of Important Announcements
Keep all employees informed of critical or urgent updates by sending announcements to their phones via SMS—fast, direct, and hard to miss. Each message includes a link to the full announcement in Community, and employees can reply “1” to confirm receipt, giving you real-time acknowledgment stats and confidence that no update goes unseen. For example, during a building evacuation or urgent equipment shutdown, you’ll know exactly who has seen and confirmed the alert.

Scheduling

Speed Up Labor Planning with Budget and Forecast Imports
Align labor planning with financial goals—without manual data entry. Upload budget and sales data to compare scheduled labor with your budget, monitor labor percentages in real time, and adjust staffing on the fly to stay on track. Especially helpful for industries like restaurants, retail, and hospitality, this feature turns hours of data work into minutes.

Workflows

Maintain Compliance with Audit Trail Reports
Every workflow is automatically tracked and exportable—giving admins instant access to a clear audit trail. With one click, generate Excel reports that internal and external auditors can use to foster compliance, trust, and insight. Whether managing a single company or multiple entities, you’ll have full visibility into configuration changes that impact critical employee data.

Employee Voice

Turn Feedback into Action with Auto Reminders for Managers
Feedback only drives impact when managers act on it. Set up automated reminders to nudge managers to build action plans, guiding them straight to the Action Plan page where they can quickly set up an action plan to take meaningful steps toward employee engagement and experience.

If you’re already a Paylocity client, visit the Product Training Catalog, or PEAK for more details:

• Mobile: PCTY-148503 opens in a new tab
• Community: PCTY-144778 opens in a new tab
• Time & Labor: PCTY-137682 opens in a new tab

Want to learn more about these releases? Navigate to the Help Menu>What’s New to find what is new for each product area!

Seamless and Adaptable Expense Management
Manual expense reporting wastes time and frustrates employees and finance teams. Airbase by Paylocity automates the entire process with AI-powered, touchless workflows. Simply snap a receipt and get reimbursed fast — no spreadsheets, no delays. Finance gets real-time visibility, accurate coding, and a faster month-end close.

Streamline Business Expenses

Headcount Planning

• Ditch scattered spreadsheets and endless threads. Paylocity's Headcount Planning tool brings Finance, HR, and Recruiting teams together to plan smarter and faster. Approvals and notifications run on autopilot, data stays secure, and Recruiting can open roles the moment they’re greenlit—no delays, no confusion.

Asset Management

• Bridge the HR and IT divide with a centralized solution to track, automate, and restock employee assets. Anticipate tech needs, cut last-minute requests, and ensure every new hire is equipped from day one. Let employees choose their hardware during onboarding, with fulfillment built for remote, hybrid, and on-site teams—all backed by an integrated Asset Store.

Recruiting

• Keep candidates engaged and informed with mass texting. Save time by scheduling job postings and taking bulk actions — reassigning managers and updating workflows— in a few clicks.
• Accelerate screening with one-way video interviews that eliminate bottlenecks and expand your reach.
• And close hires faster by creating customizable offer letters using placeholders and ready-to-send email templates—without ever leaving Recruiting.

Recognition & Rewards

• With peer-to-peer rewards, empower all employees, even non-managers, to reward their peers, making their recognition even more impactful, while admins maintain full oversight and control over budgets.
• Sweeten milestone celebrations with Reward Bucks added to automated birthdays and anniversaries.
• Turn your rewards into real impact by selecting Charity-On-Top from the Rewards Catalog, just like any other gift card.

Documents

• Stop wasting time manually setting up form fields, like tax forms and policy agreements.
• AI-powered auto-mapping intelligently detects where fields — whether text, dates, or signatures — belong on the form and sizes and positions them. The result? Faster form setup, fewer errors, and more time for what really matters.

Workflows

• Assign workflows to multiple employees or job positions so tasks don’t stall waiting on one person—any available assignee can keep things moving.
• With role-based permissions, cut down on reassignments, finish work faster, and give teams exactly the access they need.
• Workflow permissions keep admins in control of who can view or initiate specific workflows, reducing admin burden while boosting efficiency.

Benefits

• Benefits Decision Support provides employees with clear, personalized enrollment guidance—simplifying choices, reducing questions, and improving participation.
• In addition to medical, HSA, and FSA, it now covers voluntary hospital, accident, and critical illness plans.

Manage all I-9s from a centralized dashboard

• Simplify and streamline I-9 compliance with a single, centralized dashboard that manages every I-9 — from initial verification to rehires and re-verifications. A guided wizard experience simplifies form completion for employees, while smart auto-fill from uploaded documents reduces manual entry and helps prevent costly errors. The result: faster completions, fewer compliance risks, and a smoother experience for everyone involved.

Deliver fair and well-rounded 360° reviews

• Empower more balanced and equitable performance reviews by inviting peers, managers, and direct reports to contribute meaningful feedback. With the flexibility to select up to five contributors, reviewers can gather diverse perspectives using the same rating scale and questions. Plus, with customizable visibility settings, reviewers can choose whether to keep evaluations confidential or share feedback openly, providing full control over the review experience.

The Next Generation in Employee Self-Service

• For new clients and releasing in waves to existing clients, the new Home dashboard redefines self-service by delivering an intuitive, personalized experience tailored to each user. With a clean, easy-to-use interface, Home brings essential tasks and updates to the forefront—helping employees move quickly, stay informed, and access what they need without relying on HR support. For admins, Home offers flexible drag-and-drop configuration, a centralized place to share key resources, and unified way to communicate across one or multiple companies. By saving time, increasing productivity, and improving communication, Home helps your organization work smarter and stay connected.

One record, every detail. Gain maximum efficiency and visibility

• Access a complete view of all employee details in a single person record via Home or the main navigation. From recent recognition and international fields to market pay data, get the insights you need to support strategic workforce decisions. Maintain data integrity with built-in alerts for duplicate records and SSN matches during new hire entry, helping your team stay accurate, compliant, and efficient.

Stay on top of your schedule with ease

• View and track shifts directly in the Calendar. From shift times to key details, everything’s in one place so you can stay organized and avoid surprises.

Simplify employee management and payroll with AxisCare integration

• Designed for home care agencies, this Marketplace integration automates employee management and payroll, cutting down on errors and data entry. With seamless AxisCare login, clock-ins, and shift visibility, you’ll reduce admin load, save admin time, and boost accuracy across the board.

Manage all I-9s from a centralized dashboard

• Simplify and streamline I-9 compliance with a single, centralized dashboard that manages every I-9—from initial verification to rehires and re-verifications.
• A guided wizard experience simplifies form completion for employees.
• Smart auto-fill from uploaded documents reduces manual entry and helps prevent errors.
• Faster completions, fewer compliance risks, and a smoother experience for everyone involved.

Deliver fair and well-rounded 360° reviews

• Invite peers, managers, and direct reports to contribute meaningful feedback.
• Select up to five contributors to gather diverse perspectives using the same rating scale and questions.
• Customizable visibility settings to keep evaluations confidential or share feedback openly.

The Next Generation in Employee Self-Service

• The new Home dashboard delivers an intuitive, personalized experience tailored to each user, simplifying self-service.
• Home presents essential tasks and updates to help employees move quickly, stay informed, and access what they need without HR support.
• For admins, Home offers flexible drag-and-drop configuration, a centralized place to share key resources, and a unified way to communicate across one or multiple companies.
• Saves time, increases productivity, and improves communication to help your organization work smarter and stay connected.

One record, every detail. Gain maximum efficiency and visibility

• Access a complete view of all employee details in a single person record via Home or the main navigation.
• From recent recognition and international fields to market pay data, gain insights to support strategic workforce decisions.
• Built-in alerts for duplicate records and SSN matches during new hire entry keep data accurate and compliant.

Stay on top of your schedule with ease

• View and track shifts directly in the Calendar.
• From shift times to key details, everything is in one place to stay organized and avoid surprises.

Simplify employee management and payroll with AxisCare integration

• Marketplace integration designed for home care agencies automates employee management and payroll.
• Seamless AxisCare login, clock-ins, and shift visibility reduce admin load and boost accuracy.
• Save admin time and improve overall efficiency.

Integrations

• New integrations with QuickBooks Online and NetSuite allow you to connect your Paylocity General Ledger to your accounting system. The connection guides you through mapping your general ledger based on your system’s requirements, with real-time validation and a review step before submission, helping you catch issues early and see payroll reflected in your financials faster.
• New dynamic rules let you automatically generate journal entry values using smart logic. By pulling data like department or location and combining it through customizable rules, you can tailor journal entries to fit your company’s unique accounting setup—saving time and reducing manual edits.

Learning Management System

• Easily pull American Medical Compliance training materials directly into Paylocity. No more juggling platforms or manual uploads—once set up, your purchased content appears right within your Learning Management System.
• Quickly assign engaging training courses to help employees grow their skills and stay in compliance with documentation and requirements.

Marketplace

• A new integration is now available on Paylocity's Marketplace: Tracks. This connection simplifies scheduling and time tracking processes, reduces errors, and ensures your team is always in sync—so you can focus on running your business, not wrestling with spreadsheets. Say goodbye to manual syncing and hello to a smoother, more automated process.

Mobile

• Chat with the AI Assistant on mobile to get instant answers about company policies, procedures, benefits, and other employment topics. Faster, on-the-go support helps employees find what they need without waiting for HR assistance.
• By linking your company handbook to Paylocity, the AI Assistant can provide accurate, relevant information.

Employee Voice

• Boost responses with the new participation dashboard in Employee Voice. Instantly monitor real-time survey participation across your organization—segmented by cost center and supervisor—so you can quickly identify low-response areas and improve with bulk reminders.

International

• Experience a more efficient, compliant, and intuitive way to add international employees into the system, eliminating back-and-forth, reducing risk, and getting global employees set up faster and with confidence.
• Easily add employees in Canada, Mexico, Australia, Germany, and India directly into Paylocity.
• Our international new hire flow tailors the onboarding experience by showing country-specific fields based on an employee's work location and personal address.
• It supports HR functionality across all countries, allows international addresses and phone numbers, captures necessary tax information, and introduces an updated person record drawer that displays or hides fields based on location.

Employee Voice

• Gain deeper insight into employee sentiment by tracking trends for each question over time, with intuitive line charts and clear callouts that spotlight meaningful changes since the last survey.
• Additionally, for richer context, dive into qualitative feedback by exploring comments directly within the selected Heat Map cell—helping you understand not just what employees think, but why.

Mobile

• Easily add, edit, or remove punches right from your mobile device with our supervisor timecard management capability on mobile. Whether it’s fixing missed punches, making corrections, or approving timecards, our mobile app makes managing employee time more efficient and accessible—no desktop required.
• Additionally, our new mobile punch location forecaster gives employees real-time visibility into their location status during the punch process, helping reduce errors and improve compliance.
• If an employee is outside the approved geofence area, a clear warning message appears before they submit their punch.
• A geofence status indicator and interactive map also make it easy to understand their location relative to the allowed punch zone, supporting more accurate timekeeping and stronger location policy enforcement.

Learning

• View organized training content based on specific roles, making it easier for employees to find the most relevant courses for their responsibilities.
• Each role-based training catalog presents courses in the recommended order of completion, ensuring a logical, step-by-step learning experience.

Integrations

• A new integration is now available on Paylocity's Marketplace: PARIM.
• Gain access to a suite of tools for shift planning, employee communication, absence management, and payroll integration to support your complex workforce management needs.
• PARIM is an ideal fit for sectors like retail, healthcare, hospitality, and security services due to its smart, scalable way to manage dynamic workforces with confidence and efficiency.

Assign Go1 training courses and monitor progress in Learning

• Access and launch 95,000+ Go1 training courses directly within Paylocity’s Learning Management System, without switching platforms.
• Training results charts provide a visual representation of completion rates for both on-demand and instructor-led courses, helping you track employee progress over time.

Easily manage engagement in Employee Voice

• Experience a setup wizard for Employee Voice that guides you through scheduling your first engagement survey, establishing an ongoing cadence, and selecting participants.
• Surveys won’t launch until you complete this configuration within the Employee Experience dashboard, giving you full control over survey timing.
• The new Survey management dashboard lets you view, configure, and manage all employee journey surveys, including onboarding, exit, engagement, and custom surveys.

Customize and tailor Recognition & Rewards to your company

• Celebrate employee achievements like Employee Appreciation Month or Labor Day from an organizational level by giving Recognition & Rewards on behalf of your company.
• If you are an admin, choose to send recognition from your personal or company profile to broaden engagement across your organization.
• Customize anniversary recognition dates, based on hire date, rehire date, or adjusted seniority date.

Experience more dynamic, efficient, and audit-ready reporting

• Explore new code groups, company taxes, and ‘group rows only’ dynamic reports for payroll and tax audits.
• The paycheck detail amounts by code groups report provides a comprehensive breakdown of all code groups, including deductions, earnings, and taxes (DETs).
• This report facilitates auditing and review of active and inactive DET codes for integrations, government compliance, and self-audits.
• The company taxes report consolidates all current and historical tax data at the company level for audits and reviews.
• The ‘group rows only’ report allows generating reports without nested rows — ideal for vendor file exports and a high-level grouped data summary.

Eliminate the need for manual data entry

• A new integration is now available on Paylocity's Marketplace: Acumatica.
• Enables timely financial reporting and real-time access to payroll data with the Paylocity and Acumatica integration.
• Automatically transfer General Ledger data to Acumatica immediately after processing payroll in Paylocity.

Experience fast and hassle-free interview scheduling

• Invite candidates to schedule their own interviews based on interviewers’ availability with Interview Self-Scheduling; automated notifications keep all participants informed, reducing delays and smoothing the scheduling process.

Make informed hiring decisions with pre-hire assessments

• Seamlessly integrate with pre-hire assessment vendors through our Marketplace to evaluate candidates’ skills and characteristics. Integrations — including Criteria, eSkill, HighMatch, and Plum — allow you to initiate, manage, and review assessment results within Paylocity's Recruiting platform without manual data entry or platform switching.

Identify top candidates without draining your team’s time

• Find top candidates with advanced filtering, customizable views, and bulk actions in the job lists; review and compare candidates in a concise list, scan profiles in a carousel, use advanced filters to surface top candidates, and take bulk actions directly from the list to accelerate hiring decisions. You can dive into a candidate’s profile to access consolidated data and communications; initiate pre-hire assessments and background checks, and send interview invites and offer letters—all in one place.

Automate meal attestations for accurate payroll and compliance

• Configure automatic attestation prompts and meal waiver criteria. Eligible employees can respond at clock-out, and premium adjustments will be automatically reflected and noted on the time card. Save time, reduce payroll errors, and simplify compliance with automated time-card calculations based on attestations.

Gain insight into your business units’ engagement

• A new Employee Voice heatmap dashboard makes it easier to compare engagement levels across your organization; company-set users can filter results by individual company IDs, comparing engagement levels to identify patterns, address concerns, and drive meaningful improvements.

Share company-wide announcements in a few clicks

• For companies with multiple company IDs, admins can post company-wide announcements across all of them instantly, keeping everyone informed, aligned, and engaged while fostering HR efficiency.