Paylocity Release Notes

The latest updates help you build more flexible processes and get more done with less friction.

In September, we rolled out more flexible and faster Workflows with multi-company and non-employee support, and simpler onboarding plus faster card setup for Paylocity for Finance.

Workflows

Create More Flexible, Personalized Workflow Notifications

New workflow notification options give admins more control over when notifications are sent, what the message says, and who receives them. Add a dedicated notification step at any point in a workflow, customize the message, and send it to workflow participants, people outside the approval chain, or external email addresses. Admins can also enable an automatic notification to keep the right people informed when a workflow is complete.

Add, remove, or update positions in Workflows

Increase organizational flexibility with additional positions in workflows. HR administrators can now add, edit, or delete an employee’s additional positions directly within the Positions Workflow task. This makes it easier to manage employees who work in more than one role while keeping the primary position as the source for payroll and compliance-related data. Admins can capture approvals up front, reduce manual follow-up in the Person Record, and better align position changes with real-world staffing needs.

Assign Workflows to Multi-Company Admin and Non-Employees

Multi-Company Admins and non-employee users can now be directly assigned workflow tasks across their company set, reducing the need to create duplicate employee accounts in each child company. With new workflow participation and notification support, these users can more easily stay on top of assigned tasks, reduce missed steps, and manage work across companies more efficiently.

Finance

Simplify Spend Management Onboarding

Spend Management onboarding is now easier to navigate with a new module-based onboarding checklist. Instead of following one linear setup path, clients can now view onboarding tasks by purchased module, like Expense, Corporate Cards, or AP to track progress and see when each module is ready to use. This helps teams complete setup more efficiently, reduce back-and-forth during implementation, and start using completed modules sooner.

Corporate Cards

Streamline Corporate Card Connectivity

We've made it easier to connect corporate card transaction data to Paylocity through Global Endpoint support for Visa and Mastercard. This enhancement standardizes how transaction feeds are enabled, helping reduce the back-and-forth often required during setup and creating a more consistent onboarding experience for Direct Card Expense clients with Physical Card Feeds. Once enabled by the issuer, transaction data is routed automatically to the correct company, supporting faster activation, fewer manual steps, and a more scalable foundation for corporate card programs.

New agents save time and increase accuracy across payroll and time processes — proactively resolving data anomalies, explaining why they happened, and showing you where to act prior to payroll submission.

There’s no room for data errors across payroll and time, because even small ones have ripple effects that impact downstream processes and create compliance risks. Chasing issues like missing direct deposit accounts or unresolved time corrections add up as you hunt for owners and make corrections, creating stress in the hours leading up to payroll submission.

Our payroll and time agents work together to make these business-critical processes run like clockwork. They proactively scan for data problems, including missing employee information, timecard errors, and payroll anomalies — then help automate resolution before they escalate into bigger problems. You can close every payroll with fewer headaches and surprises while staying in control of the process.

42% of leaders rank AI that flags payroll irregularities and recommends corrections as their top priority — making it the most in-demand capability.

• March 2026 Qualtrics Study

Proactively resolve gaps in employee data

Gaining higher efficiency and accuracy starts with employee data because it underpins almost every process. The Data Inspection Agent scans it proactively and flags anything that needs your review, so you can address issues fast before a downstream process exposes them.

• Comprehensive data validation: Evaluates employee data against more than 100 checks to identify missing or potentially inaccurate information.
• Clear alerts and summaries: Quickly see anything that requires attention, like invalid direct deposit accounts or missing local tax information.
• Recommended next steps: You can address straightforward issues in a few clicks or easily go directly to the source to resolve more complex ones.

“There's no room for error in payroll. The new agents in Paylocity’s platform help with things like analyzing payroll and automatically correcting time, so we stay more proactive and keep the team ahead of any potential issues.”
Amy Gunn, Utah Mammoth

Find and correct time issues before they impact payroll

Manually checking timecards and managing requests is rarely a manager’s top priority, but unresolved issues can create a fire drill before payroll submission. The Time Correction Agent continuously monitors time data, so things like missed punches, break violations, and time corrections are resolved fast and proactively.

• Continuous data monitoring: Checks for missed punches, early clock-ins, late clock-outs, location or device issues, missed meals, and unauthorized overtime.
• Alerts in context: Supervisors get prompted wherever they manage time, including on the Home screen and from the mobile app.
• Policy-informed recommendations: Suggested resolutions reflect relevant company and workforce policies.
• Easy resolution: Supervisors can approve or deny requests, adjust punches, notify employees, correct cost centers, and make bulk edits — all in one flow.

See subtle payroll shifts and understand what they mean

Big payroll variances are easy to spot, but small ones can still slip through. Rather than spending hours reviewing every change manually, the Payroll Analysis Agent helps you understand any shifts prior to submission and focus your time where it’s most needed.

• Comparison against historical data: See any variances compared to previous runs, highlighting trends or changes that warrant a closer look.
• Clear summary of trends: Understand what changed and why it matters in plain language so you can focus your review.
• Analysis of each payroll component: Dive into detailed analysis of earnings, deductions, taxes, and net pay with granular insight you can act on.

“I’m so impressed with what I’m seeing from Paylocity. My team’s lives will literally be changed with the simplifications and weight it will take off their shoulders.”
Victoria Crowther, Win Brands

Manage AI confidently at every step of the process

In areas like payroll and time where things just need to be right, it’s critical to have visibility and control over the role AI plays. The Ignite AI Hub is a dashboard that gives you one place to manage these agents alongside the other AI embedded across Paylocity.

• See the number of issues they’ve surfaced over time and break them down by type to better understand trends.
• Understand how teams are adopting them and the number of AI corrections applied by users.
• Control which agents are active and who has access.
• Identify additional processes where our agents could support your team, including recruiting or doing data analysis.

Get started with Ignite AI

Don’t leave data accuracy to chance or spend hours hunting for issues manually. Our payroll and time agents do it for you and pull you in where you’re needed, so you can focus on strategy and your people. Request a demo to see our agents in action and how we’ve embedded them across our ONE platform for HR, Finance, and IT.

If you’re a client, reach out to your Paylocity team to learn more about these new capabilities and how to get access.

Explore new and enhanced ways to support employees, simplify everyday tasks, and stay connected across benefits, retirement, expenses, and Home.

This month’s releases spotlight what’s next for a more connected employee experience — including the introduction of Paylocity Retirement and meaningful enhancements that make benefits, expenses, purchasing, and everyday scheduling easier to manage in one place.

Benefits

Connect payroll and retirement in one employee experience

Retirement planning should feel connected to the rest of the employee experience. Paylocity Retirement gives employees access to key retirement details directly within Paylocity, while helping employers bring payroll and retirement together in one streamlined solution. By reducing fragmented workflows, organizations can offer a unified experience for managing an important part of employees’ financial well-being.

Take the friction out of benefits renewals

Benefits renewals often require coordination across clients, brokers, and support teams. An optimized guided setup experience brings the renewal process into Paylocity so clients and brokers can prepare and renew plans without the back-and-forth. The in-platform workflow creates a clearer, self-service path for getting ready for the upcoming enrollment period.

Home

See shifts, time off, and company events at a glance

Employees can find company dates and schedule information all in one place. The calendar widget in Home brings together scheduled shifts, time off, company events, and anniversaries in a consolidated view.

Paylocity for Finance

Make expense reporting faster with connected cards and smarter categorization

Expense reporting is easier when transactions, receipts, and coding work together. Employees can connect a personal credit card to import eligible transactions and match receipts while creating expense reports. For physical card activity, configured rules or AI assistance can help categorize transactions, reducing repetitive data entry and supporting more consistent expense information for employees and finance teams.

Simplify purchase requests from approval to management

An updated purchase request approvals experience gives teams clarity and control over purchasing workflows. With an intuitive setup and streamlined request list, users can quickly identify what needs attention and keep approvals moving.

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

Benefits:

Benefits Guided Setup

Benefits:

Paylocity Retirement

Home:

Calendar Widget

Paylocity for Finance

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

The new Answer & Insight Agent allows you to analyze data, explore trends, and make informed decisions fast, all within the AI Assistant.

Answering everyday questions usually requires running reports, exporting spreadsheets, or waiting on someone else to look through them. When you add up all the small moments spent sifting through data, it’s one of the biggest drains on your time — and the one-off requests just keep piling up.

The Answer & Insight Agent allows you to ask just about any question and get answers in real time, pulling from your company data across the platform. You get instant insights without the overhead of reporting, writing SQL queries, or knowing the right way to analyze data. Just ask your question in natural language, and our agent gets you an answer, fast.

“What I'm seeing the most value in is the ability to analyze data with a simple conversation. Getting ready for board meetings, I used to dig through data for specific answers. Now I just say, 'How many vacancies do we have open in X department?' and get an answer in seconds.”
Kristen Oberlin, The Lawrenceville School

Ask just about any question and get a clear answer

The agent can help with anything, from looking up a data point you need going into a meeting to doing detailed analysis across teams. Some examples include:

• Performance: “What trends are we seeing in performance across the team?” and "Who’s received performance feedback but hasn't been followed up with?"
• Compensation: "Are any employees outside their expected pay band?" and “What’s the average salary and distribution for customer support roles?”
• Time & Labor: "What does overtime look like in hours and cost by role?" and “What teams have the highest overtime and how is it trending?”
• Recruiting: "How long does it typically take to fill product design roles?" and “What’s the budget impact of hiring for the role earlier?”

Go beyond raw data with answers you can understand and act on.

Get clear, organized summaries and comparisons in plain language instead of a spreadsheet to sort through. Every answer includes a link to source data if you need to dig deeper.

See important patterns called out for you.

Trends and changes that might otherwise go unnoticed are front and center, helping you spot issues and opportunities faster.

Visualize data with charts and graphs.

The agent finds the right way to present data, so you can understand what’s going on and get context to make effective decisions.

Go from chat to action.

Take action without leaving your flow, like assigning tasks, changing an employee’s role and compensation, or initiating lifecycle events like on- or offboarding.

“Instead of running reports on things like salary trends, I can just ask, 'Tell me the average pay of our clerical staff,' and get a detailed chart without digging through the data. When a manager comes in with a quick question or someone asks in a meeting, I get an answer right away.”
Genevieve Gonnigan, Lincoln Park Zoo

Keep the conversation going

Our agent isn't built around a fixed set of questions, so one question can lead to another.

Drive from broad to specific questions to get exactly what you need.
Start with "Where are we seeing pockets of overtime?" Then narrow in: "Which roles or teams have the highest overtime usage?" And go one level deeper: "Are any individuals disproportionately contributing to it?"

Return to previous threads through chat history.

Conversations are saved, so you can pick up an analysis from last week or keep building on a previous thread without retracing your steps.

Have confidence with transparency and control over your data

You can trust the Answer & Insight Agent because it’s built within our proven platform and prioritizes transparency at every step — from citing its sources to measuring impact across your organization.

Each response includes clear context and links back to source data, so you can verify the output, dig deeper, and take action confidently.

It respects existing roles and access, so people only see what they're allowed to.

You control how AI works across your business.

The Ignite AI Hub gives you a single dashboard to see what AI is doing and manage it with confidence. Measure its impact like how many questions it’s answered, track adoption across teams, and control who has access — all in one place.

“The piece that stood out to me is the new Ignite AI Hub. It gives us the ability to control the agents, turn them on and off, and see what they're doing and the actual value they're creating for us in time savings and task automation.”
Robyn Klawitter, Mountainside Fitness

Get started with Ignite AI

We’re building AI into Paylocity to give you time back to focus on people and your strategy. The Answer & Insight agent is one of the best examples of that, getting you out of hunting for data and building reports and back into the driver’s seat where you can have greater impact.

To see everything this agent and our entire platform can do for your business, request a demo.

If you're a client, reach out to your Paylocity team to learn more about these new capabilities and how to get access.

The new Answer & Insight Agent allows you to analyze data, explore trends, and make informed decisions fast, all within the AI Assistant.

Answering everyday questions usually requires running reports, exporting spreadsheets, or waiting on someone else to look through them. When you add up all the small moments spent sifting through data, it’s one of the biggest drains on your time — and the one-off requests just keep piling up.

The Answer & Insight Agent allows you to ask just about any question and get answers in real time, pulling from your company data across the platform. You get instant insights without the overhead of reporting, writing SQL queries, or knowing the right way to analyze data. Just ask your question in natural language, and our agent gets you an answer, fast.

“What I'm seeing the most value in is the ability to analyze data with a simple conversation. Getting ready for board meetings, I used to dig through data for specific answers. Now I just say, 'How many vacancies do we have open in X department?' and get an answer in seconds.”
Kristen Oberlin, The Lawrenceville School

Ask just about any question and get a clear answer

The agent can help with anything, from looking up a data point you need going into a meeting to doing detailed analysis across teams. Some examples include:

Performance:

“What trends are we seeing in performance across the team?” and "Who’s received performance feedback but hasn't been followed up with?"

Compensation:

"Are any employees outside their expected pay band?" and “What’s the average salary and distribution for customer support roles?”

Time & Labor:

"What does overtime look like in hours and cost by role?" and “What teams have the highest overtime and how is it trending?”

Recruiting:

"How long does it typically take to fill product design roles?" and “What’s the budget impact of hiring for the role earlier?”

Go beyond raw data with answers you can understand and act on.

Get clear, organized summaries and comparisons in plain language instead of a spreadsheet to sort through. Every answer includes a link to source data if you need to dig deeper.

See important patterns called out for you.

Trends and changes that might otherwise go unnoticed are front and center, helping you spot issues and opportunities faster.

Visualize data with charts and graphs.

The agent finds the right way to present data, so you can understand what’s going on and get context to make effective decisions.

Go from chat to action.

Take action without leaving your flow, like assigning tasks, changing an employee’s role and compensation, or initiating lifecycle events like on- or offboarding.

“Instead of running reports on things like salary trends, I can just ask, 'Tell me the average pay of our clerical staff,' and get a detailed chart without digging through the data. When a manager comes in with a quick question or someone asks in a meeting, I get an answer right away.”
Genevieve Gonnigan, Lincoln Park Zoo

Keep the conversation going

Our agent isn't built around a fixed set of questions, so one question can lead to another.

Drive from broad to specific questions to get exactly what you need.
Start with "Where are we seeing pockets of overtime?" Then narrow in: "Which roles or teams have the highest overtime usage?" And go one level deeper: "Are any individuals disproportionately contributing to it?"

Return to previous threads through chat history.

Conversations are saved, so you can pick up an analysis from last week or keep building on a previous thread without retracing your steps.

Have confidence with transparency and control over your data

You can trust the Answer & Insight Agent because it’s built within our proven platform and prioritizes transparency at every step — from citing its sources to measuring impact across your organization.

Each response includes clear context and links back to source data, so you can verify the output, dig deeper, and take action confidently.

It respects existing roles and access, so people only see what they're allowed to.

You control how AI works across your business.

The Ignite AI Hub gives you a single dashboard to see what AI is doing and manage it with confidence. Measure its impact like how many questions it’s answered, track adoption across teams, and control who has access — all in one place.

“The piece that stood out to me is the new Ignite AI Hub. It gives us the ability to control the agents, turn them on and off, and see what they're doing and the actual value they're creating for us in time savings and task automation.”
Robyn Klawitter, Mountainside Fitness

Get started with Ignite AI

We’re building AI into Paylocity to give you time back to focus on people and your strategy. The Answer & Insight agent is one of the best examples of that, getting you out of hunting for data and building reports and back into the driver’s seat where you can have greater impact.

To see everything this agent and our entire platform can do for your business, request a demo.

If you're a client, reach out to your Paylocity team to learn more about these new capabilities and how to get access.

New recruiting agents automate repetitive processes, freeing you to focus on engaging candidates and partnering with hiring managers.

Hiring teams today aren’t short on candidates. They’re short on time. Every open role brings a wave of applications and resumes, and teams in high-volume environments need to move quickly without sacrificing quality.

New recruiting agents in Paylocity address these challenges by helping teams prioritize candidates who are the best match for open roles and quickly understand their qualifications. They’re embedded within existing recruiting processes, so you gain efficiency right away and stay in your flow. By making screening faster and easier, you get time back to engage candidates while staying in control of every hiring decision.

52% of decision makers are actively looking for new AI solutions in areas like recruiting to stay innovative and efficient.

• March 2026 Qualtrics Study

Narrow in on high-quality candidates, fast

With hundreds of candidates applying for open roles, working through all of them takes time many teams don’t have. The Candidate Fit Agent supports both efficiency and quality by surfacing applicants for review based on the most important criteria for the role.

Set search criteria based on role requirements.

Recommended criteria:

We give you a start by suggesting skills, certifications, education, and more to look for based on the job description.

Customize your search:

You can tune recommended criteria or create your own to home in on the top candidates.

Compliance guardrails:

Alerts flag any criteria that are vague or could potentially create compliance risk so you can adjust them proactively.

Review fit along with transparent rationale behind each assessment.

Prioritized candidate list:

Applicants that match the most criteria are surfaced first along with a summary of what’s driving their fit strength.

You stay in control:

While the agent makes suggestions, you own the decisions. We provide transparency into what’s driving every fit assessment, so you have the context you need.

“As a seasonal business, we do a lot of bulk recruiting — so as we’re ramping up, we get hundreds of applications a week. Having Ignite AI help accelerate the review and look for specific criteria that we are looking for will save us so much time.”
Ryan Zimmerman, POLYWOOD

Understand qualifications at a glance

Resumes vary widely in format, length, and level of detail, creating headaches as you search for qualifying information on your top candidates. The Resume Summary Agent does the legwork by turning resumes into short summaries to triage candidates before doing a deeper review.

Get summaries that are structured and easy to understand.

Qualification insights:

The agent scans resumes and presents key information in a clear, predictable format — including skills, work history, and education.

Critical details up front:

By making it easy to understand basic fit, you can focus energy on recognizing transferable skills and evaluating candidates in the context of the role.

Gain confidence with granular visibility and control

Being able to see where AI is active and what it’s doing is paramount in sensitive processes like recruiting. Our Ignite AI Hub is a centralized dashboard for you to easily manage recruiting agents alongside all the other AI embedded across Paylocity.

See adoption and impact like the number of candidate fit assessments generated and resumes summarized.

Turn agents on and off so you can roll out automation based on your needs and comfort level.

Configure each agent individually, including who has access to use it, whether candidates are informed about how AI is used in the process, and if they have the option to opt-out.

As part of our commitment to responsible AI, our recruiting agents went through an independent audit that found no evidence of bias in the recommendations and insights they provide. The agents do not remove applicants from view or make hiring decisions — you and your team stay in control of decisions and can assess every candidate before deciding which to engage.

Get started with Ignite AI

Recruiting comes down to making the right human decisions for your business and for candidates. Our recruiting agents handle the manual work so you can invest more of your time into finding the right people.

Request a demo to see everything Ignite AI can do, and why our ONE platform for HR, Finance, and IT stands apart.

If you’re a client, reach out to your Paylocity team to learn more about these new capabilities and how to get access.

New recruiting agents automate repetitive processes, freeing you to focus on engaging candidates and partnering with hiring managers.

Hiring teams today aren’t short on candidates. They’re short on time. Every open role brings a wave of applications and resumes, and teams in high-volume environments need to move quickly without sacrificing quality.

New recruiting agents in Paylocity address these challenges by helping teams prioritize candidates who are the best match for open roles and quickly understand their qualifications. They’re embedded within existing recruiting processes, so you gain efficiency right away and stay in your flow. By making screening faster and easier, you get time back to engage candidates while staying in control of every hiring decision.

52% of decision makers are actively looking for new AI solutions in areas like recruiting to stay innovative and efficient.

• March 2026 Qualtrics Study

Narrow in on high-quality candidates, fast

With hundreds of candidates applying for open roles, working through all of them takes time many teams don’t have. The Candidate Fit Agent supports both efficiency and quality by surfacing applicants for review based on the most important criteria for the role.

Set search criteria based on role requirements.

Recommended criteria:

We give you a start by suggesting skills, certifications, education, and more to look for based on the job description.

Customize your search:

You can tune recommended criteria or create your own to home in on the top candidates.

Compliance guardrails:

Alerts flag any criteria that are vague or could potentially create compliance risk so you can adjust them proactively.

Review fit along with transparent rationale behind each assessment.

Prioritized candidate list:

Applicants that match the most criteria are surfaced first along with a summary of what’s driving their fit strength.

You stay in control:

While the agent makes suggestions, you own the decisions. We provide transparency into what’s driving every fit assessment, so you have the context you need.

“As a seasonal business, we do a lot of bulk recruiting — so as we’re ramping up, we get hundreds of applications a week. Having Ignite AI help accelerate the review and look for specific criteria that we are looking for will save us so much time.”
Ryan Zimmerman, POLYWOOD

Understand qualifications at a glance

Resumes vary widely in format, length, and level of detail, creating headaches as you search for qualifying information on your top candidates. The Resume Summary Agent does the legwork by turning resumes into short summaries to triage candidates before doing a deeper review.

Get summaries that are structured and easy to understand.

Qualification insights:

The agent scans resumes and presents key information in a clear, predictable format — including skills, work history, and education.

Critical details up front:

By making it easy to understand basic fit, you can focus energy on recognizing transferable skills and evaluating candidates in the context of the role.

Gain confidence with granular visibility and control

Being able to see where AI is active and what it’s doing is paramount in sensitive processes like recruiting. Our Ignite AI Hub is a centralized dashboard for you to easily manage recruiting agents alongside all the other AI embedded across Paylocity.

See adoption and impact like the number of candidate fit assessments generated and resumes summarized.

Turn agents on and off so you can roll out automation based on your needs and comfort level.

Configure each agent individually, including who has access to use it, whether candidates are informed about how AI is used in the process, and if they have the option to opt-out.

As part of our commitment to responsible AI, our recruiting agents went through an independent audit that found no evidence of bias in the recommendations and insights they provide. The agents do not remove applicants from view or make hiring decisions — you and your team stay in control of decisions and can assess every candidate before deciding which to engage.

Get started with Ignite AI

Recruiting comes down to making the right human decisions for your business and for candidates. Our recruiting agents handle the manual work so you can invest more of your time into finding the right people.

Request a demo to see everything Ignite AI can do, and why our ONE platform for HR, Finance, and IT stands apart.

If you’re a client, reach out to your Paylocity team to learn more about these new capabilities and how to get access.

Today, we're excited to announce Ignite AI, the next evolution of AI at Paylocity.

It’s embedded throughout the platform, bringing data, insights, and automation into the moments where decisions are made and work gets done. For teams across HR, Finance, and IT, that means less time chasing information, correcting errors, and building reports — and more time focused on employees and strategy.

What we consistently hear from clients and business leaders is a desire for practical outcomes, clear direction, and technology that makes teams more efficient without creating more work. With Ignite AI, we go beyond telling you what’s happening to actually doing something about it.

“It actually feels like I have another team member supporting me. Manual processes are a time suck, and Ignite AI turns things that would be a 5 to 10 minute process into a 30-second question or resolves them on its own.”
Genevieve Gonnigan, VP of HR & People and Culture at Lincoln Park Zoo

Purpose-built agents that give you time back in your day

Our agents automate repetitive tasks and catch errors proactively across processes like recruiting, pay, and time — freeing you for the work that needs your expertise and judgment.

Smarter recruiting and hiring

• Match candidates with specific role needs and requirements for review.
• Surface existing leads who may be a fit for new roles to re-engage faster.
• Extract relevant skills and experiences from resumes for easier screening.
• Automate candidate engagement and interview scheduling to hire efficiently.

More automation across pay & time

• Resolve time errors and corrections before they impact payroll.
• Proactively address employee data errors and gaps.
• See payroll shifts and trends so you can take action.

Smoother processes for finance & employees

• Capture expenses from receipts and populate reports quickly and accurately.
• Auto-fill procurement requests and automate collaboration for faster approvals.
• Fill invoice data into current bill form and match to the correct purchase order.

Powerful answers and analysis for everyday business questions

Get instant answers and powerful insights without the legwork. You can delegate questions from employees, last-minute report requests, data questions, and just about anything else you can think of. And you get clear context and direct links to source data behind every answer if you want to dig deeper.

• Ask and answer just about any question—including company policies, IRS regulations, Department of Labor rules, and Paylocity product questions.
• Stop building reports, and turn data analysis into a conversation.
• Dig deeper with follow up questions, and get summaries, tables, and graphs.
• Take action by initiating workflows right from chat

A higher standard of visibility and control

Your ability to see, understand, and control how AI operates inside the platform is essential. That's why we're introducing the Ignite AI Hub, a central place to manage AI in Paylocity so you can use and scale it with confidence.

• Measure actual business impact and productivity gains from AI.
• Control which agents are active and who has access.
• Monitor usage and adoption across teams and new opportunities for automation.

Built on trust

Across every part of the platform, we have the highest bar for data privacy, transparency, ethics, and security. Everyone sees only what their role and permissions allow, and every answer links back to source data, so you can always verify the work.

“The way Paylocity is weaving AI across the platform is better than anything I’ve seen in other systems. I’m so excited by the momentum I’m seeing and to be part of shaping it.”
Ryan Zimmerman, VP of Human Resources at POLYWOOD

Get started with Ignite AI

The vision behind Ignite AI is simple: make a real impact on your business and your day-to-day work. It builds on our purpose of helping HR, Finance, and IT execute better every day — and we're expanding it fast, with new experiences that feel natural, focus on high-value processes, and improve over time. Best of all, our clients are building it right alongside us.

If you’re not yet a Paylocity client, start the conversation to learn more about Ignite AI and the difference of our ONE platform for HR, Finance, and IT.

If you are, reach out to your Paylocity team opens in a new tab to be among the first to get new Ignite AI capabilities as soon as they’re available.

Today, we're excited to announce Ignite AI, the next evolution of AI at Paylocity. It’s embedded throughout the platform, bringing data, insights, and automation into the moments where decisions are made and work gets done. For teams across HR, Finance, and IT, that means less time chasing information, correcting errors, and building reports — and more time focused on employees and strategy.

What we consistently hear from clients and business leaders is a desire for practical outcomes, clear direction, and technology that makes teams more efficient without creating more work. With Ignite AI, we go beyond telling you what’s happening to actually doing something about it.

“It actually feels like I have another team member supporting me. Manual processes are a time suck, and Ignite AI turns things that would be a 5 to 10 minute process into a 30-second question or resolves them on its own.”

Genevieve Gonnigan, VP of HR & People and Culture at Lincoln Park Zoo

Purpose-built agents that give you time back in your day

Our agents automate repetitive tasks and catch errors proactively across processes like recruiting, pay, and time — freeing you for the work that needs your expertise and judgment.

Smarter recruiting and hiring

• Match candidates with specific role needs and requirements for review.
• Surface existing leads who may be a fit for new roles to re-engage faster.
• Extract relevant skills and experiences from resumes for easier screening.
• Automate candidate engagement and interview scheduling to hire efficiently.

More automation across pay & time

• Resolve time errors and corrections before they impact payroll.
• Proactively address employee data errors and gaps.
• See payroll shifts and trends so you can take action.

Smoother processes for finance & employees

• Capture expenses from receipts and populate reports quickly and accurately.
• Auto-fill procurement requests and automate collaboration for faster approvals.
• Fill invoice data into current bill form and match to the correct purchase order.

Powerful answers and analysis for everyday business questions

Get instant answers and powerful insights without the legwork. You can delegate questions from employees, last-minute report requests, data questions, and just about anything else you can think of. And you get clear context and direct links to source data behind every answer if you want to dig deeper.

• Ask and answer just about any question—including company policies, IRS regulations, Department of Labor rules, and Paylocity product questions.
• Stop building reports, and turn data analysis into a conversation.
• Dig deeper with follow up questions, and get summaries, tables, and graphs.
• Take action by initiating workflows right from chat

A higher standard of visibility and control

Your ability to see, understand, and control how AI operates inside the platform is essential. That's why we're introducing the Ignite AI Hub, a central place to manage AI in Paylocity so you can use and scale it with confidence.

• Measure actual business impact and productivity gains from AI.
• Control which agents are active and who has access.
• Monitor usage and adoption across teams and new opportunities for automation.

Built on trust

Across every part of the platform, we have the highest bar for data privacy, transparency, ethics, and security. Everyone sees only what their role and permissions allow, and every answer links back to source data, so you can always verify the work.

“The way Paylocity is weaving AI across the platform is better than anything I’ve seen in other systems. I’m so excited by the momentum I’m seeing and to be part of shaping it.”

Ryan Zimmerman, VP of Human Resources at POLYWOOD

Get started with Ignite AI

The vision behind Ignite AI is simple: make a real impact on your business and your day-to-day work. It builds on our purpose of helping HR, Finance, and IT execute better every day — and we're expanding it fast, with new experiences that feel natural, focus on high-value processes, and improve over time. Best of all, our clients are building it right alongside us.

If you’re not yet a Paylocity client, start the conversation to learn more about Ignite AI and the difference of our ONE platform for HR, Finance, and IT.

If you are, reach out to your Paylocity team opens in a new tab to be among the first to get new Ignite AI capabilities as soon as they’re available.

June 2026 releases: Multiple approvers for reviews, Employee Voice reminders, and more.

In June, Paylocity released enhancements to performance reviews, Employee Voice, expense reporting, and Marketplace – making it easier to drive accountability, capture valuable feedback, improve data accuracy, and find the right solutions for your business.

Performance

Customize review approvals

Include multiple approvers in performance review workflows to align with company policies and provide the appropriate level of organizational oversight. This added flexibility helps ensure a more consistent, fair, and high-quality review process while supporting better decision-making and accountability.

Employee Voice

Drive greater employee engagement

Increase survey launch rate and make the most of employee feedback with proactive reminders to help encourage survey setup and launch. These enable you to gather valuable insights into employee sentiment and engagement, increase survey adoption, improve readiness, and help unlock greater value from Employee Voice through richer employee engagement data and insights.

Expense Management

Improve expense reporting accuracy

Add custom field values directly within physical card expense reports to ensure all required information is captured at the point of entry. With the ability to enter custom field details within the report, organizations can improve data precision, support compliance requirements, and drive more consistent reporting for better visibility and decision making.

Marketplace

Compare integrations with confidence

Compare integrations side by side in Marketplace to quickly evaluate pricing, features, and ratings in a single view. This streamlined experience makes it easier to discover, assess, and select the right integration for your business.

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

• Performance: Multiple Approvers
• Employee Voice: Engagement Survey Nudges
• Marketplace: Marketplace Integration Comparison

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

Level up employee performance

Help your employees reach their full potential with modern performance management tools. From goal setting to personalized reviews and ongoing feedback, our solutions enable transparent, two-way communication and encourage employees to take ownership of their growth. Employees expect continuous development and support — give it to them with Performance Management from Paylocity.

June 2026 releases: Multiple approvers for reviews, Employee Voice reminders, and more.

In June, Paylocity released enhancements to performance reviews, Employee Voice, expense reporting, and Marketplace – making it easier to drive accountability, capture valuable feedback, improve data accuracy, and find the right solutions for your business.

Performance

Customize review approvals

Include multiple approvers in performance review workflows to align with company policies and provide the appropriate level of organizational oversight. This added flexibility helps ensure a more consistent, fair, and high-quality review process while supporting better decision-making and accountability.

Employee Voice

Drive greater employee engagement

Increase survey launch rate and make the most of employee feedback with proactive reminders to help encourage survey setup and launch. These enable you to gather valuable insights into employee sentiment and engagement, increase survey adoption, improve readiness, and help unlock greater value from Employee Voice through richer employee engagement data and insights.

Expense Management

Improve expense reporting accuracy

Add custom field values directly within physical card expense reports to ensure all required information is captured at the point of entry. With the ability to enter custom field details within the report, organizations can improve data precision, support compliance requirements, and drive more consistent reporting for better visibility and decision making.

Marketplace

Compare integrations with confidence

Compare integrations side by side in Marketplace to quickly evaluate pricing, features, and ratings in a single view. This streamlined experience makes it easier to discover, assess, and select the right integration for your business.

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

Performance: Multiple Approvers

Employee Voice: Engagement Survey Nudges

Marketplace: Marketplace Integration Comparison

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

Level up employee performance

Help your employees reach their full potential with modern performance management tools. From goal setting to personalized reviews and ongoing feedback, our solutions enable transparent, two-way communication and encourage employees to take ownership of their growth. Employees expect continuous development and support — give it to them with Performance Management from Paylocity.

May 2026 releases: Enhanced scheduling templates, AI dashboard summaries, and more.

In May, Paylocity released features that are all about making your day a little easier. From smarter scheduling templates to expanding AI-driven data insights, plus smoother accounting integrations and more flexible video captions, these enhancements help you optimize your work and stay on top of what matters most.

Time and Labor

Plan ahead with confidence and visibility into schedule coverage

Simplify workforce planning with enhanced scheduling templates, empowering you to create employee-assigned or open shift templates and apply them across any schedule. By generating open shifts directly from templates, you save time and reduce manual work. As schedules are generated, hours and dollar totals update automatically, giving you immediate visibility into labor costs and coverage. With the ability to draft templates in advance, you can build, refine, and publish schedules with greater consistency and control.

Data Insights

Turn workforce data into quick, actionable insights

Accelerate decision-making with AI-driven dashboard summaries in Data Insights that transform complex data into easy-to-understand insights. With AI summarization, you can instantly interpret key trends, spot outliers, and identify areas that need attention without manually digging into the data. Generate or refresh summaries on demand within your dashboards, making it simple to understand and share real-time, meaningful insights. Built-in guardrails ensure transparency by notifying you when summaries can’t be created due to data limitations, helping you streamline reporting and improving overall efficiency.

General Ledger

Simplify your accounting process

Connect Paylocity with Microsoft Dynamics 365 Business Central to automatically sync your general ledger data in real time and gain greater control over data. Seamlessly validate and manage both inbound and outbound mappings without relying on custom reports or specialized support and proactively generate and review journal entries that meet system requirements to improve accuracy and efficiency. Plus, the option to download a formatted import file provides a reliable backup for added flexibility.

Video

Create more inclusive, accessible video content

Gain greater control and flexibility over your video content and increase engagement with our enhanced video captions experience. Edit machine-generated captions, upload multilingual caption files, and easily switch between machine generated and uploaded captions for easy management. Caption options are easily accessible during playback, and real-time preview lets you refine captions instantly. Together, these enhancements make your videos more inclusive, easier to understand, and ready to reach a broader, global audience.

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

• Time and Labor: Enhanced Scheduling Templates
• Data Insights: AI Dashboard Summaries
• General Ledger: Integrations
• Video: Enhanced Closed Captioning

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

More time, less labor = a better experience

Say goodbye to manual tasks and hello to efficiency. Empower your employees with intuitive tools to manage their time—view balances, request time off, and get real-time notifications, all from one platform. Supervisors can access 100+ reports, track attendance, and approve requests in seconds. With instant insights at your fingertips, optimizing time and attendance has never been easier.

May 2026 releases: Enhanced scheduling templates, AI dashboard summaries, and more.

In May, Paylocity released features that are all about making your day a little easier. From smarter scheduling templates to expanding AI-driven data insights, plus smoother accounting integrations and more flexible video captions, these enhancements help you optimize your work and stay on top of what matters most.

Time and Labor

Plan ahead with confidence and visibility into schedule coverage

Simplify workforce planning with enhanced scheduling templates, empowering you to create employee-assigned or open shift templates and apply them across any schedule. By generating open shifts directly from templates, you save time and reduce manual work. As schedules are generated, hours and dollar totals update automatically, giving you immediate visibility into labor costs and coverage. With the ability to draft templates in advance, you can build, refine, and publish schedules with greater consistency and control.

Data Insights

Turn workforce data into quick, actionable insights

Accelerate decision-making with AI-driven dashboard summaries in Data Insights that transform complex data into easy-to-understand insights. With AI summarization, you can instantly interpret key trends, spot outliers, and identify areas that need attention without manually digging into the data. Generate or refresh summaries on demand within your dashboards, making it simple to understand and share real-time, meaningful insights. Built-in guardrails ensure transparency by notifying you when summaries can’t be created due to data limitations, helping you streamline reporting and improving overall efficiency.

General Ledger

Simplify your accounting process

Connect Paylocity with Microsoft Dynamics 365 Business Central to automatically sync your general ledger data in real time and gain greater control over data. Seamlessly validate and manage both inbound and outbound mappings without relying on custom reports or specialized support and proactively generate and review journal entries that meet system requirements to improve accuracy and efficiency. Plus, the option to download a formatted import file provides a reliable backup for added flexibility.

Video

Create more inclusive, accessible video content

Gain greater control and flexibility over your video content and increase engagement with our enhanced video captions experience. Edit machine-generated captions, upload multilingual caption files, and easily switch between machine generated and uploaded captions for easy management. Caption options are easily accessible during playback, and real-time preview lets you refine captions instantly. Together, these enhancements make your videos more inclusive, easier to understand, and ready to reach a broader, global audience.

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

• Time and Labor: Enhanced Scheduling Templates
• Data Insights: AI Dashboard Summaries
• General Ledger: Integrations
• Video: Enhanced Closed Captioning

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

More time, less labor = a better experience

Say goodbye to manual tasks and hello to efficiency. Empower your employees with intuitive tools to manage their time—view balances, request time off, and get real-time notifications, all from one platform. Supervisors can access 100+ reports, track attendance, and approve requests in seconds. With instant insights at your fingertips, optimizing time and attendance has never been easier.

April 2026 releases: AI-powered search, enhanced compensation insights, increased headcount visibility, and more.

As we move deeper into 2026, the conversation has shifted from whether to adopt AI to how to use it responsibly — while keeping up with expanding pay transparency and compliance requirements. Organizations expect AI to be further integrated into HR this year, but many are still working to balance efficiency, governance, and trust as these tools increasingly touch hiring, pay, and employee data.

In April, Paylocity released features ranging from AI-powered search to enhanced compensation insights, headcount visibility, and more — all of which help HR, Finance, and IT teams turn innovation into confident, well governed action.

AI-Powered Search

Find what you need faster

Easily and quickly find people, pages, documents, and key actions across the platform. Search is now centralized on Home and more tightly integrated with the AI Assistant for faster answers and less time navigating.

Market Pay

Benchmark pay with trusted, more detailed market data

Market Pay now uses SALARY.COM® as its data source, providing you with trusted, defensible pay insights directly within Paylocity. Access more granular and precise compensation data, including visibility into career level and years of experience along with more detailed segmentation by geography, industry, and company size. Make faster, more confident pay decisions without file imports, syncing issues, or additional vendors to manage.

Headcount Planning

Keep hiring aligned to approved headcount

Connect approved headcount plans to recruiting requisitions and carry key job details from Headcount Planning into Recruiting, automatically improving visibility for HR, Recruiting, and Finance.

Expense Management

Automate spending and approvals

Automatically convert invoice units to match purchase orders to reduce manual work, prevent mismatches, and speed up bill processing with clearer, more accurate validation.

Add attendees to credit card expense reports for group spend like team meals, client meetings, or events. This feature, also available on the mobile app, makes it easier to provide justification for larger expenses.

Human Resources

Simplify Person Record changes while staying compliant

Manage person records more efficiently and support compliance by processing employee status changes directly in the Person Record to reduce clicks and save time. Employees can also now designate emergency contacts authorized for arrest or detention situations – supporting California requirements.

Time & Labor

Reduce invalid punches at the source

Punch eligibility in the time widget on Home provides clear, in-the-moment alerts and notifications that help employees avoid invalid punches — reducing rejections, saving time, and supporting labor compliance.

Recognition & Rewards

Build scalable rewards programs with clear controls

Customize reward badges with preset reward amounts and permissions to support team-specific rewards programs — without added approvals or administrative delays. Managers can instantly recognize behaviors aligned with team goals, while preset reward values help employees understand expectations and give leaders confidence that rewards remain fair, consistent, and within budget across teams.

Employee Voice

Customize engagement surveys

Add up to 10 company-specific questions to capture feedback unique to your organization in Engagement and Pulse surveys while keeping the validated questions intact for consistent measurement. Responses are grouped into a new Company Feedback section for trend analysis, heatmap views, and action planning.

Mobile

Manage Scheduling on the go

Easily manage your schedule with our enhanced Mobile Calendar, featuring clear day, week, and month views, smarter filtering, and company events. RSVP directly to events within the calendar and quickly see company moments like birthdays and anniversaries to stay connected on the go.

Marketplace

Simplify compensation planning

Paylocity’s new integration with Aeqium helps streamline compensation planning by automatically syncing employee data from Paylocity into the Aeqium platform. With access to current employee data, teams can reduce manual spreadsheet work, improve data accuracy, and support more efficient compensation planning.

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

• AI: Search opens in a new tab
• Headcount Planning: Recruiting in Headcount Planning opens in a new tab
• Human Resources: California Know Your Rights Act opens in a new tab
• Time & Labor: Punch in Home opens in a new tab
• Rewards & Recognition: Preset Reward Value and Permissions for Custom Badges opens in a new tab
• Market Pay: Data Provider opens in a new tab
• Employee Voice: Custom Questions opens in a new tab
• Mobile: Calendar opens in a new tab
• Marketplace: Aeqium 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!

Guarantee fair pay, bonuses, and more

In today's labor market, employees expect fair, competitive wages. Our Compensation Management tool can make it happen. Dig into compensation analytics and insights to inform salaries, merit increases, bonuses, and more. With continual data collection, feel confident you're always paying your employees accurately and fairly, while staying in alignment with your company's budget goals.

April 2026 releases: AI-powered search, enhanced compensation insights, increased headcount visibility, and more.

As we move deeper into 2026, the conversation has shifted from whether to adopt AI to how to use it responsibly — while keeping up with expanding pay transparency and compliance requirements. Organizations expect AI to be further integrated into HR this year, but many are still working to balance efficiency, governance, and trust as these tools increasingly touch hiring, pay, and employee data.

In April, Paylocity released features ranging from AI-powered search to enhanced compensation insights, headcount visibility, and more — all of which help HR, Finance, and IT teams turn innovation into confident, well governed action.

AI-Powered Search

Find what you need faster

Easily and quickly find people, pages, documents, and key actions across the platform. Search is now centralized on Home and more tightly integrated with the AI Assistant for faster answers and less time navigating.

Market Pay

Benchmark pay with trusted, more detailed market data

Market Pay now uses SALARY.COM® as its data source, providing you with trusted, defensible pay insights directly within Paylocity. Access more granular and precise compensation data, including visibility into career level and years of experience along with more detailed segmentation by geography, industry, and company size. Make faster, more confident pay decisions without file imports, syncing issues, or additional vendors to manage.

Headcount Planning

Keep hiring aligned to approved headcount

Connect approved headcount plans to recruiting requisitions and carry key job details from Headcount Planning into Recruiting, automatically improving visibility for HR, Recruiting, and Finance.

Expense Management

Automate spending and approvals

Automatically convert invoice units to match purchase orders to reduce manual work, prevent mismatches, and speed up bill processing with clearer, more accurate validation.

Add attendees to credit card expense reports for group spend like team meals, client meetings, or events. This feature, also available on the mobile app, makes it easier to provide justification for larger expenses.

Human Resources

Simplify Person Record changes while staying compliant

Manage person records more efficiently and support compliance by processing employee status changes directly in the Person Record to reduce clicks and save time. Employees can also now designate emergency contacts authorized for arrest or detention situations – supporting California requirements.

Time & Labor

Reduce invalid punches at the source

Punch eligibility in the time widget on Home provides clear, in-the-moment alerts and notifications that help employees avoid invalid punches — reducing rejections, saving time, and supporting labor compliance.

Recognition & Rewards

Build scalable rewards programs with clear controls

Customize reward badges with preset reward amounts and permissions to support team-specific rewards programs — without added approvals or administrative delays. Managers can instantly recognize behaviors aligned with team goals, while preset reward values help employees understand expectations and give leaders confidence that rewards remain fair, consistent, and within budget across teams.

Employee Voice

Customize engagement surveys

Add up to 10 company-specific questions to capture feedback unique to your organization in Engagement and Pulse surveys while keeping the validated questions intact for consistent measurement. Responses are grouped into a new Company Feedback section for trend analysis, heatmap views, and action planning.

Mobile

Manage Scheduling on the go

Easily manage your schedule with our enhanced Mobile Calendar, featuring clear day, week, and month views, smarter filtering, and company events. RSVP directly to events within the calendar and quickly see company moments like birthdays and anniversaries to stay connected on the go.

Marketplace

Simplify compensation planning

Paylocity’s new integration with Aeqium helps streamline compensation planning by automatically syncing employee data from Paylocity into the Aeqium platform. With access to current employee data, teams can reduce manual spreadsheet work, improve data accuracy, and support more efficient compensation planning.

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

• AI: Search
• Headcount Planning: Recruiting in Headcount Planning
• Human Resources: California Know Your Rights Act
• Time & Labor: Punch in Home
• Rewards & Recognition: Preset Reward Value and Permissions for Custom Badges
• Market Pay: Data Provider
• Employee Voice: Custom Questions
• Mobile: Calendar
• Marketplace: Aeqium

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

Guarantee Fair Pay, Bonuses, and More

In today's labor market, employees expect fair, competitive wages. Our Compensation Management tool can make it happen. Dig into compensation analytics and insights to inform salaries, merit increases, bonuses, and more. With continual data collection, feel confident you're always paying your employees accurately and fairly, while staying in alignment with your company's budget goals.