[ Paylocity Reviews ](https://www.g2.com/products/paylocity/reviews) [ Paylocity Reviews ](https://www.g2.com/products/paylocity/reviews) # Paylocity Features ##### ## Core HR (6) Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Time, Attendance, and PTO Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. Expense Management Contains functionality for employees to submit expenses reports and track reimbursments Salary Structures Manages position descriptions and pay grades/structures for each role Compliance Helps protect risk areas by ensuring compliance standards are met through tracking and reporting Benefits Administration Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options Show More ##### ## Platform (20) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Mobility Is accessible from a mobile device and by users on the go. Reporting Provides analytics tools that reveal important business metrics and track progress. Dashboards Creates dashboards to track information like open positions, current headcount, and recruiting pipeline. Reporting Access pre-built and custom reports and dashboards. APIs / Integration Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Offline Provides users ability to create and access expense reports/timesheets while not connected to internet. Reporting and Dashboards Access pre-built and custom reports and dashboards. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Scalability Allows administrator to easily add employees and grow payroll process as their company grows. Embedded AI / Machine Learning Offers embedded AI/machine learning Complex Approval Workflow Provides workflow for complex approval structures Show More ##### ## Expense Reports (6) Ease of Creating Expense Reports Creation of expense reports takes little time and is intuitive for new users Bank / Credit Card Integration Can easily pull in receipts from all credit card statements Smart Categorization Automatically assigns categories/accounts based on past entries and credit card statements Digital Receipt Management Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc. Employee Reimbursement Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system Credit Card Integration Integrates with corporate or personal credit cards (import or bi-directional) Show More ##### ## Travel Management (4) Ease of Booking Can book Flights, Hotels, and Rental cars directly from software. Itinerary Management Creates travel itineraries based on booking Trip Notifications Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. Advanced Integrations Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc. Show More ##### ## Time Tracking (3) Ease of Completing Timesheets Timesheet entry takes little time and is intuitive for new users Tracking Time to Project/Task Users can easily track time based on task or activity and assign to projects Billable Time Rate Management Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. Show More ##### ## Client Invoicing (2) Invoice Creation and Delivery Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded. Project Accounting / Revenue Recognition Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately Show More ##### ## Mobile (2) Receipt Capture Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device Mileage Tracking Allows users to track mileage from mobile device using maps or GPS. Show More ##### ## Mobile Time Tracking (1) Time Tracking Allows users to track and enter time spent on project tasks from mobile device. Show More ##### ## Administration (15) Business Tool Integration Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems Workflow Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer Automated Reminders Sends automatic reminders to employees that have not completed expenses reports and/or timesheets Policy Compliance Management Enables administrators to create rules that enforce compliances of corporate time and expense policies User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Payroll Entry Allows administrator to enter payroll for all employees based on salary or total hours worked. Time Off Accrual Calculation and tracking of sick and vacation days. Direct Deposit Automatically deposits paychecks into employees' bank accounts. Expense Reimbursement Allows administrator to reimburse employees for business-related purchases. Pre-tax Deductions Automatically deducts wages for health care, 401(k) plans, etc. from paychecks. Wage Garnishment Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks. Approvals Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver. Check/W-2 Printing Allows administrators to print valid paychecks and W-2 forms. Check/W-2 Delivery Sends printed checks to administrator to distribute to employees. PCI Regulation Compliant Complies with PCI security standards Show More ##### ## Employee Self Service (3) Web Portal Allows employees to access current and past pay stubs, W-2 forms, and additional salary information. Benefits Manager Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers. Mobile Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website. Show More ##### ## Taxes (3) Tax Calculation Calculates taxes due and may include resources or tools for federal and state tax compliance. Tax Filing Files payroll tax forms automatically for federal, state, and local taxes. Automatic Tax Payment Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government. Show More ##### ## Integration (18) API / Integration Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Time Tracking Integration Enables administrator to import hours from time tracking systems. Accounting Integration Provides standard integration with third party accounting software. Core HR Integration Provides standard integration with third party core HR software. Agnostic Integration The software can be integrated with any other products Reporting Consolidation Reports are generated using financial data from multiple sources Plugins and APIs The vendor provides pugins and APIs that customers can use to create custom integrations Accounting Provide integration with accounting and financial management software Payment Integration Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Account Sync Sync with company accounts to transfer payments for approved invoices Accounting Provide integration with accounting and financial management software Payments Integrate with payment gateways and enterprise payments software ERP Deliver integrations with accounting modules of ERP systems Procurement Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management Show More ##### ## Workforce Management Platform Features (10) Labor Forecasting Predict the number and types of employees necessary to meet anticipated demand to control labor costs. Shift Scheduling Plan employee work shifts according to availability and provide notifications to employees when they are scheduled. Time & Attendance Tracking Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features. Absence & Leave Management Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform. Skills Management Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions. Succession Planning Identify high performing employees with potential to be promoted with minimal development. Workforce Analytics Tools designed to help analyze employee data and develop baselines for evaluating and optimizing workforce management. Self-Service Capabilities Web portals through which employees can view their schedules, submit PTO requests, configure work availability and preferences, and self-schedule from available work times. Mobile Shift Scheduling Managers and employees can create or claim available work shifts and receive notifications on their mobile device. Team Communication Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests. Show More ##### ## Benefits Administration Platform Features (19) Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. Document Management Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options. Self-Service Portal Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. Regulatory Compliance Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). Mobile Benefits Access Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. Document Management Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options. Self-Service Portal Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. Regulatory Compliance Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). Benefits Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance. Mobile Benefits Access Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Integrations / APIs The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Show More ##### ## Sourcing (5) Candidate Search Searches for qualified candidates by integrating with career sites. Career Page Configuration Configures branded career page for the users website. Social Sourcing Enables the user to share job posting on social channels. Job Posting Posts job listings to job boards. Candidate Sourcing Metrics Reports where applicants are finding job listings. Show More ##### ## Candidate Management - Applicant Tracking System (7) Candidate Evaluations Enables users to share feedback on candidates. Applicant Data Management Stores applicant data that can be accessed by multiple people on a team. Hiring Processes Tracking Tracks a candidates spot in the hiring process. Automated Resume Parsing Analyzes resumes and applicant data based on user-selected preferences. Scheduling Integrates with calendars and allows the scheduling of phone screens and interviews. Candidate-Facing Statuses Enables candidates to view their position in the process. Workflow Building Enables the building of custom recruiting workflows. Show More ##### ## Platform Content (6) Forms Library Provides users with a pre-built library of templated forms related to the hiring process. E-Forms Provides electronic forms for employees to complete. E-Signature Enables new hires to sign forms electronically. Background Checks Enables the employer to perform background checks. Offer Letter Approvals Provides user with offer letter templates. Offer Letter Templates Enables all stakeholders to approve offer letters. Show More ##### ## Platform Additional Functionality (5) Self-Service Portal Enables employees to login and view their onboarding process. Automated Team Introductions Introduces new hires to employees based on org chart. Compliance Training Provides training on relevant compliance issues. Automated Onboarding Workflows Provides workflows which track new hire progress. Onboarding Notifications Provides notifications about the onboarding process to both the new hire and manager. Show More ##### ## Platform Data (2) Onboarding Process Reporting Provides holistic Metrics on the onboarding process. Visualization Contains tools to visalize data sets or workflows. Show More ##### ## Course Authoring (4) Course Builder Enables user to create courses. Role-Based Templates Provides templates for course creation based on industry or role. Assessments & Quizzes Designs and administrates tests and quizzes. Instructor-Led Training Enables for design of classes that are led by an instructor. Show More ##### ## Course Delivery (3) Learning Paths Creates sequences of classes which must be taken in a specific order. Communication & Notifications Provides functionality to communicate and send notifications to users. Assignment Scheduling Enables users to plan assignments and dispense them automatically. Show More ##### ## Course Management (4) Gamification Motivates users by tracking points, achievements, and badges. Varied User Types Limits user access to certain functionality and courses. Certifications Provides custom certifications to distribute after course completion. Industry Compliance Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more. Show More ##### ## LMS Marketplace (1) Course Marketplace Enables users to purchase and consume courses via an online marketplace. Show More ##### ## Interface (1) Multilingual Provides multiple language choices. Show More ##### ## Revenue Recognition (3) Usage Tracking Track usage per company, custom time period, or contract Deferred Revenue Track payments received for products that haven't be delivered yet Revenue Accrual Recognition rules to accrue revenue on a daily or monthly basis Show More ##### ## Payment Methods (3) ACH Automated Clearing House (ACH) is an electronic network that processes large volumes of financial transactions, including B2B payments. Credit and Debit Corporate debit and credit cards used specifically for B2B payments Wire Transfer Electronic fund transfers between entities Show More ##### ## Payment Processing (7) Batch Processing Payments can be processed by batch without manual intervention Payments Scheduling Ability to schedule payments at predefined dates and times Automated Workflows Workflows to manage every stage of the payment process Self Service Self-service portals and mobile apps to submit invoices for processing Reconciliation Match invoices, payments, and bank statement information Settlements Clearing of electronic payments to transfer funds from customers to suppliers Payment Tracking Track each stage of the payment process and manage payments history Show More ##### ## Security and Compliance (6) PCI Compliant Comply with information security standards for credit card processing P2PE Point-to-point encryption to convert sensitive financial information into indecipherable code Fraud Management Features to protect companies from attempts to steal sensitive information like credit card details SSL Encryption Secure Sockets Layer is the standard security protocol for encryption of electronic data SOX Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud SOC Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2 Show More ##### ## Automation (1) Process Automation Automate processes and eliminate errors associated with requesting, approving, and tracking paid and unpaid time off. Show More ##### ## Logistics (3) Dashboards & Reporting Analytical and reporting tools that provide visibility into labor cost and enable data-driven decisions. Data Collection Labor data collection options include web, mobile, and hardware. Lanuguage Options Provide multiple language options for a global user base. Show More ##### ## Management (11) Schedule Creation Tools Tools that help in scheduling and shift creation and management. Schedule Management Tools that manage vacation, holidays, absences, breaks, and overtime. Employee Leave Management Manage employee's eligibility for paid and unpaid leave based on criteria including vacation, sick time and more. User Access Grant access to select features and data based on the users' role, both internally and externally. User Role Access Provides employees self service access and managers a centralized view. Employee Information Ability to manage employee information. Employee Information Automation Automate employee promotions and position changes and company policy changes. Approval Use criteria to add or remove suppliers to/from approved lists. Communication Manage communications with suppliers on multiple channels such as phone or email. Documents Capture and maintain documents related to suppliers and their products or services. Receipt of Goods Compare goods received with purchase orders and document variations Show More ##### ## Monitoring (3) Regulations Enforcement Enforce federal, state, and organization regulations. Compliance Monitoring Monitor and maintain compliance. Integration Provide integrations with payroll software. Show More ##### ## Setup (3) Data Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. Approvals Define rules and workflows that managers can use to approve different kinds of spending. Alignment Align spending across various departments such as procurement and accounting. Show More ##### ## Performance (4) KPIs Provide standard spend KPIs that can be customized by users. Benchmarks Use historical spend data to create benchmarks per company or department. Forecasting Provide forecasts on future trends that may impact spending performance. Savings Identify savings opportunities per activity, department, or at the company level. Show More ##### ## Planning (8) Processes Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement. Processses Manage workflows and business processes for procurement. Contracts Provide standard procurement contracts that can be customized. Content Maintain a repository of content such as catalogs and other documents. Requisition Define requisition rules for various types of procurement Show More ##### ## Execution (6) Sourcing Identify and assess suppliers for different products and services. Purchasing Create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Sourcing Identify and assess suppliers for different products and services. Purchasing Electronically create and manage purchase orders for products and services. Invoicing Include features for procurement invoicing and e-invoicing. Show More ##### ## Analytics (15) Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations. Spend Analyze procurement spending and identify future trends. Due Dates Track invoices based on due dates to identify overdue payments Benchmarking Ability to compare AP automation metrics with other companies KPIs Monitor KPIs such as time to process an invoice or erroneous payments Due Dates Track invoices based on due dates to identify overdue payments Cashflow Analyze variations between incoming and outgoing cash KPIs Monitor KPIs such as time to process an invoice or erroneous payments Payment Tracking Track different types of payment such as deposits or partial payments Visibility Improve visibility into procurement activities across the company. Performance Monitor the performance of procurement operations Spend Analyze procurement spending and identify future trends. Due Dates Track invoices based on due dates to identify overdue payments KPIs Monitor KPIs such as time to process an invoice or erroneous payments Show More ##### ## Invoice Management (6) Capture Provide features to capture invoices such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Capture Provide features to capture and record invoices, such as import or scanning Supplier Portal Allow suppliers to submit invoices using an online portal Repository Deliver a central repository of AP documents, such as POs and invoices Show More ##### ## Invoice Processing (13) Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Approvals Include workflows for approvals of invoices or payments Batch Processing Process multiple invoices without human intervention Consolidation Allow users to consolidate multiple invoices into one Match Invoices Match invoices with purchases and sales orders, as well as with payments Matching Ability to match AP invoices to POs, contracts, or payments Payments Identify incomplete or late supplier payments Workflows Include workflows for approvals and invoice processing Tax Compliance Comply with local and global tax regulations for collections Submittal Electronically submit invoices to buyers Show More ##### ## Invoice Generation (3) Templates Provide standard invoice templates that can be customized by users Digital Invoices Ability to convert invoices to digital formats such as PDF Recurring Invoices Automatically generates invoices at pre-defined time intervals Show More ##### ## Training & eLearning (7) Assessments and Practice Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials. Content Delivery and Tracking Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance. Content Creation Creates training materials for instructor- and self-led courses. Customer Training Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses. Manager Portals Allows managers to see progress of team members. Content Storage and Management Provides functionality to store, organize, and search all training content. Content Libraries Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum. Show More ##### ## Recruiting and Onboarding (2) Interview Scheduling Coordinates interview scheduling via email, phone, or text Onboarding Tracks key steps in onboarding process including new employee orientation and employee payroll documents. Show More ##### ## Operations (5) Personnel Management Maintains, tracks, and reports on stored records and database of all medical employees and personnel Talent Management Assists HR responsibilities throughout the entire employee lifecycle, from recruitment and hiring to offboarding Regulation and Compliance Ensures and maintains compliance across the health care organization Metrics and Reporting Tracks and generates metrics and reports regarding the health and vitality of the organization Third-Party Integrations Streamlines integration with third-party HR solutions for comprehensive employee, facility, and benefits management Show More ##### ## Functionality (6) User provisioning Simplifies or automates user provisioning, deprovisioning, and other user role changes. Password manager Offers password management tools to end users. Single Sign-on Offers single sign-on functionalities to end users, allowing them to authenticate once and be given access to all of their company accounts. Enforces policies Enforces user-access policies based on individual, role type, group membership or other factors to prevent unauthorized access to company systems and data. Authentication Authenticates users prior to granting access to company systems. Multi-factor authentication Offers multi-factor authentication methods to verify a user's identity. Show More ##### ## Type (2) On-premises solution Provides an IAM solution for on-prem systems. Cloud-solution Provides an IAM solution for cloud-based systems. Show More ##### ## Reporting (4) Tracking Tracks user activities across protected systems. Reporting Provides reporting functionality. Access & Permission Change Reporting Log and report all modifications to user roles and access rights. Compliance & Audit Trail Export Provide standardized reports for regulatory compliance and audits. Show More ##### ## Supplier Management (3) Evaluation Allows users to evaluate supplier performance using standard and custom KPIs. Selection Provide features to compare suppliers and choose the best option for various activities. Risk Management Identify potential issues and how they may impact relationships with suppliers. Show More ##### ## Supplier Information (3) Profiles Create and manage supplier profiles that include contact and pricing information. Qualifications Identify the services and products provided by suppliers, as well as certifications. History Track history of all interactions and business transactions with suppliers. Show More ##### ## Performance reviews (3) 360 Reviews Facilitates 360-degree feedback between managers, employees, and peers. Customizable Forms Provides customizable employee review forms and questions. Review Status Tracking Tracks completion status of employee reviews. Show More ##### ## Goals (2) Goal-Setting Facilitates goal-setting for individual employees and tracks progress toward goals. Company Goals And OKRs Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. Show More ##### ## Feedback (4) Continuous Feedback Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance. Requesting Feedback Allows employees or managers to request feedback from other employees. 1-On-1 Meetings Facilitates check-ins or 1-on-1 meetings between managers and employees, including managing agendas, action items, or notes. Public Praise Provides a forum for employees or managers to deliver public praise for exceptional employee performance. Show More ##### ## Data (2) Dashboards And Reports Generates in-depth visual dashboards and reports based on employee performance data. Historical Data Retains historical performance review data or integrates with third-party applications where historical data can be maintained. Show More ##### ## Payment Types (3) AP Automation Manages large volumes of invoices and financial transactions between a company and its suppliers E-Commerce Facilitates the acceptance of electronic payment for online transactions Retail Features a common interface for in-store, online, and on-the-go set across all acceptance points Show More ##### ## Risk (3) Analysis Reduces future risks through root cause analysis and process improvement Identification Reduces frequency of errors, identifies risk and improves efficiency Scoring Scores suppliers and employees based on risk factors Show More ##### ## Recovery (2) Recoup Identifies and recoups funds and prevents errors from happening again Reporting Offers reporting to aid in minimizing future lost profits and process breakdown Show More ##### ## Audit (4) Filters Includes a library of audit-tested filters to identify AP outliers that are outside company policy Post Audits Conducts a post-audit analysis of large volumes of data to identify historical payment errors and automatically generate claims Overpayments Detects and prevents a wide range of overpayment errors Duplicates Detects and prevents a wide range of duplicate payments Show More ##### ## Fraud (3) Vendor Checks Enables automatic checks of new vendors being set up in the system to combat potential billing schemes Data Generation Generates comprehensive data needed to conduct a thorough investigation Monitoring Provides continuous, proactive fraud monitoring across multiple systems and data formats Show More ##### ## Payment Cards (3) One-time Virtual Online credit card number that can be instantly sent to employees and used for secure, one-time purchases Recurring Virtual Online credit card number that can be instantly sent to employees and used for secure, recurring payments, such as subscriptions or services Physical Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets Show More ##### ## Reporting (4) Real time Report on spend transactions as they happen in real time Multiple Views Reports that allow the user to sort and filter by vendor, team, GL, department, etc. Export The ability to export reports in various formats, such as excel, CSV, and Google Sheets Budgets Report on and track spending against budgets Show More ##### ## Payments (4) Vendor Pay vendors through a dashboard or portal and maintain vendor payment information Recurring Manage and execute recurring payments, such as subscriptions, services, utilities, etc. Employee Reimbursements Reimburse an employee for all necessary expenditures or losses incurred by the employee within the employee's scope of employment ACH Allows for the electronic transfer of funds between banks Show More ##### ## Fraud & Risk Management (3) Notifications Real-time notifications for fraudulant and/or duplicate spending Unique Cards Individual, unique cards for each vendor to help manage duplicate and overpayments Controls Control spend limits, expiration dates, and lock and unlock stolen or lost cards Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Text-to-Image Provides the ability to generate images from a text prompt. Show More ##### ## Core Features - Employee Experience Software (2) Employee Lifecycle Management Manages the entire employee lifecycle from onboarding to exit surveys, providing actionable insights and customization. Communication Aids in knowledge management and the crafting of company branding and messaging. Show More ##### ## People Analytics - Employee Experience Software (2) Action Plan Data analysis leads into creating HR initatives and policies with measurable outcomes. Productivity Directly measures and finds ways to optimize workplace productivity. Show More ##### ## Advanced Features - Employee Experience Software (3) Digital Experience Management Integrates with the IT technologies and workflow to optimize and manage omnichannel digital experiences. Benchmarking Allows access to industry research, benchmarking, and other comparison whether through internal functionality or partnership with third-party. Employee Listening People analytics include features capable of impelmenting an advanced employee listening strategy. Show More ##### ## Employee Improvement - Employee Experience Software (3) Performance Management Includes native feedback functionality like OKRs, 360 feedback, continuous improvement, or other performance management tools. Learning Guides employee growth through suggested content, skill building, or other learning initiatives and programs. Team Building Provides gamified team building or informal socialization features to help people bond and communicate. Show More ##### ## Agentic AI - Spend Management (1) Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - Procure to Pay (1) Multi-step Planning Ability to break down and plan multi-step processes Show More ##### ## Agentic AI - Performance Management (2) Multi-step Planning Ability to break down and plan multi-step processes Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Corporate Learning Management Systems (2) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Agentic AI - Applicant Tracking Systems (ATS) (3) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Onboarding (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## AI - Applicant Tracking Systems (ATS) (3) Predictive Insights Admin can use predictive AI analytics to better match candidates to positions. AI Job Description Users can generate job descriptions with generative AI. Chatbot Provides an AI chatbot to guide users through the hiring process. Show More ##### ## Agentic AI - Purchasing (2) Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Vendor Management (1) Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Expense Management (2) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Show More ##### ## Agentic AI - Invoice Management (3) Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - AP Automation (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Show More ##### ## Agentic AI - Enterprise Payment (1) Adaptive Learning Improves performance based on feedback and experience Show More ##### ## Authentication & Authorization - Identity and Access Management (IAM) (1) Adaptive & Contextual Access Control Grant access based on user attributes, location, device posture or risk. Show More ##### ## Administration & Governance - Identity and Access Management (IAM) (2) Identity Lifecycle Management Automate onboarding, offboarding, and access reviews throughout user lifecycles. Self‑Service Account Management Enable users to reset passwords and update profiles without admin support. Show More ##### ## Generative AI - Identity and Access Management (IAM) (3) AI‑Driven Access Anomaly Detection Identify unusual access patterns using machine learning models. Automated Policy Tuning Dynamically adjust access policies based on risk and AI-generated insights. Predictive Role Recommendations Suggest appropriate user roles based on usage patterns and peer behavior. Show More ##### ## Generative AI - Expense Management (3) Image-to-Text Converts images into a textual description, identifying key elements. Text Generation Allows users to generate text based on a text prompt. Text Summarization Condenses long documents or text into a brief summary. Show More ## Top-Rated Alternatives [ ![isolved](https://images.g2crowd.com/uploads/product/hd_favicon/13a7cc0061d21b68444997f6c3d85ca0/isolved.svg "isolved") isolved 4.3/5 (1,277) ](https://www.g2.com/products/isolved/reviews) [ ![Paycom](https://images.g2crowd.com/uploads/product/hd_favicon/770f0a3b32b7b97c9e00cf3c0a3a83a1/paycom.svg "Paycom") Paycom 4.5/5 (4,462) ](https://www.g2.com/products/paycom/reviews) [ ![Paychex](https://images.g2crowd.com/uploads/product/hd_favicon/98696d63b01d8a6450407e36382fe39e/paychex.svg "Paychex") Paychex 4.1/5 (1,682) ](https://www.g2.com/products/paychex/reviews) [ View All Alternatives ](https://www.g2.com/products/paylocity/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Mileage Tracking](/glossary/mileage-tracking) Mileage tracking is the process of maintaining a mileage log for reimbursement or tax deduction. See why accurate mileage tracking is crucial for individuals and companies alike. [Shift Scheduling](/glossary/shift-scheduling) Shift scheduling is the process of creating work schedules to support company needs and employee satisfaction. Learn more about shift scheduling and how to create a successful process. [Enrollment Planning](/glossary/enrollment-planning) Enrollment planning is an institution's attempt to identify, attract, enroll, retain, and graduate a student population aligned with the institution’s purpose and goals while ensuring financial viability. Learn more about enrollment planning and best practices to follow for strategic enrollment management. [Policy Compliance Management](/glossary/policy-compliance-management) Policy and compliance management is a process to centrally manage standards, policies, and internal control processes cross-mapped to external regulatory standards. Learn more about policy and compliance management best practices and the associated benefits. [Labor Forecasting](/glossary/labor-forecasting) Labor forecasting is the process of predicting future labor needs. Learn more about forecasting staffing needs, different prediction methods, and how to implement a unique strategy. [Wage Garnishment](/glossary/wage-garnishment) Wage garnishment can take its toll not only on employees but also on employers. Learn more about wage garnishment, how it can impact a business, and what to do if an employee receives a garnishment of their wages. Paylocity Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_de7b0518c01aad23330b32c4acb323dd/adp-workforce-now.jpg "Product Avatar Image") Workforce Now 4.2/5 (4,232) [ Compare Now ](https://www.g2.com/compare/adp-workforce-now-vs-paylocity) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_92c40d524b4c59065b5236d9589ac15b/paycom.png "Product Avatar Image") Paycom 4.5/5 (6,543) [ Compare Now ](https://www.g2.com/compare/paycom-vs-paylocity) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_58f21922e25f1cf41919772fd94e79a9/rippling.png "Product Avatar Image") Rippling 4.8/5 (12,952) [ Compare Now ](https://www.g2.com/compare/paylocity-vs-rippling) ##### Categories on G2 [ Time Tracking ](https://www.g2.com/categories/time-tracking-software)[ Payroll ](https://www.g2.com/categories/payroll)[ Core HR ](https://www.g2.com/categories/core-hr) [ Performance Management ](https://www.g2.com/categories/performance-management)[ Onboarding ](https://www.g2.com/categories/onboarding-software)[ Time & Attendance ](https://www.g2.com/categories/time-attendance)[ Expense Management ](https://www.g2.com/categories/expense-management)[ Applicant Tracking Systems (ATS) ](https://www.g2.com/categories/applicant-tracking-systems-ats)[ Workforce Management ](https://www.g2.com/categories/workforce-management)[ HCM Software ](https://www.g2.com/categories/hcm-software)[ Employee Experience ](https://www.g2.com/categories/employee-experience)[ Benefits Administration ](https://www.g2.com/categories/benefits-administration)[ Corporate Learning Management Systems ](https://www.g2.com/categories/corporate-learning-management-systems)[ AP Automation ](https://www.g2.com/categories/ap-automation)[ Spend Management ](https://www.g2.com/categories/spend-management)[ Invoice Management ](https://www.g2.com/categories/invoice-management)[ Identity and Access Management (IAM) ](https://www.g2.com/categories/identity-and-access-management-iam)[ Vendor Management ](https://www.g2.com/categories/vendor-management)[ Healthcare HR ](https://www.g2.com/categories/healthcare-hr)[ Procure to Pay ](https://www.g2.com/categories/procure-to-pay)[ Purchasing ](https://www.g2.com/categories/purchasing-software)[ Enterprise Payment ](https://www.g2.com/categories/enterprise-payment) Show More ##### Explore More [ Popular sales training systems for mobile teams ](https://www.g2.com/discussions/popular-sales-training-systems-for-mobile-teams)[ Best dam software solutions for creative agencies ](https://www.g2.com/discussions/best-dam-software-solutions-for-creative-agencies)[ Top AI tools for producing SEO-optimized content ](https://www.g2.com/discussions/what-are-the-top-ai-tools-for-producing-seo-optimized-content) [ What is the typical setup time for a secure data room? ](https://www.g2.com/discussions/what-is-the-typical-setup-time-for-a-secure-data-room)[ Top platforms for feedback trend analysis ](https://www.g2.com/discussions/what-are-the-top-platforms-for-feedback-trend-analysis)[ Pros and Cons Details ](https://www.g2.com/products/paylocity/reviews?qs=pros-and-cons) Show More [ Popular sales training systems for mobile teams ](https://www.g2.com/discussions/popular-sales-training-systems-for-mobile-teams)[ Best dam software solutions for creative agencies ](https://www.g2.com/discussions/best-dam-software-solutions-for-creative-agencies)[ Top AI tools for producing SEO-optimized content ](https://www.g2.com/discussions/what-are-the-top-ai-tools-for-producing-seo-optimized-content) [ What is the typical setup time for a secure data room? ](https://www.g2.com/discussions/what-is-the-typical-setup-time-for-a-secure-data-room)[ Top platforms for feedback trend analysis ](https://www.g2.com/discussions/what-are-the-top-platforms-for-feedback-trend-analysis)[ Pros and Cons Details ](https://www.g2.com/products/paylocity/reviews?qs=pros-and-cons)