Paylocity Features
Core HR (6)
Organization Management
Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. 942 reviewers of Paylocity have provided feedback on this feature.
Time, Attendance, and PTO
As reported in 1090 Paylocity reviews. Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information.
Expense Management
Based on 525 Paylocity reviews. Contains functionality for employees to submit expenses reports and track reimbursments
Salary Structures
Based on 680 Paylocity reviews. 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 903 reviewers of Paylocity have provided feedback on this feature.
Benefits Administration
Based on 844 Paylocity reviews. 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
Platform (20)
Customization
Based on 1348 Paylocity reviews. Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views.
Integration APIs
Based on 957 Paylocity reviews. 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
Based on 751 Paylocity reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
User, Role, and Access Management
Based on 1420 Paylocity reviews. 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. 1333 reviewers of Paylocity have provided feedback on this feature.
Mobility
Is accessible from a mobile device and by users on the go. This feature was mentioned in 1289 Paylocity reviews.
Reporting
As reported in 1423 Paylocity reviews. 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. This feature was mentioned in 1400 Paylocity reviews.
Reporting
Based on 1731 Paylocity reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
APIs / Integration
Based on 1210 Paylocity reviews and verified by the G2 Product R&D team. 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
Based on 991 Paylocity reviews and verified by the G2 Product R&D team. Enables users to view and transact business with the same content in multiple languages and currencies.
Performance and Reliability
Based on 1778 Paylocity reviews and verified by the G2 Product R&D team. 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
Based on 1554 Paylocity reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 378 Paylocity reviews.
Reporting and Dashboards
Based on 1694 Paylocity reviews and verified by the G2 Product R&D team. Access pre-built and custom reports and dashboards.
User, Role, and Access Management
Based on 1676 Paylocity reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Performance and Reliability
Based on 1682 Paylocity reviews and verified by the G2 Product R&D team. 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
Based on 1552 Paylocity reviews and verified by the G2 Product R&D team. Allows administrator to easily add employees and grow payroll process as their company grows.
Embedded AI / Machine Learning
Based on 373 Paylocity reviews and verified by the G2 Product R&D team. Offers embedded AI/machine learning
Complex Approval Workflow
Based on 706 Paylocity reviews and verified by the G2 Product R&D team. Provides workflow for complex approval structures
Expense Reports (6)
Ease of Creating Expense Reports
Based on 950 Paylocity reviews and verified by the G2 Product R&D team. Creation of expense reports takes little time and is intuitive for new users
Bank / Credit Card Integration
Based on 892 Paylocity reviews and verified by the G2 Product R&D team. Can easily pull in receipts from all credit card statements
Smart Categorization
Based on 912 Paylocity reviews and verified by the G2 Product R&D team. Automatically assigns categories/accounts based on past entries and credit card statements
Digital Receipt Management
Based on 1031 Paylocity reviews and verified by the G2 Product R&D team. 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
Based on 1050 Paylocity reviews and verified by the G2 Product R&D team. Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system
Credit Card Integration
Based on 820 Paylocity reviews and verified by the G2 Product R&D team. Integrates with corporate or personal credit cards (import or bi-directional)
Travel Management (4)
Ease of Booking
Can book Flights, Hotels, and Rental cars directly from software. This feature was mentioned in 369 Paylocity reviews.
Itinerary Management
Creates travel itineraries based on booking This feature was mentioned in 343 Paylocity reviews.
Trip Notifications
Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc. 341 reviewers of Paylocity have provided feedback on this feature.
Advanced Integrations
As reported in 548 Paylocity reviews. Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.
Time Tracking (3)
Ease of Completing Timesheets
Based on 1212 Paylocity reviews. 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 This feature was mentioned in 744 Paylocity reviews.
Billable Time Rate Management
Allows users and administrators to adjust rates based on user, role, task, project assignments, etc. This feature was mentioned in 573 Paylocity reviews.
Client Invoicing (2)
Invoice Creation and Delivery
Based on 1037 Paylocity reviews and verified by the G2 Product R&D team. 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 797 reviewers of Paylocity have provided feedback on this feature.
Mobile (2)
Receipt Capture
Based on 940 Paylocity reviews and verified by the G2 Product R&D team. Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device
Mileage Tracking
As reported in 580 Paylocity reviews. Allows users to track mileage from mobile device using maps or GPS.
Mobile Time Tracking (1)
Time Tracking
As reported in 862 Paylocity reviews. Allows users to track and enter time spent on project tasks from mobile device.
Administration (15)
Business Tool Integration
Based on 1373 Paylocity reviews and verified by the G2 Product R&D team. Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems
Workflow
Based on 1493 Paylocity reviews and verified by the G2 Product R&D team. Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer
Automated Reminders
Based on 1479 Paylocity reviews and verified by the G2 Product R&D team. Sends automatic reminders to employees that have not completed expenses reports and/or timesheets
Policy Compliance Management
Based on 1296 Paylocity reviews and verified by the G2 Product R&D team. Enables administrators to create rules that enforce compliances of corporate time and expense policies
User, Role, and Access Management
Based on 1722 Paylocity reviews and verified by the G2 Product R&D team. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.
Payroll Entry
Based on 1814 Paylocity reviews and verified by the G2 Product R&D team. Allows administrator to enter payroll for all employees based on salary or total hours worked.
Time Off Accrual
Based on 1666 Paylocity reviews and verified by the G2 Product R&D team. Calculation and tracking of sick and vacation days.
Direct Deposit
Based on 1820 Paylocity reviews and verified by the G2 Product R&D team. Automatically deposits paychecks into employees' bank accounts.
Expense Reimbursement
Based on 863 Paylocity reviews and verified by the G2 Product R&D team. Allows administrator to reimburse employees for business-related purchases.
Pre-tax Deductions
Based on 1696 Paylocity reviews and verified by the G2 Product R&D team. Automatically deducts wages for health care, 401(k) plans, etc. from paychecks.
Wage Garnishment
Based on 1505 Paylocity reviews and verified by the G2 Product R&D team. Allows administrator to set up for wage garnishments to be deducted automatically from employers' paychecks.
Approvals
Based on 1471 Paylocity reviews and verified by the G2 Product R&D team. Administrator can submit payroll approval request and the approver can approve, deny, or re-assign it to the appropriate approver.
Check/W-2 Printing
Based on 1595 Paylocity reviews and verified by the G2 Product R&D team. Allows administrators to print valid paychecks and W-2 forms.
Check/W-2 Delivery
Based on 1612 Paylocity reviews and verified by the G2 Product R&D team. Sends printed checks to administrator to distribute to employees.
PCI Regulation Compliant
As reported in 512 Paylocity reviews. Complies with PCI security standards
Employee Self Service (3)
Web Portal
Based on 1770 Paylocity reviews and verified by the G2 Product R&D team. Allows employees to access current and past pay stubs, W-2 forms, and additional salary information.
Benefits Manager
Based on 1174 Paylocity reviews and verified by the G2 Product R&D team. Allows employees to answer or update questions pertaining to benefits and receive information about benefit providers.
Mobile
Based on 1552 Paylocity reviews and verified by the G2 Product R&D team. Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.
Taxes (3)
Tax Calculation
Based on 1699 Paylocity reviews and verified by the G2 Product R&D team. Calculates taxes due and may include resources or tools for federal and state tax compliance.
Tax Filing
Based on 1649 Paylocity reviews and verified by the G2 Product R&D team. Files payroll tax forms automatically for federal, state, and local taxes.
Automatic Tax Payment
Based on 1588 Paylocity reviews and verified by the G2 Product R&D team. Allows payroll vendor, via power of attorney, to make electronic payments of withheld taxes to government.
Integration (18)
API / Integration
Based on 998 Paylocity reviews and verified by the G2 Product R&D team. 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
Based on 1198 Paylocity reviews and verified by the G2 Product R&D team. Enables administrator to import hours from time tracking systems.
Accounting Integration
Based on 953 Paylocity reviews and verified by the G2 Product R&D team. Provides standard integration with third party accounting software.
Core HR Integration
Based on 970 Paylocity reviews and verified by the G2 Product R&D team. Provides standard integration with third party core HR software.
Agnostic Integration
Based on 66 Paylocity reviews. The software can be integrated with any other products
Reporting Consolidation
As reported in 68 Paylocity reviews. 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 This feature was mentioned in 70 Paylocity reviews.
Accounting
Based on 214 Paylocity reviews. Provide integration with accounting and financial management software
Payment Integration
As reported in 217 Paylocity reviews. Integrate with payment gateways and enterprise payments software
ERP
Based on 171 Paylocity reviews. Deliver integrations with accounting modules of ERP systems
Accounting
As reported in 293 Paylocity reviews. Provide integration with accounting and financial management software
Payments
Integrate with payment gateways and enterprise payments software 360 reviewers of Paylocity have provided feedback on this feature.
ERP
Deliver integrations with accounting modules of ERP systems This feature was mentioned in 233 Paylocity reviews.
Account Sync
Based on 275 Paylocity reviews. Sync with company accounts to transfer payments for approved invoices
Accounting
Provide integration with accounting and financial management software
Payments
As reported in 49 Paylocity reviews. Integrate with payment gateways and enterprise payments software
ERP
Based on 50 Paylocity reviews. Deliver integrations with accounting modules of ERP systems
Procurement
Allow integration with procurement software, such as Procure To Pay, RFP and Spend Management
Workforce Management Platform Features (10)
Labor Forecasting
Predict the number and types of employees necessary to meet anticipated demand to control labor costs. This feature was mentioned in 177 Paylocity reviews.
Shift Scheduling
Based on 181 Paylocity reviews. Plan employee work shifts according to availability and provide notifications to employees when they are scheduled.
Time & Attendance Tracking
Based on 242 Paylocity reviews. Let employees track the hours they have worked through integrations with time tracking products or built in time tracking features.
Absence & Leave Management
As reported in 244 Paylocity reviews. Employees can submit paid time off (PTO) or leave of absence requests that managers can approve or deny within the platform.
Skills Management
Based on 185 Paylocity reviews. Organize, sort, and view employees based on skills and qualifications in order to make smarter workforce decisions.
Succession Planning
Based on 164 Paylocity reviews. 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. 221 reviewers of Paylocity have provided feedback on this feature.
Self-Service Capabilities
As reported in 243 Paylocity reviews. 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
As reported in 167 Paylocity reviews. Managers and employees can create or claim available work shifts and receive notifications on their mobile device.
Team Communication
As reported in 206 Paylocity reviews. Message other team members or managers through built-in text or emailing functions and communicate scheduling or leave requests.
Benefits Administration Platform Features (19)
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database. 686 reviewers of Paylocity have provided feedback on this feature.
Enrollment Planning
Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. 379 reviewers of Paylocity have provided feedback on this feature.
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. 583 reviewers of Paylocity have provided feedback on this feature.
Document Management
Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. 658 reviewers of Paylocity have provided feedback on this feature.
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. 528 reviewers of Paylocity have provided feedback on this feature.
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. 748 reviewers of Paylocity have provided feedback on this feature.
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). This feature was mentioned in 641 Paylocity reviews.
Mobile Benefits Access
Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. 562 reviewers of Paylocity have provided feedback on this feature.
Benefits Record Management
Track and manage employee benefits information and eligibility information within a centralized database. This feature was mentioned in 686 Paylocity reviews.
Enrollment Planning
Based on 379 Paylocity reviews. 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
As reported in 583 Paylocity reviews. 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. This feature was mentioned in 658 Paylocity reviews.
Total Compensation Statements
As reported in 528 Paylocity reviews. 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. This feature was mentioned in 748 Paylocity reviews.
Regulatory Compliance
As reported in 641 Paylocity reviews. 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
As reported in 611 Paylocity reviews. 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. 562 reviewers of Paylocity have provided feedback on this feature.
Integrations / APIs
Based on 474 Paylocity reviews. 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
Based on 169 Paylocity reviews. Enables users to view and transact business with the same content in multiple languages and currencies.
Sourcing (5)
Candidate Search
Searches for qualified candidates by integrating with career sites. This feature was mentioned in 422 Paylocity reviews.
Career Page Configuration
Configures branded career page for the users website. This feature was mentioned in 444 Paylocity reviews.
Social Sourcing
Based on 42 Paylocity reviews. Enables the user to share job posting on social channels.
Job Posting
As reported in 51 Paylocity reviews. Posts job listings to job boards.
Candidate Sourcing Metrics
As reported in 41 Paylocity reviews. Reports where applicants are finding job listings.
Candidate Management - Applicant Tracking System (7)
Candidate Evaluations
Enables users to share feedback on candidates. This feature was mentioned in 280 Paylocity reviews.
Applicant Data Management
As reported in 47 Paylocity reviews. Stores applicant data that can be accessed by multiple people on a team.
Hiring Processes Tracking
Tracks a candidates spot in the hiring process. 51 reviewers of Paylocity have provided feedback on this feature.
Automated Resume Parsing
Analyzes resumes and applicant data based on user-selected preferences. 42 reviewers of Paylocity have provided feedback on this feature.
Scheduling
Integrates with calendars and allows the scheduling of phone screens and interviews. This feature was mentioned in 39 Paylocity reviews.
Candidate-Facing Statuses
Enables candidates to view their position in the process. This feature was mentioned in 40 Paylocity reviews.
Workflow Building
Enables the building of custom recruiting workflows. 45 reviewers of Paylocity have provided feedback on this feature.
Platform Content (6)
Forms Library
Provides users with a pre-built library of templated forms related to the hiring process. This feature was mentioned in 579 Paylocity reviews.
E-Forms
As reported in 815 Paylocity reviews. Provides electronic forms for employees to complete.
E-Signature
Enables new hires to sign forms electronically. 845 reviewers of Paylocity have provided feedback on this feature.
Background Checks
Enables the employer to perform background checks. This feature was mentioned in 492 Paylocity reviews.
Offer Letter Approvals
As reported in 460 Paylocity reviews. Provides user with offer letter templates.
Offer Letter Templates
As reported in 467 Paylocity reviews. Enables all stakeholders to approve offer letters.
Platform Additional Functionality (5)
Self-Service Portal
Enables employees to login and view their onboarding process. 1021 reviewers of Paylocity have provided feedback on this feature.
Automated Team Introductions
As reported in 309 Paylocity reviews. Introduces new hires to employees based on org chart.
Compliance Training
Provides training on relevant compliance issues. 683 reviewers of Paylocity have provided feedback on this feature.
Automated Onboarding Workflows
Provides workflows which track new hire progress. 882 reviewers of Paylocity have provided feedback on this feature.
Onboarding Notifications
Provides notifications about the onboarding process to both the new hire and manager. This feature was mentioned in 914 Paylocity reviews.
Platform Data (2)
Onboarding Process Reporting
Provides holistic Metrics on the onboarding process. This feature was mentioned in 797 Paylocity reviews.
Visualization
Based on 593 Paylocity reviews. Contains tools to visalize data sets or workflows.
Course Authoring (4)
Course Builder
Enables user to create courses. This feature was mentioned in 151 Paylocity reviews.
Role-Based Templates
Based on 139 Paylocity reviews. Provides templates for course creation based on industry or role.
Assessments & Quizzes
Designs and administrates tests and quizzes. 146 reviewers of Paylocity have provided feedback on this feature.
Instructor-Led Training
Enables for design of classes that are led by an instructor. This feature was mentioned in 133 Paylocity reviews.
Course Delivery (3)
Learning Paths
Creates sequences of classes which must be taken in a specific order. This feature was mentioned in 144 Paylocity reviews.
Communication & Notifications
As reported in 175 Paylocity reviews. Provides functionality to communicate and send notifications to users.
Assignment Scheduling
Enables users to plan assignments and dispense them automatically. 163 reviewers of Paylocity have provided feedback on this feature.
Course Management (4)
Gamification
Motivates users by tracking points, achievements, and badges. 113 reviewers of Paylocity have provided feedback on this feature.
Varied User Types
As reported in 141 Paylocity reviews. Limits user access to certain functionality and courses.
Certifications
Provides custom certifications to distribute after course completion. This feature was mentioned in 125 Paylocity reviews.
Industry Compliance
Provides training solutions that are compliant with industry regulations such as manufacturing, government, law enforcement, healthcare, and more. This feature was mentioned in 133 Paylocity reviews.
LMS Marketplace (1)
Course Marketplace
Based on 119 Paylocity reviews. Enables users to purchase and consume courses via an online marketplace.
Interface (1)
Multilingual
Based on 103 Paylocity reviews. Provides multiple language choices.
Revenue Recognition (3)
Usage Tracking
As reported in 36 Paylocity reviews. Track usage per company, custom time period, or contract
Deferred Revenue
Track payments received for products that haven't be delivered yet 29 reviewers of Paylocity have provided feedback on this feature.
Revenue Accrual
Recognition rules to accrue revenue on a daily or monthly basis 29 reviewers of Paylocity have provided feedback on this feature.
Payment Methods (3)
ACH
As reported in 86 Paylocity reviews. 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 97 reviewers of Paylocity have provided feedback on this feature.
Wire Transfer
Electronic fund transfers between entities This feature was mentioned in 81 Paylocity reviews.
Payment Processing (7)
Batch Processing
Payments can be processed by batch without manual intervention This feature was mentioned in 80 Paylocity reviews.
Payments Scheduling
Ability to schedule payments at predefined dates and times 89 reviewers of Paylocity have provided feedback on this feature.
Automated Workflows
As reported in 90 Paylocity reviews. Workflows to manage every stage of the payment process
Self Service
Self-service portals and mobile apps to submit invoices for processing This feature was mentioned in 97 Paylocity reviews.
Reconciliation
As reported in 87 Paylocity reviews. Match invoices, payments, and bank statement information
Settlements
As reported in 79 Paylocity reviews. Clearing of electronic payments to transfer funds from customers to suppliers
Payment Tracking
As reported in 98 Paylocity reviews. Track each stage of the payment process and manage payments history
Security and Compliance (6)
PCI Compliant
Comply with information security standards for credit card processing 64 reviewers of Paylocity have provided feedback on this feature.
P2PE
Point-to-point encryption to convert sensitive financial information into indecipherable code This feature was mentioned in 63 Paylocity reviews.
Fraud Management
Features to protect companies from attempts to steal sensitive information like credit card details This feature was mentioned in 69 Paylocity reviews.
SSL Encryption
Secure Sockets Layer is the standard security protocol for encryption of electronic data This feature was mentioned in 70 Paylocity reviews.
SOX
Based on 63 Paylocity reviews. Comply with the Sarbanes-Oxley Act (SOX) to protect companies and the public from accounting erros and fraud
SOC
As reported in 66 Paylocity reviews. Ensure compliance with Association of International Certified Professional Accountants standards for cloud vendors SOC1 and SOC 2
Setup (3)
Data
Consolidates procurement data from multiple systems such as ERP systems and supply chain suites. This feature was mentioned in 266 Paylocity reviews.
Approvals
Define rules and workflows that managers can use to approve different kinds of spending. This feature was mentioned in 391 Paylocity reviews.
Alignment
Based on 278 Paylocity reviews. Align spending across various departments such as procurement and accounting.
Performance (4)
KPIs
Based on 224 Paylocity reviews. Provide standard spend KPIs that can be customized by users.
Benchmarks
Based on 47 Paylocity reviews. Use historical spend data to create benchmarks per company or department.
Forecasting
Based on 230 Paylocity reviews. Provide forecasts on future trends that may impact spending performance.
Savings
Identify savings opportunities per activity, department, or at the company level. This feature was mentioned in 231 Paylocity reviews.
Planning (8)
Processes
Based on 33 Paylocity reviews. Manage workflows and business processes for procurement.
Contracts
As reported in 31 Paylocity reviews. Provide standard procurement contracts that can be customized.
Content
As reported in 32 Paylocity reviews. Maintain a repository of content such as catalogs and other documents.
Requisition
Based on 32 Paylocity reviews. Define requisition rules for various types of procurement.
Processses
Manage workflows and business processes for procurement. 53 reviewers of Paylocity have provided feedback on this feature.
Contracts
Provide standard procurement contracts that can be customized. This feature was mentioned in 51 Paylocity reviews.
Content
Maintain a repository of content such as catalogs and other documents. This feature was mentioned in 50 Paylocity reviews.
Requisition
Define requisition rules for various types of procurement This feature was mentioned in 49 Paylocity reviews.
Execution (6)
Sourcing
Identify and assess suppliers for different products and services. This feature was mentioned in 18 Paylocity reviews.
Purchasing
Based on 37 Paylocity reviews. Create and manage purchase orders for products and services.
Invoicing
Based on 37 Paylocity reviews. 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. This feature was mentioned in 53 Paylocity reviews.
Invoicing
Include features for procurement invoicing and e-invoicing. 52 reviewers of Paylocity have provided feedback on this feature.
Analytics (15)
Visibility
Improve visibility into procurement activities across the company. 35 reviewers of Paylocity have provided feedback on this feature.
Performance
As reported in 34 Paylocity reviews. Monitor the performance of procurement operations.
Spend
Analyze procurement spending and identify future trends. 34 reviewers of Paylocity have provided feedback on this feature.
Due Dates
Track invoices based on due dates to identify overdue payments This feature was mentioned in 220 Paylocity reviews.
Benchmarking
Ability to compare AP automation metrics with other companies This feature was mentioned in 48 Paylocity reviews.
KPIs
Based on 160 Paylocity reviews. Monitor KPIs such as time to process an invoice or erroneous payments
Due Dates
Track invoices based on due dates to identify overdue payments This feature was mentioned in 326 Paylocity reviews.
Cashflow
As reported in 60 Paylocity reviews. Analyze variations between incoming and outgoing cash
KPIs
Monitor KPIs such as time to process an invoice or erroneous payments 221 reviewers of Paylocity have provided feedback on this feature.
Payment Tracking
Track different types of payment such as deposits or partial payments This feature was mentioned in 354 Paylocity reviews.
Visibility
Improve visibility into procurement activities across the company. 48 reviewers of Paylocity have provided feedback on this feature.
Performance
Monitor the performance of procurement operations This feature was mentioned in 48 Paylocity reviews.
Spend
Analyze procurement spending and identify future trends. This feature was mentioned in 49 Paylocity reviews.
Due Dates
Based on 49 Paylocity reviews. Track invoices based on due dates to identify overdue payments
KPIs
As reported in 48 Paylocity reviews. Monitor KPIs such as time to process an invoice or erroneous payments
Invoice Management (6)
Capture
Provide features to capture invoices such as import or scanning This feature was mentioned in 233 Paylocity reviews.
Supplier Portal
As reported in 177 Paylocity reviews. Allow suppliers to submit invoices using an online portal
Repository
Deliver a central repository of AP documents, such as POs and invoices 184 reviewers of Paylocity have provided feedback on this feature.
Capture
Based on 49 Paylocity reviews. Provide features to capture and record invoices, such as import or scanning
Supplier Portal
Based on 49 Paylocity reviews. Allow suppliers to submit invoices using an online portal
Repository
Deliver a central repository of AP documents, such as POs and invoices This feature was mentioned in 49 Paylocity reviews.
Invoice Processing (13)
Matching
As reported in 200 Paylocity reviews. Ability to match AP invoices to POs, contracts, or payments
Payments
Identify incomplete or late supplier payments This feature was mentioned in 266 Paylocity reviews.
Workflows
Include workflows for approvals and invoice processing 231 reviewers of Paylocity have provided feedback on this feature.
Tax Compliance
As reported in 157 Paylocity reviews. Comply with local and global tax regulations for collections
Approvals
Include workflows for approvals of invoices or payments 392 reviewers of Paylocity have provided feedback on this feature.
Batch Processing
Process multiple invoices without human intervention 257 reviewers of Paylocity have provided feedback on this feature.
Consolidation
Allow users to consolidate multiple invoices into one This feature was mentioned in 244 Paylocity reviews.
Match Invoices
As reported in 279 Paylocity reviews. Match invoices with purchases and sales orders, as well as with payments
Matching
Ability to match AP invoices to POs, contracts, or payments 49 reviewers of Paylocity have provided feedback on this feature.
Payments
Based on 49 Paylocity reviews. Identify incomplete or late supplier payments
Workflows
As reported in 48 Paylocity reviews. Include workflows for approvals and invoice processing
Tax Compliance
As reported in 47 Paylocity reviews. Comply with local and global tax regulations for collections
Submittal
As reported in 48 Paylocity reviews. Electronically submit invoices to buyers
Invoice Generation (3)
Templates
Based on 62 Paylocity reviews. Provide standard invoice templates that can be customized by users
Digital Invoices
Ability to convert invoices to digital formats such as PDF This feature was mentioned in 315 Paylocity reviews.
Recurring Invoices
Automatically generates invoices at pre-defined time intervals 67 reviewers of Paylocity have provided feedback on this feature.
Training & eLearning (7)
Assessments and Practice
As reported in 139 Paylocity reviews. Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.
Content Delivery and Tracking
As reported in 150 Paylocity reviews. Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.
Content Creation
As reported in 146 Paylocity reviews. Creates training materials for instructor- and self-led courses.
Customer Training
As reported in 126 Paylocity reviews. Training courses can be offered outside organization to customers and partners. Can include e-commerce functionality for customers to purchase training courses.
Manager Portals
Based on 147 Paylocity reviews. Allows managers to see progress of team members.
Content Storage and Management
Provides functionality to store, organize, and search all training content. This feature was mentioned in 153 Paylocity reviews.
Content Libraries
As reported in 158 Paylocity reviews. Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.
Recruiting and Onboarding (2)
Interview Scheduling
Coordinates interview scheduling via email, phone, or text 574 reviewers of Paylocity have provided feedback on this feature.
Onboarding
Based on 990 Paylocity reviews. Tracks key steps in onboarding process including new employee orientation and employee payroll documents.
Management (4)
Approval
Use criteria to add or remove suppliers to/from approved lists.
Communication
Based on 52 Paylocity reviews. Manage communications with suppliers on multiple channels such as phone or email.
Documents
As reported in 53 Paylocity reviews. Capture and maintain documents related to suppliers and their products or services.
Receipt of Goods
Compare goods received with purchase orders and document variations 53 reviewers of Paylocity have provided feedback on this feature.
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.
Supplier Information (3)
Profiles
Based on 49 Paylocity reviews. 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. 50 reviewers of Paylocity have provided feedback on this feature.
Performance reviews (3)
360 Reviews
As reported in 275 Paylocity reviews. Facilitates 360-degree feedback between managers, employees, and peers.
Customizable Forms
Provides customizable employee review forms and questions. This feature was mentioned in 333 Paylocity reviews.
Review Status Tracking
Based on 340 Paylocity reviews. Tracks completion status of employee reviews.
Goals (2)
Goal-Setting
Facilitates goal-setting for individual employees and tracks progress toward goals. 316 reviewers of Paylocity have provided feedback on this feature.
Company Goals And OKRs
Manages high-level company priorities or Objectives and Key Results (OKRs) and aligns them with employee goals. This feature was mentioned in 271 Paylocity reviews.
Feedback (4)
Continuous Feedback
Based on 303 Paylocity reviews and verified by the G2 Product R&D team. Collects continuous feedback for employees; facilitates recording and storage of ongoing notes about each individual’s performance.
Requesting Feedback
Based on 300 Paylocity reviews and verified by the G2 Product R&D team. 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. This feature was mentioned in 262 Paylocity reviews.
Public Praise
Provides a forum for employees or managers to deliver public praise for exceptional employee performance. 300 reviewers of Paylocity have provided feedback on this feature.
Data (2)
Dashboards And Reports
Based on 360 Paylocity reviews and verified by the G2 Product R&D team. Generates in-depth visual dashboards and reports based on employee performance data.
Historical Data
Based on 346 Paylocity reviews and verified by the G2 Product R&D team. Retains historical performance review data or integrates with third-party applications where historical data can be maintained.
Payment Types (3)
AP Automation
Manages large volumes of invoices and financial transactions between a company and its suppliers 84 reviewers of Paylocity have provided feedback on this feature.
E-Commerce
As reported in 66 Paylocity reviews. 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 This feature was mentioned in 14 Paylocity reviews.
Risk (3)
Analysis
Reduces future risks through root cause analysis and process improvement 51 reviewers of Paylocity have provided feedback on this feature.
Identification
Based on 180 Paylocity reviews. Reduces frequency of errors, identifies risk and improves efficiency
Scoring
Scores suppliers and employees based on risk factors This feature was mentioned in 45 Paylocity reviews.
Recovery (2)
Recoup
Identifies and recoups funds and prevents errors from happening again This feature was mentioned in 153 Paylocity reviews.
Reporting
Offers reporting to aid in minimizing future lost profits and process breakdown 184 reviewers of Paylocity have provided feedback on this feature.
Audit (4)
Filters
Based on 175 Paylocity reviews. 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 147 reviewers of Paylocity have provided feedback on this feature.
Overpayments
Based on 161 Paylocity reviews. Detects and prevents a wide range of overpayment errors
Duplicates
Detects and prevents a wide range of duplicate payments 182 reviewers of Paylocity have provided feedback on this feature.
Fraud (3)
Vendor Checks
Based on 174 Paylocity reviews. Enables automatic checks of new vendors being set up in the system to combat potential billing schemes
Data Generation
As reported in 159 Paylocity reviews. Generates comprehensive data needed to conduct a thorough investigation
Monitoring
Provides continuous, proactive fraud monitoring across multiple systems and data formats This feature was mentioned in 169 Paylocity reviews.
Payment Cards (3)
One-time Virtual
Based on 371 Paylocity reviews. 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 This feature was mentioned in 346 Paylocity reviews.
Physical
Based on 304 Paylocity reviews. Physical credit cards used by employees for various expenses that allow management to monitor spending and budgets
Reporting (4)
Real time
Report on spend transactions as they happen in real time This feature was mentioned in 298 Paylocity reviews.
Multiple Views
Based on 268 Paylocity reviews. 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 This feature was mentioned in 268 Paylocity reviews.
Budgets
Report on and track spending against budgets This feature was mentioned in 247 Paylocity reviews.
Payments (4)
Vendor
Pay vendors through a dashboard or portal and maintain vendor payment information 306 reviewers of Paylocity have provided feedback on this feature.
Recurring
As reported in 294 Paylocity reviews. 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 370 reviewers of Paylocity have provided feedback on this feature.
ACH
As reported in 279 Paylocity reviews. Allows for the electronic transfer of funds between banks
Fraud & Risk Management (3)
Notifications
Real-time notifications for fraudulant and/or duplicate spending This feature was mentioned in 298 Paylocity reviews.
Unique Cards
Individual, unique cards for each vendor to help manage duplicate and overpayments This feature was mentioned in 286 Paylocity reviews.
Controls
Control spend limits, expiration dates, and lock and unlock stolen or lost cards This feature was mentioned in 265 Paylocity reviews.
Generative AI (5)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
As reported in 223 Paylocity reviews. Condenses long documents or text into a brief summary.
AI Text Generation
As reported in 54 Paylocity reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary. This feature was mentioned in 51 Paylocity reviews.
AI Text-to-Image
Provides the ability to generate images from a text prompt. This feature was mentioned in 52 Paylocity reviews.
Core Features - Employee Experience Software (2)
Employee Lifecycle Management
Manages the entire employee lifecycle from onboarding to exit surveys, providing actionable insights and customization. This feature was mentioned in 107 Paylocity reviews.
Communication
Based on 108 Paylocity reviews. Aids in knowledge management and the crafting of company branding and messaging.
People Analytics - Employee Experience Software (2)
Action Plan
As reported in 97 Paylocity reviews. Data analysis leads into creating HR initatives and policies with measurable outcomes.
Productivity
As reported in 96 Paylocity reviews. Directly measures and finds ways to optimize workplace productivity.
Advanced Features - Employee Experience Software (3)
Digital Experience Management
Based on 93 Paylocity reviews. 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. 96 reviewers of Paylocity have provided feedback on this feature.
Employee Listening
As reported in 95 Paylocity reviews. People analytics include features capable of impelmenting an advanced employee listening strategy.
Employee Improvement - Employee Experience Software (3)
Performance Management
Includes native feedback functionality like OKRs, 360 feedback, continuous improvement, or other performance management tools. This feature was mentioned in 105 Paylocity reviews.
Learning
Guides employee growth through suggested content, skill building, or other learning initiatives and programs. This feature was mentioned in 101 Paylocity reviews.
Team Building
As reported in 98 Paylocity reviews. Provides gamified team building or informal socialization features to help people bond and communicate.
Agentic AI - Spend Management (1)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Agentic AI - Procure to Pay (1)
Multi-step Planning
Ability to break down and plan multi-step processes
Agentic AI - Performance Management (2)
Multi-step Planning
Ability to break down and plan multi-step processes This feature was mentioned in 32 Paylocity reviews.
Natural Language Interaction
Based on 31 Paylocity reviews. Engages in human-like conversation for task delegation
Agentic AI - Corporate Learning Management Systems (2)
Adaptive Learning
As reported in 15 Paylocity reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 15 reviewers of Paylocity have provided feedback on this feature.
Agentic AI - Applicant Tracking Systems (ATS) (3)
Adaptive Learning
Improves performance based on feedback and experience 27 reviewers of Paylocity have provided feedback on this feature.
Natural Language Interaction
Engages in human-like conversation for task delegation This feature was mentioned in 28 Paylocity reviews.
Decision Making
Based on 28 Paylocity reviews. Makes informed choices based on available data and objectives
Agentic AI - Onboarding (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 58 reviewers of Paylocity have provided feedback on this feature.
Adaptive Learning
Based on 57 Paylocity reviews. Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation 57 reviewers of Paylocity have provided feedback on this feature.
Proactive Assistance
As reported in 56 Paylocity reviews. Anticipates needs and offers suggestions without prompting
Decision Making
Based on 57 Paylocity reviews. Makes informed choices based on available data and objectives
AI - Applicant Tracking Systems (ATS) (3)
Predictive Insights
Based on 28 Paylocity reviews. Admin can use predictive AI analytics to better match candidates to positions.
AI Job Description
Based on 30 Paylocity reviews. Users can generate job descriptions with generative AI.
Chatbot
Provides an AI chatbot to guide users through the hiring process. This feature was mentioned in 28 Paylocity reviews.
Agentic AI - Purchasing (2)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Vendor Management (1)
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Expense Management (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input 11 reviewers of Paylocity have provided feedback on this feature.
Cross-system Integration
Works across multiple software systems or databases 12 reviewers of Paylocity have provided feedback on this feature.
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
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
Agentic AI - Enterprise Payment (1)
Adaptive Learning
Improves performance based on feedback and experience
Technology Glossary Features
View definitions of the features and discover new technology terms.
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.
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.
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.
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.
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.
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.





