How to Set Up Automated Paylocity Reports for Team Engine

Team Engine can securely receive automated employee reports directly from your Paylocity account.

This is a reporting-only setup, meaning once it’s configured, no ongoing manual exports or uploads are required. ✅

Setup typically takes about 10–15 minutes.

🧾 What You’ll Need

• A Paylocity user with access to Reports and Schedules
• Permission to create or edit custom reports
• The Team Engine report recipient email: hr.reports@teamengine.io
• Approximately 10–15 minutes for setup

📌 Report recipients do not need to be Paylocity users.

📊 What’s Included in the Automated Report

The report should include the employee data required to keep Team Engine up to date, such as:

• Employee Full Name
• Employee ID
• Employment Status (Active or Terminated)
• Hire Date
• Termination Date (if applicable)
• Job Title
• Location and/or Department
• Email Address and/or Mobile Phone Number

Your Team Engine representative will confirm the exact required fields before finalizing setup.

Step-by-Step Setup Instructions

1️⃣ Log Into Paylocity

Sign in to your Paylocity account.

2️⃣ Navigate to Reports

From the main menu, select Reports.

3️⃣ Select Custom or Employee Reports

Choose Custom Reports (recommended) or an existing Employee Report you’d like to modify.

4️⃣ Create or Copy a Report

• Click Create New Report, OR
• Copy an existing employee report as a starting point.

5️⃣ Add Required Data Fields

Include the employee fields listed above.

Confirm formatting and ensure all required identifiers are included.

6️⃣ Apply Filters (If Needed)

For example:

• Active employees only
• Specific locations or departments

Be sure your filters align with how you want employees reflected in Team Engine.

7️⃣ Schedule the Report

Select Schedule Report.

8️⃣ Choose Delivery Settings

📅 Frequency

• Daily (recommended)
• Weekly (if daily updates are not needed)

Daily reporting ensures new hires, terminations, and updates stay in sync.

📄 File Format

• Excel or CSV

📧 Recipient Email

Enter:

hr.reports@teamengine.io

9️⃣ Save & Activate

Click Save and confirm the schedule is Active.

Once saved, the report will automatically send on your selected cadence. 🎉

🔄 How This Works Going Forward

• Reports run automatically based on your schedule
• No manual exporting or uploads required
• Team Engine securely receives the file
• Employee data stays aligned and up to date
• You remain in full control of report fields and recipients

⚠️ Important Notes

• Only Paylocity users can edit or manage the report
• External recipients receive the file only (not Paylocity access)
• Review sensitive fields before scheduling
• Report fields or cadence can be updated at any time

🤝 Need Help?

Our team is happy to:

• Confirm required data fields
• Recommend the best report frequency
• Review your report setup
• Walk through the configuration live if helpful

If you’d like assistance, just reach out — we’re here to help ensure everything runs smoothly.