Employee Support

Protecting your private, personal information is seriously important to us.

That's why we have strict security rules in place. We can’t access or share employee information with anyone other than the Paylocity administrator at each company.

Below are answers to commonly asked questions that should take care of your inquiry. If you don’t find what you’re looking for, please contact your HR or payroll department for additional support—even if you aren’t employed there anymore. You can also log in to our PEAK Knowledge Base for additional resources.

Frequently Asked Questions

Desktop:  Log in to Paylocity, select "Employee Self-Service" from the main menu. On the Welcome Card that says "Hi <YOUR NAME>", expand the card and click "View Employee Record.” Select the "Pay" tab, click "Tax Forms," choose the year. You'll have the option to password protect the document or waive the protection, and then you can view the PDF file.

Mobile:  Log in to your Paylocity app. Tap the menu at the bottom right and choose "Pay." Swipe the top bar to the left, select "Tax Forms,” and choose the year(s) you want. Tap the envelope icon at the bottom right to send this info to an email address. You'll be prompted to create a password for the PDF by default.

If you are unable to access these documents, please contact your HR team—even if you aren’t employed there anymore.

You can automatically and securely import your W-2 information from Paylocity if you’re filing your taxes through TurboTax, H&R Block, or TaxAct. Log in to your preferred tax services provider using one of these links and within a few clicks you’ll be on your way!  

You can reset your password on either desktop or mobile.  

Desktop: Choose "Forgot Password" and follow the prompts.

Mobile: Select “Forgot Your Password or Company ID” and follow prompts.

If you don’t receive your one-time code, be sure to check your Spam folder. If you‘re still having trouble logging in, please contact your HR team—even if you aren’t employed there anymore.

Desktop: Choose "Forgot Password," then select “Need Help” under Username. Follow the prompts.

Mobile: Select “Forgot Your Password or Company ID.” Select “Need Help” under Username and follow prompts.

If you don’t receive your one-time code, be sure to check your Spam folder. If you ‘re still having trouble logging in, please contact your HR team—even if you aren’t employed there anymore.

Your company ID is the first field you fill in when logging in to Paylocity both on a desktop computer and in the mobile app. 

 Click "Help" at the top right of your login screen. Choose "Forgot Company ID" and follow the prompts. If you’re still having trouble logging in, please contact your employer's HR team—even if you aren’t employed there anymore.

If you haven't received your one-time passcode, check your Spam folder. If you don't find it there, select resend code and choose the option to have it texted to you.

If that doesn’t work, get in touch with your HR team—even if you aren’t employed there anymore. They can extend access or verify the information is entered correctly in your employee profile or reset it as necessary.

Please contact your HR team—even if you aren’t employed there anymore.

An official work email address must be entered in your employee record by your company administrator. You can also add a personal email address or update personal information in your Employee Record.

Desktop: Log in to Paylocity, navigate to "Employee Self-Service" from the main menu. On the Welcome Card, the one that says "Hi <YOUR NAME>", expand the card and click "View Employee Record." Click the "Personal" Tab and the "Contact" sub tab. Select “Edit Contact,” make the necessary changes, and click submit.

Mobile: Tap the arrow at the top right next to your name. Tap "Edit" at the top right and enter your email address in the "email" field. Verify all personal information is updated and correct. Don't forget to select "Save" at the top right when you're done.

If you are unable to update these fields, contact your HR team—even if you aren’t employed there anymore.

If you're having trouble registering, it could be one of the following issues:

  • The Company ID, last name, Social Security Number, and/or ZIP code you entered don’t match what is listed in the system.
  • The company administrator needs to enable or extend access for you (even if you're not employed there anymore.) Typically, this person is your company’s HR or payroll manager.

For assistance, please contact your HR team—even if you aren’t employed there anymore.

To find out who your company administrator is, please contact your current or former employer’s HR department. Typically, this person is your company’s HR or payroll manager. If you cannot get ahold of the HR team, please reach out to your supervisor.

Desktop: To print a single past paycheck or multiple paychecks, log in to Paylocity,  navigate to "Employee Self-Service." Select the "Pay" tab and click "Checks." Select the date of the paycheck and click “Download Paystub.” If you need to print multiple, select all the days you need and select “View Summary.” Right click on your summary and select “Print.”

Mobile: In the menu, choose "Pay" and then tap the envelope icon in the top-right corner. You'll be prompted to create a password, and then you'll be able to email a PDF of your most recent paystub. You can also email any past paychecks by tapping "History" at the bottom of your screen. Select that check date you want and tap the envelope icon at the top-right corner.

Desktop: Log in to Paylocity, navigate to “Time & Labor” then select “Activity.” Look at headers “Errors,” “Recent Activity,” “Information,” “Corrections” to make changes.

Mobile: Log in to Paylocity, navigate to “Time & Labor” then select “Timesheet.” Tap “Punch” then select “Activity.”

Depending on the access level determined by your employer, you may not have the ability to adjust your timesheet. In that case, please reach out to your manager for corrections.

 

For security purposes, we cannot access or share employee information with anyone other than the Paylocity administrator at each company, even if you are no longer employed there or the company is no longer in operation. You can obtain your past tax documents by reaching out to the current or former employer’s HR department or owners for additional support or by contacting the IRS directly.

Log in to Paylocity, select “HR & Payroll” from the main menu. Select “User Access” from the navigation and “Preferences.” Under “Notifications - Email Preferences” you can adjust how you receive notifications.

Depending on the access level determined by your employer, you may not have the ability to adjust your profile. In that case, please reach out to your manager for corrections.

Desktop: Log in to Paylocity, select “Employee Self-Service" from the main menu. On the welcome card, select “View Employee Record” and then Personal and edit contact. Be sure to click “Save” before exiting.
Mobile: Select your name and company at the top of the menu. Click the pencil icon to update personal information. Select “Save.”

Contact your HR or payroll department to see if this is an option for your company. If On Demand Payment is enabled for your organization, log in to Paylocity, navigate to “Employee Self-Service.” Select “On Demand Payment” under the “Pay” section.

Mobile: From the main menu select “Pay.” You’ll see your current check. At the top, tap “On Demand Payment.” Request the amount you’d like, the bank account you’d like it to go to, and confirm.

Navigate to log in to Paylocity, employee Self-Service. Select “Pay,” then “More.” Tap “Direct Deposit Accounts.” Select an existing bank account or “Add New Direct Deposit Account” from the “Add or Edit Account” dropdown menu. Select from the “Account Type” dropdown menu.

Mobile: From the main menu tap your name at the top. Swipe down to the bottom and tap “Edit” next to “Direct Deposit.” Make sure to save your edits.

If you’re unable to make these changes, please contact your HR department for assistance.

Desktop: Log in to Paylocity, navigate to "Employee Self-Service". Select “Time Off.” You’ll be able to see the available balance. By selecting “Request Time Off,” you’ll be able to see what the accrual balance will be at the date of the request.

Mobile: Select “Time Off” from the main menu. Select the “Balance” tab. Tap “Time Off Type” to view the balance details.

  • Available: The balance available as of today.
  • Used Since: Used balance since last payroll run.
  • Last Balance: Current available balance in HR & Payroll.
  • Future Approved: Approved balances for future requests beyond the current pay period.

Self-Serve Resources with PEAK Knowledge Base

Visit our in-product knowledge base to search your questions, access how-too guides by topic, get step-by-step instructions, product trainings and more! Getting there is easy.

1. Log in to the Paylocity desktop portal.
2. Click "Help."
3. Click "Knowledge Base."