The Paylocity and Optum Financial integration helps organizations manage FSA, HSA, and other pre-tax benefit programs with greater accuracy. Employee demographic and eligibility data flows securely from Paylocity into Optum Financial, reducing manual updates while supporting reliable account management.

• Sync employee demographic and eligibility data
• Reduce manual updates
• Support accurate account administration
• Improve data consistency

By relying on Paylocity as the central system of record, HR teams can streamline pre-tax benefit administration and reduce the risk of mismatched or outdated data. Employees benefit from a smoother experience as their account access and contribution details stay updated without manual intervention.