Employee Support

Answers to Your Tax Form, User Access, and Payroll Questions.

Review the information below to quickly access or update your personal and payroll information. You can also log in to our PEAK Knowledge Base for additional resources.

Looking for Your W-2s?

FAQs

Manage Your Log-in Credentials

Find login details, reset your password, and access your account.

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 the prompts.

If you don’t receive your one-time code, check your Spam folder. If you still have trouble logging in, contact your employer for more information. 

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 the Username and Password fields and follow the prompts.

If you don’t receive your one-time code, check your Spam folder. If you still have trouble logging in, please contact your employer for more details. 

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

 Select Help at the top-right of your login screen. Choose Forgot Company ID and follow the prompts. If you still have trouble logging in, please contact your employer for more details. 

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, contact your supervisor.

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 to have it texted to your mobile device.

If that doesn’t work, contact your employer for more details. They can extend access, verify that the information is entered correctly in your employee profile, or reset it as necessary.

Your company administrator must enter an official work email address in your employee record. You can also add an email address or update personal information in your Employee Record.

Desktop: Log in to Paylocity and navigate to Employee Self-Service from the main menu. On the Welcome Card, click View Employee Record. Then, click the Personal Tab and the Contact sub-tab. Select Edit Contact, make the necessary changes, and click Submit.

Mobile: Select 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 that all personal information is updated and correct. Select Save in the top-right corner of the screen when you're done.

If you cannot update these fields, contact your employer for assistance.

Manage Payroll and PTO

Get your paystub on desktop

To print a single past paycheck or multiple paychecks,

  1. Log into Paylocity and navigate to Employee Self-Service
  2. Select the Pay tab and click Checks.
  3. Select the paycheck date and click Download Paystub. If you need to print multiple paystubs, select the appropriate pay weeks you need, then choose View Summary.
  4. Right-click on the summary and select Print.

Get your paystub on the mobile app 

  1. In the menu, choose Pay and select the envelope icon in the top-right corner.
  2. You'll be prompted to create a password. Once you have a new password, you can email a PDF of your most recent pay stub. You can also email past paychecks by selecting History at the bottom of your screen. Select a check date, then click the envelope icon at the top-right corner of the screen.

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 contacting your current or former employer’s HR department for more information. You can also contact the IRS directly. 

Desktop: Log into Paylocity, navigate to Employee Self-Service, and select Time Off to see your PTO balance. Selecting Request Time Off lets you see your accrual balance and the number of hours or days available on the request date.

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

PTO Balance Types:

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

Log into Paylocity and select Employee Self-Service. Once in the Employee Self-Service portal, select Pay and then select More. Next, select the Direct Deposit Accounts tab, then select an existing bank account or Add New Direct Deposit Account from the Add or Edit Account dropdown menu. Select an option from the Account Type dropdown menu.

Mobile: From the main menu, select your name, swipe to the bottom, and tap Edit.  Make sure to save your edits.

If you cannot make these changes, please contact your employer’s HR department for more information.

Update your personal information from desktop

Log in to Paylocity and select Employee Self-Service from the main menu. Select View Employee Record, then Personal, and Edit Contact on the welcome card. Be sure to click Save before exiting.

Update your personal information on the mobile app

 At the top of the menu, select your name and company. Click the pencil icon to update personal information. Select Save.

Depending on the level of employee access your employer grants, you may be unable to adjust your profile. In that case, please contact your employer for assistance.

W-2s and Other Tax Forms

Follow our guided steps or watch a video on how to access your W-2s.

If you’re filing your taxes through one of our tax filing partners, you can automatically and securely import your W-2 information and file your taxes today. 

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

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.

Expense and Spend Management

(Airbase by Paylocity)

Manage Your Log-in Credentials

You can access the Airbase dashboard by visiting: https://dashboard.airbase.io/login.  

From here, you can select your login method 

  • This list depends on the options your organization subscribes to. If you’re part of multiple companies, Airbase will display a combined list of login methods supported by those companies. 
  • Proceed with your login to access your Airbase dashboard. Follow the on-screen instructions. 
    • Select a Company 
      • If you’re part of multiple companies that use Airbase, select the company you want to log into from the dropdown. If you’re part of just one company, Airbase will automatically select the company and this screen will be skipped. 
    • If a company does not support the selected login method, Airbase will display the required login methods you can select to continue logging in to your Airbase account. 
    • Note: If you have issues logging into your Airbase account, request access from the Airbase Admin in your company. Contact Airbase Customer Support in case of any errors while logging in. 
      • Airbase automatically logs you out of your Airbase account every 8 hours.

If you're having trouble logging in to your Airbase account, follow the steps below: 

  • Visit https://dashboard.airbase.io/ to access the Airbase login page. 
  • Delete the cache/cookies for your browser and refresh the login screen. 
  • Try logging in with Incognito mode in Chrome or use a different web browser to log in. 
  • Try logging in to the Airbase account using a personal internet or a hotspot connection. 
  • Try logging in using the one-time login link option. 
  • Disable any browser extensions or plugins that might interfere with website functionality. 
  • Update your browser to the latest version. 
  • Ensure that JavaScript is enabled in your browser settings. 
  • A firewall on your server might be blocking the connection if your screen keeps spinning or turns white while trying to log in. Reach out to your IT team to whitelist the below sites: 
    • .airbase.com 
    • .airbase.io 
    • .airbase.in 
    • api.workos.com 
    • auth.workos.com 
  • If you are still unable to access your Airbase account, please contact Airbase Customer Support. 

Manage your Log-in Credentials as a Vendor

The sign-up process for the Airbase Vendor Portal begins when your customer sends you an invitation email via Airbase.

Here’s what you need to do once you receive the email to sign up and onboard:

1. Click Login. 

2. Enter the email to use for the Vendor Portal. You can use your Google email as well. 

3. Once the email is added, Airbase will send a one-time verification code to log in.

  • This means you don’t need to remember yet another password.

4. As an added layer of security, add your mobile phone number to send the OTP. 

5. Airbase will send an OTP via SMS to confirm the mobile number entered in the previous step.

6. Once signed in, you will be redirected to the Airbase vendor onboarding page, where you need to add information such as your bank details, contact information, as well as tax details.

  • If your bank is located in the US, provide your address, banking information, and tax details.
  • For banks outside the US, enter your international address, bank account details such as your account number and SWIFT code or IBAN, along with tax information like your Legal Name and Tax ID.
  • If your banking country supports multiple currencies, such as EU countries that allow transactions in both local currency and Euros, select the currency in which you would prefer to be paid.

7. Airbase will initiate the tax ID validation process once you submit the tax details, such as the Legal Name and Tax ID during the onboarding.

  • If you do not wish to submit a W-9 form and Tax ID details, please reach out to your customer to mark the requirement for W-9 and Tax ID information as optional.

1. Go to https://vendors.airbase.io

2. Enter the email address used while signing up.  

3. Airbase will send a verification code to your email to confirm your identity. Enter the code and click Submit.

  • Configure two-factor authentication (2FA) by adding your mobile number for an additional layer of security.  

4. Enter the verification code and click Next to complete the login.  

  • However, if you didn’t receive the 2FA code, click Re-send. You can use this option up to ten times before it gets locked for 30 minutes.

Here are some troubleshooting steps to try if you’re having trouble accessing the Airbase Vendor Portal:

  • Ensure you are logging in to https://vendors.airbase.io
  • Ensure you are using the correct email address to sign in. Use the email address used while signing up.
  • Contact your customer to verify the email used to invite you to the Vendor Portal.
  • Clear your browser’s cache and cookies.
  • Check your spam/junk folder for the verification code from Airbase.

This error appears when there's a mismatch between the email used to sign up for the Vendor Portal and the one you're using to sign in.  

Here’re are some steps troubleshoot this:

  • Ensure you are logging in to https://vendors.airbase.io.
  • Ensure you are using the correct email address to sign in. Use the email address used while signing up.
  • Check the onboarding email from Airbase.
  • Contact your customer to verify the email used to invite you to the Vendor Portal.
  • If you’re still unable to log in, contact Airbase Customer Support at support@airbase.io.

Manage your Log-in Credentials as a Partner

How to Access Airbase Partner Dashboard

  • Go to https://partners.airbase.io/.
  • Sign in using G-Suite or one-time code
  • If you opt to sign in using the one-time code, the code will be sent to your email.

Self-Serve Resources

Visit PEAK, our in-product knowledge base to search your questions, access how-too guides by topic, get step-by-step instructions, and more!

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

 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."