Integrating with Paylocity (SFTP)

Prerequisites

To connect Paylocity to Drivetrain using SFTP, you need:

1. A Paylocity account with access to Report & Analytics and Reporting Settings

2. Your Drivetrain-assigned SFTP credentials:

   1. Username: dtuserXXX

   2. Private key (.ppk file)

3. At least one Paylocity report (Dynamic) that you want to sync to Drivetrain

Paylocity Setup

Step 1: Create the Drivetrain SFTP Integration

1. In Paylocity, navigate to Report & Analytics.

2. Click the Reporting Settings tab.

3. Click Add Integration.

4. Enter the following details:

   1. Name: Drivetrain

   2. Server/Host Name: sftp1.drivetrain.ai

   3. Directory: paylocity

   4. Port: 22

   5. User Name: dtuserXXX (you can get this from the Drivetrain team)

   6. Authentication option: Upload key file

   7. Upload file: Select the .ppk file provided by Drivetrain

5. Click Run Now to test the connection.

Step 2: Create or Select a Report

You can send any Paylocity report to Drivetrain, including Saved Reports or newly created Dynamic Reports.

To create a Dynamic Report:

1. Go to Create Report → Dynamic.

2. Select the dataset you want to use (e.g., Employee Record Information, Employee Position History, Employee Status History).

1. Choose the fields you want to include. Commonly included fields are:

   1. Employee ID

   2. First name / Last name

   3. Company code

   4. Employment status

   5. Hire date

   6. Termination date

   7. Department

   8. Job title

   9. Tenure

1. Save the report.

Step 3: Schedule the Report for Delivery

1. Open the report you want to send to Drivetrain.

1. Click the ⋮ (More Options) menu and select Schedule.

2. Configure the schedule:

   1. Frequency: Daily

   2. Time: Choose a time early in the morning (e.g., 3:00 AM Pacific)

   3. Exclude Weekends: Optional

   4. Time Zone: Set according to your region

3. Under What Reports Will Be Included, ensure your report is selected.

4. Scroll to Delivery Options and select:

   1. Deliver to integration: Drivetrain

   2. Send Notification: Off (optional)

1. Click Save.

To test the delivery immediately:

1. Navigate to Schedules.

2. Click Run Now on the newly created schedule.

Once the integration is set up, you can schedule as many reports as needed using the same Drivetrain SFTP integration. No additional configuration is required.