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How to connect your Paylocity account to Guideline
How to connect your Paylocity account to Guideline
Updated over a week ago

There are several steps you'll need to take in order to connect your Paylocity account to Guideline. If you've completed this process before with another integrated provider, please note that there are a few additional step to take, as Paylocity does not connect through an immediate integration.

The process to get the Paylocity integration setup involves two parts: 1) an API setup process that you’ll initiate through the Paylocity Marketplace, 2) and a Benefit setup process that you will complete via a task on your Guideline dashboard.

For the benefit setup process, you will need to go through the setup flow, which will be available through a task in your dashboard. We’ll need to capture certain information in order to pre-populate a PDF. Additionally, you’ll need to take action within your Paylocity account to enable Guideline access to your data via the API.

Below you can find instructions that are necessary to integrate your Guideline account to Paylocity.

Step 1

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  • Enter your Paylocity company ID in the highlighted field. The ID can be found in the upper left corner in brackets when you login to your Paylocity account.

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Finding 401(k) Earning Codes

  • From your Paylocity dashboard, navigate to Configuration on the toolbar and select Company Setup on the dropdown menu.

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  • From there, click the Payroll tab and then select Code Groups.

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  • On the Code Groups page, find the appropriate 401(k) deferral codes that will need to be provided in the Guideline payroll connection task to enable the setup of the plan.

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  1. From the available compensation codes, determine which ones are needed for 401(k) purposes.

  2. Move those needed from the "Available" chart to the "Code Group" chart using the "Add" button. Move those not needed from the "Code Group" chart to the "Available" chart using the "Remove" button.

  3. Once the codes are in the correct chart, click "Save" at the bottom left side of the interface.

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  • Enter the 401(k) Earning Codes in Guideline (Step 5b)


Step 2

Once you’ve input your company ID and deferral codes, you will be prompted with the page below.

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You will need to enable the Guideline API within the Paylocity Marketplace and submit the information detailed in the task to Paylocity. Proceed to Step 3 to begin.

Step 3

From your Paylocity dashboard, you will navigate to the sidebar, and select the Marketplace item.

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Step 4

Search for “Guideline” within the Paylocity Marketplace.

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Step 5

  • Select the integration card and click the “Begin Integration” button.

  • Check the box to acknowledge that you agree to be billed at the stated rates for the payroll integration. Then, click the "Continue" button to proceed to a new page where you will be asked to fill in information for the automated data exchange form.

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Step 6

  • Enter the information regarding your Paylocity account in the fields provided:

    • Company Name

    • Primary Contact Name for Setup

    • Contact Email

    • Company ID

    • Contact Phone

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  • Enter the information regarding your Guideline plan in the fields provided:

    • Vendor: Guideline, Inc.

    • Contact Name: Guideline, Inc.

    • Contact Email: clients@guideline.com

    • Plan ID(s): IDs of the Guideline Plans

    • Effective Date: Date of form submission

    • Contact Phone: (888) 228-3491

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  • Fill in the free-form text entry to describe the request. Request should state: “Guideline will use my payroll data to accurately provide a 401(k) plan.” Once completed, you’ll select the check box within your Guideline task to indicate that you’ve sent the data to Paylocity.

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Step 7

  • Electronically sign the document within the Guideline task.

    • First Name

    • Last Name

    • Email

    • Phone Number

    • Title

    • Date

  • Provide your electronic signature by typing your name in the requested field. By signing, you are affirming you reviewed and understood Guideline’s terms and conditions.

  • Click the purple “Sign” button.

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Step 8

  • Download the Benefit Setup Sign-off Form.

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  • Email the Benefit Setup Sign-off Form form to Paylocity at service@paylocity.com and click the purple “I’ve sent the form” button.

Note: The Benefit Setup Sign-off Form includes all the details on the 401(k) deduction for your 401(k) plan (Guideline prefills the information to ensure there’s no miscommunication between you and Paylocity).

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You’ve successfully set up your Paylocity-Guideline integration.

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