Remizen + Paylocity Integration
Route expense reviews and coordinate reimbursement records with employee and organizational context from Paylocity.
This describes a possible workflow, not an active or official connection.
Connect Remizen with Paylocity
Paylocity is used for employee records and payroll administration. Consider employee and payroll context when reviewing company spend. Any connection would need to be designed, validated, and made available before teams could use it.
Expense management with Paylocity
For organizations that use Paylocity, a potential workflow could focus on keeping reimbursement reviews aligned with people data. The right approach depends on the records available, your internal policies, and how your team reviews spending today.
How it works
- Scope a proposed Paylocity use case with the people who review spending: Reference employee records during expense review.
- Plan how to consider department context for approval routing using the relevant employee identifiers, departments, employment changes, and pay cycles, and decide who would own each handoff.
- Before implementation, validate the proposed process to coordinate reimbursement information with payroll processes against your approval policies.
Workflows
- Reference employee records during expense review
- Consider department context for approval routing
- Coordinate reimbursement information with payroll processes
Data and workflow considerations
- Review employee identifiers, departments, employment changes, and pay cycles before defining a Paylocity workflow.
- Determine whether Paylocity data needed for keeping reimbursement reviews aligned with people data may be shared, and how long it should be retained.
- Test exceptions and manual review paths before relying on any proposed connection.