Paylocity Integration for Secure Employee Document Management
Automatically connect Paylocity HRIS data with structured, compliant employee file storage in DynaFile.
HR Systems Are Digital.
Employee Documents Are Still Disconnected.
Paylocity provides a powerful platform to manage payroll, HR, benefits, and workforce data. But even with a modern HRIS in place, many organizations still struggle with how employee documents are stored, organized, and accessed.
The Document Gap Between HRIS Data and Employee Files
Common challenges include:
- Employee documents are stored outside the HRIS in shared drives or inboxes
- Manual downloading and uploading of files tied to HR workflows
- Inconsistent file naming and folder structures across departments
- Limited visibility during audits or compliance reviews
- Increased risk of missing, misfiled, or overexposed records
While Paylocity serves as the system of record for employee data, organizations still need a secure, structured way to manage the documents associated with that data without adding manual work for HR teams.
The Solution: A Seamless Integration Between DynaFile and Paylocity
The Paylocity integration connects trusted HRIS data with a cloud-based employee document management system purpose-built for employee records.
Together, they create a streamlined approach where:
- Paylocity manages employee data and workforce operations
- DynaFile manages employee documents, compliance, and retention
- Teams eliminate manual file handling and improve consistency
DynaFile complements Paylocity by acting as the system of record for employee files, ensuring documents are organized, secure, and audit-ready throughout the employee lifecycle.
How the Paylocity Integration Works
The integration creates an automated bridge between Paylocity and DynaFile without complex setup or disruption to existing workflows.
1. Employee Data Automatically Structures DynaFile Folders
Employee information from Paylocity automatically populates employee folders in DynaFile. Every document is tied to the correct employee record from day one.
3. Secure, Manage, and Retrieve with Confidence
DynaFile provides role-based access controls and document-level permissions. Employee documents are indexed using consistent metadata, allowing HR teams to quickly locate records, monitor compliance status, and maintain clear audit trails while protecting sensitive employee information.
What This Enables Across Teams
By integrating Paylocity with DynaFile, organizations gain:
- Elimination of manual document handling tied to HRIS workflows
- Consistent employee file structures across departments
- Improved audit readiness and compliance confidence
- Controlled access to sensitive employee records
- Secure access for distributed and multi-location teams
Designed for Flexibility and Scale
The DynaFile and Paylocity integration adapts to how organizations already work.
- No disruption to payroll or HR operations
- No rigid folder structures or one-size-fits-all configurations
- Custom file structures aligned to internal policies and industry requirements
As organizations grow, expand into new locations, or navigate evolving compliance requirements, DynaFile scales with Paylocity to keep employee records organized and secure.
Best Electronic Filing System
We’ve been utilizing DynaFile for our electronic personnel files for over a year. The system is incredibly intuitive and easy to use for all members of our department. We’re also given a great amount of support from the DynaFile team when any questions arise. I highly recommend their product to anyone in need of an electronic filing system.
Frequently Asked Questions About the Paylocity Integration
Q: Does the Paylocity integration require changes to our HR workflows?
A: No. The integration connects Paylocity data to DynaFile document management without requiring changes to payroll, onboarding, or workforce operations.
Q: Can onboarding documents from Paylocity be filed automatically?
A: Yes. Documents generated through Paylocity workflows can be routed directly into structured employee folders within DynaFile.
Q: How does this integration improve audit readiness?
A: By applying consistent metadata indexing, automated retention schedules, and role-based access controls, DynaFile ensures employee documents are organized and quickly retrievable during audits.
Q: Is sensitive employee information secure?
A: DynaFile uses role-based access controls, document-level permissions, and secure cloud infrastructure to protect employee records.
Ready to Simplify Employee Document Management?
Whether you are already using Paylocity or refining your broader HR technology stack, DynaFile centralizes and secures employee documents while reducing compliance risk and eliminating manual filing.
Schedule a personalized demo to see how the DynaFile Paylocity integration works in your environment.
