Go to Paylocity.com. There are 2 ways to login.
1. Enter Username and Password. Click Login.
2. Or use Single Sign-On Login
The self Service Portal will display. You can Punch In via
1. Time Entry panel or
2. Launch the Time & Attendance panel.
The Time and Attendance Panel looks like this. Click 'Clock In' .
In Activity block, click on Recent activity.
Recent activity wil display.
1. Click on '...' in Actions that you want to edit.
2. Choose Edit
Edit
1. Date
2. Time
3. Punch type
4. Reason for Correction (optional)
5. Click Submit Request
Note: The request will be sent to your manager. The edited punch will appear on your timecard after your manager approves the request.
To add a missed punch, to to the Activity section and click on Request Add Punch button.
Enter request details:
1. Date
2. Time
3. Punch Type.
4. Reason for Correction (optional)
5. Submet Request
Note: The request will be sent to your manager. The added punch will appear on your timecard after your manager approves the request.
The Request will be sent to your manager. The correction will appear in your Timesheet after manager approval.
From the top main bar, click on My Timecard
Your Employee Timesheet will appear. Scroll to the day you want to approve.
1. Click on Approve check box.
2. Save.
Note: You can only approve your timesheet when you are clocked out of Paylocity. If you are still clocked in, you will get the following error. This means that you haven't clocked out.
There are several ways to request time off.
1. From Self Serve Portal under Time Off section, click on 'Request Time Off'.
Select :
1. Request Type (vacation, sick, VTO, Jury Duty, Bereavement, Unpaid Time Off, Other Leave, Makeup Time)
2. Request Dates
3. Include Weekends
4. Request Full Days
5. Add Comments
6. Click Submit
2. From Time & Labor
In Time Off section, click 'Request Time Off'.
Select :
1. Request Type (vacation, sick, VTO, Jury Duty, Bereavement, Unpaid Time Off, Other Leave, Makeup Time)
2. Request Dates
3. Include Weekends
4. Request Full Days
5. Add Comments
6. Click Submit
Makeup Time is not available yet.
VTO = Volunteerism and must e approved by the Executive Director, not the manager.
Bereavement is automatically 3 days, if you need more time, indicate that in the Comments box provided.
- Executive Director approves this, not the manager
Unpaid Time Off is showing for some employees but is not a leave we offer, select Other Leave.
Other Leave requires an additional step, through the intranet.
Video Guide: https://app.vidgrid.com/view/yh8mHVJsM6zo/?sr=HWFbPuEPqxkJ
Sick Time request is a Time Off Request. But you are able to enter
1. A specific amount of time. To calculate fraction of the hour, it's time/60. For example, I want to enter 3 hours and 13 minutes of sick time. To calculate the minutes, divide 13 by 60 (13/60 = 0.2167) I would enter 3.2167 hours.
2. Enter a start time.
From Time & Labor, click on Clock Out.
