How to Use Paylocity
A beginner-friendly guide to getting started with Paylocity in 2026.
Getting Started: Step by Step
Create your Paylocity account
Visit Paylocity's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Paylocity workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore payroll
One of Paylocity's key features is payroll. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore benefits-administration
One of Paylocity's key features is benefits-administration. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore talent-management
One of Paylocity's key features is talent-management. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Paylocity with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Paylocity for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Paylocity's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Paylocity's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Paylocity isn't the right fit, here are some similar tools:
Ready to Try Paylocity?
Cloud-based HCM and payroll platform for mid-size businesses offering payroll, benefits administration, talent management, and workforce management.