Paylocity
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Implementation Setup Specialist
role at
Paylocity .
At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!
Job Type: Full-time
Position Overview The Implementation Setup Specialists are responsible for understanding technical payroll needs and configuring our application to meet client set‑up needs. They support the implementation of our customers by completing system set‑up work including balancing converted data into the Paylocity Payroll and HR platform, and reconciling to reports and tax returns provided by the client. The role also assists in setting up security roles and accruals policies, loading accrual balances and managing special data projects as needed.
Primary Responsibilities
Facilitate the entry of previous payroll provider data
Follow balancing procedures to ensure all converted data is accurate
Perform quality assurance checks to ensure all set‑up work has been completed accurately using audit tools and reports available
Record, resolve, and research errors and issues
Collaborate with internal teams to strengthen processes and deliverables
Offer mentoring, training, and support to other team members as necessary
Participate in planning and scheduling of team tasks and deadlines
Maintain advanced level knowledge of Paylocity’s products and procedures
Manage independent workload and ensure both high‑quality work and timely delivery
Master the web‑based Paylocity payroll and HR software application
Research and resolve complex payroll issues to ensure the best possible client transition experience
Identify and document potential improvements to Paylocity procedures including training, documentation, and system enhancements to increase client and employee retention and satisfaction
Assist with company and employee level system configuration and setup as needed
Support client overflow calls such as queue calls, test payroll, or first payroll support calls as needed
Other duties as assigned
Some travel up to 10% required
Education and Experience
Bachelor’s degree or an equivalent combination of education and experience required
Minimum 2 years of experience in payroll service bureau with implementing and balancing client year‑to‑date wages.
Minimum 2 years of Paylocity experience in a client‑facing payroll related role.
Familiar with payroll related legislative requirements (taxes, withholding orders, etc.)
Ability to identify and evaluate resources and plan for their utilization
Strong analytical skills, attention to detail, dependability, and follow‑through
Ability to develop strong internal relationships
Takes initiative to tackle problems and generate new ideas
Ability to prioritize and complete tasks independently
Ability to work with and analyze large data sets
Proficiency in Microsoft Office Suite
Knowledge of advanced Excel concepts such as Vlookup, ASAP utilities, formulas, and calculations
Physical Requirements
Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Equal Opportunity Employment Paylocity is an equal‑opportunity employer. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio‑economic status, veteran status, and other characteristics that make our employees unique.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request a reasonable accommodation in the job application or interview process, please contact
LeaveBenefits@paylocity.com .
The pay for this position is $25/hr‑$30/hr; however, base pay offered may vary depending on job‑related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via
www.paylocity.com/careers .
Seniority level Entry level
Employment type Full‑time
Job function Information Technology
Industries Software Development
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Implementation Setup Specialist
role at
Paylocity .
At Paylocity, we create software that makes companies – especially their HR teams – better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture – all putting us in a category of our own. Join us and learn what makes us unique!
Job Type: Full-time
Position Overview The Implementation Setup Specialists are responsible for understanding technical payroll needs and configuring our application to meet client set‑up needs. They support the implementation of our customers by completing system set‑up work including balancing converted data into the Paylocity Payroll and HR platform, and reconciling to reports and tax returns provided by the client. The role also assists in setting up security roles and accruals policies, loading accrual balances and managing special data projects as needed.
Primary Responsibilities
Facilitate the entry of previous payroll provider data
Follow balancing procedures to ensure all converted data is accurate
Perform quality assurance checks to ensure all set‑up work has been completed accurately using audit tools and reports available
Record, resolve, and research errors and issues
Collaborate with internal teams to strengthen processes and deliverables
Offer mentoring, training, and support to other team members as necessary
Participate in planning and scheduling of team tasks and deadlines
Maintain advanced level knowledge of Paylocity’s products and procedures
Manage independent workload and ensure both high‑quality work and timely delivery
Master the web‑based Paylocity payroll and HR software application
Research and resolve complex payroll issues to ensure the best possible client transition experience
Identify and document potential improvements to Paylocity procedures including training, documentation, and system enhancements to increase client and employee retention and satisfaction
Assist with company and employee level system configuration and setup as needed
Support client overflow calls such as queue calls, test payroll, or first payroll support calls as needed
Other duties as assigned
Some travel up to 10% required
Education and Experience
Bachelor’s degree or an equivalent combination of education and experience required
Minimum 2 years of experience in payroll service bureau with implementing and balancing client year‑to‑date wages.
Minimum 2 years of Paylocity experience in a client‑facing payroll related role.
Familiar with payroll related legislative requirements (taxes, withholding orders, etc.)
Ability to identify and evaluate resources and plan for their utilization
Strong analytical skills, attention to detail, dependability, and follow‑through
Ability to develop strong internal relationships
Takes initiative to tackle problems and generate new ideas
Ability to prioritize and complete tasks independently
Ability to work with and analyze large data sets
Proficiency in Microsoft Office Suite
Knowledge of advanced Excel concepts such as Vlookup, ASAP utilities, formulas, and calculations
Physical Requirements
Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.
Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.
Equal Opportunity Employment Paylocity is an equal‑opportunity employer. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. We embrace and encourage our employees’ differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio‑economic status, veteran status, and other characteristics that make our employees unique.
We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request a reasonable accommodation in the job application or interview process, please contact
LeaveBenefits@paylocity.com .
The pay for this position is $25/hr‑$30/hr; however, base pay offered may vary depending on job‑related knowledge, skills, and experience. This position offers a full range of benefits outlined here. This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via
www.paylocity.com/careers .
Seniority level Entry level
Employment type Full‑time
Job function Information Technology
Industries Software Development
#J-18808-Ljbffr