Ideas to put to work
New joiners ready to work, and access that matches your current team.
New joiners set up in Microsoft 365
When a new employee appears in Paylocity, Sofia creates their Microsoft 365 account and adds their groups, with your approval.
Onboarding card in Trello
Sofia creates an onboarding card for each new joiner in Trello, with checklist items for IT, HR and their manager.
Access reviewed against staff
Sofia compares Okta users with current Paylocity employees and lists the access to remove, for IT to approve.
Team summary for partners
Sofia reads employees by department and role and drafts a team summary in Word for the partners' planning meeting.
What Sofia can do with Paylocity
Sofia reads and keeps current
- Employees
Sofia does, with your approval where you want it
- Look up an employee's details
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft 365Microsoft's business suite: accounts, groups and organization directory
- TrelloKanban boards for tasks and projects
- OktaIdentity and single sign-on for staff access
- Microsoft WordWord processor for letters, reports and contracts
GreenhouseApplicant tracking and hiring software- LeverApplicant tracking and recruiting CRM
GustoPayroll, benefits and HR for small businesses- BambooHRHR system for employee records and time off
Put your Paylocity records to work with Sofia
Score your firm in three minutes, or talk to our team.