Once you've indicated that Paylocity is your preferred payroll vendor, have received their authorization, and provided us with all of the required information, we'll add this integration.

 

The steps for setting up the integration vary slightly based on the deployment status of your company on Maxwell. If your company is currently live on the Maxwell Health platform, and/or the implementation checklist has already been finalized, please see the steps under Part A below. If your company hasn’t started implementation, and/or the implementation checklist hasn’t been finalized, please see the steps under Part B below.

 

Please note that setting up the integration follows a separate timeline than your Maxwell Health implementation, but setting up your integration won’t delay you from going live on Maxwell. It just means that your integration may go live after.

 

A) Your company is currently live on the Maxwell Health platform, and/or the implementation checklist has already been finalized.

  1. Your Advisor will notify their Maxwell Health Account Manager that you'd like to add the Paylocity integration.
    • Please note that you'll need to receive authorization from Paylocity (via the Paylocity Employer Authorization Form) prior to this integration being set up. 
  2. Once you’ve received authorization from Paylocity, we'll ask you to fill out an integration specific checklist with information on your Paylocity Company Number, as well as deduction codes, product descriptions, and—if necessary—each employee’s Paylocity Unique Employee Identifier.
     
  3. Once we've received the completed integration implementation checklist, we'll configure and add this integration. This step will take Maxwell Health integration team 4 business days, from the time completed information is received.
     
  4. You'll be notified once Step 3 is complete, and asked to determine how many days prior to your paycheck date the integration should recurrently run.

  5. Once you've provided us with that information, we'll activate the integration by turning auto-sync "on," so that the deduction file is automatically generated and sent on your predetermined schedule. This step will take us 3 business days from the time completed information is received.
     
  6. We'll notify you that the integration is activated, and indicate the first paycheck date the integration is effective for.

B) Your company hasn’t started implementation on the Maxwell Health platform, and/or the implementation checklist hasn’t been finalized. 

  1. Your Advisor will indicate on the Group Onboarding Form that a Paylocity integration has been requested.
    • Please note that you'll need to receive authorization from Paylocity (via the Paylocity Automated File Transfer Form) prior to this integration being set up.
    • Did your Advisor already submit the Group Onboarding Form without indicating your interest in the integration? In that case, they should reach out to their Maxwell Health Account Manager to request an integration implementation checklist specifically for Paylocity. 
  2. Your company's implementation checklist will include an additional tab for the Paylocity integration. When you fill out the implementation checklist, you'll also need to fill out the information on this tab, which includes your Paylocity Company Number, as well as deduction codes, product descriptions, and—if necessary—each employee’s Paylocity Unique Employee Identifier.
     
  3. Once you’ve finalized the implementation checklist, we’ll begin the implementation process.
     
  4. We’ll notify you once you're ready to go on Maxwell. At this point, we’ll also configure and add this integration. This step will take us 4 business days.
     
  5. You'll be notified once Step 4 is complete, and asked to determine how many days prior to your paycheck date the integration should recurrently run.

  6. Once you've provided us with that information, we'll activate the integration by turning auto-sync "on," so that the deduction file is automatically generated and sent on your predetermined schedule. This step will take us 3 business days from the time completed information is received. 
     
  7. We'll notify you that the integration is activated, and indicate the first paycheck date the integration is effective for.