To move your team, pay history, and tax documents into Freedom, our team needs admin-level access to your Paylocity account. You add [email protected] as a user; Freedom never asks for your password.
Sign in to Paylocity as the account owner or an administrator.
Add [email protected] as a new user. If Paylocity asks for a name, use first name "Freedom" and last name "Setup". If it requires a phone number, use your company's main number.
Give the new user administrator permissions, or the closest role that can view and download payroll reports and tax documents.
Save or send the invitation. If Paylocity does not email new users, email the user name you created to [email protected]. Do not include the password; our reply includes a phone number you can call to share it.
Back in Freedom, open Transfer access to Freedom and check both boxes under "Done in Paylocity?" to confirm you added the user and gave it the role, then click "Confirm access granted in Paylocity".
Note: Confirming tells our team to start transferring your data. We'll email you when your data transfer is in Freedom. If you get stuck in Paylocity or would rather not add a user, click "Email us instead" on the Transfer access to Freedom page in Freedom and we'll arrange the transfer with you.