Remove SFTP Integration & Report Schedule in Paylocity

This guide will walk you through the process of removing an SFTP integration in Paylocity.

Follow these steps only if the SFTP integration and Schedule are no longer needed.

Section 1: Before You Begin

Important Notes

• You must have the company administrator role in Paylocity.

Section 2: Remove the SFTP integration in Paylocity

• Step 1: In the main menu, select Reports & Analytics > Reporting.

• Step 2: On the sub-menu, click Reporting Settings.

• Step 3: First, locate the specific integration you wish to remove. Click on the three horizontal dots next to it, and then select Delete from the dropdown menu.

• Step 4: Click, Delete. Once deleted, the integration will no longer appear in the External Integrations list.

Section 3: Remove report Schedule in Paylocity

• Step 1: While still in the Reporting Settings section, navigate to the sub-menu and select Schedules.

• Step 2:  Locate the specific schedule you wish to remove. Click on the three horizontal dots next to it, and then select Delete from the dropdown menu.
  • The Schedule will be When Any Payroll Completes and the Scheduled Report name should be 00 GL Cloudsnap.

• Step 3: Click, Delete. Once deleted, the schedule will no longer appear in the External Integrations list.