Create and Test Schedule Configuration in Paylocity

This article will walk you through creating and testing a schedule configuration in Paylocity. It is divided into two sections.

• Create Schedule in Paylocity
• Test Schedule in Paylocity

CRITICAL TIP: Paylocity Report Schedules are configured on a per-user basis, ensuring seamless delivery as long as the user remains active. In the event that the user responsible for setting up the Schedule is terminated within Paylocity, or that users permissions no longer allows them to create scheduled reports, it is crucial for another active employee to establish a new schedule. This proactive measure ensures the uninterrupted flow of data to the third-party application.

Section 1: Create Schedule in Paylocity

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

• Step 2: In the sub-menu, select Schedules.

• Step 3: Click the Create Schedule button in the top-right corner.

• Step 4: You will be taken to the Create Schedule screen. In the Report(s) to Schedule field, select the 00 GL Cloudsnap report.

• Step 5: In the Frequency field, select All Check Dates from the drop-down menu. Then, select the circle to the left of All Check Dates.

• Step 6: Scroll to the bottom of the page. In the Deliver to Integration field, select the integration that was added in Configure SFTP Integration in Paylocity.

• Step 7: Scroll to the top right of your screen, and then click the Save button.

Section 2: Test Schedule in Paylocity

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

• Step 2: In the sub-menu, select Schedules.

• Step 3: Under the Scheduled Reports column, find the name of the scheduled report you created in Section 1.
• Step 4: Under the Actions column, click the ellipsis that corresponds to the scheduled report you created in Section 1.
• Step 5: After clicking the ellipsis, click Run Now.

• Step 6: In the sub-menu, select Report Pickup.

• Step 7: The status of your report will be indicated in the Delivery column. If the report has been delivered to your integration, the value in the Delivery column will be Success. The status can take several minutes to update.

• Note: Success in Step 7 indicates that the file was deposited into the ExaVault parent folder that was created in ExaVault Setup.