Connect to Deputy

Overview

This guide will walk you through establishing a connection required for the Deputy integration. It is divided into three sections.

• Before You Connect
• Register Connection in Deputy
• Establish Connection

Section 1: Before You Connect

Preconditions

• You must be a Deputy administrator to set up the connection.
• The customer must register the Paylocity connection in Deputy by adding a new OAuth client. See Section 2 for instructions.
• The Deputy Client ID and Client Secret are required in order to establish the connection. See Section 2 for instructions. 

Section 2: Register Connection in Deputy

Customer Registers the Paylocity Connection in Deputy by Adding New OAuth Client

This Task will be completed by the customer. 

• Step 1: Click this link, and log in to Deputy: https://once.deputy.com/my/oauth_clients
• Step 2: Click the New OAuth Client button located at the top left of your screen. 

• Step 3: You will be taken to the New OAuth Client form. Enter the following information:
  • Name: Paylocity
  • Redirect URI: https://app.cloudsnap.com/oauth_flow/complete

• Step 4: Click the Save This OAuth Client button located at the top left of your screen. 

• Step 5: On the next screen, the Client ID and Client Secret will be displayed. These values will be needed in order to complete Section 3.

• Note: The Client ID and Client Secret can be viewed later by visiting the link below, then clicking the magnifying glass icon to the left of the OAuth client. 
  • https://once.deputy.com/my/oauth_clients

Section 3: Establish Connection

Task 1: Paylocity Representative Generates Link

This Task will be completed by a representative from Paylocity while on a call with the Customer. 

• Step 1: On the left menu, click/expand Integration Management.

• Step 2: Click Apps from the drop-down menu.

• Step 3: Scroll down until you see the Deputy application. Click the application icon or anywhere within the row where the Deputy application is located.

• Step 4: You will be taken to the Deputy screen. Click the App Options button on the top right of your screen.

• Step 5: Select Generate Link from the drop-down menu.

• Step 6: A link will appear under the App Options button. Copy the link by highlighting the text, right clicking, and selecting Copy.

• Step 7: At this point, Paylocity will provide the link to the Customer while on the call and keep the current Cloudsnap page open.  

Task 2: Customer Connects to Deputy

This Task will be completed by the Customer while still on the call with their Paylocity representative. 

• Step 1: Paste the link into your browser. It will take you to the Connect Paylocity to Deputy screen. Enter the fields shown in the screenshot below. For instructions to obtain the values for the Client ID and Client Secret, see Section 2. To find the Company URL, log in to your Deputy account, and copy the URL in the address bar. 

• Step 2: Click Update App. 

• Step 3: On the next screen, click the Connect button.

• Step 4: Select the organization you wish to connect from the drop-down menu. Then, click Authorize.

 

• Step 5: You will see the screen below. This indicates that the credentials have been stored. 

 

Task 3: Paylocity Tech Services Confirms Connection in Cloudsnap

This Task will be completed by a representative from Paylocity while on the call with the Customer. 

• Step 1: After the Customer confirms that their credentials have been stored (Task 2, Step 4), click the Test Connection button in Cloudsnap at the top right of your screen. If you are no longer on the Deputy page in Cloudsnap, follow Steps 1-3 in Task 1 of this section. 
  • If successful, a green checkmark will appear to the left of the Test Connection button. 
    • If the connection succeeds, this indicates that the Deputy connection has been established, and the connection can be used for Deputy workflows.
    • If the connection fails, check and correct the Deputy credentials.