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Paylocity Payroll Setup Instructions

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Will Swan

How to grant Ceterus access to your Paylocity payroll account

  1. Log in to Paylocity
  2. On the toolbar at the top of the browser screen, hover over User Access, and select User Accounts from the dropdown menu

Paylocity1.png

3. On the next screen, click the Add Non-Employee button

4. On the next screen, select the following options: 

    • Security Group: MultiCompany Payroll 
    • User ID: [default] 
    • Last Name: Bookkeeping 
    • First Name: Ceterus 
    • Work Phone: 269-359-7621 
    • Email: access@ceterus.com 
    • User Name: [this is up to you! For example, if your last name is Johnson the username could be JohnsonCeterus] 
    • Password: Ceterus123
  1. Click the Save button at the bottom of the screen

  2. You’re all done! Please let your Customer Success Rep (CSR) or Activation Coordinator (AC) know of the username and password you created. We’ll take it from there!

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