Paylocity Payroll Setup Instructions

Paylocity Payroll

How to add a Non-Employee User Account In Paylocity 

  1. Log-in to Paylocity
  2. On the toolbar at the top of your browser screen, hover over User Access, and select User Accounts from the dropdown menu 
  3. On the next screen, click the orange Add Non-Employee button 
  1. On the next screen, select the following 


○ Security Group: MultiCompany Payroll 

○ User ID: [default] 

○ Last Name: Bookkeeping 

○ First Name: Ceterus 

○ Work Phone: 269-359-7621 

○ Email: 

○ User Name: [this is up to you!] 

○ Password: [this is up to you too!] 

  1. Click the orange Save button at the bottom of your screen. 
  2. You’re all done! Please let your Customer Success Rep (CSR) or Onboarding Success Rep (OSR) know of the username and password you created. We’ll take it from there!
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