When you first start using Palolo, we'll ask you to complete a few steps to connect to your payroll provider. This allows Palolo to import a list of your employees, their employment status, and historic paycheck data. We’ll then use this list to invite employees to Palolo and give them access to Perks.
Palolo will automatically stay in sync with your payroll provider to keep your list of employees up to date. Data from payroll is synced on a daily basis.
If you use ADP Workforce Now and this is your first time connecting your payroll with Palolo, please follow the instructions on this page to make sure your ADP Workforce Now account is properly configured before connecting to Palolo.
If you don't use ADP Workforce Now, proceed to the steps below.
Connecting payroll for the first time
- Log in to Palolo HQ from your computer or mobile browser
- From the main menu, go to Setup > Payroll Sync
- Click Connect your payroll system
- Click Connect now to launch the payroll connect helper. This will appear as a pop-up on your screen. Depending on your Palolo configuration, you'll see one of the pop-ups below:
- Review the information on the screen, then click Continue
- Find and select your payroll provider
- Select your company account, if prompted
- Enter the credentials you use to log in to your payroll provider and click Connect
Important: If you have more than one account for your payroll system, be sure to use your administrative account or the account with the highest permissions. If you're running into issues, see the FAQs below.
- Complete the steps in the helper to finish connecting
After successfully connecting, Palolo will immediately start syncing with your payroll system. This typically takes a few minutes. When completed, a green "Complete" status will appear on your Payroll Sync page:
Once the sync is complete, your employee list will be imported into Palolo. You can see it by going to Employees > Manage Employees.
Can Palolo make changes to payroll?
No, Palolo only has access to read information from your payroll system.
What if I've already manually added employees to Palolo?
If you've manually added an employee in Palolo who is also in your payroll system, syncing means you might end up with two of the same person in Palolo. See Fixing duplicate employees to learn how to merge them.
What happens when a new employee is added in payroll?
When a new employee is added in your payroll system, they will be automatically added to Palolo during the next daily sync. Then they will either be invited automatically or during the next invite window, depending on the invite plan you set up with your Palolo representative.
I'm receiving an error when I try to connect.
If you're seeing an error saying your payroll account doesn’t have the correct access, first make sure you’re using the correct login credentials (if you have more than one account for your payroll system, be sure to use your administrative account or the account with the highest permissions).
If that doesn’t work, you may need to log in to your payroll system and grant additional permissions to your user account. If you use ADP Workforce Now, follow these steps to make the required changes in your payroll system.
Need help? Contact Palolo Customer Care and our team will be happy to assist.