Implementation Setup Specialist

At Paylocity, we create software that makes companies - especially their HR teams - better, faster, and stronger. We give clients the tools they need to make their companies run, and give our employees a rewarding company culture - all putting us in a category of our own. Join us and learn what makes us unique!

We're a fast-growing company ready to revolutionize the payroll and HR world for hundreds of thousands of businesses by delivering innovative technology and support. We seek the best and brightest to help us create the future of our talent solutions - enabling our customers to better develop their employees. Our own employees are equally important to us: We work hard to provide the best work environment for our employees, and are dedicated to giving back to the communities in which we live and work.

We are looking for a Payroll Consultant with customer service experience and technical skills to assist new clients' transition to their new payroll and human resources provider, Paylocity. If you are someone with computer skills, strong attention to detail, has mastered multitasking, and provides exceptional customer service, this is the right entry level opportunity for you.

In-Office: This is a 100% in-office role based at our Meridian, ID; Schaumburg, IL; or Rochester, NY locations. Remote or hybrid work is not available for this position. Candidates must be able to work on-site five days per week during designated work hours.

Position Overview

The Implementation Setup Specialists are responsible for understanding technical payroll needs and configuring our application to meet client set-up needs. The Implementation Setup Specialist will support the implementation of our customers by completing system set-up work including balancing converted data into the Paylocity Payroll and HR platform, and reconcile to reports and tax returns provided by the client. This role will also assist in setting up security roles and accruals policies, loading accruals balances and managing special data projects as needed. Paylocity is committed to providing our clients with a high level of service; this position is responsible for maintaining this commitment within our Implementation Organization.

Primary Responsibilities

The below represents the primary duties of the position, others may be assigned as needed. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities

to perform the essential functions.

• Facilitate the entry of previous payroll provider data

• Follow balancing procedures to ensure all converted data is accurate

• Perform quality assurance checks to ensure all setup work has been completed accurately using audit tools and reports available

• Record, resolve, and research errors and issues

• Collaborate with internal teams to strengthen processes and deliverables

• Offer mentoring, training, and support to other team members as necessary

• Participate in planning and scheduling of team tasks and deadlines

• Maintain advanced level knowledge of Paylocity's products and procedures

• Manage independent workload and ensure both high-quality work and timely delivery

• Responsible for mastering the web-based Paylocity payroll and HR software application

• Research and resolve complex payroll issues to ensure the best possible client transition experience

• Identify and document potential improvements to Paylocity procedures including training, documentation, and system enhancements to increase client and employee retention and satisfaction

• Assist with company and employee level system configuration and setup as needed

• Support client overflow calls such as queue calls, test payroll, or first payroll support calls as needed

• Other duties as assigned

• Some travel up to 10% required

Education and Experience

• Bachelor's degree or an equivalent combination of education and experience required

• Minimum 2 years of experience in payroll service bureau with implementing and balancing client year-to-date wages.

• Minimum 2 years of Paylocity experience in a client facing payroll related role.

• Familiar with payroll related legislative requirements (taxes, withholding orders, etc.)

• Ability to identify and evaluate resources and plan for their utilization

• Strong analytical skills, attention to detail, dependability, and follow-through

• Ability to develop strong internal relationships

• Takes initiative to tackle problems and generate new ideas

• Ability to prioritize and complete tasks independently

• Ability to work with and analyze large data sets

• Proficiency in Microsoft Office Suite

• Knowledge of advanced Excel concepts such as Vlookup, ASAP utilities, formulas and calculations

Physical Requirements

• Ability to sit for extended periods: The role requires sitting at a desk or workstation for long periods, typically 7-8 hours a day.

• Use of computer and phone systems: The employee must be able to operate a computer, use phone systems, and type. This includes using multiple software programs and inquiries simultaneously.

Paylocity is an equal-opportunity employer. Paylocity is committed to the full inclusion of all individuals. We recruit, train, compensate, and promote regardless of race, religion, color, national origin, sex, disability, age, veteran status, and other protected status as required by applicable law. At Paylocity, we believe diversity makes us better.

We embrace and encourage our employees' differences in age, culture, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion or spiritual belief, sexual orientation, socio-economic status, veteran status, and other characteristics that make our employees unique. We actively cultivate these differences through our employee resource groups (ERGs), employee experiences, perspectives, talents, and approaches to drive innovation in the software and services we provide our customers.

We comply with federal and state disability laws and make reasonable accommodations for applicants and employees with disabilities. To request reasonable accommodation in the job application or interview process, please contact [email protected]. This email address is exclusively designated for such requests, aligning with federal and state disability laws. Please do not send resumes to this email address, as they will be removed.

The pay for this position is $25hr-30/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. This position offers a full range of benefits outlined here. ( This information is provided per the relevant state and local pay transparency laws for the location in which this position will be performed. Base pay information is based on market location. Applicants should apply via