Paylocity for Finance
paylocity.comPurchase and expense records connected to financial accounting
Purchase and expense records connected to financial accounting
Performance reviews informed by goals, check-ins and manager conversations
Experience feedback records with delivery paths and tracked follow-up
Keep personnel files, leave and onboarding workflows connected with payroll and workplace tools.
Connect screening criteria, assessments and interview guidance to a defined hiring role.
Employee expenses, travel and invoice workflows
Plan projects in a spreadsheet-style work platform with forms, automation, reporting, and portfolio views.
Coordinate desk bookings, room schedules, and services for a flexible workplace.
Connected HR and talent tools with ongoing performance activity tracking
Connect company ledgers, payables, cash management and financial close
Connect hospitality recruiting, workforce schedules and employee development in one platform.
Time-off approvals with leave-bank settings and built-in shift conflict choices
Team chat where AI agents join group chats and take action on work.
A project and portfolio management workspace with Gantt plans, tasks, resources, and time capture.
Client-centred practice management for accounting and tax firms
Manage manual test cases and runs, then bring automated results into a shared QA workspace.
Assign construction tasks on plans and keep jobsite work visible to the project team.
Track tasks, sprints, schedules, workloads, and project costs in one work-management system.
Connect online payments, recurring billing and invoice follow-up
Plan and execute team projects through tasks, multiple layouts, collaboration, and workflow automations.
Govern DITA content, approvals, and releases for regulated documentation teams.
Turn accounting data into management reports and financial scenarios
Coordinate walk-in, scheduled, virtual, and callback visits in a customer queue-management system.