Zevo Benefits + Paylocity Integration

Zevo Benefits integrates directly with Paylocity to streamline benefits administration, reduce manual data entry, and keep employee records in sync across both platforms. This page provides everything mutual customers need to get started, activate the integration, and understand how data flows between Zevo and Paylocity.

Partnership Details

Key Product Features & Benefits

• Automated Employee Sync: Demographic, employment, and status data flow automatically from Paylocity into Zevo Benefits.
• Benefits Deduction Export: Elections made in Zevo post directly to Paylocity payroll as deductions, eliminating manual entry.
• Real-Time Accuracy: Reduce payroll errors, missed enrollments, and compliance risks with continuous data synchronization.
• Centralized Administration: HR teams manage employees in Paylocity while administering benefits in Zevo without duplicate work.

Integration Summary

The Zevo Benefits & Paylocity integration uses Paylocity's secure API to exchange employee and benefits data between the two systems. Once activated, the integration pulls employee records from Paylocity into Zevo and pushes benefit elections and deductions back to Paylocity on a scheduled basis. This ensures both systems stay aligned throughout open enrollment, new hire onboarding, qualifying life events, and ongoing administration.

Paylocity Marketplace

View our listing and start the activation process through the Paylocity Integrations Marketplace Zevo Benefits on the Paylocity Marketplace .

Steps to Activate the Integration

1. Confirm your Zevo Benefits account is active and your group is configured.
2. Request the Zevo Benefits integration through the Paylocity Marketplace listing above.
3. The Paylocity team will provide your Zevo implementation contact with the Paylocity Company ID(s) to be connected.
4. Complete field mapping and validation with the Zevo team to match Paylocity deduction codes and demographic field mappings.
5. Run a test sync, review results, and approve go-live.

Getting Started & Demo

How to Get Started

1. Contact Sales: Request a demo to the right of this article to discuss your organization's needs.
2. Kickoff Call: Meet with your dedicated Zevo implementation manager to scope the integration and timeline.
3. Activation: Follow the steps above to connect Paylocity to Zevo Benefits.
4. Go Live: Launch with ongoing support from the Zevo customer success team.

Directionality & Data Mapping

How Data Flows Between Systems

The integration is bi-directional. Employee and organizational data flow from Paylocity into Zevo Benefits, while benefit elections and payroll deductions flow from Zevo Benefits back into Paylocity.

Paylocity → Zevo Benefits (Pull)

• Employee demographics (name, DOB, SSN, address, contact info)
• Employment details (hire date, status, termination date, employee class)
• Compensation data used for benefits calculations
• Pay groups, cost centers, and department/location assignments

Zevo Benefits → Paylocity (Push)

• Benefit elections and effective dates
• Employee and employer deduction amounts by pay period
• Coverage start/stop changes driven by qualifying life events
• Open enrollment results posted in bulk ahead of plan effective dates

Sync Cadence

Inbound employee data and outbound deduction updates are synced on a scheduled basis (typically daily). Ad-hoc syncs can be triggered as needed during implementation or during open enrollment.

Questions?

Our team is here to help mutual Zevo Benefits and Paylocity customers get up and running quickly. Contact us at support@zevobenefits.com or visit our Paylocity Marketplace listing  to get started.