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Paylocity

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Set up Paylocity for automated tests with TrustCloud

TrustCloud’s API-based integrations map seamlessly to your frameworks and controls to power automated evidence collection, continuous monitoring, and predictive risk analysis. Let’s explore how you can set up Paylocity for automated tests.

By granting TrustCloud limited access to metadata through a service principal account, you can ensure that your systems remain compliant with your adopted controls. TrustCloud’s focus on trust, security, and simplifying compliance makes it a valuable asset in the GRC landscape.

Read our GRC Launchpad article: Integrations to learn more.

Explore 100+ evidence collection integrations to power evidence collection and real-time risk analysis.

Setting up Paylocity for automated tests with TrustCloud enables a seamless compliance verification process by leveraging TrustOps. Through automated testing and validation of your systems’ configuration settings, TrustCloud ensures continuous adherence to your compliance controls. By following the outlined steps to grant TrustCloud read-only access to metadata via OAuth2, you can efficiently integrate and automate your compliance checks. This integration not only simplifies the compliance process but also enhances the accuracy and reliability of your compliance program. For further guidance, refer to the detailed “Paylocity documentation links provided.

Purpose

Once you set up your compliance program, TrustOps works to ensure that your systems remain compliant with your adopted controls. To do so, TrustCloud runs automated tests against systems in your product and business stack and verifies that they are properly configured.

This document outlines the steps you can take to grant TrustCloud access to only read metadata about the configuration settings for your Paylocity account so that TrustOps can validate and generate evidence for your compliance program.

It maintains an open API framework that allows you to integrate with the system via OAuth2. This requires you to get the ‘OAuth Client ID’ and ‘Client Secret’.

Instructions to grant TrustCloud limited access to Paylocity

  1. Paylocity requires you to file a Web Service Access Request form to gain access to your organization’s OAuth credentials.
  2. While filling out the form, please select ‘Request Type’ as Production and select ‘Get Employee with Restricted Access’ under the ‘Open API Access’ section. Refer to the following screenshot for more information.
    The following screenshot shows ‘Request Type’ in the API Access form.
    Paylocity
    The following screenshot shows ‘Requested Scopes’ for ‘Open API Access’.
    Paylocity
  3. After filling out the form, you need to have it signed by a Paylocity Authorized Contact and then email it to webservices@paylocity.com. If all the details in the form are correct, the Paylocity team will respond, sharing the OAuth credentials.
  4. Copy the provided ‘Client ID’ and ‘Client Secret’ for future reference.
  5. Determine the company ID that you use while logging in to your account. You can also find it in the upper left-hand corner of your portal.
  6. Provide the Company ID, Client ID & Client Secret into TrustCloud to integrate with Paylocity.

Additional Information

For additional details, you can refer to the following links to Paylocity documentation, which will aid in understanding the API access process.

  1. Paylocity Web Service Overview
  2. Requesting API Access
  3. API Access Request Form
  4. API Authorized Contacts Overview

In conclusion, integrating Paylocity with TrustCloud for automated compliance testing is a streamlined process that ensures your systems remain aligned with your adopted controls. By leveraging an open API framework and following the outlined steps to grant TrustCloud read-only access to your configuration settings, you can effectively validate and generate evidence for your compliance program.

The process involves obtaining OAuth credentials through a Web Service Access Request form and entering these credentials into TrustCloud. This integration not only simplifies your compliance efforts but also reinforces your business’s commitment to maintaining robust security and governance standards.

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