Hello everyone,
For businesses like ours that use QuickBooks for accounting and a separate, dedicated platform like Paylocity for HR and payroll, a common operational challenge is managing employee access.
Our employees need to remember and use two different logins, which often leads to support requests for password resets, login errors, and questions about where to find pay stubs or tax forms.
I'm reaching out to see how other community members handle this. What are your best practices for:
Simplifying the login process for your team?
Training new hires on using two separate systems?
Ensuring good security habits for both portals?
Reducing the internal support burden for login issues?
To help our own employees with the Paylocity side of things, we compiled a detailed, step-by-step guide that covers login instructions, security tips, and troubleshooting. If it's useful for anyone else in a similar setup, you can find it here: Paylocity guide
I'd be very interested to hear your strategies and any tools or documentation you use to make this smoother.
