Reda
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How to Request PTO in Paylocity (and What Happens Next)
Use this guide to submit PTO and understand approvals.StepsOpen Paylocity > Time Off.Select the dates/times and the PTO type.Add a note (optional) and submit.What happens nextYour request routes to...
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PTO Basics: Accrual, Carryover, and Caps
This article covers how PTO works at a high level and where to find your balance.Where to see your balanceIn Paylocity: Time & Labor > Time Off (menu names may vary).Key conceptsAccrual: PTO is ear...
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Adding or Removing Dependents in Paylocity
Use this article when you need to add, remove, or correct dependent details for benefits enrollment.What you’ll needDependent legal name and date of birthAddress (if different)SSN (may be required ...
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Qualifying Life Events: What Counts and What You Need to Upload
A Qualifying Life Event (QLE) allows you to change benefits outside Open Enrollment.Common qualifying eventsMarriage or divorceBirth, adoption, or placement for adoptionLoss or gain of other covera...
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Medical, Dental, and Vision Plan Comparison: How to Choose
This guide explains the most common terms used to compare plans and avoid surprises.Quick definitionsPremium: what you pay each pay periodDeductible: what you pay before the plan starts payingCopay...
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Open Enrollment: Start Here (Checklist, Deadlines, and What to Do Next)
Use this guide if you’re not sure where to start with Open Enrollment.Before you beginConfirm the Open Enrollment window shown in Paylocity (Benefits > Enrollment). Enrollment typically closes at 1...