DynaFile Announces Paylocity Integration for Secure Employee Document Automation
New integration connects Paylocity HRIS data with DynaFile’s secure cloud-based employee document management system, automating document workflows and improving HR compliance.
DynaFile, the industry-leading HR employee document management solution, today announced the availability of a new integration with Paylocity, a widely used cloud-based HR and payroll platform. The integration enables organizations to automatically connect employee data from Paylocity with DynaFile’s secure, cloud-based document management system, eliminating manual file handling and improving compliance across the employee lifecycle.
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While modern HRIS platforms like Paylocity effectively manage employee data, the documents associated with that data often remain disconnected and stored in shared drives, email inboxes, or physical filing cabinets. This disconnect creates compliance risk, limits audit visibility, and introduces time-consuming manual work for HR teams.
The DynaFile and Paylocity integration bridges this gap by securely linking trusted HRIS data with a structured document management system purpose-built for employee records.
“Integrating DynaFile with platforms like Paylocity allows organizations to connect trusted HR data with secure document management,” said Brian McCleary, VP of Operations at DynaFile. “The goal is simple: reduce manual work, improve consistency, and give teams confidence in how employee records are managed.”
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How the Integration Works
The integration creates an automated bridge between Paylocity and DynaFile, streamlining employee document workflows without disrupting existing HR or payroll operations.
1. Employee data from Paylocity automatically structures DynaFile folders
Employee information from Paylocity is populated into DynaFile employee records, ensuring every document is tied to the correct employee record from day one.
2. Employee documents are automatically organized
Documents generated through Paylocity workflows are routed directly into standardized employee records within DynaFile and categorized by employee, document type, or retention requirement.
3. Secure access and compliance management
DynaFile provides role-based access controls, document-level permissions, automated retention schedules, and clear audit trails while protecting sensitive employee information. Employee documents are indexed using consistent metadata, making files easily searchable by employee, document type, or compliance category when teams need them most.
For example, when a new hire completes onboarding in Paylocity, documents such as W-4s, I-9s, and direct deposit forms are automatically filed in the employee’s DynaFile folder. This removes the need for manual downloading, naming, and sorting.
Designed for Compliance, Security, and Audit Readiness
DynaFile complements Paylocity by serving as the system of record for employee documents. HR teams gain consistent file structures, segmented access to sensitive records, and improved visibility during audits and compliance reviews.
The integration is fully customizable, allowing organizations to align filing structures, permissions, and retention rules with internal policies and industry-specific requirements as they grow, expand into new locations, or navigate evolving compliance demands.
Supporting Organizations Across Industries
The DynaFile and Paylocity integration supports organizations across a wide range of industries, including education, healthcare, legal, real estate, and professional services. By automating employee document management and centralizing employee records, organizations can reduce compliance risk, improve operational efficiency, and support remote and distributed workforces.
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