Connectors / Integration
Connect PlanSource and Paylocity to Automate Benefits and Payroll Sync
Stop re-entering the same data twice. Keep employee benefits elections in sync with payroll deductions, automatically.
PlanSource + Paylocity integration
PlanSource handles benefits enrollment and administration. Paylocity handles payroll, HR, and workforce management. When they don't talk to each other, HR teams end up manually reconciling benefits elections with payroll deductions — a process that's slow, error-prone, and nobody's favorite way to spend a week. Connecting PlanSource with Paylocity through tray.ai means every benefits change — new enrollment, life event update, open enrollment election — flows directly into payroll without anyone having to touch it.
The case for connecting these two systems is simple: any gap between what an employee elects in PlanSource and what gets deducted in Paylocity is either a payroll error, a compliance risk, or a bad experience for the employee. HR and benefits teams at growing companies face a brutal manual workload during open enrollment, onboarding waves, and qualifying life events — all of which require synchronized updates across both platforms. Automating the data flow between PlanSource and Paylocity means no more double data entry, fewer payroll correction cycles, faster onboarding, and employees who can actually trust that their paychecks will be right. Tray.ai's integration platform lets you build bi-directional workflows that handle edge cases, custom deduction codes, and complex eligibility rules without pulling in engineering.
Automate & integrate PlanSource + Paylocity
Automating PlanSource and Paylocity business processes or integrating data is made easy with Tray.ai.
Use case
Open Enrollment Elections Sync to Payroll Deductions
When employees finish open enrollment in PlanSource, their elections — medical, dental, vision, FSA, HSA, and voluntary plans — need to become precise payroll deduction codes in Paylocity before the new plan year starts. Manually exporting and re-importing that data across hundreds or thousands of employees is slow and error-prone. Tray.ai automates the mapping of PlanSource election data to Paylocity deduction records so every deduction is correct on day one.
- Eliminate manual export/import cycles during peak open enrollment periods
- Reduce payroll correction requests by ensuring deductions match elections at the start of each plan year
- Free HR teams from nights and weekends of data reconciliation when open enrollment closes
Use case
New Hire Benefits Enrollment Reflected in Payroll
When a new employee completes benefits enrollment in PlanSource during their onboarding window, those elections need to be active deductions in Paylocity before their first paycheck. Without automation, this hand-off is often delayed or missed, leaving deductions to be caught up later. Tray.ai triggers a workflow the moment a new hire's enrollment is finalized in PlanSource and creates or updates the corresponding deduction records in Paylocity.
- Ensure new hire deductions are active before the first payroll run
- Reduce onboarding errors and the administrative burden of chasing missed deductions
- Give new employees a first paycheck that actually reflects what they signed up for
Use case
Qualifying Life Event Updates Propagated to Payroll
Marriage, a new child, divorce, loss of other coverage — qualifying life events let employees make mid-year benefits changes in PlanSource outside of open enrollment. Those changes must land in Paylocity deductions with precise effective dates to stay compliant with IRS and carrier requirements. Tray.ai monitors PlanSource for approved life event elections and updates the relevant deduction records in Paylocity with the correct amounts and effective dates.
- Maintain compliance with IRS Section 125 effective date requirements
- Eliminate the manual step of notifying payroll teams about mid-year deduction changes
- Reduce the risk of employees being over- or under-deducted after a life event
Use case
Employee Termination Benefits Cessation
When an employee is terminated in Paylocity, their active benefit coverage in PlanSource needs to end promptly to avoid carrier billing discrepancies and trigger COBRA eligibility notifications. If the termination goes through PlanSource first, Paylocity deductions need to stop immediately. Tray.ai can build bi-directional termination workflows that coordinate benefits termination and deduction cessation across both platforms at the same time.
- Stop paying premiums for benefits on terminated employees
- Ensure timely COBRA notifications triggered by PlanSource upon termination sync
- Reduce carrier audit findings caused by mismatched enrollment and payroll records
Use case
Dependent and Beneficiary Data Synchronization
Employees add, update, or remove dependents and beneficiaries in PlanSource as part of enrollment or life events, and that information needs to stay consistent with what Paylocity holds for compliance and reporting. Discrepancies between the two systems create problems with FSA/HSA eligibility and dependent verification audits. Tray.ai automates the sync of dependent and beneficiary records between PlanSource and Paylocity whenever changes are submitted.
- Keep dependent records consistent across HR and benefits systems for audit readiness
- Reduce manual reconciliation ahead of dependent verification audits
- Ensure FSA and HSA deduction eligibility reflects current dependent status
Use case
Benefits Cost Allocation and Employer Contribution Updates
When employer contribution strategies change — adjusting the company's share of health premiums or updating HSA seeding amounts — those changes need to land in Paylocity payroll calculations, not just the PlanSource plan configuration. Tray.ai can push plan-level contribution changes from PlanSource into Paylocity's deduction and earnings records, keeping employer cost allocations accurate across both systems.
- Ensure employer contribution changes are applied consistently to payroll calculations
- Eliminate manual reconciliation between PlanSource plan summaries and Paylocity payroll reports
- Support accurate general ledger reporting with synchronized employer cost data
Challenges Tray.ai solves
Common obstacles when integrating PlanSource and Paylocity — and how Tray.ai handles them.
Challenge
Complex Deduction Code Mapping Between Systems
PlanSource identifies benefit plans using its own internal plan codes and structures, while Paylocity uses its own deduction code taxonomy. Without a reliable mapping layer, automated syncs break down or push incorrect deduction types to payroll — causing calculation errors that are painful to trace after the fact.
How Tray.ai helps
Tray.ai's transformation engine lets teams build and maintain custom mapping tables that translate PlanSource plan identifiers into the exact Paylocity deduction codes required. Those mappings live in tray.ai's data stores and can be updated without redeploying the entire workflow, so HR operations teams stay in control of their own integration logic.
Challenge
Timing and Effective Date Precision
Benefits deductions are time-sensitive. An election that takes effect January 1 can't trigger a deduction in a December payroll run. Mismatched effective dates between PlanSource approval timestamps and Paylocity pay period cutoffs cause premature or delayed deductions that require manual correction.
How Tray.ai helps
Tray.ai workflows can include date logic that calculates the correct Paylocity effective date based on the PlanSource election date, plan year start, and payroll cycle cadence. Conditional branching ensures records are only written to Paylocity when the timing aligns with the appropriate pay period, preventing out-of-window deductions.
Challenge
Handling Mid-Year Plan Changes Without Duplication
When a life event or correction results in a mid-year plan change, the integration needs to end the old deduction and create a new one — not update a single field. If the workflow isn't designed carefully, duplicate deduction records accumulate in Paylocity and employees end up double-deducted.
How Tray.ai helps
Tray.ai supports idempotent workflow design with lookups that check for existing deduction records before creating new ones. When a plan change is detected, the workflow end-dates the existing deduction and creates a replacement with the new amount, keeping deduction history in Paylocity clean.
Templates
Pre-built workflows for PlanSource and Paylocity you can deploy in minutes.
Open Enrollment Election to Paylocity Deduction Sync
PlanSource 
Paylocity Automatically transfers finalized open enrollment elections from PlanSource to Paylocity at the close of open enrollment, creating or updating deduction records for each benefit plan with the correct amounts, deduction frequency, and effective dates for the new plan year.
New Hire Enrollment to Payroll Deduction Activation
PlanSource Paylocity Monitors PlanSource for newly completed new hire benefit enrollments and automatically creates the corresponding payroll deduction records in Paylocity, so the new employee's first paycheck reflects all elected benefit deductions accurately.
Qualifying Life Event Deduction Update Workflow
PlanSource Paylocity Detects approved qualifying life event elections in PlanSource and updates the affected employee's payroll deduction records in Paylocity with the new benefit amounts and IRS-compliant effective dates, with no manual payroll team notification required.
Employee Termination Benefits and Deduction Cessation
PlanSource Paylocity Coordinates the end of benefits coverage and payroll deductions when an employee is terminated, triggering cessation actions in both PlanSource and Paylocity simultaneously to prevent premium overpayments and ensure COBRA-eligible notifications go out on time.
Scheduled Benefits-Payroll Reconciliation Report
PlanSource Paylocity Runs on a scheduled cadence to compare active benefit enrollments in PlanSource against active payroll deductions in Paylocity, generating a discrepancy report that surfaces mismatches for HR to investigate and correct before they become compliance issues.
Dependent Add or Remove Sync Between PlanSource and Paylocity
PlanSource Paylocity Automatically synchronizes dependent additions, modifications, or removals made in PlanSource to the corresponding employee record in Paylocity, keeping dependent data consistent across both systems for FSA/HSA eligibility and compliance reporting.
How Tray.ai makes this work
PlanSource + Paylocity runs on the full Tray.ai platform
Intelligent iPaaS
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Expose PlanSource + Paylocity actions as governed MCP tools — observable, rate-limited, authenticated.
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