Employee Support

Get answers to your tax form, user access, and payroll questions.

Log in to our PEAK Knowledge Base for additional resources.

Looking for Your W-2s?

Review the information below to quickly access or update your personal and payroll information. You can also log in to our PEAK Knowledge Base for additional resources.


Locate Your W-2

Access your W-2 and simplify your tax filing experience.

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W2 Walk Through - Desktop

Desktop Instructions

  1.  Log into Paylocity.com
  2. To access Employee Self-Service, use the hamburger menu in the upper-left corner of the screen and scroll to the Self-Service Portal option.
  3.  Locate the Pay tile on the lower-right side of the screen. 
  4. Select the word More located at the bottom of the Pay tile. 
  5. Select Tax Forms from the menu.
  6.  Select your 2024 tax form.
  7.  Download your W-2.
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Mobile Instructions

  1. Download the Paylocity app from the iOS App Store or Google Play Store.
  2. Once registered and logged in, select the Pay icon from the menu at the bottom of your screen.
  3. Select Tax Forms from the menu at the top of the screen.
  4. Select 2024 to view your most recent W-2.
  5. Select the blue envelope icon at the bottom of the screen to email a copy of your W-2 to your inbox.

What is the easiest way to file my taxes?

If you’re filing your taxes through one of our tax filing partners, you can automatically and securely import your W-2 information and file your taxes today. 

What do I do if there’s an error on my W-2, 1095-C, or 1099?

Please contact your employer for more details.

FAQs

Manage Your Log-in Credentials

Find login details, reset your password, and access your account.

You can reset your password on either desktop or mobile.  

  1. Navigate to Paylocity Login.
  2. Select Forgot Password.
  3. Enter the Paylocity-assigned Company ID.
  4. Enter the user's Username.
  5. Enter the user's Phone or Email associated with the Username field.
  6. Enable the reCAPTCHA checkbox indicating I'm not a robot.
  7. Follow any human verification steps prompted by the reCAPTCHA box.
  8. Select Continue.
  9. Enter One-Time Passcode.
  10. Select Continue.
  11. Respond to the login challenge question with the appropriate response (if applicable).
  12. Select Continue.
  13. Enter the New Password.
  14. Enter the Password a second time to confirm.
  15. Select Finish.

If you don’t receive your one-time code, check your Spam folder. If you still have trouble logging in, please contact your employer for more details. 

  1. Navigate to Paylocity Login.
  2. Select Forgot Password.
  3. Select Need Help under the Username Field
  4. Enter your last name.
  5. Enter the last four digits of your (SSN) Social Security Number.
  6. Confirm the last four digits of your (SSN) Social Security Number.
  7. Enter your home zip code.
  8. Enter your cell phone number
  9. Follow any human verification steps prompted by the reCAPTCHA box.
  10. Select Continue.
  11. Enter One-Time Passcode.
  12. Select Continue.
  13. Respond to the login challenge question with the appropriate response (if applicable).
  14. Select Continue.
  15. Your username will be displayed on the Paylocity login page

If you don’t receive your one-time code, check your Spam folder. If you still have trouble logging in, please contact your employer for more details. 

Your company ID is the first field you fill in when logging in to Paylocity on a desktop computer and in the mobile app. 

Select Help at the top-right of your login screen. Choose Forgot Company ID and follow the prompts. If you still have trouble logging in, please contact your employer for more details. 

To find out who your company administrator is, please contact your current or former employer’s HR department. Typically, this person is your company’s HR or payroll manager. If you cannot get ahold of the HR team, contact your supervisor.

If you haven't received your one-time passcode, check your Spam folder. If you don't find it there, select resend code and choose to have it texted to your mobile device.

If that doesn’t work, contact your employer for more details. They can extend access, verify that the information is entered correctly in your employee profile, or reset it as necessary.

Your company administrator must enter an official work email address in your employee record. You can also add an email address or update personal information in your Employee Record.

Desktop: Log in to Paylocity and navigate to Employee Self-Service from the main menu. On the Welcome Card, click View Employee Record. Then, click the Personal Tab and the Contact sub-tab. Select Edit Contact, make the necessary changes, and click Submit.

Mobile: Select the arrow at the top right next to your name. Tap Edit at the top right and enter your email address in the email field. Verify that all personal information is updated and correct. Select Save in the top-right corner of the screen when you're done.

If you cannot update these fields, contact your employer for assistance.

W-2s and Other Tax Forms

Follow our guided steps or watch a video on how to access your W-2s.

If you’re filing your taxes through one of our tax filing partners, you can automatically and securely import your W-2 information and file your taxes today. 

Please contact your HR team—even if you aren’t employed there anymore.

For security purposes, we cannot access or share employee information with anyone other than the Paylocity administrator at each company, even if you are no longer employed there or the company is no longer in operation. You can obtain your past tax documents by reaching out to the current or former employer’s HR department or owners for additional support or by contacting the IRS directly.

Manage Payroll and PTO

Get your paystub on desktop

To print a single past paycheck or multiple paychecks,

  1. Log into Paylocity and navigate to Employee Self-Service
  2. Select the Pay tab and click Checks.
  3. Select the paycheck date and click Download Paystub. If you need to print multiple paystubs, select the appropriate pay weeks you need, then choose View Summary.
  4. Right-click on the summary and select Print.

Get your paystub on the mobile app 

  1. In the menu, choose Pay and select the envelope icon in the top-right corner.
  2. You'll be prompted to create a password. Once you have a new password, you can email a PDF of your most recent pay stub. You can also email past paychecks by selecting History at the bottom of your screen. Select a check date, then click the envelope icon at the top-right corner of the screen.

For security purposes, we cannot access or share employee information with anyone other than the Paylocity administrator at each company, even if you are no longer employed there or the company is no longer in operation. You can obtain your past tax documents by contacting your current or former employer’s HR department for more information. You can also contact the IRS directly. 

Desktop: Log into Paylocity, navigate to Employee Self-Service, and select Time Off to see your PTO balance. Selecting Request Time Off lets you see your accrual balance and the number of hours or days available on the request date.

Mobile: Select Time Off from the main menu. Select the Balance tab. Select Time Off Type to view your balance details.

PTO Balance Types:

  • Available: The balance is available as of today.
  • Used Since: Balance has been used since the last payroll run.
  • Last Balance: Current available balance in HR & Payroll.
  • Future Approved: Approved balances for future requests beyond the current pay period.

Log into Paylocity and select Employee Self-Service. Once in the Employee Self-Service portal, select Pay and then select More. Next, select the Direct Deposit Accounts tab, then select an existing bank account or Add New Direct Deposit Account from the Add or Edit Account dropdown menu. Select an option from the Account Type dropdown menu.

Mobile: From the main menu, select your name, swipe to the bottom, and tap Edit.  Make sure to save your edits.

If you cannot make these changes, please contact your employer’s HR department for more information.

Update your personal information from desktop

Log in to Paylocity and select Employee Self-Service from the main menu. Select View Employee Record, then Personal, and Edit Contact on the welcome card. Be sure to click Save before exiting.

Update your personal information on the mobile app

 At the top of the menu, select your name and company. Click the pencil icon to update personal information. Select Save.

Depending on the level of employee access your employer grants, you may be unable to adjust your profile. In that case, please contact your employer for assistance.

Self-Serve Resources

Visit PEAK, our in-product knowledge base to search your questions, access how-too guides by topic, get step-by-step instructions, and more!

  1. Log in to the Paylocity desktop portal.
  2. Click "Help."
  3. Click "Knowledge Base."

 Self-Serve Resources with PEAK Knowledge Base

Visit our in-product knowledge base to search your questions, access how-too guides by topic, get step-by-step instructions, product trainings and more! Getting there is easy.

1. Log in to the Paylocity desktop portal.
2. Click "Help."
3. Click "Knowledge Base."