• PIPELINE
  • STATUS
  • DETAILS
  • HUMAN

How to track employee onboarding progress with your AI

Connect Paylocity to your AI client to get instant visibility into your hiring pipeline. You can check who has finished their paperwork and who is stuck without logging into a dashboard.

Ask AI about this page

Short answer

How can I see which new hires are still onboarding?

Your AI pulls the current list of onboarding employees from Paylocity and identifies anyone with incomplete steps. You'll get a clear view of your pipeline and specific details on individual progress.

Where every update lands.

Onboarding visibility outcomes

The AI processes your Paylocity data to produce these specific results.

PIPELINE

Active hire list

The AI uses your data to show everyone currently in the onboarding stage. You'll see exactly how many people are moving through the system.

STATUS

Completion tracking

Get a breakdown of who has finished their tasks and who hasn't. This helps you spot bottlenecks in the hiring process immediately.

DETAILS

Individual profiles

Pull specific information for any single new hire. You can look up specific details to answer questions about a person's status.

HUMAN

Manual intervention

The AI identifies the gaps, but you decide how to reach out to employees. It flags the issues so you know where to step in.

The workflow

What your AI does when the data arrives.

The AI acts as a bridge between your Paylocity records and your chat interface.

  1. Fetch the roster

    The AI pulls the full list of people currently in the onboarding phase from your Paylocity account.

    list_onboarding_employees

  2. Identify gaps

    It scans the list to find which employees are still active in the pipeline.

    list_onboarding_employees

  3. Deep dive

    When you ask about a specific person, the AI pulls their full record to give you context.

    get_employee

  4. Report status

    The AI summarizes the findings into a plain list or a specific answer based on your question.

    get_employee

Try it

Copy these to start.

Use these prompts to begin interacting with your Paylocity data.

Starting points

You can swap out the names of specific employees or departments to get more targeted answers.

Paylocity Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Q5OFkotVw2MOwNlXg88Kx5uV8PHZ3JpNZ0YLqsc2/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Paylocity capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "paylocity-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Q5OFkotVw2MOwNlXg88Kx5uV8PHZ3JpNZ0YLqsc2/mcp"
    }
  }
}
Copy into chat04

  • Who is currently in the onboarding pipeline in Paylocity?

  • Show me the onboarding status for Jordan Smith.

  • List all employees currently going through onboarding.

  • Which new hires still need to complete their onboarding steps?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Paylocity once, then ask.

Just link your account via the Vinkius dashboard. Your credentials stay encrypted, and you can immediately start asking your AI about your staff.

Connect Paylocity to your AI

FAQ

How this task behaves

  • 01

    Can the AI update employee records in Paylocity?

    No. The AI can only read data from Paylocity to answer your questions. It cannot change, delete, or add information to your payroll or HR records.

  • 02

    Does the AI see all employee data?

    The AI only accesses the data provided by the specific tools in this MCP. It cannot see information that isn't part of the onboarding or employee profile tools.

  • 03

    Can I use this to run payroll?

    No. This specific setup is for monitoring onboarding progress. It does not have the tools required to process payments or manage payroll runs.

  • 04

    How often does the AI see new hires?

    The AI sees the most current data available in Paylocity at the moment you ask the question.

  • 05

    Will the AI contact my new hires directly?

    No. The AI only provides you with the information. You are responsible for all communication with your employees.

  • More questions about Paylocity? The Connector page answers them. See everything the Paylocity Connector can do

Connect Paylocity to Claude, Cursor, ChatGPT & more