How to Acknowledge Policies in Paylocity

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At times, the admin may issue a policy acknowledgement to staff or individuals to ensure compliance is being upheld. This video provides a step-by-step guide on how to acknowledge a policy. While the example features an SOP site acknowledgement, the process applies to any policy acknowledgment.

The assigned staff member is required to review and acknowledge these policies by the specified deadline. Automated email and chat reminders will be sent periodically until the process is completed.

Steps to Complete Policy Acknowledgments

  1. Go to the Self-Service Portal in Paylocity (the home screen)
  2. Click the Task under the Employee Record
  3. Click on the Task to review and sign.
  4. Click on the Download button to review the document.  This is a required step every time you click on a task.  If you don't do this process, then the complete button will remain greyed out.  
  5. Scroll to the bottom of the document, which indicates that you've read it.  This is a required step every time you click on a task.  If you don't do this process, then the complete button will remain greyed out.
  6. Click the 'x' in the top right corner to close out of the document.
  7. Next, sign with your mouse in the signature field or type your name, either is accepted.  
  8. Click Complete.