SC

Strategy Canon

Paylocity: sourced choices

23 product and go-to-market choices, oldest first. Back to the case study

  1. 2013Product · Common records Paylocity provided payroll and HR functions on a unified database. PY1
  2. 2013Product · Payroll The platform handled payroll processing and associated tax services. PY1
  3. 2013Product · Self-service Employees could access their information through self-service tools. PY1
  4. 2013Product · Time Time and labor tools connected working time to payroll. PY1
  5. 2013Product · Benefits The offering included benefits administration. PY1
  6. 2013Product · Talent Paylocity offered employee recognition and performance-management functions. PY1
  7. 2013Go_To_Market · Customer segment Paylocity’s 6,850 clients averaged about 100 employees at fiscal year-end. PY1
  8. 2013Go_To_Market · Direct sales The company sold primarily through a direct sales force. PY1
  9. 2013Go_To_Market · Advisor referrals Insurance brokers, retirement advisers and HR consultants supplied introductions. PY1
  10. 2013Go_To_Market · Recurring price Revenue depended on the products purchased and employees served. PY1
  11. 2013Go_To_Market · Customer exit Contracts generally permitted termination on 60 days or less notice. PY1
  12. 2013Go_To_Market · Revenue retention Annual revenue retention exceeded 92% in fiscal 2011 through 2013. PY1
  13. 2018Go_To_Market · Competitive replacement HMC selected Paylocity after a long relationship with ADP. PY5
  14. 2022-11-16Product · Recruiting handoff HMC connected recruiting, onboarding and employee records after changing providers. PY5
  15. 2022-11-16Product · Operating integration HMC connected payroll records with restaurant point-of-sale systems. PY5
  16. 2022-11-16Product · Carrier feeds HMC used benefits-carrier integrations to reduce manual entry. PY5
  17. 2022-11-16Product · Communication HMC used mobile communication and manager logs across its locations. PY5
  18. 2026-06-30Product · Product expansion Paylocity offered a broader suite spanning payroll, HR, talent and employee engagement. PY2
  19. 2026-06-30Go_To_Market · Referral contribution Referrals supplied more than 25% of new-client revenue in fiscal 2026. PY2
  20. 2026-06-30Go_To_Market · Partner incentives Paylocity generally avoided selling insurance or retirement services that competed with referral advisers. PY2
  21. 2026-06-30Go_To_Market · Referral payment Paylocity typically did not compensate referral partners for introductions. PY2
  22. 2026-06-30Go_To_Market · Customer scale Paylocity had approximately 44,400 clients averaging more than 150 employees. PY2
  23. 2026-06-30Go_To_Market · Revenue scale Fiscal 2026 revenue was approximately $1.77 billion. PY2