Staffing Agency Guide

Format Resumes for Paylocity ATS Clients

Submit candidates to clients using Paylocity with confidence. Bulk format resumes for perfect parsing and faster placements.

Client-Required Format

Check current documentation

Max File Size

Check current documentation

Typical Clients

Small to mid-sized businesses

Quick Summary

TL;DR

Paylocity's comprehensive HR platform serves small to mid-sized businesses with integrated recruiting, payroll, and talent management. Staffing agencies must format candidate resumes properly to avoid parsing issues and placement rejections.

3-5 minutes saved
per candidate submission

Key Facts

Client-Required Format

Check current documentation

Paylocity Documentation

Max File Size

Check current documentation

Paylocity Help Center

Typical Clients

Small to mid-sized businesses

Industry analysis

Why Clients Use It

All-in-one HR with AI job descriptions and automation

G2 Reviews

The Challenge: Submitting Candidates to Paylocity Clients

When your clients use Paylocity's comprehensive HR platform, poorly formatted candidate resumes can derail your placements. Complex formatting elements like headers, footers, tables, and multiple columns often cause parsing failures. Special characters, non-standard fonts, and improper date formatting create additional rejection risks. Since Paylocity serves as an all-in-one solution for your SMB and mid-market clients, they expect seamless candidate submissions that integrate smoothly with their automated workflows and talent management processes.

Common Pain Points

  • 1Complex formatting with tables and columns causes parsing failures
  • 2High-volume submissions require consistent formatting across all candidates
  • 3Client relationships suffer when submissions get rejected due to formatting
  • 4Time wasted reformatting resumes for different client ATS requirements

How iReformat Prepares Candidate Resumes for Paylocity

iReformat streamlines your candidate submission process by automatically formatting resumes for Paylocity's parsing requirements, ensuring your placements reach your clients' talent management workflows without technical barriers.

  1. 1

    Bulk Upload Candidate Resumes

    Upload resumes in any format - complex PDFs, Word documents with tables, or files with problematic formatting elements.

  2. 2

    AI Reformats for Paylocity

    Remove parsing obstacles like complex layouts, standardize fonts and formatting, and structure content for optimal ATS processing.

  3. 3

    Apply Agency Branding

    Add your agency logo and maintain consistent professional styling across all client submissions.

  4. 4

    Export Client-Ready Files

    Download properly formatted resumes ready for seamless submission to your Paylocity clients.

Result

Reduce submission rejections, speed up your placement process, and strengthen client relationships with consistently formatted candidate resumes.

What Staffing Agencies Need to Know About Paylocity

How Paylocity Processes Your Candidate Submissions

When you submit candidate resumes to clients using Paylocity, the system processes them through its integrated talent management platform. Unlike standalone ATS systems, Paylocity combines recruiting with payroll, benefits, and onboarding workflows. This means your candidate submissions need to integrate seamlessly with automated processes and custom workflows your clients have configured. The parsing technology needs to extract candidate information accurately to populate talent profiles that flow through the entire hiring-to-onboarding pipeline. Poor formatting can disrupt not just the initial screening but the entire candidate journey your clients have automated.

Sources: Industry analysis

File Formats Your Paylocity Clients Accept

While specific file format requirements aren't publicly documented, general ATS best practices apply to Paylocity submissions. Your clients' systems may have varying tolerance for different formats, so it's essential to check current documentation for the most up-to-date requirements. The safest approach is using simple, single-column layouts that avoid complex formatting elements. Since Paylocity serves as a comprehensive HR platform rather than just a recruiting tool, file compatibility becomes even more critical as candidate data flows through multiple integrated systems.

PDF (simple layout)
RecommendedBest for maintaining formatting consistency
DOCX (standard)
Generally acceptedCheck with specific client requirements

Why Candidate Submissions Get Rejected in Paylocity

Candidate submissions commonly fail due to complex formatting elements that interfere with parsing. Headers, footers, templates with borders and lines, and decorative elements can prevent proper data extraction. Tables and multiple columns create particular challenges, as do text boxes and non-standard fonts. Date formatting issues, especially when dates aren't properly positioned or lack month information, cause additional parsing problems. Special characters and accented words may not process correctly. Since your clients rely on Paylocity's automated workflows, these parsing failures can completely block candidates from entering their talent pipeline.

Sources: ATS parsing research

Resume Format Performance When Submitting to Paylocity

Recommendations for staffing agency submissions
Format TypeParsing SuccessCommon Rejection ReasonsUse This?
PDF (single-column)BestMinimal parsing issuesRecommended
DOCX (simple layout)GoodGenerally processes wellAcceptable
PDF (two-column)PoorColumn structure causes parsing failuresAvoid
Files with tablesPoorTable formatting disrupts data extractionAvoid

Recommendations for staffing agency submissions

Frequently Asked Questions About Paylocity ATS

Stop Losing Placements to Formatting Issues

Format candidate resumes for any client ATS in seconds

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