How do I setup the Integration with Paychex Flex?

Paychex Flex enforces a number of things on the employee side that can impact the ability to send time to them. Here are the touch points we are aware of today:

1. Birth days need to fall before hire dates

2. Hire dates need to be on or before rate changes

3. Paychecks require an active pay rate to be in effect during the pay period in question

We are building some warnings and errors around these issues.

Step 1- Setting up the connection to Paychex Flex

1. In PayClock Online, click on Integrations.

2. Click+ Newand Select the Payroll Type dropdown.

3. In the list, find Integration: Paychex Flex.

4. Click+ Setup Payroll Integration.

Make sure to have a Client ID from your Paychex Flex account. Note: The 8 alphanumeric Client ID can be found in your Paychex Flex account under the account name.

5. Click Next.

6. Select the Pay Class to include in the integration and Click Next. Note: The selected Pay Class must match Paychex Flex Pay Period start and end dates in order to send time to Paychex Flex.

7. Enter the Client ID associated to your Paychex Flex account and an Integration Nickname.

8. Click Next.

9. Your request is now submitted to Paychex Flex and being processed, Click Save.

10. Await the email confirming the Client ID has been submitted to integrate with Paychex Flex.

11. Once the account is connected, an email is sent from PayClock Online with details of the connection success.

This process can take up to 48 business hours to complete. If you run into any issues please contact your Paychex Flex rep for assistance.

Step 2- Setting up the Pay Types for the time entries synced to Paychex Flex

1. In PayClock Online, click on Integrations.

2. Locate the Integration Nickname for Paychex flex and select it.

3. Click on the Pay Codes Tab.

4. At the desired Pay Code set the Mapping Status to Map Pay Code. Note: The Pay Components mapping drop down only displays the pay components that are available in Paychex Flex.

5. Continue for each Pay Code you want to have time entries synced to Paychex Flex.

6. Click Save.