Integrate Paychex with Engagedly

Table of contents

1. Introduction
2. Integration process
3. Set up Paychex
4. Default field mappings
5. Before user sync
6. After user sync
7. Primary unique identifier
8. Sync process
9. Disable connection

1. Introduction

Integrating Paychex with Engagedly allows admins to sync employee information, including custom fields, from Paychex directly into Engagedly. The integration improves efficiency, streamlines administrative workflows, and ensures employee data stays accurate and up to date. It also helps reduce manual updates and maintain consistent employee records across both platforms. Learn more in Overview of integrations.

Prerequisites

• Admin access to both Paychex and Engagedly.

2. Integration process

Contact our support team to enable Deel for your organization. Once enabled, the application status changes to “Available”, allowing you to proceed with the connection.

Navigate to Settings > Integrations in Engagedly to verify the status.

In the “HRIS” section, Paychex appears as an available option.

3. Set up Paychex

Admins can set up Paychex integration with Engagedly.

Navigate to Settings > Integrations in Engagedly.

1. In the "HRIS" section, click Paychex.

     2.  Use the toggle to enable Paychex and click SAVE at the top right.

  3.   Click + ADD COMPANY in the "CONFIGURE COMPANY" section.

     4.  Log in to Paychex and copy the eight-digit company ID on the homepage.

     5.  Go to Engagedly, paste the eight-digit company ID in the "ADD COMPANY" pop-up, and click SAVE.

     6.  Go to Paychex and click Company Settings in the left navigation menu.

     7.  Select Integrated apps and thenselect Engagedly.

     8.  Enable the option I’ve read and agree to the Third Party Terms of Use, and click Approve at the top right.

4. Default field mappings

By default, the following fields are mapped between Paychex and Engagedly:

Engagedly fields	Paychex fields
First Name	First Name
Last Name	Last Name
Email	Email
Gender	Gender
Status	Status
Employee ID	Employee ID
Date of Hire	Hire Date
Departure Date	Termination date
Block Reason Code	Termination type
Profile Picture	Profile Picture
Job Title	Position
Department	Department
Cost center	Business unit
Reporting to	Supervisor
Birthday	Birthday
Office	Location
LinkedIn	LinkedIn
Employee type	Occupation type

5. Before user sync

If you want to sync any custom fields available on Paychex, email your requirements to our support team with the following details before mapping.

1. Settings in Engagedly
   Enable or disable the following:
   a. Block non-synced users
   b. Blocked user creation
   c. Sync mapped attributes only
2. Field requirements
   Specify which fields are required to sync and which are not.
   Example: You may require the first name and last name fields, but not the middle name field.
3. Employee scope
   Indicate whether you want to sync:
   a. Only active employees
   b. All active and terminated employees
   c. All departments, managers, job titles, and location details
4. Custom fields
   You can also add custom fields in Engagedly as required.

6. After user sync

After you complete the setup and share your field-mapping requirements, you receive an email from our support team. This email informs you to add or update users on Paychex and initiate the sync process.

1. Sync completion notification: After the user sync process is completed, you receive an email with the sync update.

1. New user credentials: After every successful sync, newly added users receive an email with their credentials and a link to set their password, allowing them to log in to Engagedly.
2. Employee data updates: After each sync, employee details are automatically updated in Engagedly.

7. Primary unique identifier

By default, email ID serves as the primary unique identifier for employees. If you prefer to use employee ID, contact our support team to update this setting.

8.  Sync process

After setting up Paychex, you can initiate the user sync process manually or schedule it as required. After the user sync process is completed, you receive an email regarding the sync update.

8.1. Sync manually

After adding users on Paychex, sync them to import into Engagedly.

1. Add users on Paychex.
2. Go to Engagedly.
3. In the "SYNC SETTINGS" section, click SYNC NOW.

8.2. Schedule sync

After adding users on Paychex, schedule the user sync in Engagedly.

1. In the "SYNC SETTINGS" section, click the Clock icon.
2. Set the timing for the daily user sync and click SCHEDULE.

9. Disable connection

You can disable the Paychex integration with Engagedly at any time.

Navigate to Settings > Integrations in Engagedly.

1. In the "HRIS" section, click Paychex.
2. Use the toggle to disable Paychex and click SAVE at the top right.