In order to use Paychex on your Workstream account, the following steps must be completed:
I. Integrate Workstream to Paychex
In order to ensure your company’s data are secure and can only be accessed by authorized personnel and applications, the following processes must be followed in order to Workstream instance to Paychex:
STEP 1: The Super Admin shall submit a request to email@example.com with the subject Enable paychex_onboarding feature. The Paychex Company ID must be provided on the request.
STEP 2: Your Customer Success Manager will work with Paychex to enable integration, which will take from 1 to 3 business days.
STEP 3: The Super Admin will enable the Workstream app in the Paychex Flex portal.
Login to Paychex Flex, navigate to Company Settings→Integrated Applications
Once logged in, you will see the app with an “Access Requested” notice
Important: The following must be performed by a Flex Admin User
You will then need to toggle on the workstream integration, agree to the legal notice, and Save. If you have questions or need assistance with linking clients, please reach out for support using the form on https://developer.paychex.com/support.
II. Configure the onboarding process
In order to send employees to Paychex, Super Admins must add the Paychex module to the onboarding processes used for your employees:
STEP 1: On your Workstream account, go to Onboarding.
STEP 3: Go to Processes.
STEP 3: Look for the process that you wish to use to send new hires to Paychex.
STEP 4: Go to Actions.
STEP 5: Go to Edit Process.
STEP 6: Click on Add new module.
STEP 7: Select Paychex.
STEP 8: Complete the module setup and Save.
Once a new hire completes the onboarding process in Workstream, the new employees will be listed under People list under the In Progress section of your Paychex dashboard:
Note: if you don’t see Paychex listed, please contact firstname.lastname@example.org and request to enable the paychex_onboarding feature
Want to talk to our Support team? Look for the Intercom icon at the bottom right part of your dashboard and click on New conversation, or send an email at email@example.com.