Workstream Paychex Integration streamlines the hiring process so customers can send newly on-boarded employees from Workstream to the Paychex Flex platform as 'In Progress' employees without needing to enter data manually.
Prerequisite
In order to leverage this use case, the customer must enable the following product(s) from each vendor:
Workstream Onboarding
Paychex Flex platform
Integration details
Super Admins can configure a list of employee-entered fields as well as a list of employer-entered fields to be sent to Paychex.
Here are the supported fields:
I. Employee-entered fields
Workstream field | Paychex field | Notes |
Title Affix | Title Affix |
|
First name | First name | Required and pre-populated |
Middle initial | Middle initial |
|
Last name | Last name | Required and pre-populated |
Preferred Name | Preferred Name |
|
Phone | Phone |
|
Personal Email |
| |
Birthday | Birth Date |
|
Ethnicity | Ethnicity |
|
Gender | Sex |
|
Marital status | Marital status |
|
SSN | SSN |
|
Address | Address |
|
II. Emergency Contact
Workstream field | Paychex field | Notes |
First Name | First Name | Pre-populated from basic information |
Last Name | Last Name | Pre-populated from basic information |
Relationship | Relationship |
|
Personal Email | Pre-populated from basic information | |
Contact Number | Mobile | Pre-populated from basic information |
III. Federal taxes
Workstream field | Vendor field | Notes |
Filing status | Filing status |
|
Multiple Jobs | Multiple Jobs |
|
Dependents Amount | Dependents |
|
Other Income | Other Income |
|
Deductions Amount | Deductions Amount |
|
Extra Withholding Amount | Extra Withholding Amount |
|
III. Hiring manager entered fields
Workstream field | Vendor field | Notes |
Paychex Company | Paychex Company | Required and pre-populated |
Qualification Affix | Qualification Affix |
|
Employee ID | Employee ID |
|
Clock ID | Clock ID |
|
Supervisor | Supervisor |
|
Job title | Job title | Note: Job titles must be first configured in Paychex otherwise the list will be empty |
Worker Type | Worker Type | Required
e.g. Contractor / Employee |
Organization | Organization | Note: Organizations must be first configured in Paychex under Company Details |
Employment Type | "Type" under the Employment Section | e.g. Full Time / Part Time |
Exemption Type | Exemption Type |
|
Pay Rate | Pay Rate |
|
Other tasks
Super Admins can add other modules in addition to Paychex to an onboarding process. However, the data will only be stored on Workstream and will not be sent to Paychex.
Prior to configuring an onboarding process, please decide which data you would like to capture and store on Workstream to avoid the need to enter data on both Workstream and Paychex.
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