Workstream Paychex Integration streamlines the hiring process so customers can send newly on-boarded employees from Workstream to 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

Email

Personal Email

Birthday

Birth Date

Ethnicity

Ethnicity

Gender

Sex

Marital status

Marital status

SSN

SSN

Address

Address

II. Federal taxes

Workstream field

Vendor field

Notes

Filing status

Filing status

Multiple Jobs

Multiple Jobs

Number of Dependents

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

Worker Type

Worker Type

Required

Organization

Organization

Note: Organizations must be first configured in Paychex under Company Details

Employment Type

Employment Type

Exemption Type

Exemption Type

Pay Rate

Pay Rate

Other tasks

Super Admins can add other modules in addition to the 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.

Related Article

Integrating and configuring Paychex

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