Home > Guides > Administrator Guide > Integration > HRIS Systems > Paychex Setup
Paychex Setup
Need Help on this Topic? Email Support
If you are interested in setting up or changing an integration, please reach out to our support team (productsupport@visibilitysoftware.com) for assistance.
Interface by File Transfer: Cyber Recruiter will gather information and consolidate it into a file which is exported from Cyber Recruiter and will be imported into the Paychex system. This process is a multiple step process which includes completing a page in Cyber Recruiter with specific information for Paychex, exporting the file and then importing the file into Paychex.
This process will have two pages to complete during the daily use of this interface inside Cyber Recruiter. The first page is stored in the Applicant file. The second is accessed under the Applicant menu item.
Enable Paychex in Cyber Recruiter
Once the connection information is obtained, take the following steps in the admin section to activate this interface.
Step 1: Enable and Set Mapping
Admin > Links > Pre Defined Links > Paychex
General
|
Question
|
Response
|
Result
|
|
Enabled?
|
Yes
|
Paychex-specific page and menu items will be added in Cyber Recruiter.
|
|
Action Needed: Highlight the Users o the Security tab who should have access to the Paychex-specific functions in Cyber Recruiter. Hold the CRTL key down to select more than one User.
|
|
No
|
Users will not see any references to Paychex in Cyber Recruiter.
|
Skip 'Default Company'
|
Question
|
Response
|
|
Email File To
|
The Paychex integration file generation process, will generate an email with the information that is then imported into Paychex.
Enter an email address for a specific person IF the system should always email one address. If the system should email whoever is generating the file, leave this field blank.
|
Field Mapping Fields
The Field Mapping Tab allows the organization to select fields which are already in use by the requisition which can be utilized for the integration. For example, if Organizational Level 2 in the requisition is the same (code and description) as the Paychex Department. Select 'Org Level 2 ( )' from the drop-down list on the mapping page.
| Paychex Field |
Cyber Recruiter Options |
| Division |
Organizational Levels 1 - 5
Misc Field set to be codes |
| Branch |
Organizational Levels 1 - 5
Misc Field set to be codes |
| Department |
Organizational Levels 1 - 5
Misc Field set to be codes |
| Full Time/ Part Time |
Full Time / Part Time code
Misc Field set to be codes |
| Job Title |
Requisition Title
Misc Field set to be codes |
When completing the Paychex page in the applicant's file, the user will be able to select the requisition for which the applicant is being hired for and the field which are mapped to the requisition will automatically be filled in.
If the codes do not match or they should not be automatically filled, select 'Paychex Code Table' instead and proceed to the next step.
Step 2: Enter Code Tables & Define Default Company
Codes which are currently used in Paychex and cannot be mapped via the page above need to be re-entered into Cyber Recruiter so the user exporting the information can select the correct value. There is only ONE code table that MUST be added but anything defined as 'Paychex Code Table' in the step above will be available for code entry. These values MUST match what is currently in Paychex in order for Paychex to recognize the values and successfully import the file.
All codes are stored under Admin > Codes > Paychex . Company and any other fields specified on the ‘Required Fields’ tab must have values for the drop-down lists before the user will be able to export the information.
Once the company has been entered, if it should default to all the records when in the appliant file, come back to the setup page and enter it on the first tab.
See also
Hiring into Paychex
|