How to: Add Employees into Paychex

Connect



  1. Click the Reports icon in the navigation menu
  2. Click the Library tab
  3. Click the Paychex folder
  4. Click the US Payroll Cheat Sheet report
  5. This report will open in another browser tab
    1. Keep to the side for the steps ahead
  6. Go back to the Connect browser tab
  7. Click the Paychex Employee General Data Import report
  8. Select the applicable pay period from Date Range dropdown options
  9. Click the Launch in New Window button
  10. Click the CSV button to download the spreadsheet
  11. Open downloaded spreadsheet
  12. Remove all employees except for new employees or those that had changes made to their roles or wages
    1. Use the tables First Posted Shift & Employee Role(s) & Wage(s) Changes in the US Payroll Cheat Sheet in Step 4 as reference
  13. Save the updated CSV

Paychex


Import Employees

  1. Click on the Person icon in the top right header (4th icon from the end)
  2. Click the 3 dots next to the X on the side panel that open on the right side
  3. Click the Import option
  4. Drag and Drop the updated CSV file
  5. Click the Import button
  6. Review Status
    1. If it shows that there were errors, review the log in PDF form
    2. Make the correction in Connect
    3. Download the report and import again

NOTE: The Paychex Employee General Data Import from Connect only import 1 Role + Rate.


Multi Rate / Role Employees

  1. Click on People on the left side navigation
  2. Select the applicable employee from the employee list
  3. Click the View pay link in the Pay section
  4. Click the + Add Rate link in the Compensation section
  5. Enter the values in the required fields
  6. Change the Apply Edits date to the beginning of the pay period
  7. Click the Save button
  8. Click the arrow next to the Pay dropdown
  9. Select the Employment option
  10. Click the Details tab
  11. Click the Edit button
  12. Select the applicable Role in the Home Job dropdown
  13. Click the Save button
  14. Click the Edit button
  15. Reselect the applicable Cost Centre in the Organization dropdown
  16. Change the Apply Edits date to the beginning of the pay period
  17. Finish by clicking the Save button

Send Account Invites to Employees

  1. Once all employees have been added, click on People on the left side navigation
  2. Click the 3 dots next to the X on the side panel that open on the right side
  3. Click the Add contact link next to the employee's name
  4. Enter the employee's email in the text field
  5. Click the Save button
  6. Click the Send account invites option
  7. Click the Send invites button

Time & Attendance

  1. Click on the Time & Attendance on the left side navigation
  2. Click the 3 dots on the far right
  3. Click the Configuration option
  4. Expand the Imports accordion
  5. Click on the Imports option

  6. Click the icon in the last column

    (Looks like a paper with a green arrow pointing up)

  7. Click Import History on the bottom of the table
  8. Check the Status of Import
  9. Click the  3 dots on the far right
  10. Click the Configuration option
  11. Expand the Org Units accordion
  12. Click on the Assign Org Units option
  13. Click on the Assign Org Units to Multiple Employees button
  14. Select the checkbox in the top left corner
  15. Click on the NEXT: Select Org Units button
  16. Select the checkbox in the top left corner
  17. Click on the NEXT: Review Assignments button
  18. Click the Save button
  19. Enter the first date of the pay period
  20. Finish by clicking the Save button

Payroll Process Issues

  • Backdating Shifts before the Hire Date
  • Missing Employee information SSN
  • Review Birthdate Years
  • Mid Period Rate Changes