Paychex Integration
Paychex is a cloud-based payroll and human resource management tool. Paychex has features such as payroll processing, tax filing, time and attendance tracking, and more.
How does this integration help Sprinto
The integration primarily helps Sprinto retrieve staff-related information such as name, email address, job roles, onboarding dates, reporting managers, etc. These details are crucial for managing compliance needs related to people management. Sprinto initiates relevant checks if any required information needs to be updated to ensure compliance framework requirements are met.
Sprinto checks for Paychecx
Here's a list of Sprinto checks available for Paychex integration, along with reference procedures on how to fix them:
Staff role should be assigned
All in-scope staff members must have an assigned staff role.
Staff role should be assigned
All in-scope staff members should have an assigned reporting manager.
Note: Top management roles like CEO, CTO, etc. are exceptions.
Staff role should be assigned
Define the joining date for all newly onboarded staff members.
Before you begin
Log in to Sprinto as an administrator.
You must have a paid account on Paychex to proceed with integration.
Ensure you have "Admin" access on the Paychex account you want to integrate.
Integrate Sprinto with Paychex
Go to System Admin > User, then select the user you want to update.
Click on your desired user and select checkbox for “Is default”.
Getting the Client ID and Client Secret from your Paychex account.
Log in to your Paychex account with your credentials.
Go to Company Settings.
Under Access, select Integrated apps.
On Integrated apps page, click Create app.
Enter the Application name and Description.
Under Access settings, click on the toggle switch next to Company & People.
Select the Read permission for Company & People.
Select the checkbox for legal notice & Paychex Inc., API License agreement.
Click Save to save the changes.
Once the changes are saved, you’ll get the API key and the Client secret. Copy the details and save them securely; you will need these details on Sprinto to build integration.
Integrate to Paychex on Sprinto.
Go to Security Hub > Settings > Integrations > Available, then click Connect next to Paychex.
On Integration page, select the acknowledgment checkbox and click Connect to Paychex. Note: Ensure you have a pop-up window enabled on your browser.
On Paychex window, enter your Client ID and Client Secret you copied from Step 1, then click Submit.
Configure Paychex on Sprinto.
Go to Security Hub > People > Configuration, and click Manage.
On Staff information provider page, click Add staff.
On Add staff member page, select Add staff from HRMS, then click the details button next to Paychex.
On Add Paychex as a provider page, click Add Paychex. Note: If you have completed the integration step correctly, you'll see "Connected" highlighted next to the Paychex option.
Final step
Note: After completing Step 3, wait 15 to 20 minutes to let Sprinto finish the data syncing process.
If required, go to Security hub > People > Configuration, click Manage, and then click Sync next to Paychex to refresh the synced information.
Last updated