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How to Use the Paychex Integration

Construct your Paychex export file so you can easily import time from ClockShark

ClockShark offers a pre-formatted file export so you can quickly and easily download payroll information and upload it into Paychex.

Requirements

  • ClockShark Standard or Pro subscription
  • Paychex Flex plan subscription
  • Paychex Standard Payroll Import feature (SPI). SPI is required to import payroll CSVs - reach out to Paychex support to enable the feature

Set up the integration

Before setting up the Paychex integration in ClockShark, find your:

  • Paychex Client ID (In Paychex, Company > Dashboard)
  • Worker IDs for each employee (In Paychex go to theCompany Directory)
  • Pay Component (For example, Hourly, Overtime, Doubletime, etc. Contact Paychex support if you need assistance with these. You could also run a report to pull up previous payroll reports and see what the Pay Components were on recent pay stubs.)

ClockShark-Paychex

To set up the integration:

  1. Go to Admin > Integrations.
  2. Click Connect Paychex.
  3. Enter your Paychex Client ID.
  4. Enter your default Pay Components for regular hours, overtime hours and doubletime hours. These have to match exactly or the data upload will fail.

  5. Click Save Settings.
  6. Click View and Edit Mappings.
  7. In the Employees tab, click the pencil icon and enter a Paychex Worker ID for each employee.
  8. If differing pay components/rates are required, on the Tasks tab, click the pencil icon to enter the Pay Components for regular hours, overtime hours, and doubletime hours for individual ClockShark tasks. Pay components entered here will override the default pay components.
  9. If you have a Pro Plan, go to the Time Off tab and click the pencil icon to enter pay components for the ClockShark Time Off Policies. You can only integrate ClockShark Time Off policies with one integration at a time.

Export time to Paychex

After setting up the integration, you can export time from ClockShark to upload to Paychex.

To export time:

  1. Go to Time > View.
  2. In the top right, click Export Time > Export to Paychex.

  3. Select the date range you want to export. If this date range is not approved or if employees are not correctly mapped, you will receive a warning.
  4. Click Export.

A CSV file called ‘Paychex-from-ClockShark’ will download automatically.

In Paychex, go to Payroll Center and on the active payroll click Begin > More Options and click Browse Files. Select the CSV file downloaded from ClockShark to upload it.