Paychex Flex

Through the integration, Employees in 7shifts are created or updated based on corresponding data from a matching user in Paychex Flex. If you are using 7punches for time-clocking (or have a POS integration that includes Actual Labor), timesheet information is automatically exported into Paychex Flex after each pay period ends and used to generate checks for the respective Flex pay period.

Enabling the Integration 

Here are a few requirements needed for successful integration between Paychex Flex and 7shifts:

• Employee Mapping.
  Each user in Paychex Flex and 7shifts must have matching email addresses. Any Flex users that have an equivalent employee in 7shifts and are intended to be a part of the integration will need to have their email updated in Flex to match. This linking process will not only ensure that the correct 7shifts employee is updated from changes made within Flex, but that the correct Flex employee is paid when importing 7shifts payroll data.
  
  
• Pay Periods.
  Paychex Flex and 7shifts should have matching Pay Period start and end dates for any payrolls intended to import through the integration.
  
  
• Paychex Flex Location to 7shifts Location Matching.
  Confirm that location names in Paychex Flex match location names in 7shifts. This also allows certain employees to be excluded from syncing with 7shifts by assigning them to a Flex Location without a 7shifts match. The integration will adjust to additions or changes to the Location values and realign as needed.
 
• Paychex Flex Organization Level to 7shifts Department.
  For any 7shifts Departments, a corresponding Organizational Level and Name must be set up in Paychex Flex to provide the information needed to determine assignments. By default, the integration will attempt to match the chosen Organization Level name to an existing 7shifts Department name. It is possible to request overrides on a per name basis with Paychex Support.
  
  
• (optional) Flex Organization Level to 7shifts Role.
  A Flex Organizational Level can also be used to determine the 7shifts Role assignment. Like Department mappings, per-name overrides can be requested with Paychex Support.

Preparing your Payroll Data

Before you can sync payroll data to your Paychex Flex account, you'll need to ensure that you've properly mapped your 7shifts Employee ID to match the employee's Paychex Employee ID.

From there, you can approve all punches and close your Timesheet in 7shifts:

1. In the left navigation bar, select the 'Time Clocking' tab, and the appropriate Pay Period.

2. From there, review and 'Approve' or 'Edit' punches, or choose to 'Approve All.'

For multi-Location users, you can also choose to sort by Location and approve punches by Location.

3. Once you've approved all punches, you can close the Timesheet.

To close the Timesheet, select 'Close Timesheet' in the top right corner.

4. Once the Timesheet is closed at the end of each pay period, total hours will be sent to Paychex and ready for payroll processing!