Integrating Paychex with Expiration Reminder helps automate employee credential tracking, ensuring licenses, certifications, and training remain up to date. This integration simplifies compliance management by automatically syncing employee records and sending expiration notifications.
Prerequisites
Please ensure you have Admin permissions in your company's Paychex instance or someone has shared their access with you.
Steps to Connect Paychex with Expiration Reminder
To integrate your Paychex account with Expiration Reminder, follow these steps:
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Access Company Settings:
- Log in to your Paychex account.
- Navigate to Company Settings
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Create a New Application:
- Select Integrated Apps
- Click Create App
- Enter an Application Name and Description
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Set Permissions:
- Enable the necessary permissions for your application. Select Read both Payroll and Company & People
- If you require access to Payroll data and do not see it as an option, contact your Paychex account manager for assistance.
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Accept Terms and Save:
- Review and accept the Legal Notice and Paychex Inc. API License Agreement.
- Click Save
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Retrieve API Credentials:
- After saving, your API Key and Client Secret will be displayed
- Copy these credentials.
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Enter Credentials in Expiration Reminder:
- In Expiration Reminder, navigate to the Paychex integration setup.
- Paste the API Key and Client Secret into the respective fields to establish the connection.
- In Expiration Reminder, navigate to the Paychex integration setup.