Import your current employee roster from Paychex
To import an employee roster from Paychex Flex into Jirav, follow these steps:
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Complete the Paychex Developer Support Form:
- When completing the Paychex Developer Support, populate the following information:
- The Company ID can be found from the upper-left corner of Company Settings in Paychex Flex.
- When completing the Paychex Developer Support, populate the following information:
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- If you're an accounting partner, you may need to ask your client to provide you with this ID.
- Allow 24-48 business hours for Paychex Support to process this request.
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Enable Jirav Connection in Paychex Flex:
- You'll need either a Super Admin or Security Admin role to complete this step.
- If you're an accounting partner, you may need to ask your client to complete this step.
- Log in to Paychex Flex.
- Navigate to Company Settings from the left menu.
- Click on Integrated Apps.
- Locate the Jirav connector application - it should show as "Access Requested".
- Enable the Jirav connection by toggling the Integration Connection on.
- Accept the legal notice and Save the settings.
- If you're a client completing this step on behalf of your accounting partner, notify your partner that the integration has been accepted. They will be able to complete the rest of the integration.
- Connect Paychex Flex to Jirav:
- Go to Setup ⚙️ > Actuals in Jirav.
- Select "Connect" next to Paychex.
- Authenticate Paychex Flex
- Enter your Paychex Company ID.
- The Company ID field is case sensitive and must match exactly with the ID in Paychex Flex to establish a connection.
- Enter your Paychex Company ID.
- Import Employee Roster
- Once Paychex Flex is authorized for Jirav, the "Connect" button will change to "Import."
- Click "Import" to synchronize your current employee roster with the Jirav Staffing table.