Paychex

Connect Paychex to Siit to sync your US workforce and lifecycle events. Paychex is a common payroll and HR platform for US small and mid‑market businesses.

What you get

• Live People directory — Paychex employees appear in Siit with role, department, manager, and lifecycle dates.

• Lifecycle triggers — Hire date, Termination date, and Birthday flow into Siit as workflow triggers.

• Manager resolution — Paychex's reporting structure powers auto‑selected approvers in workflows.

What syncs from Paychex

Category	Fields
Identity	First name, last name, work email, employee ID
Role	Job title, department
Org structure	Manager, work location, company / legal entity
Employment	Worker type, status
Lifecycle dates	Hire date, termination date, date of birth

Work email is the canonical identifier. Compensation, payroll, and tax data are not synced into Siit.

Before you connect

• A Paychex admin with permission to authorize third‑party integrations.

• Work email populated on every active worker in Paychex.

Connect Paychex

1. In Siit, go to Settings → Integrations, find Paychex in the HRIS section, and click Connect.

2. Sign in with your Paychex admin account and approve the requested read scopes.

3. Review the imported people and field mapping, then click Finish setup.

Need a more detailed walkthrough? Reach out to support via the in‑app chat.

After the connection

• Confirm your People list matches Paychex's active workforce.

• In Settings → People → Fields, set Paychex as the source of truth for HR‑owned fields if you're also connected to an IdP.

• Build a Day‑1 onboarding workflow using the Hire date trigger.

Sync frequency

Paychex data refreshes automatically every few hours. Trigger an immediate refresh from Settings → Integrations → Paychex → Sync now.

Common workflows

Day‑1 onboarding. Trigger: Hire date. Actions: create IdP account, assign apps by department, ship equipment, DM manager.

Offboarding on termination. Trigger: Termination date. Actions: revoke sessions, remove app access, equipment pickup, notify manager.

Troubleshooting

Employees missing. Only active workers and upcoming hires sync by default. Confirm status and work email in Paychex.

Manager field empty. In Paychex, check the employee has a manager set on their profile.

Connection shows "needs reauthorization". Reconnect from Settings → Integrations → Paychex.