# Paychex

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### 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**.


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