Lastly, click Process to import the file.Īfter you’ve completed the initial integration setup, generating the Paychex export at the end of your pay period is quite easy. From the Start Payroll panel, select Submit Payroll. File information will display in the Import Pay Period panel on the right. Select the export file you created in Buddy Punch followed by Open. The Paychex Flex Integration is simple to make use of – click the (1)Payroll tab and select the (2)Active pay date in the Payroll panel. Now that you’ve got your Paychex file, all you need to do is import into Paychex Flex. You’ll see the option to export into the Paychex Format. When you’re ready, click Run Report followed by Export. Select the appropriate pay period and customize the report to fit your needs. Once you’ve completed your review, head over to the Payroll Export page. Take the time to approve any pending punches or make necessary edits before moving to the final step. The Employee ID entered into Buddy Punch needs to match what is found in Paychex to ensure all information is associated with the correct employee.īefore you export your Paychex CSV file, you’ll want to review your employee time cards to ensure everything is accurate. Next, you’ll want to take your Employee ID numbers and add them to each employee profile within Buddy Punch. If you’re not sure where to find your Paychex Codes, reach out to a Paychex representative or your payroll provider to assist you.Īfter you’ve gotten your Paychex Client ID and Paychex Codes, you’ll want to head over to the Integrations page within Buddy Punch and enable the integration with Paychex function. The Paychex Client ID can be found by selecting Company from the menu.
Employee ID’s can be found by clicking on the Time & Attendance tab, and selecting Employees. You’ll want to start off by obtaining your Paychex Client ID, Employee ID, and Paychex Codes from within your Paychex account (Go to to retrieve your information). We have decided to team up with Paychex to expand the capability of Buddy Punch and streamline your use of accounting software, all in the name of better meeting our clients’ business needs. Nowhere is that more true than in your payroll processing – which is pivotal for your billing and invoicing.
At Buddy Punch, we know how important it is to be able to seamlessly move between tools that you and your team work with on a daily basis.
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