PayChex Online (Flex) Setup

PayChex Online (Flex) Setup

  1. Your PayChex client code
  2. A list of the PayChex Depts (with descriptions) that you have setup with PayChex. These are the values we assign the POS jobs and will appear in the Org column, or the Labor Assignment column.
  3. Earning codes for regular hours, OT hours, tips etc. These are the values that appear in the Pay Component column.
  4. Will you use the labor assignment column or the org column for the dept numbers
  5. Do you want the regular rate of pay for the OT hours (Paychex will then calculate the correct OT rate based on which state you are operating in)
  6. Do you use the Check field? If so, provide that value/setting
  7. Employee Numbers - The end user will need to key in the PayChex employee number into the payroll ID field into the POS system. You will need to get a list of the PayChex employee numbers .
  8. What pay cycle you will be using: weekly, biweekly, semi-monthly. Know the start and end dates of your last pay period
  9. If you are including tips, whether you are using declared tips, charge tips or both.
  10. If you want to email the file out from the application you will need to allow access through your firewall for mail.smtp2go.com on port 2525
  11. You will need to place an exclusion on our app in your antivirus for c:\program files (or c:\program files(x86) on 64 bit systems) for iPOSPay folder, Make sure you know how to access this in your antivirus and that you know the user name and password if needed.
  12. We will need to install the application under the windows administrator user. Make sure you know how to access with a user name and password.


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