PayChex Preview Setup Guidelines

PayChex Preview Setup Guidelines

  1. Your PayChex client code
  2. A list of the PayChex Depts (with descriptions) that you have setup with PayChex
  3. Earning codes for regular hours, OT hours, tips etc.
  4. The Branch and Division numbers if you use them (not common).
  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. Employee Numbers - You will need to decide if you are going to use the PayChex Employee Number entered into the POS payroll ID field OR you are going to enter the POS Employee Number on the PayChex side. What determines this is if you have employees that work in multiple locations and you have only one PayChex client code, then you must use the PayChex Employee Number on the POS side. If don't have employees that work in other stores and/or you have different PayChex client code for each location, its easier to enter the POS employee number on the PayChex side. PayChex support can let you know where you enter the POS Emp number on their side.
  7. What pay cycle you will be using: weekly, biweekly, semi-monthly. Know the start and end dates of your last pay period
  8. If you are including tips, whether you are using declared tips, charge tips or both.
  9. If you want to email the file out from the application you will need to allow access through your firewall for smtp.gmail.com on port 587
  10. 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.
  11. 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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