Commerce
Paychex
22 min
paychex offers payroll, hr, and benefits management solutions; integrating it with make com streamlines automated workflows, saving time and reducing manual data entry for hr and payroll processes paychex is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on paychex, reach out to the developer https //f make com/r/w4eaar?app name=paychex\&app slug=paychex community requirements to use the paychex api, you need a paychex account with appropriate api access permissions sign up here app installation start by installing the app from the integration page here click the install button and follow the on screen instructions to complete the setup connect paychex and {{product name}} to get started, you must first create a connection between paychex and {{product name}} , allowing the two services to communicate you can connect using the following methods oauth2 0 oauth2 0 instructions you need to generate your oauth 2 0 access token to authenticate api requests log in to your paychex developer account using your credentials navigate to the applications section in the developer portal create a new application and provide the required details specify the necessary scopes (permissions) for the data you want to access after saving, note the generated client id and client secret set your application's redirect uri as required in the application configuration initiate the oauth 2 0 authorization flow by redirecting the user to the authorization endpoint with your client id, requested scopes, and redirect uri after the user grants permission, they will be redirected back to your redirect uri with an authorization code exchange the authorization code for an access token by making a post request to the token endpoint, including the client id, client secret, authorization code, and redirect uri use the received access token to authenticate your api requests paychex modules after connecting to the paychex app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules create a job adds a new job to your system, letting you set all the details you need for the position create a worker communication this module lets you add a specific communication to a worker who is currently active or whose onboarding is still in progress create a worker direct deposit adds a new direct deposit account for an employee, making it easy to send their payments directly to their chosen bank account create a worker federal tax adds a new federal tax record for a specific worker in your system, helping you keep their tax information up to date create a worker pay rate adds a new pay rate for a specific worker, allowing you to define how much they’ll be paid within the system delete a worker's direct deposit this module permanently removes a worker’s direct deposit details from your system, helping you manage and update payroll information with ease get a job this module lets you pull detailed information about a particular job from your company’s database, so you can easily access all the specifics you need about that position get a worker this module lets you find and view detailed information about a specific worker in the system using their unique id update a job this module lets you update an existing job by changing its details, such as the job title, description, or other related information update a worker this module lets you update a worker’s information in your system, so you can keep their details accurate and up to date update a worker direct deposit this module lets you update a worker’s direct deposit details, making it easy to change where their paychecks are sent update a worker federal tax this module lets you update the federal tax details for a particular worker, making it easy to keep their tax information accurate and up to date update a worker pay rate this module lets you update a worker’s pay rate in your system, making it easy to keep employee compensation details accurate and up to date update worker communication this module lets you update a worker’s communication preferences or contact details, making it easy to keep their information current searches modules get a worker's pay rates this module lets you pull up all the pay rates assigned to a specific worker, giving you a complete overview of their current and past pay details get company jobs this module lets you pull up a detailed list of all jobs available for a particular company, making it easy to see every role currently set up within that organization get worker communications this module lets you easily gather all communication records associated with your workers, so you can view messages and interactions in one convenient place get worker direct deposits this module lets you easily pull up all the direct deposit details set up for a specific worker get worker federal taxes this module lets you pull up a complete list of all federal tax details for every worker in your account get workers this module lets you pull a complete list of all workers from your account, giving you easy access to detailed information about each employee get worker state taxes this module lets you pull a complete list of all state taxes associated with your workers get worker statuses this module fetches a complete list of worker statuses from your system, covering statuses from the past, present, and even any set for the future get worker time offs this module lets you pull a complete list of all time off records for your workers, so you can easily see who’s taken time off and when triggers modules watch events the watch events module keeps an eye out for specific activities or changes in your paychex account whenever something new happens—like an update or a new record—it automatically triggers your scenario, so you’re always up to date without having to check manually universals modules perform an api call lets you make a custom, authorized api request to paychex, so you can interact with any specific endpoint or feature that isn’t already covered by the standard modules templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} paychex resources you can have access to more resources related to this app on the following links paychex website paychex documentation paychex api documentation paychex page on make explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from make comunity connect with other makers, get community tips and tricks reach out to customer care log in to your account and reach out to our agents explore developer resources get to know make api, custom apps and our mcp server explore our blog discover how make helps customers like you