Overview
Our integration with Paychex will help synchronize your employees into Motivosity. This integration uses a webhook to look for any changes you make to any employee that you sync to Motivosity in real time! We'll make sure new employees are added to the platform, terminated employees are deactivated, and any other changes are applied to everyone's profile. To get started, please review the steps below.
Before You Start
Once you have an integration in place, your HR platform will become the SOURCE OF TRUTH for employee data you are feeding into Motivosity. Any changes made in Motivosity will be overwritten by this Integration. Issues with data accuracy will need to be addressed in your HR platform.
Walkthrough
Before You Get Started...
Please be sure you have the appropriate access from Paychex to configure this integration. If you have any questions, please reach out to our Integration Team here: integrations@motivosity.com
The following steps will walk you through how to integration Motivosity with Paychex:
- Getting started, we'll select the "Setup" icon in the navigation bar at the top of the screen.
- We'll then select "Integrations" on the left-hand side of the page.
- From the integrations page, select the "Paychex" tile.
- A modal will appear asking if you would like to activate the integration. Go ahead and select "Activate".
- Next, select "Authenticate account".
- To authenticate, select the "New authentication" button here.
- You'll then add your "Authentication Name" (we recommend using your company name). Then add your Client ID and your Client Secret from Paychex (this will be your API Key and API Secret). Once this information is filled out, select "Create".
- On the next screen you'll select "Finish".
- You will then be brought to the configuration page. Here you can select a Paychex Company you would like to sync over to Motivosity. You'll then want to fill out the Paychex fields below to map what fields you would like to pull over from Paychex to match the field in Motivosity. Once you are finished, select "Save".
- You will then see the integration appear under "Enabled Applications". Please Note: If you would like to view the integration or edit any information, please select "View Details" or the three dots on the right-hand side.
Running the Integration Manually
Made a change to your org that you want to see now rather than waiting for your scheduled sync, these steps will help walk you through how to run your integration manually to get any changes into the platform when you need them.
- From the Integrations page, select "View Details" on the integration you would like to run.
- You will then be brought to a screen that shows the current details of your integration.
- To run the integration after making any changes to your spreadsheet or HRIS, go ahead and select the "Run Integration" button.
- This will then run the integration workflow and pull any changes that you've made into Motivosity.
If you have any questions or run into any trouble setting up this integration, please feel free to reach out to our amazing Support Team by submitting a ticket here.