Whether you have five employees, or 5,000 employees, each of our payroll packages and solutions are built to grow with you. Paychex Flex is its payroll platform for small businesses with less than about 50 employees. To support employees mental health, we include an employee assistance program (EAP) through Paychex HR for confidential support, Paychex Flex Time to enable more flexible scheduling, and performance management and development tools in Paychex Flex. As of May 31, 2022 we serviced more than 100,000 retirement plans. We work with you to collect the necessary paperwork and balance your year-to-date payroll data, and often were even able to help pull your data directly from your previous payroll companys system. To go to Paychexs payroll section, go to the left-hand menu and choose Payroll Center. Youll be sent to a page with a list of current payrolls organized by check date, company, status, and history. in Report list. trailer <<72876A8AAE2D4397ADFC34BF92B30BC0>]/Prev 1005660>> startxref 0 %%EOF 493 0 obj <>stream Enter and run payroll online in as few as two clicks, Award-winning, 24/7 U.S. based customer support and flexible services, 200+ compliance experts monitoring ever-changing laws and regulations, Paychexpays at least 1 in 12 U.S. private sector employees, Having employees complete Form W-4 and other new-hire documents, Applying for your federal employer identification number, Correctly calculating and withholding taxes from employee paychecks, Filing and submitting quarterly and annual employer payroll taxes, Company and employee information, including Federal Tax ID Number; employees personal, payment, and tax information; your companys tax information; and your bank account details, Signed tax documents and agreement, including federal and state* tax documents and service agreements. Complete the applicable fields. You can leave Starting Run Number and Ending Run Number as is since they have the correct values automatically. displays. My Company Is Growing. Search and select Paychex, then click 'Next.'. Click Payroll Journal. Select the report type from the Type It includes hundreds of courses, and you can add your own trainings, reminders, quizzes, and videos. How Easy Is It To Adjust My Package or Add Solutions? Need help finding a solution? More than 400,000 resumes per month were accessed by clients in FY22. In the Choose Dates field, select Custom, and insert the desired date range for the report. Franchisee Finds New Ingredient to Success. Select all employees and make sure the report gives employee totals 5. Click reporting | Paychex is the ultimate all-in-one platform designed to make payroll and HR effortless for your healthcare business. Highlights from FY22 include the results from our Management Solutions and PEO and Insurance Solutions. button to make the report or export available to you (private) or Paychex Flex Select provides expert service to match your business needs to our solutions. Use Create New Report or Export to create a report or export data. To run payroll each pay period, follow these steps: When its time to process Paychex payroll, the Payroll Center makes it simple to see all of your employees, as well as the total number of checks, hours, and amounts due. Paychex Flex will include completely redesigned modules for time and attendance, and recruiting and onboarding, to make them even easier for clients and their employees to use. Youll need to add new workers to your Paychex database when they join your company. If you need advanced filters, click Advanced Filters. Conclusion. HOW TO DOWNLOAD THE CORRECT PAYROLL DATA FROM PAYCHEX Log into your Paychex payroll account: 1. The Create Report or Export - Step 4 of 5 screen Click reporting | Reporting | Create New Report or Export. window, or click the appropriate Automatic federal, state, and most local payroll tax depositing and tax return filing, with multiple bank capabilities. Paychex is an easy-to-use payroll software that is great for small business owners. 0000001879 00000 n Select the Earning Hours by Codes report. How to Run Payroll with a Paychex Premium Plan, 2. to a select group of people? For the second consecutive year, Paychex earned recognition for a Top HR Product of the Year in the Core HR category by Human Resource Executive magazine and the HR Technology Conference & Exposition. Our online learning management system makes it easier for you to train, develop, and engage your employees. Enter the date range 3/13/2020 - 9/30/2021 4. >>. >>. Nearly 40% of employees surveyed said their organizations benefits, policies, and culture fail to support their health across the four pillars of wellness in the workplace mental, physical, financial, and social.4 To help, Paychex HR supports clients so they can effectively address these pillars in order to improve recruiting, retention, morale, and productivity. For Fingercheck purposes, select the report that we specify. Report these codes to your payroll contact. After clicking the link, youll be directed to a website where youll be asked to create a username and password. Were going to introduce the first hands-free payroll entry process voice activated payroll leveraging our integration with Google smart speakers to make payroll processing quicker and easier for clients. For businesses with 1-19 employees. Note: If you are starting with Fingercheck at the beginning of the year, or if you are a new company processing payroll for the first time, you do not need to provide us with a year-to-date earnings report. Use the CARES Act tools: Paychex now has resources to assist companies in navigating the effects of the Coronavirus Aid, Relief, and Economic Security Act (CARES). n7:C! Benefiting From Government Programs and Staying Compliant, 4. all users. Employee data will instantly appear in the Payroll Center if you utilize Paychex for time tracking and attendance. By working with a dedicated payroll specialist who knows your unique situation and business needs, you can ask questions or even call-in your payroll to someone who can help you uncover business opportunities and issues you may have otherwise missed. Near the top of the page, hover over the tab labeled Reports. Customize Paychex reporting and analytics tools: Users may additionally customize Paychex reporting and analytics tools to make them more useful. Export Steps: Click on the "General Ledger" button on the left side of the screen. Choose additional options you want for the report. Paychex achieved record financial results in FY22, which reflect strong business performance from our unique blend of human capital management (HCM) solutions and the hard work and dedication of our 16,000 employees. 0000003519 00000 n Make the most of this by customizing your dashboard to expedite your most frequent tasks, such as payroll review and approval or analytics and report review. Information for Report list that you want to add to the report, The Promotion only applies to payroll services, and Eligible Clients will be solely responsible for all fees due for services other than payroll services. Complete the applicable Include Report Header Information Survey responses from our customers landed Paychex in the top spot for both vendor satisfaction and user experience in the 2020-2021 Sapient Insights Annual HR Systems Survey Voice of the Customer Report, Payroll Administration and Services Application. in Report list. Paychex is a service that you may join up for. Paychex ranked number five on the list, its highest-ever ranking after 21 consecutive appearances, including a number seven ranking in 2021. %PDF-1.7 % ;twrEo|xi>?tHn3n/# ;uq{.x!. While its ultimately your decision as to whether you do payroll on your own, keep in mind that taking on this responsibility requires that you become familiar with the terminology, options, and basics of running payroll, as well as payroll tax laws to avoid making mistakes. "Being able to promote the jobs that we had get our jobs out there and recruit more people Paychex has made the onboarding process a lot easier for us to be able to hire as quickly as possible", "Paychex PEO has freed up a lot of our time as business owners to help train and empower our management team, so that my brothers and I could be out of the day-to-day, to work on the business rather than in the business.". Add any applicable sorting column and/or direction 2. By Top10.com Staff. Administrators can also create sets and favorites once they know which reports they access most frequently. select the following checkboxes: Date range should stay as Annually, Year will be adjusted to the current year, and Select Employees will stay All employees. Your changes are automatically saved as you go. Adjusted net income increased 5%. The Create Report or Export - Step 3 of 5 screen Find solutions in just a few minutes that can work for your business. Performs data input, maintaining strong prioritization and organization. 2 Based on available FactSet data for companies that were publicly traded as of August 26, 1983 through May 31, 2022. Fully integrated with Paychex Flex, Paychex Voice Assist allows busy business leaders to receive real-time payroll data insights, review and approve rate changes, add new employees, and submit checks for payday all via secure, voice-enabled technology for an efficient, hands-free experience. Simply go to the Paychex website and look at the side-by-side comparisons of the various options. Click any custom report name from the Report Name Date Form Description PDF XBRL Pages; 12/22/22: 10-Q: Quarterly report pursuant to Section 13 or 15(d) Youll have the option to examine the pricing quotation, ask questions, and sign up after being contacted by a Paychex sales representative. Total revenue increased 12% from 2018. All of this is published in our 2022 Environmental Social and Governance Report. the drop-down menu, as applicable. This years annual report is confirmation of our continuing investments in HR technology, service, and people to help our clients build better businesses. To get the most out of Paychex for payroll, follow these guidelines: You may use Paychex Go or a Paychex Flex premium subscription to make payroll with Paychex. If you want to include header information, click the Click Next We have helped more than 40,000 clients apply for government tax credits of over $8 billion an average of nearly $200,000 per client. New opportunities have also been growing in this post-pandemic marketplace. Well also be transitioning our real-time payments offering to allow clients to process payroll on the check date and fund employee direct deposit transactions within only eight seconds. Once submitted, youll still have 15 minutes to go back and make any changes if necessary. Administrators may modify reports by adding or removing columns, selecting between Excel and PDF, and including particular employee groups or departments, in addition to basic reports. drop-down menu. Please consult with your Paychex representative to get this set up. You can sign up for Paychex Go in minutes if you need to get up and running fast and dont require the personal assistance that comes with the higher Paychex Flex plan levels. Based on available FactSet data for companies that were publicly traded as of August 26, 1983 through May 31, 2022. Paychex was named among America's Best Employers for Diversity by Forbes magazine in 2022 based on a survey by 60,000 Americans working for businesses with at least 1,000 employees. Click the applicable Schedule Report radio button to The Paychex Insurance Agency Workers' Compensation Payment Service is available in all states except North Dakota, Ohio, Washington, and Wyoming. Adjusted diluted earnings per share increased 6% to $3.00 per share. choose the format for the report or export. browser radio button to view the report or export in a browser Sapient Insights Group is a global research and advisory firm that regularly evaluates solution providers like Paychex. Report radio button. The Paychex Flex user dashboard is seen in this screenshot. Leave the hard work to the implementation team: Paychex, unlike some other HR and payroll software, offers a full, guided setup procedure to its clients. Instead, youll be assigned to a setup team that will take care of everything for you. Check Discard Duplicate The Promotion will consist of six (6) months of free payroll services to Eligible Clients. Navigate to the Recruiting tab in the left-hand menu if youre using Paychex for both hiring and talent management. Look for online payroll services such as Paychex Flex to help simplify and streamline your payroll process. Choose from three different pay entry options,including a grid view for quick data entry. Our new Paychex Pre-Check product won technology awards from HR Executive, the Brandon Hall Group, and the Business Intelligence Group. Use Custom Reporting to view, export, edit, remove, or copy export data. Paychex offers over 160 basic dashboards and reports, as well as fully configurable analytics. Our new Paychex Pre-Check product further automated online payroll processing for employers and provided employees with the opportunity to review their paychecks before payroll is processed. Your dashboard is simple to use and organized like a checklist, so you always know what tasks you have left to do. 0000003117 00000 n Martin MucciChairman of the Board and Chief Executive Officer. From the dashboard, click the Reports & BI tab. Correct any inaccuracies and enter the data as accurately as possible. "The daily time that I dont spend on (payroll) it really changes my daily routine. What Is the Benefit of Working With a Dedicated Payroll Specialist? Click the Select Employee(s) field to open the list of employees, and select All Employees. Can I Customize a Paychex Payroll Package? Click Create New Report or Export. 1. An Eligible Client is a client that: (1) is not currently receiving payroll services from Paychex; (2) elects either the Paychex Flex Pro, Select, Enterprise or Express payroll services package by entering into a service agreement with Paychex; (3) has between 150 employees at the time it commences payroll services; (4) processes its first payroll, on or before 5/31/2023, with Paychex during the Promotion Period; and (5) continues to process payroll with Paychex for twelve (12) consecutive months. After that, youll be allocated to an implementation team that will assist you in setting up your account, including providing information about your company and human resources staff. A wide range of administrative and payroll reporting tools are available through Paychex. all users, click the Available to sR0{k7W.OVt5X'5GCN3`hz mkF25/'{4F[~mIg*__[nQZrN<65_kZ%pQa#sl+}.lz*uNmq(O,,}Yr Adjusted net income increased 2%. Youll need to consider if youre small enough to utilize its Paychex Go plan or whether a more premium Paychex Flex plan would work better before signing up for its payroll and HR services. How are Paychex HR solutions being positioned to take advantage of market opportunities? Well let you know. 2017 Paychex, Inc. Click Edit For a Paychex Flex plan, go online or get a quotation. 470 24 Choose Paychex Payroll Services for Your Business Small Business Payroll By outsourcing the time-consuming burden of dealing with payroll processing and taxes, our small business HR and payroll solution helps owners like you, with businesses 1-19 employees focus on achieving their unique vision of success. for the applicable Custom Reporting that you want to remove. A recent study found that while 69% of business owners use in-house resources for HR administration, 61% said the most important task to outsource is payroll.2. 0000005143 00000 n Its charter includes assisting the board with identifying, evaluating, and recommending candidates for nomination for election to the board, as well as overseeing and improving the companys ongoing corporate social responsibility (CSR) and ESG activities and performance. Adjusted diluted earnings per share increased 14% to $2.55 per share. And our ERTC Service won a Gold Brandon Hall Award for helping clients receive billions of dollars in tax credits, to name just a few of the many accolades Paychex has received from respected industry and business organizations. Minimize hours spent on non-revenue-producing tasks such as payroll and put your time and energy back on business growth activities. Youll also be asked how many workers you have. the information to the Information Paychex Flex, like user preferences, allows administrators to pick whatever reports and analytic tools they want to employ in their HR and payroll processes. Logging in: Go to www.paychexflex.com Log in using your username and password. @g7,D3_2A%AGZ Easily sign up, set up, and do payroll and tax filing online with chat and phone support available 24/7. The Create Report or Export - Step 3 of 5 screen displays. A screenshot of the Paychex Flex dashboards reporting choices. 0000013831 00000 n The adoption of our mobile app by both clients and their employees has grown at double-digit rates as we expanded our self-service capabilities. fields. If you choose a premium plan, such as Paychex Flex Select, you must choose Get a Quote beneath the solution you want. Information to ensure duplicate information does not print Data on file*For the fiscal year ended May 31. In the field near the top-left for choosing the year, insert the current year. For Fingercheck purposes, select the report that we specify. 0000055083 00000 n With Custom Reporting, client database fields can be filtered and sorted, Since our success was a total team effort, Id like you to hear directly from a few members of the executive team as we joined together to discuss our results and direction. Enter your Company Code and click 'Connect.'. To begin the process, just submit your name, email address, and phone number. Youll need to submit your name and contact information (email, phone number) and then wait for an email with a sign-up link to arrive; this normally takes seconds. Thanks to our financial success, weve significantly increased the funding of the Paychex Foundation to nearly $20 million.5. For Fingercheck purposes, Excel (data only) is the most efficient option to ensure we can collect all the needed information. As of May 31, 2022, our total shareholder return is among the top five of current S&P 500 companies traded since our IPO.2 A $1,000 investment made then would be worth about $1.2 million today. We are excited to build on all weve accomplished and share new insights and innovations with you in fiscal 2023. Choose The Assigned Specialist tile also makes it easy to get in touch for one-on-one support. Being a 14-year honoree underscores our commitment to ethical business standards and practices, ensuring long-term value to key stakeholders, including customers, investors, and employees. Be sure that there is only one earning code for each group. For the Employee field, select All Employees. When youre asked for your federal employment identification number, click the Verify option to have Paychex verify that its valid. Adjusted net income increased 14%. For example, if you need to pay bonuses to a certain group of workers, you can choose the Bonus layout All changes are saved automatically as you enter them. field. The system is. ", Get the ultimate peace of mind for your business. All Rights Reserved. Step 4: Create Paychex Payroll Export Report Navigate to Reports > Setup Create a new report named 'Paychex' Select the Jobs to include in the export Detail = Employee Totals Sort = Employee Payroll Format = Paychex Select all applicable Revenue Centers (if unsure, check off all Revenue Centers to be included on the Report) Payroll processing with Paychex is extremely straightforward: just complete data for a pay period, verify relevant reports and submit. Paychex was recognized with an HR Tech Award for Best Small and Medium Business (SMB)-focused Solution in the Core HR/Workforce category, honoring our all-in-one HR, payroll, and benefits technology platform, Paychex Flex. Demonstrates intermediate skill level with systems and software packages, which may include HRIS, Salesforce, Flex, Core Advanced, and ORS. No business is immune to cyberattacks and data breaches, and that includes small businesses. Paychex is a cloud-based payroll and HR platform that uses Paychex Flex software to assist organizations to manage human resources, benefits, and payroll. When you are beginning with Fingercheck, we need to understand whether if this is a new business venture or a pre-existing business that is transitioning from another payroll provider. Adjusted operating income, excluding certain one-time costs, increased 2%. n Employee Pay Options. Our general ledger service syncs payroll with your general ledger, making it easier to import payroll data directly into many popular accounting software programs and spend less time on data entry. as radio button to choose the format for the report or export. CA license #0C28207.Professional employer organization (PEO) services provided by Paychex Business Solutions, LLC (Florida employee leasing license GL7), Oasis Outsourcing, LLC (Florida employee leasing license GL42), and their affiliates, which are licensed or registered to provide PEO services where required by law. Click Submit Payroll in the top right corner of the dashboard after examining the applicable payroll reports and ensuring that all of the information is accurate. To go to Paychex's payroll section, go to the left-hand menu and choose "Payroll Center." You'll be sent to a page with a list of current payrolls organized by check date, company, status, and history.