Tanda offers an integration with the Paychex payroll system to automatically keep employee information up to date.
If this is your first time setting up an integration, see Connecting Your Payroll System to Tanda.
Information Checklist
In order to integrate Paychex with your Tanda account, you will need the following pieces of information.
API Credentials
You will need to request API credentials (API key & API secret) from Paychex that include permission to access the following endpoints:
GET company jobs
GET company labour assignments
GET company workers
GET company locations
GET worker communications
GET worker pay rates
Company ID
Your unique company id in the Paychex system. It should be a combination of letters and numbers.
Job IDs (optional)
If you wish to only import users with a particular job, you can specify which job(s) by listing their id(s) in the appropriate field.
Configuring Integration Settings
Add the Paychex integration by navigating to Settings > Integrations > + New Payroll Integration and selecting Paychex from the list.
Name your integration
Enter CompanyID and API credentials
By default, your integration will periodically check for new staff in Paychex and import them into Workforce. If you would like to disable automatic import, simply uncheck the Auto Import Staff box.
You can also configure your integration to automatically import teams based on either Job or Labour Assignment.
If you would like to import only employees with certain Job IDs or assign award tags to employees based on fields from Paychex, you can configure them under the Advanced Settings menu. If you configure these after your initial import, they will not be applied until the next time Workforce syncs with Paychex.
Once you've finalized your settings, click "save". At this point, the integration setup is complete. Please refer to the syncing or import options below for next steps. If any issues arise, please consult the Troubleshooting section
Import Staff
Workforce will import all non-terminated employees with information populated from the following fields:
Name
Employee ID
Email
Phone
Date of Birth
Start Date
Hourly Rate
Job Title
Location ID
Award Tags (see Importing Award Tags)
Labour Assignment
How to Import:
Go to Workforce > Staff
In the top right corner, click "Add Staff"
Go to "Import Bulk Staff"
Select the "Import From" drop-down menu
Select "Paychex"
Troubleshooting and FAQ
How often does the automatic syncing process happen?
The automatic syncing process occurs approximately once an hour.
Can you integrate multiple Paychex files into a single Tanda/Workforce account?
Yes. For more information, see Connecting multiple payroll files to Tanda.
Client Authentication Error
If you encounter an error during the import process, double check that your Company ID, API Key, and API Secret are valid. Contact us if the issue persists.