OrgChart Now Help Guide

Paychex

Audience:

Audience: Administrator Users Edition: Enterprise

Overview

Paychex is a Human Resource Management solution for small to medium-sized businesses. OrgChart Now can connect directly to Paychex. The following is a list of frequently asked questions pertaining to Paychex's compatibility with OrgChart.

FAQ

  1. How do I set up my connection to Paychex?

    Select the following link to set up a Paychex connection. The Paychex connector is only available in the OrgChart Viewer.Paychex Connector Setup

  2. Can I pull photos from Paychex into my org charts?

    No.

  3. Can I limit the fields that a user is able to pull from Paychex?

    No.

  4. What fields can I pull from Paychex?

    OrgChart Now can pull all fields associated with an employee's profile.

  5. Can I merge data from a secondary source with Paychex data?

    Yes. Reference the Merge Data Connectors article for more information.

  6. Can I embed org charts (generated from Paychex data) into my intranet?

    Yes.

  7. Can I filter which records are included in my org charts?

    Yes. You can filter which records and fields are imported into OrgChart using Import Filters. Reference the Import Filters article for more information.