Paychex Flex

Enable multi-state mode in Paychex Flex.

Add new work locations and employee home addresses.

System automatically identifies local tax requirements.

Paychex handles registration for new state withholding and UI accounts.

Automated filing begins with the next pay cycle.

Upload basic candidate info to the Onboarding module.

Employees receive automated invitations to complete I-9s and W-4s via mobile.

System parses uploaded documents using OCR.

Documents are digitally signed and stored in the secure employee vault.

Data flows directly into the payroll system for the next run.

Access the Flex Intelligence dashboard.

Review turnover probability scores generated by AI.

Filter by department and manager.

Compare compensation benchmarks against local market data provided by Paychex.

Implement targeted retention bonuses or salary adjustments based on data.

Set up benefit plan options in the Benefits module.

Configure eligibility rules (e.g., full-time only).

Trigger automated notification emails to employees.

Employees compare plans and select options in the ESS portal.

Payroll deductions are automatically updated based on selections.

Monitor the real-time Time & Attendance dashboard.

Set up automated alerts for employees approaching 40 hours.

Analyze 'Time vs. Production' reports.

Adjust shift schedules in the planning module.

Reduce OT costs by redistributing hours to part-time staff.

Connect QuickBooks Online via the Paychex Marketplace.

Map Paychex deduction/earnings codes to GL accounts.

Set the sync trigger to 'After Payroll Approval'.

Payroll journal entries post automatically to QuickBooks.

Verify totals via the GL Summary Report.

Enable the ACA compliance module.

System tracks employee hours to determine full-time status (FTE).

Monitor 'Offer of Coverage' tracking throughout the year.

Generate 1094-C and 1095-C forms automatically at year-end.

Electronically file forms with the IRS through the platform.