Paychex
- 03 May 2023
- 2 Minutes to read
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Paychex
- Updated on 03 May 2023
- 2 Minutes to read
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Article summary
This guide provides instructions on setting up a connector between two platforms, with an estimated completion time of 30 minutes. Steps include obtaining Paychex Client ID and Company ID, setting up the connector, granting access to a 3rd party API application, and validating selections. Support is available if needed. The connector supports various capabilities, and users can manage service user entitlements and attributes. Contact customer support for assistance.
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This guide will teach you how to set up the connector between Paychex and Clarity Security.
Estimated time to complete: 30 minutes
If you run into any problems, please contact your support team or support@claritysecurity.io.
Supported Connector Capabilties
Below are the capabilities supported by the connector at this time.
| Method | Supported |
|---|---|
| Ability to Act as a Source of Truth | Yes |
How to Setup the Connector
Step 1: Obtain your Paychex Client Id, Company ID, and Paychex Codes from your Paychex account
This Paychex Client ID can be found when you log in to [https://paychex.com] (https://paychex.com) and select Company
Step 3: Go to the Integration page and select Buddy Punch
You will want the Paychex Client ID and Paychex Codes for this step
Step 4: Follow the steps below to create a Company and get the Company ID
a. Click administration | Forms & Documents | Company Documents & Links
b. Click Add Link. The Add Employee Link screen displays.
c. Type the link address in the Web Address (URL): field.
d. Type the link title in the Title: field.
e. Check the View in Employee check box to make the link available to employees in the employee tab.
f. Select the Branches and/or Locations of employees that can view the link.
g. Click Save.
OAUTH2_BASIC - Putting your apps client id and client secret in the Authorization header as a base64 encoded representation to acquire a token for Webhook POST request
Step 5: Grant Access to a 3rd Party API Application by going to Company Settings and clicking Connected Applications
Step 6: You will see an Access Requested Notice
Step 7: Toggle the Integration Connection
Step 8: Log in to Clarity Security
Step 9: Select Applications and then click on Marketplace
Step 10: Search for Paychex and click Connect
Step 11: Fill out the Connect App form
Details for each field can be found in the following article: Common App Configuration Steps
Step 12: Fill out the App Settings form
Step 13: Fill out the User Settings form
The table at the top of this article lists the supported features of this connector.
Step 14: Validate Your Selections and Save
Save
Clicking the Save button will trigger the first full sync for your application (even if you selected Manual syncing). This includes Service Users, Entitlements, Service User Entitlements, Service User Attributes.
Need help?
If you have any problems, contact your customer success team. You can also get in touch with our general support via email, open a support ticket. Our general support team is available Monday - Friday from 8:00 AM - 6:30 PM CST.
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