In this article you will find:
Before you begin
The Org and Paychex Permissions:
You must have a valid The Org login.
You must be a member of your organization on The Org in order to configure and sync to Paychex
What data is collected from the HRIS import?
When integrating The Org and your HRIS, you’ll be able to import all your employees directly into your org chart. The only data collected from your HRIS import is:
This data is collected to automatically build out the org chart and set up profiles for your colleagues. No other data or information is imported and published from your HRIS.
Please note that it may take some time for the data to be imported to The Org. Sync time can vary depending on the size of your organization. We’ll send you an email when the import is done.
The Org automatically syncs with Paychex every 6th hour. Click the “sync” button to have changes reflected quicker at The Org.
Connect The Org and Paychex
Step 1 - - Go to your Company dashboard
Step 2 - - Go to the Org chart page and click on the Integrations tab, and then click on the Human Resource Information System banner
Step 3 - - Choose Paychex in the Select Integration modal
Step 4 - - Authenticate through by using your API key
Step 5 - - When prompted, select Finish set up to automatically start importing colleagues to the org chart
Step 6 - - Once the import is successfully done, it’s time to build your org chart