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OrgChart Help Guide

Paychex Connector Setup

Audience:

Audience: Administrators

Overview

Paychex is a Human Resource Management solution for small to medium-sized businesses. OrgChart can connect directly to Paychex. The following article provides step-by-step instructions for setting up a Paychex connector.

Setting up a Paychex Connector

  1. Log in to OrgChart.

  2. Click on the Mode Switcher icon in the Top Toolbar, and then select the Setup option. The Setup panel is displayed.

    Setup_ChartSettings_Select.png

  3. Click on the Chart Settings tile. The Source panel is displayed.

    5_2_1_CS_Source.png

  4. Click on the 5_2_ElipsesinSourcePanel.png under the Main Data Source heading. The list of Main Data Source connectors is displayed.

  5. Click on the Paychex icon, and then click on Select.

    Paychex_Selected.png

  6. Enter the following information into the corresponding text boxes:

    • Client ID - API Key automatically generated during the Paychex configuration process

    • Client Secret - API Secret automatically generated during the Paychex configuration process

    • Company ID - An 8 digit code provided by Paychex

    5_2_1_Paychex.png

  7. Click on Save and then Refresh.