Paychex is a one-way integration that is native to the EasyLlama Dashboard. It's easy to set up, and will sync Learners nightly from Paychex to your EasyLlama dashboard. You may also auto-assign and send course links to your Learners.
To get started:
- If you are ready to set up the integration with Paychex, send us your Paychex display ID to support@easyllama.com
- Once we receive your display ID we will send you an authentication link. Simply click on it and follow the steps. Please let us know when it's done so we can complete your setup.
- That's it!
Fields that Sync
|
Paychex |
EasyLlama |
|
Name |
Name |
|
Work email |
|
|
Phone |
Phone |
|
Department |
Department |
|
Hire date |
Start date |
|
Employment type |
Employment type |
|
Location |
Location |
|
Supervisor |
Manager |
|
Work state |
Region |
To ensure a successful sync:
All new Learners must be fully onboarded in Paychex.
Emails are pulled from Work Email, not Personal Email, so be sure the emails are present or duplicate records will be created.
All Learners must have a work address in Paychex.
- This determines their location in EasyLlama, and what regional course they will be assigned (if applicable). Currently, there are state- or region-specific courses for Harassment Prevention and HIPAA
Supervisors must have at least one direct report assigned in Paychex to appear as Supervisors in EasyLlama.
- Important for Harassment Prevention training, since Supervisors should be assigned the Supervisor version
Once you have set up your integration, you can adjust your settings for auto-assignment and other considerations. Please review Integration Settings for more information!