Anonymous Reporting Tool
Billing and Plan information
Early Subscription Renewal
EasyLlama Platform Plans - Premium, Standard, and Lite!
How Do I Cancel my EasyLlama Subscription?
How do I add, update, or remove my card on file?
How do I change my billing email and details?
I only need to train one more Learner. Can I buy one seat?
Upgrading and Downgrading your Subscription
What are Seats, and how are they used?
What is Post-Pay, and how does it work?
Where can I download my invoices?
Where can I find my subscription details and seat balance?
Why was I charged?
Course Information
Bystander Intervention (2022 mandate in Chicago)
Course Information and FAQ - HIPAA
Harassment Prevention Training FAQ
How do I assign the Spanish version of a course?
What is the US "All-states" Harassment Prevention course, and how is it different from the US version?
Dashboard Settings, Features, and Tutorials
Adding and Removing Learners
Adding Learners to your Dashboard
Adding Learners using the File Upload Method
File Upload Video Tutorial
How do I delete a Learner? Archiving and Unarchiving Learners
Dashboard Admins
Add or Remove Dashboard Administrative Users
How do dashboard admins complete training?
Sending Yourself or Others a Course Preview
Your Personal Admin Profile and Dashboard Notification Settings
Dashboard Setup and Customization
Departments Feature
Getting Started - Customizing your EasyLlama Dashboard
How do I add or remove columns from my dashboard view?
How to set up a Subaccount
Locations Feature
Premium Classroom Mode
Setting up and Using the Kiosk Link feature
Video: Learner-Facing Introduction to EasyLlama
Due Dates, Reminders, and Notifications
Copy and Paste an Individual's training link into an email or URL bar
Due Dates, Reminders, and Notifications FAQ
Send Training Links by Email
What if my Learner doesn't have a computer or email address? Can I send a text?
Learning Journeys
Creating Custom Learning Journeys
Learning Journeys
Video: Creating and Customizing Learning Journeys
Recertification
Automatic Training Recertification Assignment
Changing a Learner's Recertification Date
How can I change the next Recertification course for a Learner?
How do I recertify all of my Learners at the same time? Bulk Recertification
Recertification Date and Due Date -what's the difference?
Training Recertification Frequency - How do I change how often a course is assigned?
Turning Off Automatic Recertification
"Select All" and Bulk Action Functions
California Workplace Violence Prevention Course Customization Builder
Downloading Certificates
Edit a Learner's Profile information: Individual and Bulk Updating Learner Details
Email Template: Notify your Learners of EasyLlama Courses
Guide to a Learner's Training Profile
How do I assign courses to Learners who are already in the dashboard?
Learner Portal Access - Login Page
SSO for Learners and Admins
Unassign Function - Removing and Replacing Assigned Courses
Video: California Workplace Violence Prevention Course Customization Builder
What is a "Preferred Name" in EasyLlama Training?
Data Analytics - Reporting and Insights
EasyLlama LMS Package
Integrations
Bamboo Integration - Video Tutorial
BambooHR Integration
Ceridian Dayforce Integration
Deel Integration
Gusto Integration
HiBob Integration
Integrating EasyLlama with the ADP® Marketplace App
Integration Settings
Integration Troubleshooting - Duplicate Records
Integration for Slack
LMS SCORM integration - Using EasyLlama's courses in your LMS
Namely Integration
Paychex Integration
Paycor Integration
Paylocity Integration
Proliant Integration
Quickbooks Integration
Rippling Integration
SAML 2.0 with Microsoft Entra - Manual Configuration Guide
SAML 2.0 with Okta - Application Installation Guide (recommended)
SAML 2.0 with Okta - Manual Configuration Guide
SCIM Provisioning with Okta
SFTP Integration
TriNet Integration
UKG Pro Integration
Vanta Integration
Workday Integration
Zenefits Integration
Troubleshooting and Technical Issues
Admin Dashboard Login Issues
How to ensure deliverability of EasyLlama reminders
My Learners aren't receiving email notifications
No Next Button - Can't move to the Next Slide
Overview: Technical Issues
Why can't I edit my Learner's name in the dashboard?
Why is a course not showing as completed?
Why is the wrong name on the certificate or appearing throughout the course?
- All Categories
- Integrations
- Paychex Integration
Paychex Integration
Updated
by Lyndsay
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!
