Certain areas of company level information must be updated by your Paychex Representative.
This application is available for clients who use Paychex Flex℠. It provides a selection of editable company level information.
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Certain areas of company level information must be updated by your Paychex Representative. |
For users with access to multiple companies, the user can access each company from the Company list on the left navigational bar or drop-down menu at the top of the screen. The companies can only be accessed one at a time.
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A CPA can have access to multiple companies to manage their client accounts. |
The Advanced Filter, located on specific views, allows users to narrow the content of the information displayed on a specific screen. The filters are context sensitive based on where the user initiated the filter.
Advanced Filters are in Company, People, and Payroll.
In People and Payroll, you have many options to select from to filter your results.
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Employee Type, Employee Status, Organization, etc. |
In the Positions, Locations, Organizations, Job Costing, Labor Distribution, and Bank Accounts views, the Advanced Filter displays past, current, and future items. By default, current and future are selected.
Click the Advanced Filter drop-down menu.
Select the checkboxes for the items you want to show.
In the Positions, Locations, Organizations, Job Costing, Labor Distribution, and Bank Account views, select the checkboxes that apply (View Past Items, View Current Items, and/or View Future Items).
Do one of the following:
Click SAVE to save your filter selection as the default filter for this view.
Click APPLY for a point in time filter. After the user navigates away from the application, the filter reverts to the saved filter selection.
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When APPLY is selected, the Advanced drop-down menu displays red to indicate a temporary filter selection. As long as a user remains logged into an application, the filter remains. After a user navigates to a different icon (for example, from Company to People), the applied filter is no longer available. |
Click CANCEL to discard the changes and close the Advanced Filter drop-down menu.
Associations is a concept used to link items together to organize a company’s structure for worker assignments. Associations can be made between organization units, locations, positions, and workers.
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A user can create a location that is not associated to an organization unit, but a user cannot create an organization unit that is not associated with a location. |
Create an association for an Organization unit:
From the Views toolbar, click Organizations.
Select the
drop-down for the appropriate Organization in which you want to add an Association. The Options menu displays.
Click:
Associated Locations to add or modify locations associated with the organization.
Associated Employees to add or modify the workers associated with the organization. By using the association dialog, the data updates each individual employee record.
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These selections launch the Association dialog. This allows the client to associate the items that are linked together within the company’s structure. For example, which organization unit is connected to which locations, and which workers are connected to those organization sites. |
From the Organizations section, select the appropriate organization.
From the Views section, select:
Summary to view a detailed overview of that organization.
Locations to view a list of the associated locations.
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If you have multiple locations, use the drop-down menu to customize your selections. |
Employees to view a list of the associated workers.
Select the checkboxes for the appropriate associations.
Complete one of the following. Click:
SAVE to save the changes.
SAVE & NEXT to save the changes, then navigate to the next view association within the organization.
CLEAR CHANGES to cancel any changes made to the organization.
Create an association for a Location:
From the Views toolbar, click Locations.
Select thedrop-down for the appropriate location in which you want to add an association. The Options menu displays.
Click:
Associated Organizations to add or modify organizations associated with the location.
Associated Employees to add or modify the workers associated with the location.
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These selections launch the Association dialog. This allows the client to associate the items that are linked together with the company’s structure. For example, which organization unit is connected to which locations, and which workers are connected to those organization sites. |
From the Locations section, select the appropriate Location.
From the Views section, select:
Summary to view a detailed overview of that Location.
Organizations to view a list of the associated Organizations.
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If you have multiple organizations, use the drop-down menu to customize your selections. |
Employees to view a list of the associated workers.
Select the checkboxes for the appropriate associations.
Complete one of the following. Click:
SAVE to save the changes.
SAVE & NEXT to save the changes, then navigate to the next view association within the location.
CLEAR CHANGES to cancel any changes made to the organization.
Create an association for a Position:
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Positions are assigned to a worker only. |
From the Views toolbar, click Positions.
Select thedrop-down for the appropriate position to add an association. The Options menu displays.
Click Associated Employees to add or modify the workers associated with the Position.
From the Associated Positions section, select the appropriate Position.
From the Views section, select:
Summary to view a detailed overview of that position.
Employees to view a list of the associated workers.
From the Position column for each worker listed, click the Position, then select the appropriate option.
Complete one of the following. Click:
SAVE to save the changes.
SAVE & NEXT to save the changes and navigate to the next view association within the Position.
CLEAR CHANGES to cancel any changes made to the Position.
