Tallyfy is building native integration with Paylocity to automatically transform HCM data into intelligent workflows that orchestrate the complete employee lifecycle from application to termination including automated onboarding payroll processing compliance tracking and IT provisioning without manual handoffs or compliance gaps.
Paychex
We’re building native integration with Paychex Flex to automatically sync payroll and HR data into intelligent workflows. When payroll runs, employees change status, or benefits update in Paychex, Tallyfy workflows instantly orchestrate the right follow-up actions across your entire organization - from accounting reconciliation to compliance documentation.
Paychex processes payroll for over 740,000 businesses, but payroll is just the beginning of countless downstream processes. Every pay run triggers accounting entries, tax filings, and reporting workflows. Every employee change cascades through benefits, compliance, and operational systems.
Without integration, your team manually bridges these gaps - exporting reports, re-entering data, and hoping nothing falls through the cracks. Our integration makes Paychex data flow seamlessly into structured workflows that run themselves.
Transform payroll from a deadline scramble to a smooth operation:
- Pre-Payroll Processing: Launch approval workflows for timesheet review, PTO requests, and commission calculations
- Payroll Run Automation: Trigger accounting workflows when payroll completes, including journal entries and cash flow updates
- Post-Payroll Reconciliation: Automate benefits deductions verification, tax liability tracking, and reporting distribution
- Exception Handling: Flag and route payroll anomalies like overtime spikes or missing timecards for review
Connect Paychex employee events to comprehensive workflows:
- Onboarding Excellence: Pull new hire data including compensation, tax elections, and benefits to launch complete onboarding
- Status Change Management: Detect full-time/part-time changes, LOAs, or terminations to trigger appropriate workflows
- Anniversary Tracking: Automate review cycles, benefit eligibility changes, and milestone recognition
- Multi-State Compliance: Handle state registrations and tax updates when employees relocate
Leverage Paychex benefits data for critical workflows:
- Open Enrollment Orchestration: Coordinate communications, track elections, and ensure deadline compliance
- Life Event Processing: Automate qualifying event workflows for benefits changes
- 401(k) Administration: Sync contribution changes and loan requests with plan administrators
- ACA Compliance: Track hours, manage affordability, and generate required reporting
Use Paychex’s comprehensive API platform:
// Example: Trigger workflow when payroll completesconst handlePayrollComplete = async (payrollData) => { // Get payroll details from Paychex const payrollDetails = await paychexAPI.getPayrollRun(payrollData.id);
// Create accounting reconciliation workflow const workflow = await fetch('https://api.tallyfy.com/v1/workflows', { method: 'POST', headers: { 'Authorization': 'Bearer YOUR_TALLYFY_KEY', 'Content-Type': 'application/json' }, body: JSON.stringify({ template_id: 'payroll_reconciliation', name: `Payroll ${payrollDetails.pay_date}`, data: { pay_date: payrollDetails.pay_date, total_gross: payrollDetails.total_gross, total_net: payrollDetails.total_net, total_taxes: payrollDetails.total_taxes, employee_count: payrollDetails.employee_count, department_breakdown: payrollDetails.by_department } }) });
return workflow.json();};Leverage certified integration partners:
- Flexspring: Pre-built connector specifically for Paychex Flex
- Oracle Integration: For enterprises using Oracle + Paychex
- NetSuite Connector: Sync with NetSuite ERP
- Workday Bridge: Connect to Workday HCM
Configure Paychex webhooks for instant automation:
- Set up webhooks in Paychex Developer Portal
- Configure endpoints in Tallyfy
- Map events to workflow triggers:
- Employee hired → Onboarding workflow
- Payroll completed → Accounting workflow
- Benefits changed → HR notification workflow
- Test with sandbox data before production
For immediate implementation without API setup:
- Schedule automated reports in Paychex Flex
- Configure email delivery to Tallyfy
- Parse reports to trigger workflows
- Maintain audit trail of all processing
A 500-employee manufacturer runs bi-weekly payroll through Paychex:
- Time clock data flows from shop floor to Paychex
- Supervisor approval workflow launches 3 days before payroll
- Exceptions (overtime, absences) route for management review
- Approved payroll triggers cost center allocation workflow
- GL entries automatically post to ERP system
- Department managers receive labor cost reports
Result: Reduced payroll processing from 3 days to 4 hours, zero missed deadlines
A medical group with 200 providers across 10 locations uses integration for:
- Tracking license renewals and credentialing deadlines
- Managing complex shift differential calculations
- Ensuring FLSA compliance for hourly employees
- Coordinating benefits across multiple union contracts
- Maintaining audit-ready payroll documentation
A 50-location restaurant chain leverages the integration to:
- Process tips and service charge distributions
- Track minor employee work permits and documentation
- Manage variable scheduling and predictive scheduling compliance
- Coordinate multi-state tax withholdings
- Automate new location payroll setup
The Paychex Developer Platform provides:
- RESTful APIs for modern integration patterns
- Real-time data sync between Paychex and partner systems
- OAuth 2.0 authentication for secure access
- Sandbox environments with test data
- Webhook notifications for event-driven automation
- Bulk data operations for large-scale processing
The new Paychex Flex Perks marketplace launched in August 2024 offers:
- Direct integration into Paychex Flex platform
- 17+ lifestyle and financial wellness benefits
- Early wage access capabilities
- Voluntary benefits administration
- All accessible through unified APIs
Comprehensive data access including:
- Employee demographics and contact information
- Compensation, deductions, and tax settings
- Time and attendance records
- Benefits enrollment and elections
- PTO balances and requests
- Direct deposit information
- Pay history and YTD totals
- Tax forms and compliance documents
For larger organizations:
- Multi-company support for complex corporate structures
- Department and cost center mapping
- Custom earnings and deduction codes
- Union and prevailing wage calculations
- Multi-state and multi-jurisdiction tax handling
- Certified payroll reporting for government contracts
Paychex Marketplace already features dozens of integrations, but workflow automation represents a massive opportunity:
- Competitive Pressure: ADP and Workday offer extensive automation - Paychex customers need parity
- Customer Retention: Integrated customers have 3x higher lifetime value
- Upmarket Growth: Enterprise buyers expect comprehensive integrations
- Operational Efficiency: Reduce support tickets through automation
- Revenue Expansion: Integration drives adoption of premium Paychex features
Stop manual payroll processes today:
- Schedule a demo ↗ to see Paychex + Tallyfy in action
- We’ll map your specific payroll workflows
- Start with highest-impact process (usually payroll reconciliation)
- Expand as you discover time savings
Quick win: Email Paychex support requesting official Tallyfy integration. Customer demand drives marketplace priorities.
Every payroll cycle shouldn’t be a fire drill. Automated workflows ensure:
- Timesheets are approved before processing
- Exceptions are reviewed by the right people
- Accounting receives entries automatically
- Compliance documentation is always complete
- You can focus on strategic initiatives, not data entry
Payroll is your largest expense. Our integration provides:
- Real-time labor cost visibility
- Automated accrual calculations
- Department-level cost allocation
- Variance analysis workflows
- Audit-ready documentation
- Technical Documentation: Complete API guides and webhook templates
- Pre-Built Templates: Common payroll workflows ready to deploy
- Migration Support: Help moving from manual processes
- Training Resources: Video guides and documentation
- Dedicated Support: Implementation specialists who know Paychex
- SOC 2 Type II certified platform
- GDPR/CCPA compliant data handling
- Encrypted data transfer and storage
- Role-based access control
- Complete audit trails
- Regular security assessments
The average company spends 8 hours per pay period on manual payroll tasks. With bi-weekly payroll, that’s over 200 hours annually - time better spent on strategic initiatives.
Our Paychex integration eliminates this waste through intelligent automation. Your payroll data flows seamlessly into workflows that ensure accuracy, compliance, and efficiency.
Ready to transform payroll operations? Book your implementation call ↗ now:
- Review your Paychex Flex configuration
- Identify automation opportunities
- Build your first integrated workflow together
- Get implementation roadmap and support
Stop pushing paper. Start automating payroll.
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