Skip to main content Skip to footer site map

Enrolling with Paychex: What Paychex Will Do for You

  • Payroll
  • Article
  • 6 min. Read
  • Last Updated: 09/30/2020

switching to Paychex

Table of Contents

Paychex Flex®, our all-in-one technology platform, coupled with our experienced onboarding teams, makes signing up simple. We have the knowledge and processes to ensure setup goes smoothly: from working with you to collect the necessary paperwork to balancing your year-to-date payroll data. Here’s what you can expect when you choose Paychex:

Your sales representative and client transition partners will help you collect necessary information.

We need certain information to get your business properly set up. Your representative will help you gather information, such as:

  • Your business’s federal, state, and local tax withholding and unemployment employer identification numbers 
  • Power of attorney paperwork, giving Paychex the ability to file taxes on your behalf
  • Your business’s bank account and routing numbers
  • Your employees’ social security numbers and, if you’ll be using direct deposit, their bank account information
  • Your employees’ email addresses, to invite them to register for a Paychex Flex® account — where they can make changes on their own
  • Year-to-date and quarter-to-date payroll summaries

If you’re switching from another payroll company, we’re often able to help you pull your data directly from your previous provider’s system, making this step even easier.

An implementation specialist will set up your account.

Once we have all the necessary paperwork and information, an experienced implementation specialist will set up your account, which can usually be completed in as little as 48 hours. Your implementation specialist will audit back to the beginning of the year, balance your year-to-date payroll data, and process your first few payrolls with you. In addition, they can help you understand the value of Paychex Flex and show you how to run payroll online, view reports, and grant employee access.

Ongoing Service

After your account is set up, your main point of contact will shift from your implementation specialist to an experienced payroll specialist. In some cases, you’ll have a dedicated contact if your account requires it. This highly trained team will be your support system for payroll and tax needs. By getting to know your business and its unique payroll needs, they ensure you are set up and processing properly. And to support our clients whenever they need it, specialists are available 7 days a week, 24 hours a day, 365 days a year through phone or chat.

Paychex Flex

Paychex clients and their employees receive access to Paychex Flex, our payroll and HR technology platform. Through this platform, clients can submit payroll online, view critical reports to use for decision-making, and choose to add on other products, such as time tracking, HR functions, and more. Our client’s employees can also access the system, view their pay stubs and W-2s, make edits to their direct deposit setup, and update contact information — offloading time-consuming work for administrators. Within Paychex Flex, both our clients and their employees can access a multitude of help tools and resources to guide them along the way.

We know that choosing to use a payroll provider, or switching from another provider, can seem daunting, but Paychex makes the process easy. For nearly 50 years, our technology and service have simplified the complexity of running a business — and our solutions and teams ensure we do this from setup to processing and through the entirety of the relationship with each client.


We can help you tackle business challenges like these Contact us today

Don't wait to simplify payroll for your organization.

* This content is for educational purposes only, is not intended to provide specific legal advice, and should not be used as a substitute for the legal advice of a qualified attorney or other professional. The information may not reflect the most current legal developments, may be changed without notice and is not guaranteed to be complete, correct, or up-to-date.

About Paychex

Paychex was founded over four decades ago to relieve the complexity of running a business and make our clients' lives easier, so they can focus on what matters most.

We provide: