Paychex Integration with talech

These guides cover talech Register and related POS equipment. Paytura is your merchant services partner; talech provides the register software and device support referenced in these articles.

This article will show you how to integrate Paychex with your talech account. You can enable this integration through the apps section of talech.com.  
 

In this article

• Integrate your Paychex account with talech
  • Log in to talech.com
  • Link Paychex account with talech
• Employee matching
  • How employee matching works
  • How the employee matching tool works
  • How employee matching can be used
  • Use the employee matching tool
• Timesheet Synchronization
  • Check error logs for sync issues
• Integration settings
• Troubleshooting

Integrate your Paychex account with talech 

Log in to talech.com 

1. To initially connect your talech and Paychex account, log in to your account on talech.com. 
2. Select Integrations > Paychex from the left navigation menu.  

Link Paychex account with talech 

1. Enter your 8-digit Paychex Client ID.  
2. Select Agree and continue.  

3. Once your Paychex merchant account has been linked to the talech app, log into your Paychex Flex account and navigate to Company Settings > Integrated apps. 

4. Locate the talech app with an “Access Requested” notice. 

5. Toggle on the Integration Connection. 
6. Read the legal notice and check the box if in agreement. If not, you are unable to proceed with the integration.   
7. Select Save. 

8. Back on talech.com Paychex integration page, fill in the overtime settings for employees based on applicable laws. 
   1. If employees can earn overtime pay based on the number of hours worked in a day, select Overtime begins at this many hours per day and fill in the number of hours. Otherwise, select Employees are ineligible for overtime based on hours per day. Overtime pay is 1.5x employee’s regular rate. 
   2. Fill in the number of hours worked per week before employees start receiving overtime pay 
   3. If employees can earn double time pay based on the number of hours worked in a day, select Double time begins at this many hours per day and fill in the number of hours. Otherwise, select Employees are ineligible for double time based on hours per day. Double time pay is 2x employee’s regular rate. 
   4. Select Confirm and Continue. 

Continue to the Employee matching section below.  
 

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Employee matching 

Once your accounts are linked, the employee matching process begins automatically. Before performing the employee match, read through the following background information explaining how the employee match process works. If you want to skip ahead to start matching employees, proceed to the section below Use the employee matching tool.  

How employee matching works 

Employee matching is a one-time process. Once matched, employees are synced across Paychex and talech every hour.  

If a new employee is added in Paychex, they are automatically added and synced in talech: Employees are given the default employee role when added. Revisit the employee profile and adjust their role and pay rate settings if it needs to be something different.  

If a new employee is added in talech, they are automatically added and synched in Paychex: There is more work required on the Paychex side. These employees are in an “in progress” status until they are completely onboarded in Paychex.  

How the employee matching tool works 

Perfect Matches 

The employee matching tool suggests perfect matches for employees between talech and Paychex. Perfect matches are determined based on exact matches of an employee first name and last name and matches of an employee’s email or phone number.  

talech only stores one email address, while Paychex stores multiple email addresses for each employee. Email matches are only compared with an employee's work email address if that information is available. Otherwise, emails will be compared with the employee's personal email address stored in Paychex. 

Suggested Matches 

The employee matching tool will provide suggested matches based on the following criteria: 

• An employee’s first name and last name partially matches and either their email or phone number matches.  
• An employee’s first name and last name matches exactly but their email or phone number does not exist or does not match.   

How employee matching can be used 

You can use employee matching for three different scenarios. 

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Use the employee matching tool 

1. The first screen contains the matches found between Paychex and talech. Review the list of employees to ensure each entry is correct.  
2. Select Continue to step 2.  

3. Next, the unmatched talech employees display. These are employees the system was unable to match to your Paychex employee list.  
4. Review the unmatched employees and select an action: 

• Select Accept to accept any suggested matches made by the system if they are correct.  
• Select Add+ to add an employee from talech to Paychex. 
• Select Ignore to ignore the unmatched employee and remove them from the matching process.  

5. When ready, select Continue to step 3.  

6. Next, the unmatched Paychex employees display. These are employees the system was unable to match to your talech employee list.  
7. Review the unmatched employees and select an action: 

• Select Accept to accept any suggested matches made by the system if they are correct.  
• Select Add+ to add an employee from Paychex to talech. 
• Select Ignore to ignore the unmatched employee and remove them from the matching process.  

8. When ready, select Complete Setup.  

9. On the “Success!” screen, select Done to return to the Paychex integration dashboard.   

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Timesheet Synchronization 

Timesheet synchronization is an automatic process. Once a pay period ends, there is one day to review the information before it is sent to Paychex.  

The latest time sheet synchronization date can be viewed from the dashboard found by navigating to talech.com > Integrations > Paychex.  

Check error logs for sync issues 

Use the Error logs to check for sync issues with the timesheet data between talech and Paychex.  

1. From the dashboard, select the ellipsis [...] > Error logs.  

2. Select a synchronization to view the log.  

3. Review the log for any errors and the error description to see what is necessary to resolve.  

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Integration settings 

From the Paychex integration dashboard (found by going to talech.com > Integrations > Paychex), the following items and settings are available.  

• Allow Connection: Toggle this to the OFF position to pause automatic synchronization. While the integration is paused, employees and timesheet data will stop synchronizing. Toggle this to the ON position to resume synchronization. When ON, all employees missing from the other system will be synchronized. Timesheet synchronizations while paused will not be retried when un-paused. 
• View or edit the matched or unmatched employees found during the last sync.  
• View the time sheet data error logs.  
• Delete the integration with Paychex.  
• Change the overtime/double time settings.  

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Troubleshooting 

Here are some basic things to try if encountering issues with integration.  

• Check the synchronization error logs to identify issues. See the section above Check error logs for sync issues.  
• Ensure your talech employees are matched to the correct employee in Paychex. 
• Set employee’s pay rates in talech. 
• Verify overtime settings within talech. 
• Verify employees are fully on-boarded within Paychex prior to attempting to synchronize hours from talech to Paychex. 
• It may take an hour for a new employee to show up in the other system. 
• Delete the integration and try linking again. 

If you are still having issues, contact our Support team via one of the options in Contact Us - talech Support Options.  

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Need more help?

• talech training & device support (24/7): 1-888-995-1998
• Paytura merchant support (24/5): 1-855-4-PAYTURA or contact Paytura