Paycor Scheduling & Paychex Preview: Overview / Management

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    Joshua W.C. Schroy
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    "Paychex has HR solutions to fit the needs of any size business. From do-it-yourself payroll to human capital management, Paychex has exactly what you need to take your business where it needs to go."

    TABLE OF CONTENTS

    1. INTRODUCTION
    2. SETUP
    3. FUNCTIONALITY

    INTRODUCTION

    If you have a Paycor Scheduling account, as well as a Paychex Preview account, you can easily prepare your Paycor Scheduling account for a Paychex Preview supported export in a few easy steps.

    SETUP

    First, hover over the Settings tab of the main navigation menu, and click the Payroll button. Next, click the Export Preferences button. Once on the Export Preferences page, select Paychex Preview from the Export To... drop down list.

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    There are a few options here for you to configure:

    1. Company Code.
    2. Regular Code.
    3. Regular Hour Code.
    4. Overtime Hour Code.
    5. Do not export total cost amount.
    6. Round clock times in the Payroll Report to the nearest hour.

    Once everything is configured correctly, click the the Save button.

    IMPORTANT NOTE: Staff members within Paycor Scheduling must have a Staff Number defined in order for their payroll data to be successfully exported to the file. The Staff Number field is located within each staff members Profile Details page.

    FUNCTIONALITY

    Once Paychex Preview has been saved as the active export preference, you can export Paycor Scheduling's Payroll Report data as a Paychex Preview supported file type then import it into your Paychex Preview account. To export Paycor Scheduling's Payroll Report data as a Paychex Preview supported file type, head over to the Payroll Report page, configure the report as needed, click the Generate buttons, then click the Export to Paychex Preview button.

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    Save the file to your drive then login to your Paychex Preview account to import the saved file. Once imported, the exported Paycor Scheduling payroll data will now be imported into your Paychex Preview account. Once verified, you can process payroll through Paychex Preview.

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    We want to hear about your great ideas. If you have a feature request, enhancement suggestion, or improvement, let us know by submitting them to to our Ideas page. Your submission can receive votes from other Paycor Scheduling users, or you can vote on ideas yourself. Simply click the ADD A NEW IDEA button below to check it out.

    Cheers!

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