Using the Paychex Flex App

Transcription

1 Using the Paychex Flex App The Paychex Flex SM app offers clients, employees, accountants/cpas, and approved contractors an easy way to access their Paychex Flex account ( from an Apple iphone, Apple ipod touch, or Android TM -powered smartphone. Client administrators can view their personal information, perform payroll tasks, and access information about their company and employees. The Paychex Flex app gives you 24/7 wireless Internet access to your payroll and benefits data with the tap of an icon. First, Get Registered! Before using the Paychex Flex app for the first time, you must complete your Paychex Flex account registration using a desktop or laptop computer connected to the Internet. For further assistance, you may contact your local Paychex branch representative. For assistance in registering or getting connected to their Paychex Flex account, employees must contact their company administrator. Your employee users may also refer to the employee users learning aid, which is available on the Mobile Support site. Get the Paychex Flex App The Paychex Flex app is used to access Paychex Flex Payroll, Employee Access Online, and Health & Benefits/Retirement Services product information using a smartphone or similar device. You may download the Paychex Flex app for your smartphone or similar device from the Apple App Store SM or Google Play TM. Important! The Paychex Flex app is only available to users with a Paychex Flex account who access for their online services. Users who access these sites cannot use the Paychex Flex app:» online.paychex.com» benefits.paychex.com Tap the applicable store link on the Mobile Support site to locate the app you need. For the current requirements for using Paychex Flex, go to requirements.aspx 1

2 What Can I Access With the App? The Paychex Flex app provides dashboard access to your Paychex Flex account data. Client administrators can access company-level information and perform payroll entry tasks. They may also access their personal information (refer to the employee users learning aid). Retirement Participant and plan balances, investment balance information, contributions, allocations, employee data, loan activity, and compliance testing information. Employee users can edit their contribution and investiment allocations. FSA Alerts when employees are not on track to make Flexible Spending Account (FSA) elections, balances and credit available for each employee account, claims paid, and reimbursements Reporting Payroll Journal and Cash Requirements Payroll Enter, review, and submit payroll for employees and independent contractors Health & Benefits Plan types, current and future enrollments, newly eligible employees, and carrier information Check Stubs Check information and net pay allocations Time Off Vacation and personal time off balances, and accrual information Employees Employee profiles, work and personal details, compensation/pay, earnings, deductions, taxes, and unemployment Tax Documents Forms W-2 App Security The Paychex Flex app logs you out after being idle for five minutes. After the app logs out, you must log back in from the Log In screen. You may log out at any time by tapping Log Out on the side navigation panel (refer to the following page). Available features on the dashboard are determined by your company profile. For example, if your company has not subscribed to a retirement plan, Retirement will not display. Paychex apps and procedures employ strict security standards. You can also protect your data by:» never leaving your smartphone unattended in public places.» setting your smartphone to lock or time out. Require a password.» regularly checking for operating system updates to ensure you have the latest security features.» downloading apps only from an approved marketplace. 2

3 Viewing the App Demos You have access to employer- and employee-version demonstrations of the Paychex Flex app. These sample demos enable you to see the app in action, without needing to log in to your Paychex Flex account. START DEMO To begin, tap View Demo at the bottom of the Log In screen, then tap Start Demo. VIEW EMPLOYER AND EMPLOYEE DEMOS To switch from the employer demo to the employee demo, tap the Company - Company 1 drop-down menu in the dashboard header, then tap Company - All County Enterprises. LEAVE DEMO To exit the demo, tap (Menu) and then tap Leave Demo. Navigating in the App Side Navigation To display the side navigation panel, tap (Menu). The side panel is the easiest way to access the dashboard items. To select a dashboard item, tap its name. To scroll the side panel, swipe up or down the screen. 3

4 SWITCHING BETWEEN Company AND employee VIEWS Use the drop-down menu at the top of the screen to switch between Company (employer view) and My Account (employee view). Client employees only have access to the My Account dashboard. Clients with more than one company ID or accountants/cpas with access to multiple clients can access each company using the Company drop-down menu. Dashboard Navigation To go to the next level of detail, tap next to a dashboard item. To scroll the dashboard, swipe up or down the screen. SWIPEABLE NAVIGATION TABS To select a top navigation tab, tap the displayed topic name. Swipe left or right to access all topics. Other To move back one screen, tap. Customizing the Dashboard You can customize how the Paychex Flex app displays your data. To customize the dashboard in the module you wish to edit, tap Edit. To display or hide items, slide or tap (On) or (Off). Tap Save. The dashboard is controlled by your company profile and subscribed products. For example, payroll-only users do not see Retirement and FSA, just Check Stubs and Time Off. Enabling Notifications You can receive a notification when your payroll processing is complete and check stubs are available for employees. Go to Settings > Notifications, and slide or tap Enable Notifications and Payroll Notifications. 4

5 Accessing Dashboard Items Retirement To view the Retirement item, tap (Menu) and then tap Retirement from the side panel, or tap in the Retirement item on the dashboard. To view a summary of each plan s information, including participation summary, participant and plan balances, and investment balance information, tap. To view a list of employees, along with their account balance and deferral rate, tap the Employee Data top navigation tab. To view census and eligibility dates, contribution type, and account information for an employee, tap his name. To return to the dashboard, tap. To view all employees who have active loans, tap the Loans navigation tab. To view an employee s loan information, tap his name. To return to the dashboard, tap. To view ADP/ACP test results, including any action required and the test creation date, tap Compliance Testing. To return to the menu, tap, and then tap (Home). FSA To view employee FSA information, alerts when employees are not on track to make elections ( ), the credit available for each employee account, and election information, tap FSA from the side panel or in the FSA item on the dashboard. Use the drop-down menu to specify the plan or plan year you want to view. Use the search field to locate information about an employee s name or an election. To view election, balance, deductions, contributions, and claims paid information for an employee, tap the employee s name. 5

6 Reporting To view a summary of the Payroll Journal data, tap Reporting from the side panel or in the Reporting item on the dashboard. Use the drop-down menu at the top of the screen to get report information for a different check date. To view a copy of the full report, swipe up and tap View pdf to view the report in PDF format. To view a summary of bank transaction data for a date, tap the Cash Requirements navigation tab. Use the drop-down menu to request a report for a different check date. To view a copy of the full report, swipe up and tap View pdf. PAYROLL The Paychex Flex App provides the most important payroll tasks, enabling you to enter, review, and submit your current payroll on the go. Payroll review and submission can occur flexibly across different devices and computers. For example, you can start payroll from your desktop or laptop computer, then edit and submit it later from your smartphone. Some payroll-related tasks for example, adding employees, adding pay periods, and modifying non-regular checks, such as void, manual, grossto-net, or net-to-gross checks need to be completed using Paychex Flex from your desktop or laptop computer. Entering Payroll Data Tap Payroll from the side panel or in the Payroll item on the dashboard. Confirm the next Check Date, and tap Start Payroll. If you already started your payroll and have not submitted it, tap Resume Payroll continue payroll entry. On the Automatically Pay pop-up screen, select the employee types to pay and tap Continue to Pay Entry. To include terminated and inactive employees in the list, tap Include Terminated & Inactive. To find an employee, enter the name or ID in the search box. 6

7 Entering Payroll Data (cont.) To add a check, tap + Add Check. After you have selected an employee, tap or to navigate the list. To add an earning or deduction while entering a check, tap. To block an earning or deduction, tap Block. To delete an earning or deduction, tap. To block Direct Deposit, slide the Direct Deposit toggle on. To save a check, tap Save or to move to the next employee. Reviewing Payroll Data After payroll data is entered, swipe up, review the list of employees, and tap Payroll Summary. Review the payroll summary, including the pre-processed Payroll Journal and Cash Requirements information. Additional changes may be made to the payroll data using Paychex Flex from your desktop or laptop computer before submitting the payroll data for processing. Submitting Payroll Data After your review, swipe up to tap Submit Payroll. Tap Confirm in the pop-up screen to submit the payroll data to Paychex for processing. After processing is complete, your Payroll Reports will be updated. 7

8 HEALTH & BENEFITS To view employee Health & Benefits information, including plan types, current and future enrollments, carrier information, and newly eligible employees, tap Health & Benefits from the side panel or in the Health & Benefits item on the dashboard. Use the drop-down menu to select the plan type you want to view. To view an employee s current or future enrollments, tap the employee s name. To view the coverage type, effective dates, the monthly employer premium and per pay period employee contributions for a plan type, and current status, tap the desired plan type. When viewing a plan type, you have access to a link to the carrier s website. Swipe up to display the For More Information section. Tap Benefits Summary PDF to view the member s guide. Tap twice to return to Health & Benefits. To view the list of all available carriers, tap the Carrier Information navigation tab. To view the list of newly eligible employees, tap Newly Eligible from the navigation tab. For Android-powered smartphones, a PDF file viewer app is required. Check Stubs Tap Check Stubs from the side panel or in the Check Stubs item on the dashboard. To view information about a previous check, tap the dropdown menu and tap the desired check date. To view check stub information, including earnings, withholdings, deductions, and direct deposit information, tap the employee s name. To view the actual check stub, tap View Check Stub. Check summary data is only available from 4/1/2012 forward. Check stub PDF files may be viewed for a period of two years before the current date. 8

9 Time Off Tap Time Off from the side panel or in the Time Off item on the dashboard. To view time off information for an employee, including vacation, personal time balances, and accrual rates, tap the employee s name. Employees Tap Employees from the side panel or in the Employees item on the dashboard. To view employee information, tap an employee s name. To add the individual to your contacts, tap + Add to Contacts. Tax Documents Tap Tax Documents from the side panel or in the Tax Documents item on the dashboard. To view an employee s Form W-2 information, tap the employee s name. Tap the document name. 9

10 Do You Need Assistance? forgotten Password or username If you forgot your password or username, tap Forgot Username or Password? from the Login screen. Enter your address, security verifiers, and username (for password resets), and tap Continue. forgotten Pin If you forgot your PIN, tap FORGOT PIN? from the ENTER PIN panel. Tap SUBMIT and instructions on resetting your PIN will be sent to your . Mobile support site other assistance For further assistance, please contact your local Paychex branch representative, or call (toll free) for Paychex Flex app support. Employee users should contact their company administrator, or call (toll free) for Paychex Flex app support. Feedback To provide Paychex with feedback about your experience with the Paychex Flex app, tap Send Feedback from the side panel or tap in the Send Feedback item on the dashboard. Trademarks: Paychex and the Paychex logo are registered trademarks and Paychex Flex is a service mark of Paychex, Inc. Apple, iphone, and ipod touch are registered trademarks and App Store is a service mark of Apple, Inc. ios is a trademark of Cisco and is used under license by Apple, Inc. Google is a registered trademark and Android and Google Play are trademarks of Google Inc. 10