How to Set Up Automated Paychex Reports for Team Engine

Team Engine will securely receive automated Analytics reports directly from your Paychex account.

This is a reporting-only setup and requires no ongoing manual exports once configured.

What You’ll Need

• Admin access in Paychex
• 5–10 minutes to complete setup
• The Team Engine reporting email: hr.reports@teamengine.io

Step 1: Log Into Paychex

• Sign in to your Paychex Flex account using an admin-level user

Step 2: Navigate to Analytics Reports

• Go to Reporting
• Select Analytics (or Analytics Reports, depending on your Paychex menu)

Step 3: Create or Select an Analytics Report

You can use an existing Analytics report or create a new one.

The report should include employee-level fields such as:

• Employee Name
• Employee ID
• Employment Status (Active/Inactive)
• Job Title
• Location
• Hire Date
• Termination Date (if applicable)

Step 4: Schedule the Report

• Open the report
• Select Schedule Report
• Set the report to run on a recurring schedule
  • Daily or weekly is recommended

Step 5: Configure Report Delivery

• Choose Email as the delivery method

• Add the Team Engine reporting email:

  hr.reports@teamengine.io

• Save your scheduled report

Step 6: Confirm Setup

• Confirm the report is listed as Scheduled and Active
• Notify the Team Engine team once complete so we can verify delivery

Why This Matters

This automated reporting setup:

• Ensures consistent, up-to-date HRIS data in Team Engine
• Eliminates manual exports and file uploads
• Aligns with Paychex’s supported integration standards
• Reduces the risk of missed updates as your team changes

Need Help?

If you have questions or want help confirming your setup, our team is happy to assist.

📧 support@teamengine.io

We’re here to make this transition smooth and keep your integration running reliably.