With the Digital Personalbüro (DPB) you can transmit Data (documents/photos) to Paychex for processing.

The audit-proof transmission and storage is done by Type "Exchange with Paychex". The receipt will be confirmed with date and time in the status-field of the document. Additionally, you will receive a separate receipt that you can find in the folder "Exchange with Paychex"/Quittung (receipt).

Via the Share functionality you can transfer documents also from other Types (i.e. Personnel Files) to Paychex. You will receive a receipt in the folder "Exchange with Paychex"/Quittung (receipt), but no confirmation in the status-field of the document. Under "Reports" you can retrieve a list of all the documents that you have shared.

You will need to perform the following steps:

These are the steps in detail:

1.Upload the document that you would like to submit to Paychex for processing.

2.Then index the document in Document Type "Exchange with Paychex"

The following properties (fields) are available for indexing:

→ Category* / Document/File* / Date* / Employee / Note

* With asterisk marked fields are mandatory for indexing

3. Now search for the document that you would like to share with Paychex in the Document-Filter.

4. Select "Paychex" from the list of recipients and save.

Now you have submitted your document/assignment to us.

Now you will see the date and time of receipt in the field "Status" of the document property.

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