Paychex is a payroll and HR platform. If your organization uses Paychex, this integration lets you create Workers in Paychex directly from a BrightMove placement. If your organization doesn't use Paychex, this integration won't apply to you.
The Paychex integration allows you to send placed candidates directly to Paychex as Workers without leaving BrightMove. Once connected, worker creation happens automatically when a placement is made, and can also be triggered manually from the Submittal Details panel.
Configuration
Note: The BrightMove Marketplace is only visible to account configurers. If you don't see this option in your Settings, reach out to your account configurer to have the Paychex integration set up.
Path: Settings > BrightMove Marketplace > Paychex > Connect
To connect Paychex, you'll need the following credentials from Paychex:
Client ID
API Key
API Secret
Company ID
If you don't have these, contact your Paychex representative to obtain them before attempting setup.
After saving your credentials, log out and back in to load them into your active session. The Paychex card in the Marketplace will display a green checkmark and show Disconnect / Manage buttons when the connection is active.
Sending a Worker to Paychex
There are two ways a worker gets sent to Paychex: automatically when a new placement is created, or manually from an existing submittal.
Automatic — When a New Placement Is Created
When you log a status of Accepted and create a placement, BrightMove will automatically send the worker to Paychex at the time of placement creation.
To verify:
Open the candidate record and navigate to Submittals
Open the relevant submittal and click More > View Submittal
Select the Paychex tab
The Paychex Send History table will show a SUCCESS status and a Paychex Worker ID confirming the worker was created.
Manual — For Existing Placements
If you need to send (or resend) a worker to Paychex from an existing submittal:
Open the candidate record and navigate to Submittals
Open the relevant submittal and click More > View Submittal
Select the Paychex tab
Click Send to Paychex
A successful send will return a SUCCESS status and a unique Paychex Worker ID in the Send History table.
Note: Using Send to Paychex on a submittal that was already sent will create a second worker record in Paychex. Paychex has a process to merge duplicate workers — contact your Paychex administrator if this occurs.
What You'll See in the Paychex Tab
The Paychex Send History section logs all send attempts for that submittal, including:
Date — timestamp of the send attempt
Status —
SUCCESSor error stateResult — confirmation message with the Paychex Worker ID assigned