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Paychex new employee packet 2025

Paychex New Employee Packet - Fill Online, Printable 2025

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The document is a New Employee Packet that outlines the procedures for submitting employee information to Paychex Business Solutions. It includes options for submission, employee information certification, corporate details, equal employment opportunity information, and dispute resolution agreements. Additionally, it provides instructions on completing tax forms (W-4) and details about health insurance coverage options available through the Health Insurance Marketplace.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What form do I fill out as a new employee?

Form I-9. The Form I-9 verifies a new employees identity and their eligibility to work in the United States. It has an employee and employer section, with employees required to complete their portion by the first day of their employment.

How do I create a custom object report?

How to Create a Custom Report Type. Creating a custom report type involves selecting the standard and custom objects you would like to include, and whether the parent object must have child records to be eligible for the report (which we will see later in the tutorial).

What is a custom report?

While standard reports are provided for your use, custom reports are reports you create as needed to satisfy specific reporting needs at your site. Custom reports let you define combinations of data that are not available in the standard reports. Custom report output is always displayed in tabular format.

How do I create a custom report in QB?

Create a custom report Go to Reports (Take me there) and select + Create new report. Select the report type, then select Create. Note: Based on the experience you see, you might see the following two options instead. Select an appropriate one: Select the pencil icon. , then enter/edit the name of your report.

How do I import payroll data into Paychex?

Contact your Paychex representative for your file type. Use Import Setup to import payroll data from a time and attendance system, point-of-sale terminal, or another software package (such as Excel). You must do a one-time setup process that requires you to choose: the import file format.

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How do I create a custom report in Paychex?

You can create it in Paychex Flex: From the Quick Reports tile on the dashboard, choose View Reports. Under the desired Top Reports heading, select the report name; the drawer for that report slides out. Select the Create button. The Reporting service opens, allowing you to enter parameters to create the custom report.

Can you export Paychex reports to Excel?

Customizable Reports for Exporting Data allows you to run Paychex designed report templates for the data to export in one or more file formats, such as Excel, CSV (comma-separated values), and FW (fixed width).

How do I add a new employee in Paychex?

You may add an employee, contractor, user, agency, or vendor, which also depends on your security permissions. From the toolbar at the top of the People List, select the Add button. A menu with various options displays. This Add button is shown only if your access allows you to add people.