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Profile: Getting Started

CJ Tirado avatar
Written by CJ Tirado
Updated over 11 months ago

Building out your Paychex Flex® Engage employee profile within your organization is crucial for enhancing visibility, fostering collaboration, supporting career development, facilitating knowledge management, and promoting cultural integration. It's an investment in your professional identity and can lead to numerous benefits both for you and your organization... LETS GET STARTED!

Select the My Profile button under the MAIN list on to the left of your employee dashboard.

We highly recommend that you upload a photo of yourself.

Select the orange camera button on the bottom right corner of the square in the upper left corner of your profile.

You can either upload a file directly or use your webcam if you allow the site access. Select the blue “crop” button in the bottom left corner of the wizard’s screen.

The minimum picture size 250x250 px where 250 and 250 are the minimum allowed picture size when cropping an image. b. Appropriate file formats are png, jpg, jpeg, gif with size limit of 14MB.

Start to build your profile by hovering over the sections that are currently blank. Some information will be populated for you already.

To provide a summary about yourself, click on the pencil icon to open the text box for you to begin typing.

When you have completed your text, select the Save button at the bottom right of the text box to save and publish to your profile.

Feel free to complete your profile and include all information you may find relevant.

If you would like to add your last position, hover over the EXPERIENCE widget and input information about your last role.

You can also hover over the EDUCATION widget to input your educational institution.


Profile Visibility

Our platform helps to enhance connectivity and visibility across your organization. This can sometimes get confusing as to who can see what.

Let’s dig into what can be seen by whom on your My Profile page!

By default, all of your colleagues will be able to see all of the information listed on the Profile page of the My Profile module.


Now that we have covered your Profile Visibility lets dig into the other options on the My Profile page.

Reviews

You can see all reviews that have been completed related to you (self-reviews, manager reviews, peer evaluations, etc.), however, you may not be able to view all of the detail of those reviews pending your organizations sharing settings

Goals

Your goals visibility will all be determined by the type of goal that was entered. By default, everyone can see Company, Department, and Team goals. If you have input any personal goals, you have the ability to set these goals to private. Your manager and administrator will still have access to viewing these private goals, but others at the organization will not be able to view.

Documents

All files uploaded here will be visible only by their owner, owner’s supervisor and system administrator.

Feedback

Your peers will not be able to see your feedback. Your manager and all those who are above them on the Org Chart will have access to viewing your feedback.

One on Ones

Everybody has access to your 1:1s tab. This is to help increase visibility across the organization. Peers can visit this tab to also set up a new 1:1 with you.


Skills Match

In order to get the most out of the Skills Match module, we recommend that you fill out your profile’s Skills & Languages section to the best of your ability.

For more information on utilizing the Skills Match feature, be sure to read our article!

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