Paychex Flex Engage

Find the steps to begin using the Paychex Flex® Engage Product

Registering for Paychex Flex® Engage

Uploading a Profile Picture

Getting Started

Onboarding Checklist: Import Settings

Onboarding Checklist: Useful Links/Folders

Onboarding Checklist: Creating Permission/Access Groups & Assigning to Users

Onboarding Checklist: Whitelisting Email Domain

Administrators can configure the frequency and content of each digest email type.

Onboarding Checklist: Digest Emails Configuration

Hiding Emails and Phone Numbers on Profile

Onboarding Checklist: Profile Visibility

Onboarding Checklist: High Five Settings

Onboarding Checklist: Rewards Custom Catalog Items

The Skills section allows administrators to define, manage, and track skills across the organization. This helps standardize skill sets, identify gaps, and support employee development initiatives.

Onboarding Checklist: Company Skills

To manage anniversary/birthday for your organization, navigate to the Manage Rewards tab under System Management.

Onboarding Checklist: Rewards Milestone points configuration

Admins can assign points to each badge from Manage Rewards section under System Management

Onboarding Checklist: Assign Points to Badges

Onboarding Checklist: Create Company Badges

Onboarding Checklist: Whitelist Rewards Email Domain

Administrators can create structured career development paths using the Career Track builder.

Onboarding Checklist: Create Career Tracks

Onboarding Checklist: Setting up Review Questions

Onboarding Checklist: Setting up Review Templates

This article is intended for Paychex Flex® Engage users with the following access:

Onboarding Checklist: Create and Launch a Survey

This article is intended for Paychex Flex® Engage users with the following access: Users with ADMIN Access Level

Onboarding Checklist: Create One-on-One Templates

Onboarding Checklist: Review out of the box Survey Templates

Set up Tasks related access and assign permissions to users

Onboarding Checklist: Setup Tasks Module

Admins can set up access and assign users permissions to messaging module

Onboarding Checklist: Setup Messaging Module

Onboarding Checklist: Create and Publish a Form Template

Admins can create Device types in the Access Management module

Onboarding Checklist: Create Device Types

Admins can add System records in the Access Management module

Onboarding Checklist: Add Systems

Compensation Administrators have access within the Paychex Flex Engage product to access Compensation Band data from the left hand menu by selecting Manage Compensation -> Compensation Bands.

Onboarding Checklist: Compensation Bands

Users can give high fives as a recognition to fellow coworkers and peers

Onboarding Checklist: Give a High Five

Users can update their birthday and add a summary on their profiles

Onboarding Checklist: Update User Birthday and Summary on Profile

Managers can schedule One-on-One with their direct reports and viceversa

Onboarding Checklist: Schedule One-on-One

Onboarding Checklist: Users can create Individual Goals

Users can upload a Profile Photo from their Dashboard

Onboarding Checklist: Add Profile Picture

Onboarding checklist

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