Getting Started
Getting started on Paychex Flex Engage
32 articles
Onboarding checklist
Onboarding checklist
- Onboarding Checklist: Import SettingsConnect/Disconnect users & Enable Tile
- Onboarding Checklist: Useful Links/Folders
- Onboarding Checklist: Creating Permission/Access Groups & Assigning to Users
- Onboarding Checklist: Whitelisting Email Domain
- Onboarding Checklist: Digest Emails ConfigurationAdministrators can configure the frequency and content of each digest email type.
- Onboarding Checklist: Profile VisibilityHiding Emails and Phone Numbers on Profile
- Onboarding Checklist: High Five SettingsConfigure High Fives per person
- Onboarding Checklist: Rewards Custom Catalog Items
- Onboarding Checklist: Company SkillsThe 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: Rewards Milestone points configurationTo manage anniversary/birthday for your organization, navigate to the Manage Rewards tab under System Management.
- Onboarding Checklist: Assign Points to BadgesAdmins can assign points to each badge from Manage Rewards section under System Management
- Onboarding Checklist: Create Company BadgesAdmins can create Company Badges
- Onboarding Checklist: Whitelist Rewards Email Domain
- Onboarding Checklist: Create Career TracksAdministrators can create structured career development paths using the Career Track builder.
- Onboarding Checklist: Setting up Review QuestionsUsing Question bank
- Onboarding Checklist: Setting up Review TemplatesUsing Review Template Builder
- Onboarding Checklist: Create and Launch a SurveyThis article is intended for Paychex Flex® Engage users with the following access:
- Onboarding Checklist: Create One-on-One TemplatesThis article is intended for Paychex Flex® Engage users with the following access: Users with ADMIN Access Level
- Onboarding Checklist: Review out of the box Survey TemplatesSystem offered survey templates
- Onboarding Checklist: Setup Tasks ModuleSet up Tasks related access and assign permissions to users
- Onboarding Checklist: Setup Messaging ModuleAdmins can set up access and assign users permissions to messaging module
- Onboarding Checklist: Create and Publish a Form Template
- Onboarding Checklist: Create Device TypesAdmins can create Device types in the Access Management module
- Onboarding Checklist: Add SystemsAdmins can add System records in the Access Management module
- Onboarding Checklist: Compensation BandsCompensation 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: Give a High FiveUsers can give high fives as a recognition to fellow coworkers and peers
- Onboarding Checklist: Update User Birthday and Summary on ProfileUsers can update their birthday and add a summary on their profiles
- Onboarding Checklist: Schedule One-on-OneManagers can schedule One-on-One with their direct reports and viceversa
- Onboarding Checklist: Users can create Individual Goals
- Onboarding Checklist: Add Profile PictureUsers can upload a Profile Photo from their Dashboard