Paychex Flex Engage

The enhanced Question Bank allows admins to create structured, categorized, and rule-driven questions for performance reviews.

Using The Question Bank

Rules enforces conditional logic based on how a reviewer responds to a question ensuring high-quality, contextual feedback.

Question Bank Rules Configuration

The template builder aims to create a more user friendly and improved experience when creating a performance review template.

Creating a Review Template

Initial setup steps for creating a performance review

Setting Up Your Performance Reviews

Launching a Review

This review type automatically triggers based on each employee’s anniversary date.

Anniversary-Based Review

This review type is designed to evaluate new hires relative to their hire date.

Onboarding Review Cycle

Learn the steps to launch any of the available types of reviews

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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