Paychex Setup with Alice
Step 1. View and Approve Alice’s Request for Access
Click the Envelope in the Top Right Corner of your Paychex Dashboard. You should see a request from Alice Financial. Approve the request.
Step 2. Finalize Alice's Access by assigning Alice’s Admin Role
- Go to User Access in the Main Menu on the left.
- Locate Alice Financial, and click on us. This will take you to the Administrative Role Panel.
- Under Alice Financial - click on "no role assigned"
- From the list, find Super Admin and click "Select"
- Click "Save"
Step 3. Email your Paychex Rep using the below template with a request to set up Alice Deduction and Reimbursement codes:
Email subject: New Alice Financial Codes in Paychex Flex
Hi [PAYCHEX REP],
We’re, [COMPANY NAME] (company ID [COMPANY ID NUMBER]) reaching out because Alice Financial, a third-party provider, will be providing benefits services for us in Paychex.
We request that Paychex build Alice codes in our company’s payroll. Please see below for the exact specifications for all deductions and earnings:
Alice codes must be set up to these exact specifications
Pretax Deduction Codes (2)
1. Mass Transit
Name: Alice Pretx Transit
Calculation Type: Flat Dollar Amount
Component Type: Commuting EE Paid
Deduction Type: Section 132 - Commuter
W2 Box: 14 - Other
Frequency: Every Pay Period
Effect on pay: Reduced Pay
2. Parking
Name: Alice Pretx Parking
Calculation Type: Flat Dollar Amount
Component Type: Commuting EE Paid
Deduction Type: Section 132 - Commuter
W2 Box: 14 - Other
Frequency: Every Pay Period
Effect on pay: Reduced Pay
Post-Tax / Non-taxable Reimbursement Code
1. Reimbursement
One reimbursement code is applicable for all benefits
Name: Alice Post-tax Earn
Calculation Type: Flat Dollar Amount
Component Type: Exp Reimb Non Tax
Frequency: Every Pay Period
Effect on pay: Adds to pay
Please let our team know once your Paychex Rep advises this is complete. Email us at payroll@thisisalice.com.