Connecting Paychex and Alice
Step 1: Provide Alice with your Paychex Company Code
- Email the 8-digit Company Code to Alice by emailing it to admin_support@thisisalice.com and cc: payroll@thisisalice.com.
Step 2. View and Approve Alice’s Request for Access
- Log into Paychex as an administrator for your company.
- Click the envelope in the top right corner of your Paychex Dashboard.
- Find our request from Alice Financial.
- Approve the request.
Step 3. Approve Alice's Request for Integration
- In the Company Settings on the left
- Click "Integrated apps"
- From there you will see the Alice's app with a request to integrate
- Read and agree to the Third Party Terms of use, and Click "Approve"
Step 4. Assign Alice a non-employee Admin Role
- In the Main Menu on the left
- Click "Company Settings"
- Click "Roles and Permissions"
- Click "Super Admin"
- Select " + Assign admin"
- Search "Alice" in the search box that appears
- Select "Financial, Alice"
- Select "Everyone" in the next screen
- Click "Assign"
Step 5. Email your Paychex representative the text below:
This requests Paychex to set up deduction and reimbursement codes for the benefits Alice will operate.
Subject: New Alice Financial Benefits Codes in Paychex Flex
Hi [NAME OF PAYCHEX REP],
We’re [YOUR COMPANY NAME] (company ID: [YOUR COMPANY ID NUMBER]), reaching out because Alice Financial, a third-party pretax benefits provider, will be providing benefits services for us in Paychex Flex.
We are requesting Paychex build the following deduction and reimbursement codes in our company’s payroll—please see below for the exact specifications for all deductions and earnings:
Alice's 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 Pay2. 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
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
Non-Taxable Deduction Codes (2)
1. Mass Transit
Name: Alice Transit Post-tax Earn
Calculation Type: Flat Dollar Amount
Component Type: Exp Reimb Non Tax
Frequency: Every Pay Period
Effect on pay: Adds to pay
2. Parking
Name: Alice Transit Post-tax Earn
Calculation Type: Flat Dollar Amount
Component Type: Exp Reimb Non Tax
Frequency: Every Pay Period
Effect on pay: Adds to pay
Thank you.
Please cc: us and let our team know once your Paychex Rep advises this is complete. Email us at payroll@thisisalice.com.