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.

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