Paychex Setup with 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.

Its a request 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 [COMPANY NAME] (company ID: [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 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