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Paycom - Add an administrator

Updated

To connect your Paycom account to this application, you must add Finch as an administrator in the Paycom system. The steps are below.

Finch Connect Video Walkthrough

Before you start

You may be directed to these manual instructions while attempting to connect your Paycom account in the Finch Connect modal. If your application requires the Benefits scope, you will only need to follow this set of instructions once to add a Paycom administrator with sufficient permissions for returning organization, payroll, and benefits data.

Instructions

  1. Log into Paycom and navigate to the User Access and Security tab, click on Modify Users > Add User.
  2. Use the information below to complete the application:
    • Username: Input the name of the application you are connecting to + Admin (example: Acme Admin)
    • Password: Set any password as we will change it immediately after logging in.
    • Access Group: All Departments
    • Permission Profile: Full Access - Paycom Default
    • User Status: Active
    • First Name: Enter the name provided in Finch Connect
    • Last Name: Support
    • Email Address For Admins: Enter the email provided in Finch Connect
    • Phone Number: 9177173974
    • NOTE: If you have a "Multi-Client User Settings" section available in this menu, select the available group in the Group field.
  3. Check off Advanced User with the full permissions when an admin is inviting another admin (the option is unavailable for non-admins)image.png
  4. Click Add to complete creating the new user.
  5. If you had "Multi-Client User Settings" available in Step 2, navigate back to User Access and Security > Modify Users to modify the user we just created. Otherwise, skip to Step 6.
  • Select the user, then click the "Sync and Clone" button.paycom_group.png
  • Click "Sync & Clone User to Entire Family", or click individually for all available companies if this option is not available.Image 003 (1).png

6. Send an email to the email address found in Finch Connect with all of the following items:

Subject: New Connection - Paycom - [COMPANY NAME]

    1. Your Paycom Client Code
    2. Username (from Step 2)
    3. Password (from Step 2)
    4. Company Name

7. Navigate back to Finch Connect to complete the flow and follow any additional prompts.

Note: If your application requires the Benefits scope, you will only need to follow this set of instructions once to add a Paycom administrator with sufficient permissions for returning organization, payroll, and benefits data. If you are prompted to complete these instructions again in the Finch Connect modal, you may skip additional steps presented until you can successfully click Connect.

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FAQs

💡 Why do I need to provide admin permissions to Finch?