For customers of our Paychex integration.
This article explains how to utilize Built position IDs with Paychex, assigning new hires and role transfers to the appropriate existing positions rather than creating new ones unnecessarily.
We recommend configuring how Built handles positions for imported terminations and new hires to determine if positions are automatically deleted or created.
Creating the Necessary Custom Fields in Paychex
Once a Built Position ID custom field is created in Paychex, you can update individuals’ position IDs, ensuring new hires and role transfers are assigned to the correct positions during the next import. Optionally, you can create a second custom field to specify effective dates for position assignments. All position assignments will be updated in Built during the next import unless an effective date is specified.
To create Built Position ID custom fields in Paychex:
At the top of the main navigation, click Company Settings, then click Custom Fields.
Click + Add Custom Field for the desired custom field category
When the Add/Edit Custom Field Details panel opens, enter the display name “Built Position ID”.
You must enter the custom field name exactly as shown, ensuring there are no extra spaces.
Click the Field Type dropdown, then click Text.
Enter a Character Limit.
You can update the character limit at a later date as needed.
Click Save.
Click + Add Custom Field to create another field.
When the Add/Edit Custom Field Details panel opens, enter the display name, “Built Position Effective Date”.
You must enter the custom field name exactly as shown, ensuring there are no extra spaces.
Click the Field Type dropdown, then click Date.
Click Save.
To update a person’s position ID in Paychex:
Locate the individual by clicking People List and selecting the person.
Click Profile, then click Custom Fields.
Click Edit, then retrieve the appropriate position ID from Built and paste it into the Built Position ID custom field.
If the position should be assigned on a future date rather than during the next scheduled import, enter the effective date in the Built Position ID Effective Date custom field.
Click Save.
Please contact our Customer Success Team for additional assistance.