Enrolment rows
Enrolment records returned by Paychex Benefits, including plan name and status when the row includes them.
Connect Paychex Benefits so PaperThread can answer enrolment questions and flag missing or lapsed coverage from the rows that come back.
Enrolment records returned by Paychex Benefits, including plan name and status when the row includes them.
Missing or lapsed coverage is flagged from the enrolment rows that come back, including a row marked waived, pending, or terminated.
Paychex Benefits is not Paychex Flex and not Paychex Retirement. Those stay separate connections.
PaperThread does not write enrolment or coverage back to Paychex Benefits.
Answer Paychex Benefits enrolment questions from the rows that come back.
Prepare a follow-up when missing or lapsed coverage is flagged.
Send the next step to the person who owns it.
PaperThread does not write enrolment or coverage back. A gap the read cannot close stays open with a person.
Assign a person when the Paychex Benefits connection cannot finish the action.
Answers for this connection, including what PaperThread can read and what still needs a person.
Paychex Flex payroll, which stays a separate connection from Paychex Benefits.
Paychex Retirement, which stays a separate connection from Paychex Benefits.
The private DM where a Paychex Benefits question or approval can be sent.
Approved policy files that sit alongside Paychex Benefits enrolment context.
Answer Paychex Benefits enrolment questions, flag missing or lapsed coverage, and keep payroll and retirement on their own connections.