Enrolment rows
Enrolment records returned by Paychex Retirement, including status when the row includes it.
Paychex Retirement + PaperThread
Connect Paychex Retirement so PaperThread can answer enrolment questions from the rows that come back. This connection is separate from Paychex Flex payroll and benefits.
How it integrates with Paychex Retirement.
Separate from payroll
Paychex Retirement is not Paychex Flex and not Paychex Benefits. Those stay separate connections.
Rates when returned
Employee and employer contribution rates are read only when the enrolment row includes them.
Read only
PaperThread does not write enrolment or contribution rates back to Paychex Retirement.
How PaperThread puts that
context to work.
Read context
Answer Paychex Retirement enrolment questions from the rows that come back.
Prepare actions
Prepare a follow-up when an enrolment row shows a gap.
Route work
Send the next step to the person who owns it.
Update supported items
PaperThread does not write enrolment or contribution rates back. A gap the read cannot close stays open with a person.
Hand off to a person
Assign a person when the Paychex Retirement connection cannot finish the action.
Common questions, clear answers.
Answers for this connection, including what PaperThread can read and what still needs a person.
It answers Paychex Retirement enrolment questions from the rows that come back. This connection is separate from Paychex Flex payroll and Paychex Benefits.
Enrolment rows returned by Paychex Retirement. Status, contribution rates and an opt-out mark are used when the row includes them. A partial return is not a complete member list.
No. PaperThread does not write enrolment or contribution rates back to Paychex Retirement, and it does not enrol a worker from this connection.
No. Paychex Retirement stays the retirement record. Paychex Flex and Paychex Benefits stay their own connections.
PaperThread keeps the case open and assigns a human step. Enrolment writes are not supported, so they are not marked done.
A workspace admin pastes a Paychex Retirement API key and an optional plan sponsor or employer ID. The key is stored in the credential vault. This connection uses an API key, not OAuth.
Related integrations
Browse all integrations →
Paychex Flex
Paychex Flex payroll, which stays a separate connection from Paychex Retirement.
Nest
A UK pension scheme when the case is Nest rather than Paychex Retirement.
Slack
The private DM where a Paychex Retirement question or approval can be sent.
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Google Drive
Approved policy files that sit alongside Paychex Retirement enrolment context.
Connect Paychex Retirement to PaperThread.
Answer Paychex Retirement enrolment questions, keep Paychex Flex and benefits on their own connections, and leave anything unfinished with a person.