Exporting Crew to Paychex
This guide outlines the process of exporting crew information from CrewCard to Paychex, completing onboarding, and setting up payroll details.
Before exporting, ensure to complete all necessary crew details before proceeding with the export.
Go to the Crew List page, search for the crew member, then click the Edit Profile button.
This will redirect you to the Crew Profile page.
Complete the required details.
Banking details will not be exported from CrewCard to Paychex.
Bank account information must be entered manually within Paychex after onboarding is completed.
Once all details have been completed, click Export to Paychex.
Once the export is successful, a confirmation message will appear:
“Crew exported to Paychex”
Click OK.
Crew Account Setup in Paychex
After the export, The crew member will receive an onboarding email from Paychex.
Open the email from Paychex.
Click Get Started.
The crew member will then have two options:
Linking an Existing Account
If the crew member selects Link Existing Account:
They will be prompted to log in to their existing Paychex account.
Admin Onboarding Process
Search for and click the crew member’s name (example: Megan).
Click Resume to continue onboarding.
Click Save and Continue throughout the onboarding steps.
Under Employment Data, click Save and Continue again.
Click the Finished button to complete the setup.
Once completed:
The crew member will appear in the Active List.
Adding Bank Account Details
Since banking details are not exported from CrewCard:
Open the crew member profile in Paychex.
Navigate to Direct Deposit and Click Add Account.
Enter the bank account details manually.
Paychex will send an email to the crew member requesting approval of the direct deposit setup.
Export Timesheet to Paychex
This guide explains how to export approved timesheets from CrewCard into Paychex for payroll processing. This ensures accurate and streamlined payroll transfer between systems.
Before exporting timesheets, ensure the following:
Go to the Timesheets section from the Superuser Admin Dropdown.
Locate the relevant pay period or date range.
Verify that all timesheets are accurate.
Ensure all shifts are properly approved.
Check for any missing or incorrect entries before exporting.
Select the timesheets you want to export.
Click Export to Paychex.
Confirm the action when prompted.
Wait for the system to process the export.
Once the export is successful, the system will display a confirmation message.
The exported data will be sent to Paychex for payroll processing.
Verify in Paychex Payroll Center
Log in to Paychex.
Navigate to the Payroll Center.
Confirm that the exported timesheet data appears correctly.
Review entries for accuracy before final payroll processing.
Notes:
