Homebase and Paychex Flex Guide

The Homebase integration with Paychex Flex allows you to easily export your timesheets into a .csv (Excel) file that can be uploaded to your Paychex Flex account. 

---

Information that Exports (Excel Columns)

• Company ID - Manually entered by going to Settings > Payroll
• Worker ID - Manually entered by going to Team > Locations & PINs
• Rate (Optional) - Manually entered by going to Team > Wages
• Rate ID (Optional) - Manually entered by going to Team > Wages
• Hours
• Overtime Hours
• PTO Hours
• Holiday Pay Hours

Note: Tips do not export

---

How To Setup Paychex Flex Formatted Timesheets

1. Sign into your Homebase account.
2. Select Settings in the the left menu.
3. Select Payroll in the left navigation.
4. Connect to Paychex Flex.
5. Enter your Paychex Flex Client/Company ID.

---

How To Export Your Timesheets

1. Sign into your Homebase account.
2. Select Timesheets in the left menu
3. Set the date range in the upper left to the desired beginning and ending dates for the information you would like to export.
4. Select Download in the upper right corner.
5. Select Payroll Summary for Paychex Flex.
6. Choose the fields you would like to export in the top right
7. Choose to use the wage rate entered in Homebase, or the Paychex Flex Rate ID, which holds the wage rate within your Paychex Flex account. Then, select Export.
   • Note: A .CSV file with your information will begin to download.
8. Upload the .CSV file to your Paychex Flex account.