Tenant Admin Portal - How to Configure Data Mapper Table for Paychex Inbound

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Introduction

This document provides instructions on how to configure a Data Mapper Table for Paychex Inbound in the Tenant Admin Portal.

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Prerequisites

• You must have access to the Tenant Admin Portal.
• Data Mapper Table for Paychex Inbound must be created. To create refer, Tenant Admin Portal - How to Create Data Mapper Table for Paychex Inbound

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Steps to Configure Data Mapper Table for Paychex Inbound

1. Log in to the Tenant Admin Portal.
2. On the home page of the portal, go to Agents > Data Tables. The Data Tables page is displayed.
3. Click preferred data table. The data table details page is displayed.
4. Do the following:
   1. Configure Details Tab
   2. Setup Configure Tab The Data Mapper Table for Paychex Inbound is configured successfully.

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Configure Details Tab

This tab is used to view and edit basic information about the data mapper table. Do the following:

1. Update the Table Name (if required).
2. Enter Description (Optional).
3. Click Save. The details tab is configured successfully.

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Setup Configure Tab

This tab is used to configure data field mappings between Paychex and Oloid. Do one of the following:

• Inline OR
• Upload File The Configure tab is set up successfully.

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Inline

In the Inline section, define the fields as follows:

1. Source - Paychex / Expression: Enter the Paychex field name or expression that provides the source value.
2. Destination - Oloid Field: Enter the Oloid field name to which the source value is mapped.
3. Data Type: Select the data type from the drop-down.
4. Click Add field to add more fields.
   Note: For mapping the table, refer Data Mapping Table.
5. Click Save. The Inline section is configured successfully.

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Upload File

In the Upload File section, do the following:

1. Select Upload File and upload the mapping file.
   Note: The file format must be in .XLSX or .CSV.
2. Click Save. The Upload File section is configured successfully. The configure tab is set up successfully.

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Additional Information

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Data Mapping Table

Use the following fields to define data mappings when configuring the Data Mapper Table. Paychex Use Field Oloid Use Field Data Type {workerId} PrimaryID String {name.familyName + ’ ’ + name.givenName} DisplayName String {name.familyName + ’ ’ + name.givenName} FullName String {workerType} {UserMetadata.WorkerType} String {currentStatus.statusType} Status String

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Tenant Admin Portal - How to Create Data Mapper Table for Paychex Inbound