> ## Documentation Index
> Fetch the complete documentation index at: https://docs.lumos.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Paychex

*Lumos connects to Paychex through its Merge.dev partnership, so this is a read-only HRIS integration.*

## After this article

You'll be able to connect Paychex to Lumos through the Merge.dev partnership to sync employee data, and optionally set Paychex as a source of user data in Lumos.

## Capabilities

| Functionality | Type | Sync | Provision | Description |
| - | - | - | - | - |
| Users | Account | Yes | No | Employee records synced via Merge.dev |

As a Merge.dev-brokered HRIS integration, Lumos reconciles account status from the HRIS user status: Active maps to Active, Inactive maps to Suspended, Pending maps to Staged, and Deleted (no longer returned) maps to Deprovisioned. When Paychex is the User Source, employment status is reconciled separately: Active maps to Active, Inactive maps to Inactive, Pending maps to Staged, and Deleted maps to Inactive. Attributes available for mapping in User Sources include Manager, Team, Title, Employment Type, Start Date, and Termination Date. Per-app field support varies.

## Required plan and roles

You need **Admin** permissions in your company's Paychex instance, or someone with that access has to share their access with you. For integration requirements on the Paychex side, review the Merge.dev documentation.

No minimum Lumos plan is documented for this integration.

## Read-only access vs provisioning

**Is read-only possible?** Yes, and it's the only mode. Lumos connects to Paychex through Merge.dev for read-only HRIS sync. It can't provision or change anything in your Paychex instance.

**What read-only requires.** Admin permissions in your Paychex instance, or an Admin sharing their access with you, then follow the steps below to connect through Merge.dev.

**Watch out for.** Losing Admin access on the connecting account breaks the sync, since Merge can't read the HRIS data Lumos needs without it. There's no provisioning mode to switch to, because this integration doesn't support it at any permission level.

## Instructions

**Phase 1: Connect in Lumos**

1. Click the Paychex card in your Lumos integrations (reconnect an existing card or add a new one).
2. Click **Connect Paychex**.
3. Follow the instructions in the pop-up that appears to finish connecting the integration.

**Phase 2: Set the source of user data (optional)**

1. After connecting, you can set Paychex as a source of user data in Lumos.
2. Review the **Source of Truth** settings to control how Lumos reconciles user records.

## Troubleshooting

**Connection or permission errors.** Confirm you have **Admin** permissions in your company's Paychex instance, or that someone has shared their Admin access with you. Without it, Merge can't read the HRIS data Lumos needs.

**Employee data isn't syncing.** Check that the connection is healthy and that the connecting account still has the required access in Paychex. Review the Lumos integration logs for specific error messages.