Set staff Custom IDs (Paychex Worker ID):
Open POS Time Tracker in Shopify Admin.
Go to Staff.
Set Custom IDs directly in the staff UI, or use More actions > Map Custom IDs to upload them in bulk.
For bulk updates, download the CSV template, fill in each staff member’s customId, then upload the completed CSV.
Set your Paychex Company ID:
Go to Settings.
Find the Paychex Export section.
Enter your Paychex Company ID.
Save your changes.
Export Paychex hours:
Go to Reports > Daily Summary.
Select the payroll date range.
Open Export.
Choose Paychex Export.
The Paychex Worker ID column uses each staff member’s Custom ID.
Leaving a staff member’s Custom ID blank will leave their Worker ID blank in the export.
Daily Summary totals use your store’s overtime settings.
Leave the overtime threshold blank in Settings if you do not want overtime calculations.
