See How Hire2Retire Can Drive Success for Your Organization |17th Jan 2025|
How to Integrate Paychex to AD or Entra ID (Azure AD)

Synchronizing employee profile data between Paychex and Active Directory (AD) is essential to keeping an organization’s HR and IT operations running smoothly. However, this process is time-intensive and requires lots of tedious manual work to be done by Sysadmins. As a result, many companies search for Paychex to AD integration solutions to automate this process. Additionally, companies using Microsoft Entra ID need to find Paychex to Entra ID integration solutions.

Integrating Paychex to AD and Entra ID (Azure AD) can synchronize employee profile data for one or all of the following employee lifecycles:

Onboarding
Offboarding
Role or Profile Changes
Long-Term Leave

There are options available on iPaaS marketplaces that use data sync connectors to populate data from Paychex to AD or Entra ID. Most customers would then use PowerShell or another script to perform operations on this synced data. These options can sync the data but need a patchwork of scripts and automation to fully manage the employee identity lifecycle. In addition, these options are too complex to effectively scale and won’t work for organizations with hundreds or thousands of employees. The total cost of ownership (TCO) is also high as you must maintain the skilled resources needed to perform any changes to the code base. 

However, with Hire2Retire from RoboMQ, you get onestop Paychex to AD or Entra ID integration. Hire2Retire is a no-code, self-service, lightweight IGA (Identity Governance & Administration) product that provides enterprise-grade breadth and depth of the related requirement coverage. 

Hire2Retire: The Ultimate Paychex to AD or Entra ID Integration Solution

Hire2Retire is the complete, no-code business process automation for employee lifecycle management and identity lifecycle management. It integrates Paychex with AD and Entra ID (Azure AD) to automate HR profile changes to identity. Hire2Retire can scale up to tens of thousands of employee profiles, making it the perfect fit for organizations of all sizes.

– Ben Whitehill

Vice President of Information Technology, TrueCare

Provide a Superior “First Day at Work” Experience

Hire2Retire automates Active Directory (AD) account creation and Entra ID (Azure AD) account creation for new hires and provisions rolebased access to third-party applications and physical resources before they start their first day at work. Hire2Retire’s onboarding automation means new hires have everything they need to hit the ground running, and your organization makes a great first impression, which is proven to drive employee retention. 

Enhance Data Security with Timely & Secure Terminations

Any delays in removing system access from terminated employees are a data security and reputation risk for your organization. Hire2Retire automatically revokes access in near real-time and can be customized to do so at your organization’s preference. In the end, Hire2Retire’s offboarding automation gives you peace of mind from knowing your data is safe and secure. 

Access Provisioning on a “Need-to-Know” Basis

Employees should have access to the key systems and applications they need for their role and shouldn’t have access to the ones they don’t. Hire2Retire automates identity and access management (IAM) through its industry-leading Role-Based Access Control (RBAC). Hire2Retire also provides hundreds of SCIM Connectors to auto-provision employee access to third-party applications based on their role. For companies looking for Paychex to FreshService integration or Paychex to ServiceNow integration, Hire2Retire also connects to them and other popular service desks.

Achieve up to 90% Cost Avoidance on Employee Lifecycle Management

When the work required to create, update, manage, and synchronize hundreds or thousands of employee profiles piles up, it quickly becomes a huge cost sink. Hire2Retire makes it all quick, simple, easy, and fully automated, freeing your Sysadmins to focus on more important tasks and saving your organization money. 

Integrate Paychex To AD and Entra ID in 4 Easy Steps with Hire2Retire

While other integration solutions use a complex web of individual connectors and scripting, Hire2Retire’s no-code, intuitive UX-based interface makes integrating Paychex to AD and Entra ID a breeze.

Hire2Retire uses Paychex as a source of truth (SOT) for employee identity lifecycle management. It receives employee profile information including Basic PII for account creation, job-related information to assign role-based access privileges, start date, and last day worked to determine the lifecycle stage, and reporting information to make sure the Global Address List (GAL) and org chart is always current.

Here’s how to set up a Hire2Retire integration in just 4 easy steps:

1: Connect Paychex to Hire2Retire

Hire2Retire offers two methods of ingesting data from Paychex:

File Extract Integration
API Integration

For the file-based integration, you will use the Paychex Reporting tool to request SFTP exports of data files with the employee HR attributes you want to synchronize to the Identity Provider (IdP) setup. You can set these data file extracts to run automatically at scheduled intervals and be sent to Hire2Retire via SFTP, with RSA key authentication and encryption to ensure secure data synchronization. 

With APIbased integration, Hire2Retire will use the Paychex Rest API to securely retrieve employee profile data in near real-time, allowing for immediate and automated data synchronization.  

2: Connect AD and Entra ID (Azure AD) to Hire2Retire

Hire2Retire can connect Paychex to the following Identity Provider (IdP) setups:

On-Prem Active Directory
Cloud-Only Entra ID (Azure AD)
Hybrid AD (AD and Entra ID)

After selecting your preferred IdP setup option, you will connect to multiple endpoints based on your choice of IdP configuration to leverage the features and functionality offered by Hire2Retire. Typically, most customers in a Hybrid setup will connect to on-prem AD for account creation or updates, and to Entra ID, Exchange Online, and SharePoint to manage cloud resident groups, OneDrive, and Shared Mailboxes.

3: Set up Identity Lifecycle Business Process

This is the most important step where you would define your own business process as to how you onboard employees, assign UPN or email, manage role-based access control, handle terminations, and perform access and resource assignment or de-provisioning. You can do all of this without a single line of code on our simple intuitive UX by simply making choices on dropdowns, checkboxes, and radio buttons.

This step involves the following activities:

Define Paychex input Data
Map Paychex HR profile fields to IdP (AD or Entra ID) attributes
Define your personalized business process rules for each of the employee lifecycles of onboarding, change of role, termination, and long-term leaves
Define profile-driven rule-based assignment of privileges or group memberships to security groups, O365 groups, and distribution lists based on your IdP setup
Setting up template-driven emails that can be sent upon a lifecycle change with employee-specific AD or HR attributes using Communication Hub
Configuring role-based (RBAC) or attribute-based (ABAC) Access Provisioning to third-party applications using Hire2Retire’s SCIM gateway
Configuring resource provisioning workflows to automate ServiceDesk integration create incidents, requests, or trigger approval-based workflow for resource or asset allocation

Defining your identity lifecycle is highly customizable, ensuring that you can tailor Hire2Retire to perform the exact actions or operations you need to manage an individual employee identity lifecycle for all employees of your organization.

4: Assign Group Memberships or Privileges with Role-Based Access Control (RBAC)

Profile-driven rule-based assignment of privileges through group memberships in a core feature to implement “need to know” basis access and assignment of resources. Hire2Retire’s industry-leading RBAC is an optional but highly recommended part of the Hire2Retire setup process. By using AND/OR conditions, you can create rulesets using one or more employee profile attributes to assign memberships to security groups, mail-enabled distribution lists, Microsoft 365 groups, and more. The choices or the groups that you can manage memberships of depend on your Identity Provider (IdP) Setup.

Don’t Waste Any More Time! Start your Hire2Retire Journey Today!

Integrating Paychex to AD and Entra ID (Azure AD) with Hire2Retire automates employee identity lifecycle management, providing a superior “First Day at Work” employee experience, enhancing data security, and saving time and money. It’s no surprise that over 115 companies use Hire2Retire to sync employee profiles to AD, Entra ID, and Google Workspace.

The only question left is: what are you waiting for? Book a one-on-one discovery call with a Hire2Retire integration expert today and take the first step into a new world of employee lifecycle management!

Picture of <strong>Somya Shrimal</strong>

Somya Shrimal

Somya Shrimal is a Marketing Specialist at RoboMQ. She is a tech enthusiast and a prolific blogger who helps businesses stay up-to-date with the latest trends and best practices in the industry. Her expertise in SaaS, cloud, on-premises apps, and IoT has made her a go-to source for businesses looking to navigate the ever-changing tech landscape.