To move your team, pay history, and tax documents into Freedom, our team needs admin-level access to your Paychex Preview account. You add [email protected] as a user; Freedom never asks for your password.
Sign in to Paychex Preview as the account owner or an administrator.
Add [email protected] as a new user. If Paychex Preview asks for a name, use first name "Freedom" and last name "Setup". If it requires a phone number, use your company's main number.
Give the new user administrator permissions, or the closest role that can view and download payroll reports and tax documents.
Save or send the invitation. If Paychex Preview does not email new users, email the user name you created to [email protected]. Do not include the password; our reply includes a phone number you can call to share it.
Back in Freedom, open Transfer access to Freedom and check both boxes under "Done in Paychex Preview?" to confirm you added the user and gave it the role, then click "Confirm access granted in Paychex Preview".
Note: Confirming tells our team to start transferring your data. We'll email you when your data transfer is in Freedom. If you get stuck in Paychex Preview or would rather not add a user, click "Email us instead" on the Transfer access to Freedom page in Freedom and we'll arrange the transfer with you.