Integrating Paycor into your case takes just a few steps:
Request User Role from Selerix Support
Request and receive Paycor setup information
Add Paycor as a Payroll Provider
Creating the Paycor Adapter on the case
Configuring the Paycor Adapter on the case
Setting up EDI Deduction Codes
STEP 1: REQUEST NEW USER ROLE – API INTEGRATION
Contact Selerix Technical Support (Support@Selerix.com) and request the API Integration role for your user account.
This provides access to Integrations via the Data Management menu.
STEP 2: REQUEST PAYCOR SETUP INFORMATION
Contact Paycor Customer Service representative to initiate an integration.
Paycor will provide a set of credentials for access to the specific client/employer group
Paycor will provide a list of Deduction Codes currently in use for Benefits for each company code.
Paycor will supply valid values for other fields (Client ID, Location, Department, etc.)
Use this information in Steps 5 and 6.
STEP 3: ADD PAYCOR ACCESS TO THE CASE
- Select Case Info from the Case Setup menu.
- Click the Access tab.
- Select PAYCOR from the Payroll Administrators list.
- Click Save.
STEP 4: CREATE THE PAYCOR ADAPTER
After receiving the API Integration role, you can then add and configure the Paycor Adapter.
To create a Paycor adapter for API integration with BenSelect:
- Login to your BenSelect site and select the case that is integrating with Paycor.
- Go to Data Management >> Integrations. The Integrations page displays options for adding a new integration.
- Click to create a new integration. The Add Integration dialog box opens.
- Click the Adapter drop-down list and select Paycor Integration Provider.
- Click Add. The Paycor Adapter Setup page displays options.
Now you can configure the Paycor adapter with the case-specific settings. Use the Paycor Configuration Spreadsheet for each field.
STEP 5: CONFIGURE THE PAYCOR ADAPTER
Using the information from Paycor, enter the required information in each section of the Paycor Adapter Setup. Note that hovering your mouse over the label for each field provides additional information about the field.
General Settings
Name Enter the name identifying the Paycor configuration in the list of active integrations. Recommendation: Paycor Connection for Group_name (# group_number).
Company – Select the payroll company identified on the plans. Note: If you have defined Paycor as a provider, you can set up (in EDI Parameters) deduction codes that are separate from those defined as “Payroll Dept.”
Contact User – Select the user who is responsible for the setup of the integration.
Default User - Select the user that you want to have associated with changes received from Paycor.
Stability Delay – Select the time, in minutes, for the integration to wait in between events for the same employee. Recommended setting is 0.
Deliverable – Associate a deliverable to the integration. This association ensures that any events exchanged via the Paycor integration are tracked on the employee’s EDI tab. Additionally, it ensures any issues associated with the integration are displayed on the Home page Deliverables widget.
Client ID – Paycor provides the value for this field.
Postpone if After – Set the date after which no data exchange should occur.
Enabled - When you have completed the setup, enable the integration by clicking Yes. Leave this option set to No until the integration setup is complete.
Locations Settings
The Locations section allows you to configure the source for the location and the department. These are mapped to fields provided by Paycor.
Location Source – Select the source for the location field.
Department Source - Select the source for the Department field.
Associated Locations - Locations are mapped using Cost Center codes in Paycor. Click the + icon to add a new Location, Client ID and Paycor code. Complete for each Location.
Job Class Settings
Job Class Source – Select the source for the Job Class field.
Connection Settings
Connection – Select Production.
Auto-sync – Select Inbound Events and/or Outbound Events, to automatically sync the system with these types of events. These changes will be made without any HR/Admin review.
Sync All – If you leave the Auto-sync options deselected, select Sync All will sync all payroll processes.
System of Record Settings
Set Employees to Paycor; set Benefits to BenSelect.
Users Settings
Users – Add users to this list if you wish to allow them to change the configuration.
A user’s access to events processed by the configuration is controlled by granting the API integration role to the user. Contact Selerix Technical Support for assistance with this task.
Error Notification Settings
This section contains options for notifications regarding the integration.
Send Error Notifications – Select this option to choose to Send error notifications from the case.
Notification Interval – Select how often error notifications should be sent.
From – This option is preset, based on the user currently logged into the case, going through setup.
To – Select the user to receive the notification.
Add – Click this button to add users to the notification.
STEP 6: SET UP EDI DEDUCTION CODES
To ensure that the right codes for deductions and earnings are communicated through the Paycor integration, set up EDI Deduction Codes.
This step assumes the following regarding Paycor (as the Payroll department integration):
Paycor is set up as a Payroll department and selected on the associated Pay Groups
Paycor is assigned access (via Case Info >> Access)
Paycor is selected on the Deduction Processing tab on the Benefit Plan
To set up the deduction codes:
- Go to Case Setup >> EDI. The Electronic Data Interchange (EDI) screen displays tabs for setting up EDI parameters.
- Click the Deduction Codes tab.
- Select the Payroll Company (typically set up as Paycor).
- Click the Add icon.
- For each plan that you are sending, set up the Job Class, Plan, Product, Tier, Pretax/Post-tax, Deduction Code, Deduction Name, Deduction Type, Deduction Subcode, and Deduction Subtype as required by Paycor.
- Ensure that the Deduction Code matches the Deduction Codes on the Deduction Codes tab of the spreadsheet. (This applies for EE=paid costs.)
Note: For ER-paid costs, put the Deduction Codes into the Deduction Subcodes box in EDI.
- Ensure that Deduction Subcodes match the Earning Codes on the Earning Codes tab of the spreadsheet.
- Click Save after you have set up all options.
Best Practice for Handling OE with a Payroll Integration
During OE, clients typically do NOT want new plan year deductions sent, until a specific point. You should check with the client before sending any new plan year deductions.
The Paycor Integration Adapter has this option: Postpone if after. This field is used to:
Hold transmission of any deductions later than the given date, as long as the date is in the future.
For example, suppose the date is set to 12/28/2025. Up to December 28th, the system will delay delivery of deduction changes effective after 12/28/2025. After December 28th, this setting will be ignored, and deduction changes will be sent without delay.
Deductions whose delivery is postponed will show up in the Ready for Processing category. They will accumulate there until the given date passes. This is acceptable for two reasons:
This list is otherwise very short. Events appear only for a few moments, then they are moved to other categories (errors or successfully processed).
These future events should drop to the end of the list, since their scheduled processing dates are in the future.
While most useful for cases with multiple plan years, this setting can also be used for any open enrollment in which the Payroll integration provider does not want to receive the deduction changes for OE yet.
Note: If there are new products added for open enrollment, make sure and add the deduction codes and earning codes in EDI to ensure those deductions are sent to the payroll via the API integration.
