Maxwell Health has a Paychex Flex Enterprise compatible payroll report that will provide an import file employers can use to load their benefit deduction information into their Paychex Flex Enterprise payroll system. A pre-formatted Paychex Flex Enterprise deduction report can be downloaded from Maxwell Health at any time. It can then be uploaded to Paychex Flex Enterprise as needed.


Once you've indicated that Paychex Flex Enterprise is your preferred payroll vendor, confirmed that the Pay Component is turned on with Paychex Flex Enterprise, and provided us with all of the required information, we'll add this compatible payroll report.


The steps for setting up the compatible payroll report vary slightly based on the deployment status of your company's Maxwell Health portal. If your company is currently live on the Maxwell Health platform, and/or the implementation checklist has already been finalized, please see part A below. If your company hasn’t started implementation, and/or the implementation checklist hasn’t been finalized, please see part B below.


Please note that setting up the compatible payroll report follows a separate timeline than your Maxwell Health portal implementation, but setting up your reporting functionality won’t delay your portal from going live. It just means that your compatible payroll report may go live after your portal does.


A. Your company is currently live on the Maxwell Health platform, and/or the implementation checklist has already been finalized.

  1. Your advisor will notify their Maxwell Health Account Manager that you’d like to add the Paychex Flex Enterprise compatible payroll report to your portal.

    • Please note that, in order for the report to work, you’ll need to confirm with your Paychex Flex Enterprise representative that your Pay Component is turned on with them.

  2. We’ll ask you to fill out a specific checklist with information on your Paychex Flex Enterprise Client ID, deduction names for each product, and each employee’s Paychex Flex Enterprise Employee ID number.

  3. Once we’ve received the completed specific implementation checklist, we’ll configure and add this compatible payroll report. This step will take us 4 business days from the time completed information is received.

  4. You’ll be notified once Step 3 is complete, and your Paychex Flex Enterprise compatible payroll report is available. You can then generate and download your payroll deduction report as needed.


B. Your company hasn’t started implementation on the Maxwell Health platform, and/or the implementation checklist hasn’t been finalized.

  1. You or your advisor will indicate on the Group Onboarding Form that a Paychex Flex Enterprise compatible payroll report has been requested. 

    • Please note that, in order for the compatible payroll report to work, you’ll need to confirm with your Paychex Flex Enterprise representative that your Payroll Component is turned on with them.

    • Did your advisor already submit the Group Onboarding Form without indicating your interest in the compatible payroll report? In that case, they should reach out to their Maxwell Health Account Manager to request an implementation checklist specific to the Paychex Flex Enterprise compatible payroll report.

  2. Your company’s implementation checklist will include an additional tab for the Paychex Flex Enterprise compatible payroll report. When you fill out the implementation checklist, you’ll also need to fill out the information on this tab, which includes your Paychex Flex Enterprise Client ID, deduction names for each product, and each employee’s Paychex Flex Enterprise Employee ID number.


  3. Once you’ve finalized the implementation checklist, we’ll begin the implementation process for your company’s Maxwell Health portal.

  4. We’ll notify you once we’ve completed building your company’s portal, and your advisor has reviewed and signed off on its accuracy. This step will take us 4 business days.

  5. You’ll be notified once Step 4 is complete, and your Paychex Flex Enterprise compatible payroll report is available. You can then generate and download your payroll deduction report as needed.