Paychex New Employee Packet Submission and Certification
This document provides the instructions and forms needed for new employee information submission to Paychex. It includes sections for employer and employee information, as well as the dispute resolution agreement. Instructions for spreadsheet submission, online payroll summary, and NEP submission are detailed in the document.
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To fill out this form, start by selecting your preferred submission option. Follow the instructions provided for each section and ensure all required information is accurately entered. Sign and date the form where indicated.

How to fill out the Paychex New Employee Packet Submission and Certification?
1
Select your submission option.
2
Complete the required sections accurately.
3
Sign and date the form.
4
Attach any required documents.
5
Submit the form as per the given instructions.
Who needs the Paychex New Employee Packet Submission and Certification?
1
Employers who need to submit new employee information to Paychex.
2
HR managers responsible for handling employee data.
3
Employees who need to provide their personal and employment information.
4
Supervisors required to verify and complete corporate information.
5
Union representatives ensuring compliance with employment agreements.
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What are the instructions for submitting this form?
To submit this form, ensure all required sections are completed accurately and signed. Attach any necessary documents and submit as per the instructions provided. Submissions can be made online through the designated platform, via email to the specified address, by fax, or through physical mail to the given address. Our advice is to double-check all information for accuracy to avoid delays in processing.
What is the purpose of this form?
The purpose of the Paychex New Employee Packet is to facilitate the submission of new employee information to Paychex. This includes providing accurate and complete data for employee setup, ensuring compliance with employment agreements, and processing benefits and other resources. The document also outlines the dispute resolution agreement and other legal requirements related to employment.

Tell me about this form and its components and fields line-by-line.

- 1. Office/Client Number: Unique identifier for the office or client.
- 2. Option 1 - Spreadsheet Submission and Certification: Submit employee information via spreadsheet attachment, requires authorized signature.
- 3. Option 2 - NEP Submission: Complete sections B1 and B2 for NEP submission.
- 4. Option 3 - Online payroll clients only: Print online payroll summary information for new employee in place of completing Section B1.
- 5. A - EMPLOYEE INFORMATION SUBMISSION AND CERTIFICATION: Authorized representative signs and attests to the accuracy of the submitted information.
- 6. B1 - CORPORATE INFORMATION COMPLETED BY MANAGER OR SUPERVISOR: Manager or supervisor completes employee and corporate information including SSN, wage rate, location, job title, etc.
- 7. B2 - EQUAL EMPLOYMENT OPPORTUNITY INFORMATION: Complete job category information and visually assess employee's national origin/race.
What happens if I fail to submit this form?
Failure to submit this form could result in delays or inaccuracies in employee setup and processing.
- Incorrect Employee Setup: Incomplete forms may lead to incorrect employee information being recorded.
- Compliance Issues: Failure to submit required information can result in non-compliance with employment laws.
- Delayed Benefits Processing: Inaccurate or incomplete submissions may delay the processing of employee benefits.
How do I know when to use this form?

- 1. New Employee Hire: Submit required information when a new employee is hired.
- 2. Employee Information Updates: Use the form to update or correct employee information.
- 3. Employee Benefits Enrollment: Submit information for processing employee benefits.
- 4. Compliance with Employment Agreements: Ensure all employment agreements and legal requirements are met.
- 5. Union Employee Submissions: Submit required information for union-represented employees.
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