Paychex Flex Account Setup – Training Sign-Off
Complete this form after watching the account setup training video.
Please complete this form after you finish watching the Paychex Flex Account Setup training video. By signing, you confirm you watched the whole video and set up (or will set up) your Paychex Flex account.
Employee Full Name
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First Name
Last Name
Job Title / Position
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Phone Number
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Please enter a valid phone number.
Format: (000) 000-0000.
Email Address
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example@example.com
What kind of phone do you use?
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Android phone (Samsung, Pixel, etc.)
iPhone or iPad (Apple)
I use a computer instead
Date You Watched the Video
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Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Training Acknowledgments
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I watched the entire Paychex Flex Account Setup video.
I know how to find the ‘Time to set up your Paychex Flex account’ email and complete the 3 setup steps.
I know how to sign up at paychexflex.com if I did not get the email.
I know how to download the Paychex Flex app (blue icon with a white P) and sign in.
I know how to view my pay stubs and find my W-2.
I know how to set up or change my direct deposit, or to call the office if I cannot.
I know how to recover access to my account if I cannot sign in.
I will keep my account sign-in details and verification codes private and never share them.
I will call the office right away if I see a bank or pay change I did not make.
Have you finished setting up your Paychex Flex account?
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Yes, my account is set up and I can sign in
Not yet – I will finish it this week
I need help from the office
Do you have any questions or need help with Paychex Flex?
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Yes
No
If yes, please describe your question
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Employee Signature
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Today’s Date
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-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Submit My Sign-Off
Submit My Sign-Off
Should be Empty: