Activating a New Paychex Copilot Account

Creating an Account and Logging In

If you have an existing Paychex account, you can simply log in with your Paychex credentials. Otherwise, follow these steps to create a new account.

Note:

The platform offers different account types, including recruiting accounts and potentially other account variations like employee accounts. If you're unsure about which account type is right for you, contact Support for guidance on selecting the appropriate account for your needs.

Important: Accounts with no activity for 90 days are automatically deactivated. Be sure to log in regularly to maintain an active account status.

Before Findem can provision Copilot and send your activation/onboarding email, both of the following must be completed and on file:

• A signed investment summary that matches the active quote in the operational system
• A signed Copilot Service Agreement

The signed documents must align with the quote that is active/primary in the system.

1. From the sign up page, click Sign up (or Sign in if you already have an account). You're also able to create an account with your Google SSO login credentials or an existing Paychex account.
   
2. Start by entering your name and email address, along with a new password. If using Google or an existing Paychex account, click the applicable button. Click Continue with email.
   
3. Read and accept the Terms of Use and head to your email to verify the new account.
4. In the email, click Verify Email. You'll be redirected to the Findem onboarding flow.
5. Before logging in, you'll be asked a few basic questions about your sourcing practices, including what you're looking for in an ideal candidate. Although optional, these questions help Findem get a better idea of what you're looking for, and will help lead to more accurate results for you. If you don't want to answer, click Skip Step at the top of the screen.
   
   
6. Next, choose the pricing plan you'd like. For more about Findem tiers and what's included in each, check out this help article.
   
7. Once you've selected a plan, you'll be directed to the Findem home page, where you'll see a few options to get started creating your first sourcing search. Click here to learn more about sourcing with Paychex Copilot.