Watch Jim Cramer's full interview with Paychex CEO John Gibson

IF YOU WANT TO GET A REAL READ ON EMPLOYMENT, I ALWAYS LIKE TO CHECK IN WITH PAYCHEX. THAT'S THE PAYROLL PROCESSOR AND OUTSOURCED HUMAN RESOURCES. PLAY MAINLY SERVES SMALL AND MEDIUM SIZED BUSINESSES.THIS MORNING, PAYCHEX REPORTED A MODEST TOP AND BOTTOM LINE BEAT. MANAGEMENT. RAISING THE MIDPOINT OF THE FULL YEAR EARNINGS FORECAST FOR THE SECOND QUARTER IN A ROW.SO FAR, SO GOOD. BUT WHEN SOME OF THESE ANALYSTS DUG DOWN, THEY SAW THINGS THEY DIDN'T LIKE. THE COMPANY'S MANAGEMENT SOLUTIONS BUSINESS NARROW ...