Client Onboarding for Payroll Managers with ADP Workforce Now
The Problem
Onboarding a new Multi-State Payroll client means chasing prior-year returns, engagement letters, and a dozen document requests — and every delay pushes the first billable task further out.
What We Build in ADP Workforce Now
AI drafts the engagement letter, generates a tailored document-request list for the client's Multi-State Payroll profile, chases missing items across email and ADP Workforce Now, and hands the partner a ready-to-work file — first billable task starts in 3 days, not 3 weeks. Purpose-built for teams running ADP Workforce Now — uses the native API or agent integration so nothing leaves the system of record.
ADP Workforce Now Integration Approach
Audit your ADP Workforce Now configuration
We map the specific ADP Workforce Now objects, custom fields, and workflows the automation needs to touch for your multi-state payroll practice.
Build on the ADP Workforce Now API or agent
Integration happens inside ADP Workforce Now — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in ADP Workforce Now with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your ADP Workforce Now instance
30-minute call. We'll look at your actual ADP Workforce Now setup and show exactly how this workflow fits.