Client Status Communication for Payroll Managers with Paylocity
The Problem
Payroll Managers field the same 'where is my return' / 'did you get my docs' emails all day, and the ones who don't get answers within a few hours churn to a faster firm.
What We Build in Paylocity
AI drafts personalized status replies from the live matter state in ADP Workforce Now, surfaces anything the client is blocking, and escalates tax-sensitive questions to a human — response time drops from hours to minutes. Purpose-built for teams running Paylocity — uses the native API or agent integration so nothing leaves the system of record.
Paylocity Integration Approach
Audit your Paylocity configuration
We map the specific Paylocity objects, custom fields, and workflows the automation needs to touch for your multi-state payroll practice.
Build on the Paylocity API or agent
Integration happens inside Paylocity — 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 Paylocity with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Paylocity instance
30-minute call. We'll look at your actual Paylocity setup and show exactly how this workflow fits.