Operating KPI Dashboard for Payroll Managers with Paylocity
The Problem
Every Multi-State Payroll KPI lives in a different tool and the owner only sees them when the controller rebuilds the deck.
What We Build in Paylocity
AI pipes KPIs from ADP Workforce Now and every other system into a live dashboard, writes weekly commentary on movement, and sends an exception summary — the owner sees the business in real time. 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.