PAYLOCITY CONSULTING SERVICES
ROCKCREST provides expert implementation, optimization, and support for Paylocity, a cloud-based HR and payroll platform. We help organizations streamline HR functions, payroll processing, time tracking, benefits administration, and talent management with Paylocity’s user-friendly, integrated tools and automation capabilities.
SERVICES PARTNER
As a certified Paylocity Services Partner, we work closely with Paylocity and their customers to fully maximize the value of their investment in Paylocity solutions.
System Implementation and Configuration
Leading the implementation of Paylocity’s HR, payroll, benefits, and talent management modules, including configuring company structures, user roles, tax settings, payroll schedules, and data migration from legacy systems.
Time and Attendance Configuration
Implementing Paylocity’s Time and Attendance module, including setting up time clocks, mobile punching, shift differentials, overtime policies, and automated time-off requests to integrate seamlessly with payroll.
Payroll Setup and Optimization
Configuring Paylocity’s payroll system, including tax calculations, direct deposit setup, earnings and deduction codes, and compliance with federal, state, and local regulations. Optimizing payroll processing for accuracy and efficiency.
Benefits Administration Setup
Configuring and managing benefits plans, eligibility rules, open enrollment workflows, and employee communication templates within Paylocity’s Benefits Administration module. Ensuring compliance with ACA and other regulatory requirements.
Recruiting and Onboarding Process Implementation
Setting up Paylocity’s Recruiting and Onboarding modules to streamline job requisitions, candidate tracking, interview scheduling, and the automated onboarding process, including document collection and compliance forms.
Employee and Manager Self-Service Portal Setup
Configuring Paylocity’s self-service portal for employees and managers, enabling access to payroll information, benefits management, time-off requests, performance reviews, and personal data updates, improving productivity and reducing administrative overhead.
Performance Management and Learning Development Configuration
Deploying Paylocity’s Performance Management tools to create and manage performance reviews, goal tracking, and succession planning. Implementing Learning Management capabilities for employee development, training, and compliance tracking.
Reporting, Analytics, and Compliance Tracking
Building custom reports and dashboards using Paylocity’s reporting tools to track key HR metrics, payroll data, benefits enrollment, and compliance with legal requirements such as ACA and FLSA. Ensuring compliance through automated alerts and audit trails.
CUSTOMER STORIES
Below are examples of customers we have successfully partnered with to support their Paylocity initiatives.
Paylocity Optimization
Valor Oil, a 300-employee company, partnered with ROCKCREST to optimize their Paylocity system. Our consultant conducted a full system assessment, identifying underutilized features and inefficiencies. We provided support and light troubleshooting, focusing on resolving issues with accruals and improving onboarding workflows. By streamlining processes and maximizing system functionality, Valor Oil saw immediate improvements in system performance and HR operations, ensuring their Paylocity investment delivered greater value across the organization.
Paylocity Support
Integrated Care Partners, a 200-employee healthcare organization, partnered with ROCKCREST to address critical issues in their Paylocity system after two years of use. Our consultant resolved multi-state EIN discrepancies, optimized permissions, and improved EIN and compensation reporting capabilities. By streamlining these areas, ROCKCREST not only addressed immediate needs but also provided strategic recommendations for broader system improvements, enhancing overall functionality and positioning Integrated Care Partners for efficient, compliant operations.
Paylocity Assessment & Support
Ascendum Machinery, a 320-employee machinery manufacturing company, partnered with ROCKCREST to optimize their Paylocity system after a suboptimal implementation. Our consultant conducted a full system assessment, resolving issues across Payroll, Benefits, Recruiting, and other modules while providing best practice recommendations. We also reconfigured workflows, corrected coding issues, and streamlined processes across Time and Labor, Expenses, and Compensation. ROCKCREST’s expertise enabled Ascendum to fully utilize Paylocity, improving efficiency and enhancing overall HR functionality.
Paylocity Compliance
Performance Trust Capital Partners, a financial advisory firm with 400 employees, partnered with ROCKCREST to address a critical transition involving the consolidation of their ESOP and Employee Group under a single EIN in Paylocity. Our consultant ensured the seamless migration of employee and ESOP data into a unified entity, meeting strict deadlines ahead of open enrollment in November and January bonus payments. ROCKCREST’s expertise enabled compliance with regulatory requirements and a smooth operational transition within Paylocity.
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