# AI Automation for Paylocity

> 6 workflow automations purpose-built on top of Paylocity — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/paylocity/
- **Automation count:** 6
- **Roles:** Payroll Manager

## Automations

- [Financial Due Diligence Prep for Payroll Managers](https://calish.com/workflows/with/financial-due-diligence-prep-for-payroll-manager-with-paylocity/) — AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book —
- [Operating KPI Dashboard for Payroll Managers](https://calish.com/workflows/with/operating-kpi-dashboard-for-payroll-manager-with-paylocity/) — AI pipes KPIs from ADP Workforce Now and every other system into a live dashboard, writes weekly commentary on movement, and sends an except
- [Client Onboarding for Payroll Managers](https://calish.com/workflows/with/client-onboarding-for-payroll-manager-with-paylocity/) — AI drafts the engagement letter, generates a tailored document-request list for the client's Multi-State Payroll profile, chases missing ite
- [Tax Document Gathering for Payroll Managers](https://calish.com/workflows/with/tax-document-gathering-for-payroll-manager-with-paylocity/) — AI monitors ADP Workforce Now and the client portal, auto-classifies incoming documents, flags what's missing against the prior-year return,
- [Tax Return Review for Payroll Managers](https://calish.com/workflows/with/tax-return-review-for-payroll-manager-with-paylocity/) — AI reconciles each line of the return against source docs in ADP Workforce Now and the prior year, explains variances over 5%, and produces 
- [Client Status Communication for Payroll Managers](https://calish.com/workflows/with/client-status-communication-for-payroll-manager-with-paylocity/) — AI drafts personalized status replies from the live matter state in ADP Workforce Now, surfaces anything the client is blocking, and escalat

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