# Client Onboarding for Payroll Managers with Paylocity

> 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 Paylocity — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [Paylocity](https://calish.com/workflows/tool/paylocity/)
- **Role:** [Payroll Manager](https://calish.com/workflows/for/payroll-manager/)
- **Specialty:** Multi-State Payroll
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-onboarding-for-payroll-manager-with-paylocity/

## 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 Paylocity

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 Paylocity — uses the native API or agent integration so nothing leaves the system of record.

## Paylocity Integration Approach

1. **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.
2. **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.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in Paylocity with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Onboarding for Payroll Managers](https://calish.com/workflows/client-onboarding-for-payroll-manager/)
- 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.

## Other Paylocity Automations

- [Financial Due Diligence Prep for Payroll Managers](https://calish.com/workflows/with/financial-due-diligence-prep-for-payroll-manager-with-paylocity/)
- [Operating KPI Dashboard for Payroll Managers](https://calish.com/workflows/with/operating-kpi-dashboard-for-payroll-manager-with-paylocity/)
- [Tax Document Gathering for Payroll Managers](https://calish.com/workflows/with/tax-document-gathering-for-payroll-manager-with-paylocity/)
- [Tax Return Review for Payroll Managers](https://calish.com/workflows/with/tax-return-review-for-payroll-manager-with-paylocity/)
- [Client Status Communication for Payroll Managers](https://calish.com/workflows/with/client-status-communication-for-payroll-manager-with-paylocity/)

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