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Community Nonprofit Migrates 2,585 Historical HR Documents

For nonprofits focused on advocacy and community development, time spent on paperwork is time taken away from serving people. That was the challenge for a New York based community nonprofit dedicated to advancing social justice and economic opportunity. Their HR team needed to migrate 2,585 historical records including W2s, W4s, I-9s, personnel files, and agreements into Paylocity, but the process was too complex and time intensive to manage manually. The team was buried in a M.E.S.S (Manual Efforts & SpreadSheets), where every document move drained limited resources. With compliance requirements and sensitive employee data at stake, efficiency and security were critical. TAP Innovations introduced its proprietary Historical Document Migration Solution™. Using smart workflows, TAP automated the secure transfer of every file, eliminating inefficiencies and ensuring accuracy. The HR team regained confidence in their records while reclaiming time for mission driven work. "The project ran smoothly, and we are glad to have our records where they belong." - VP Sales, community nonprofit organization

Cal's Convenience Integrates Paycor with Paycor

You know when your business is growing fast and your systems are just not keeping up? That was the case for Cal's Convenience, operating across 207 locations in Texas, New Mexico, and Oklahoma. With more than 2,000 employees across their convenience stores, food service locations, and franchise sites, their employee time off tracking was being held back by outdated and manual processes. Accrual policies had to account for key milestones like six months or one year of service. Trying to handle this manually for bi-weekly payroll runs across multiple systems created avoidable delays, errors, and confusion. This problem is one many growing businesses face: outdated processes slowing down critical operations. TAP Innovations fixed that. We built an automated integration using Paycor’s application programming interface (API), employee data, and precise rules for policy transitions at key anniversaries. “We finally have the visibility and automation we needed without chasing down spreadsheets and dates. This changed everything.” – HR Manager, Cal's Convenience

Neighborhood Legal Services Integrates LegalServer with Paycor

Imagine tracking time manually for dozens of attorneys across six locations, all while handling the complexities of payroll, billing, and compliance. That was the reality for Neighborhood Legal Services, a nonprofit law firm serving low-income families across Pennsylvania. With 68 employees and a strong mission to provide civil legal aid, their teams were spending too much time on back-end operations instead of client advocacy. They needed to streamline how time and leave data traveled from their Legal Case Management system, LegalServer, into Paycor for payroll. And they needed it fast. TAP Innovations took care of it. We automated the flow of punch data, approved leave, and time off directly from LegalServer to Paycor through a secure SFTP channel. “You guys have been great and you certainly been on top of things and kept us moving, which I really appreciate. So, thanks so much, definite 5.” – Executive Director, Neighborhood Legal Services

Southeastern Equipment Migrates 4,829 Historical HR Documents

Imagine running a multi-state equipment rental and sales company while juggling thousands of employee files stuck in a legacy system. That was the challenge for Southeastern Equipment Co. Inc., a trusted provider of construction and industrial machinery across Ohio, Kentucky, Indiana, Michigan, and West Virginia. Their HR team had to manage nearly 5,000 historical documents trapped in ADP, creating inefficiencies and compliance risks while trying to support 260 active employees and a history of terminated staff records. The manual process left them caught in a M.E.S.S (Manual Efforts & SpreadSheets), slowing down operations and exposing sensitive information to potential errors. They needed a reliable and secure way to transfer all employee artifacts into Paycor. TAP Innovations delivered with its proprietary Historical Document Migration Solution™. By automating the secure transfer of W2s, W4s, I-9s, personnel files, and agreements from ADP into Paycor, TAP streamlined workflows, safeguarded compliance, and returned valuable time to their HR team. “Appreciate the communication and updates throughout the project.” - HR Director, Southeastern Equipment

Manufacturing and Packaging Company Migrates 6,033 Historical HR Documents

Have you ever felt like your HR team spends more time managing paperwork than supporting people? That was the case for a multi-state manufacturing and packaging company serving customers across food, personal care, and industrial markets. With operations spread across several facilities, their HR teams were dealing with a M.E.S.S (Manual Efforts & SpreadSheets) while managing thousands of employee records split across multiple HCM systems. TAP Innovations stepped in with its secure Historical Document Migration Solution™, automating the transfer of more than 6,000 employee files. From W2s and W4s to I-9s, personnel files, and agreements, every document was migrated accurately and securely, restoring confidence in compliance and efficiency. "The migration process removed a huge burden from our HR team."- Security & Technology Manager, manufacturing and packaging company

Honeygrow Integrates Paycor with PlayerLync

Do you ever try to grow quickly while keeping your culture and training sharp across hundreds of restaurant locations? That was the challenge Honeygrow faced. As a fast-growing, farm-to-table restaurant chain with 29 regions across the Northeast and Southeast, Honeygrow prioritizes fresh food, sustainable sourcing, and meaningful team development. But their growth meant managing employee data across platforms became a full-time juggling act. Without an automatic flow between Paycor and PlayerLync, their training platform, critical demographic data had to be manually re-entered, often delaying employee access to learning modules. TAP Innovations fixed that. We built an integration that pushes employee demographic data directly from Paycor to PlayerLync, saving time and ensuring every new team member gets up and running quickly. “This gives us speed and accuracy across all of our stores. It is a huge win for operations.” – Director of Operations, Honeygrow

Hamra Management Integrates Paycor with Panera Bread

Have you ever tried keeping seven thousand employee records updated across multiple brands and regions? Hamra Management, a franchise operator for brands like Panera Bread, Wendy's, and Noodles & Company, knows that challenge all too well. Operating across the Midwest, Southwest, and Southeast, Hamra needed Paycor to sync perfectly with their Panera Bread Point-of-Sale (POS) system. But with no built-in connection, employee updates required manual coordination between HR and store operations. The result? Delays, mismatches, and inefficiencies that slowed down both hiring and daily management. TAP Innovations fixed that. We created a high-frequency integration that securely extracts and validates employee data from Paycor every two hours, encrypts it, and delivers it to Panera Bread’s systems with precision and speed. “This solution let our team focus on hospitality and service, not spreadsheets. TAP Innovations helped us modernize how we work.” – President / CEO, Hamra Management

Technology Consulting Company Migrates 5,000 Historical HR Documents

Supporting mission critical technology initiatives requires speed, accuracy, and focus, but one technology consulting company found its HR operations slowed by thousands of historical employee files. With 5,000 HR documents spread across multiple systems, the HR team was buried in a M.E.S.S (Manual Efforts & SpreadSheets) that drained time and increased compliance risk. Employee records including W2s, W4s, I-9s, personnel files, and agreements were scattered between platforms, making retrieval inefficient and audits stressful. TAP Innovations deployed its proprietary and secure Historical Document Migration Solution™, automating the migration of all historical HR records into Paylocity. By eliminating manual rework, TAP delivered accuracy, speed, and enterprise-grade security. "Thank you for the flexibility your team is showing to accommodate all types of document migration." - Director of Information Security & Compliance, technology consulting company

OC Bridges Migrates 6,000 Historical HR Documents

For organizations that provide care and opportunity, reliable data management is key. OC Bridges, an individualized Adult Day Program serving adults with developmental disabilities, helps participants build independence and purpose through training and vocational support. When preparing to migrate HR and payroll systems, OC Bridges faced a serious challenge: thousands of important employee documents were locked away in a legacy platform with no automated way to move them securely. TAP Innovations implemented its proprietary and secure Historical Document Migration Solution™, automating the transfer of 6,000 employee files. From W2s and I9s to personnel documents and agreements, TAP ensured each record was transferred accurately and safely, eliminating compliance risks and reducing manual effort. “TAP made the transition seamless and gave us confidence in the accuracy of our records.”- Program Director, OC Bridges

Dorothy Lane Market Migrates 15,987 Historical HR Documents

Imagine running a gourmet grocery chain where every detail matters from fresh produce to signature desserts yet behind the scenes, HR staff are stuck digging through decades of old employee files. That was the challenge for Dorothy Lane Market, a company known for excellence in food and customer service but slowed by a M.E.S.S (Manual Efforts & SpreadSheets) in their HR processes. Managing thousands of sensitive records like W2s, W4s, i9s, personnel files, and agreements created unnecessary risks and consumed staff time that could have been better spent supporting employees. They needed a way to securely move all their legacy documents from ADP into Paycor without manual hassles or compliance risks. TAP Innovations deployed its proprietary Historical Document Migration Solution™, ensuring a secure, automated transfer of 15,987 records. The solution delivered speed, accuracy, and peace of mind by safeguarding employee data throughout the migration process. “Great work! So happy to work with the team and looking forward to working together in the future again.” - Director of Human Resources, Dorothy Lane Market

Multi Location Truck Parts Supplier Migrates 1,000 Historical HR Documents

Supporting commercial fleets and service shops across multiple states requires reliability and speed, but a long standing truck parts supplier found its HR operations slowed by fragmented employee records. With 1,000 historical HR documents split between two HCM platforms, the HR team was caught in a M.E.S.S (Manual Efforts & SpreadSheets) that made compliance checks time consuming and stressful. Employee records including W2s, W4s, I-9s, personnel files, and agreements had to be moved carefully and securely, yet manual processes increased the risk of errors and delays. TAP Innovations deployed its proprietary and secure Historical Document Migration Solution™, automating the migration of all historical HR files into the target HCM system. The solution ensured accuracy, protected sensitive data, and removed the burden of manual file handling. "TAP made the process seamless and secure. We can now manage records with confidence." - Director of Information Security & Compliance, truck parts supplier

Human Interest Migrates 32,000 Historical HR Documents

Ever felt overwhelmed by endless employee files piling up across multiple platforms? That’s exactly where Human Interest found themselves. With thousands of HR documents sitting in Zenefits and ongoing hiring data in Greenhouse, their team faced a M.E.S.S (Manual Efforts & SpreadSheets). The risk of losing access to historical records during their move to Paycor was real, and the manual effort to manage it all was daunting. TAP Innovations implemented its proprietary and secure Historical Document & Data Migration Solution™, automating the extraction and migration of 32,000 employee documents. This included a one-time migration from Zenefits into Paycor and continuous monthly transfers of new hire files from Greenhouse. With automation, TAP ensured accuracy, security, and timeliness while removing the risk of human error. “The automation saved us countless hours and gave us confidence that our records were accurate and secure.” – Sr. Director, People, Human Interest

The Dinex Group Migrates 45,000 Historical HR Documents

When your brand is built on delivering world-class dining experiences, the last thing you want is to be slowed down by thousands of old HR files. That was the challenge for The Dinex Group, founded by celebrity chef Daniel Boulud, where a back-office M.E.S.S (Manual Efforts & SpreadSheets) threatened to take valuable time away from people operations. Managing sensitive employee documents like W2s, W4s, i9s, personnel files, and agreements across ADP was time-consuming and risky. With restaurants across New York, Florida, and beyond, Dinex needed a secure and automated way to migrate over 45,000 records into Paycor. TAP Innovations stepped in with its proprietary Historical Document Migration Solution™, automating the secure extraction and migration of employee files. This eliminated manual processes, ensured compliance, and protected sensitive information giving Dinex staff peace of mind. “Happy with the communication and providing the update on time.”- RSD, The Dinex Group

Goldfarb Migrates 10,000 Historical HR Documents

Managing residential properties across the New York metro area is no small task and neither is keeping thousands of employee records accurate and secure during an HCM system change. For Goldfarb Properties, a real estate management firm with over 1,000 active and inactive employees, the challenge of moving historical files from ADP to Paycor quickly turned into a looming M.E.S.S (Manual Efforts & SpreadSheets). TAP Innovations delivered its proprietary Historical Document Migration Solution™, automating the transfer of 10,000 employee records including W2s, W4s, I9s, personnel files, and confidential agreements. Each file was securely mapped to the correct employee profile, reducing risk and ensuring compliance with industry regulations all while saving massive amounts of time compared to manual transfers. “TAP made it simple for us to access the historical files we needed in Paycor without risking delays or errors.”- CFO, Goldfarb Properties

Open Arms Home Care Integrates Paycor with HHA

In home care, trust and accuracy matter just as much behind the scenes as they do at the bedside. Open Arms Home Care provides compassionate, personalized care to seniors and individuals with special needs across Pennsylvania. With caregivers tracking time in their Homecare EHR system and payroll processed in Paycor, keeping data aligned became increasingly challenging. Manual reconciliation of time entries created delays, errors, and unnecessary administrative burden for a growing care team. TAP Innovations partnered with Open Arms Home Care to automate time tracking and payroll integration between HHA and Paycor, applying business logic to ensure accurate regular pay, overtime, and vacation tracking. “We can finally trust our payroll data. Everything just flows.” - CFO, Open Arms Home Care

Kitchen Social Integrates Paycor with Toast

Kitchen Social, a fast-growing restaurant group based in Ohio with five Midwest locations, was drowning in duplicate data entry and delayed payroll while trying to keep Paycor (HR/Payroll) and Toast (POS) in sync. TAP Innovations stepped in with a two-way integration that automatically pushes employee records from Paycor to Toast and pulls time-punch and tip data right back into Paycor. “Everything integrated perfectly on this current payroll, by the way! Thank you and the TAP team for all of your work to get us started so well. We have enjoyed working with you.” – Controller, Kitchen Social

Donatos Pizzeria Integrates Paycor with Aloha

With over 1,300 employees and nearly 340 locations across 21 states, Donatos Pizzeria is famous for its edge-to-edge toppings and signature quality. Yet behind the ovens, the leadership team lacked a clear, consistent way to access and analyze staffing data across the company. Manually pulling reports from Paycor to track associate headcount and store performance was time-consuming and error-prone. Donatos needed visibility into how each store stacked up against staffing goals and how to adjust those goals over time. TAP Innovations fixed that. We built a custom report integration that automatically pulls and transforms Paycor data, sending Donatos a weekly report that highlights real performance insights by store, title, and district. “I appreciate all of your work on this.” – Chief People Officer, Donatos Pizzeria

Viking Restaurants Migrates 20,172 Historical HR Documents

Running a restaurant chain means long hours, busy kitchens, and satisfied customers, but managing HR files should not feel like a full-time second job. Viking Restaurants, a franchise group that owns and operates multiple Burger King locations across the Upper Midwest, found themselves buried in a M.E.S.S (Manual Efforts & SpreadSheets). Thousands of employee records were locked in Paycom, creating compliance challenges and manual workloads for their HR team. TAP Innovations solved the problem with its proprietary and secure Historical Document Migration Solution™. TAP automated the transfer of 20,172 HR files, including W2s, W4s, I9s, personnel files, and agreements, from Paycom into Proliant. Every record was moved securely and accurately, eliminating manual work, saving hundreds of staff hours, and ensuring compliance readiness. “Everything seems to be going amazing. The team is doing a great job, and I appreciate all the effort.”- CEO & Franchisee, Viking Restaurants

Hamra Management Advances with Automated HR Reporting & Analytics

Restaurant and hospitality leaders know the frustration of juggling massive operations with outdated reporting. For Hamra Management, a franchise operator with 110 locations, 7000 employees, and brands like Panera Bread, Wendy’s, and Noodles & Company, the reporting burden created a constant M.E.S.S (Manual Efforts & SpreadSheets). Reports were difficult to standardize, time-consuming to produce, and often delayed critical insights. The lack of accessible dashboards meant leadership could not always act on the most accurate or timely data. TAP’s Reporting & Analytics Solution™ brought a secure, phased, people-focused approach to Hamra’s operations. We partnered closely to automate workflows, eliminate redundant manual reporting, and provide leadership with easy-to-access dashboards and real-time insights. The result was clear visibility across brands, locations, and functions. “TAP provided the tools and partnership we needed to simplify our reporting and empower our team with information that makes us stronger every day.” – President & CEO, Hamra Management

Next Level Brands Integrates Paycor with Wisetail

When you’re managing over 600 employees across 42 locations in the fast-paced food and beverage industry, keeping systems aligned is no small feat. Next Level Brands HR Services LLC needed a reliable way to sync employee data from Paycor to their learning management platform, Wisetail. With changes happening constantly, their HR team needed a smarter, faster way to keep every update accurate. TAP Innovations solved that. We connected Paycor with Wisetail and created a reliable process that keeps employee data accurate and always up to date. “This solution helps us stay focused on our people, not spreadsheets,” said the HR Manager at Next Level Brands.

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