Customer Successes
TAP offers amazing integrations, analytics, and custom app solutions and services to transform your business and build your ‘roads to efficiency’. These span HCM systems, Restaurant systems, and Custom Apps. Browse these categories to find the perfect solution for you and your team.
Slutty Vegan Migrates 9,869 Historical HR Documents
What happens when a fast-growing restaurant chain famous for bold flavors and big crowds suddenly faces a back-office M.E.S.S (Manual Efforts & SpreadSheets)? That was the reality for Slutty Vegan, where HR teams were bogged down by thousands of legacy employee files spread across multiple systems. From W2s and W4s to i9s, personnel files, and agreements, every record had to be secured and accessible. But with information siloed in ADP and Workstream, staff spent too much time on manual work, raising compliance risks and pulling attention away from supporting employees and expansion efforts. TAP Innovations introduced its proprietary Historical Document Migration Solution™, automating the secure extraction and transfer of 9,869 documents into Paycor. The result: a faster, safer, and more accurate process that protected sensitive data while freeing up staff resources. “TAP removed the manual headaches and gave us a smooth process to manage our historical files.” - Principal Consultant, Slutty Vegan
Behavioral Health Nonprofit Migrates 7,500 Historical HR Documents
Providing behavioral health services to children and families requires focus, compassion, and consistency, but one community based behavioral health nonprofit found its HR team overwhelmed by years of historical employee records. With 7,500 HR documents stored in legacy systems, staff were slowed by a M.E.S.S (Manual Efforts & SpreadSheets) that made compliance reviews stressful and time consuming. Critical employee records including W2s, W4s, I-9s, personnel files, and agreements required secure handling and accurate migration, yet manual processes made progress slow and error prone. TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the extraction and migration of historical HR files into Paylocity. Smart workflows ensured accuracy, protected sensitive data, and eliminated manual effort. "We finally feel in control of our records again." - Security & Technology Manager, behavioral health nonprofit
Ace Mart Restaurant Supply Migrates 5,402 Historical HR Documents
Ever wonder what it’s like to manage thousands of HR files while trying to keep a fast-growing business running smoothly? That was the reality for Ace Mart Restaurant Supply, who found themselves buried in more than 5,000 employee records that were locked in outdated systems. With so many sensitive files to maintain, their HR team was caught in a M.E.S.S (Manual Efforts & SpreadSheets), juggling compliance requirements and time-consuming processes. TAP Innovations introduced its proprietary and secure Historical Document Migration Solution™, automating the move of personnel files, tax forms, and agreements from ADP into Paylocity. This smart workflow secured employee information while eliminating manual work. “We finally feel in control of our records again, and our team has gained back valuable time.” – VP of People Strategy, Ace Mart Restaurant Supply
Unleashed Brands Integrates Paycor with Wisetail
Training thousands of employees across a nationwide franchise network is no easy feat. For Unleashed Brands, the parent company of Snapology and five other youth enrichment brands including Urban Air and The Little Gym, managing learning access for new hires required a better way to connect their HR platform with their Learning Management System (LMS). With more than 2,600 employees and 400 locations, manually transferring employee data to the training platform slowed progress and increased risk. TAP Innovations fixed that by creating an automated solution that extracts employee data from Paycor, formats it for Wisetail, and delivers it to the correct location without manual effort. “The integration works beautifully. Our team can now focus on training instead of managing uploads.” - HR Manager, Unleashed Brands
The Kitchen Restaurant Group Integrates Paycor with Wisetail
Imagine outdated tools slowing growth. The Kitchen Restaurant Group, known for its farm-to-table dining experience and strong environmental values, operates across Colorado and Illinois with over 300 employees in the restaurant and hospitality industry. Despite their culinary innovation, their back-office systems struggled to keep up. Employee data lived in Paycor, while training and onboarding were managed in the Wisetail learning platform. Without a connection between their HR platform and learning system, every employee update required manual entry. This wasted time and created risk. When your brand reputation depends on fast and accurate training for frontline staff, those delays can impact the guest experience. TAP Innovations fixed that. We automated the data flow between Paycor and Wisetail, validating daily employee updates and transferring them via secure file delivery. Now, HR changes in Paycor are reflected in Wisetail every weekday morning before breakfast service even starts. “TAP Innovations helped us eliminate hours of manual work and brought clarity to our training process.” – Senior HR Director, The Kitchen Restaurant Group
Karsten Advisors (KA) Modernizes CRM with Custom CRM System
Financial advisors juggle multiple systems every day, from tax software to investment tools, and the weight of disconnected platforms can hold back even the most experienced teams. Karsten Advisors, a Texas-based financial consulting firm managing over $500M in assets, faced exactly that situation. With offices across the country and ambitious growth plans, their leaders knew that siloed data and manual processes would limit future success. They turned to TAP’s Custom App™ to unify their systems and empower advisors with centralized, streamlined tools built for efficiency. “Working with TAP completely transformed how our teams operate. We now have one integrated system that supports collaboration, client care, and compliance, which gives us a real competitive edge.” - Karsten Advisors, President
Lotte Global Logistics Integrates Paycor with Microsoft Business Central
In logistics, speed and accuracy are only possible when systems move in sync. Lotte Global Logistics provides transportation, warehousing, and supply chain services across the Southwest, supporting a growing workforce spread across numerous locations. With Paycor managing HR data and Microsoft Business Central supporting ERP operations, keeping employee information aligned across platforms became increasingly difficult. Manual data entry between systems slowed processes and introduced unnecessary risk for payroll, accounting, and compliance teams. TAP Innovations partnered with Lotte Global Logistics to automate employee demographic data transfers from Paycor into Microsoft Business Central using secure APIs and SFTP methods. “The integration went smoothly and saved us a significant amount of time across teams.”- Human Resources Manager, Lotte Global Logistics
Easterseals Iowa Migrates 4,000 Historical HR Documents
What happens when years of HR files stack up across multiple systems, making compliance checks feel like a scavenger hunt? That was the challenge for Easterseals Iowa, a nonprofit serving individuals with disabilities across the state. Their staff was stuck in a M.E.S.S (Manual Efforts & SpreadSheets), with W2s, W4s, I-9s, personnel files, and confidential agreements scattered between iSolved and Paylocity. TAP Innovations delivered its proprietary and secure Historical Document Migration Solution™, automating the migration of 4,000 employee records into Paylocity. The result: accurate, timely, and secure document access with no wasted staff hours. Well, TAP Solved That. “Thank you for all your help. Everything looks good on our end.” – President & CEO, Easterseals Iowa
Regional Developmental Services Nonprofit Migrates 9,380 Historical HR Documents
Supporting individuals with developmental disabilities requires dedication, precision, and consistency, but a regional nonprofit providing community based services found its HR operations slowed by thousands of historical employee records. With 9,380 HR documents spread across Paylocity and UKG, the HR team was buried in a M.E.S.S (Manual Efforts & SpreadSheets) that drained time and increased compliance pressure. Critical records including W2s, W4s, I-9s, personnel files, and agreements were difficult to locate and manage efficiently, creating stress during audits and daily HR operations. TAP Innovations deployed its proprietary and secure Historical Document Migration Solution™, automating the extraction and migration of all historical HR files into UKG. Smart workflows ensured accuracy, strengthened data security, and eliminated manual effort. "Uploading documents is on track and proceeding according to the given timeline." - Director of Operations, regional developmental services nonprofit
Rochester Friendly Home Migrates 56,741 Historical HR Documents
What happens when a senior living organization that prides itself on compassionate care gets weighed down by tens of thousands of outdated HR files? For Rochester Friendly Home, managing employee records across multiple facilities became a daunting task. Their team faced time-consuming data hunts, compliance risks, and what felt like a never-ending M.E.S.S (Manual Efforts & SpreadSheets). With thousands of W2s, W4s, I-9s, contracts, and personnel files to move from Paylocity to Paycor, the challenge was clear. TAP Innovations deployed its proprietary and secure Historical Document Migration Solution™, automating the migration of 56,741 employee records. The process was completed efficiently, securely, and without disruption to daily HR operations. “Excellent, I am very happy with TAP's progress. The regular updates and communication regarding access, as well as reaching out to me for clarification have been greatly appreciated.” - CIO, Rochester Friendly Home
Links Healthcare Group Integrates Paychex with Time Tracking
You know when you're focused on delivering high-quality, compassionate care, and payroll complexities start pulling focus from your mission? That was the reality for Links Healthcare Group, a senior care provider based in California with a small but vital team of 21 employees. They needed more than just time tracking, they needed wage calculations that met strict California requirements and worked for every employee classification. With sensitive pay rules and overtime regulations, keeping payroll accurate meant hours spent double-checking weighted averages and wage logic. It’s a familiar story for healthcare providers balancing compliance with care delivery. TAP Innovations fixed that. We built a tailored integration between Paychex Flex Time and Payroll that automates wage rules, performs weighted average overtime calculations, and prepares files ready for payroll. “This automation took the stress off our team. We can now focus fully on caring for patients, not crunching numbers.” – Director of Human Resources, Links Healthcare Group
Lifeline Ambulance Migrates 1,743 Historical HR Documents
When every second counts in emergency response, administrative bottlenecks shouldn’t slow things down. For Lifeline Ambulance, a healthcare provider with operations across Illinois, Michigan, and Tennessee, thousands of employee files were locked in Paylocity while their team transitioned into Paycor. Downloading and re-uploading every file by hand would have created a major M.E.S.S (Manual Efforts & SpreadSheets), pulling time and focus away from patient care. TAP Innovations deployed its secure Historical Document Migration Solution™, automating the transfer of 1,743 employee files including W2s, W4s, I9s, personnel files, and confidential agreements. Every document was downloaded in PDF format and pushed into the correct Paycor profile, ensuring compliance, accuracy, and timeliness all without burdening Lifeline’s internal team. “TAP has been amazing, and I would definitely give you a 5.” - Director of HR, Lifeline Ambulance
White Management Corp Migrates 3,509 Historical HR Documents
What if onboarding files could move faster than the lunch rush at your favorite restaurant? For White Management Corp, managing thousands of onboarding and HR documents across brands like Bountiful Bread, Taco Bell, and Dunkin’ meant critical employee files were stuck in a M.E.S.S (Manual Efforts & SpreadSheets). Compliance checks dragged on, and staff time was consumed by repetitive uploads. TAP Innovations introduced its proprietary Historical Document Migration Solution™, securely transferring 3,509 HR records from Efficient Forms to Paycor Perform. Files like W2s, W4s, i9s, and personnel agreements were migrated directly to employee profiles, ensuring accuracy, compliance, and efficiency without lifting a finger manually. “TAP has been easy to work with, smooth in getting through the project, and having our needs laid out.” - CFO, White Management Corp
Multi-State Engineering Firm Migrates 7,311 Historical HR Documents
Managing complex engineering projects across multiple states is demanding enough. For a multi-state engineering and consulting firm, the challenge was compounded by thousands of historical HR documents trapped in outdated systems. With 7,311 employee records including W2s, W4s, I-9s, agreements, and personnel files, the HR team was buried in a M.E.S.S (Manual Efforts & SpreadSheets) that slowed compliance and drained valuable time. TAP Innovations brought order with its proprietary and secure Historical Document Migration Solution™. By automating the migration of thousands of employee artifacts into a secure cloud environment, TAP ensured accuracy, protected sensitive records, and eliminated the risks associated with manual handling. Every document was transferred efficiently with workflows designed for speed, security, and compliance. "Document downloads are on track and proceeding according to the given timeline."- Director of Operations, engineering and consulting firm
Weitsman Recycling Migrates 17,210 Historical HR Documents
Imagine running a recycling powerhouse while being weighed down by thousands of outdated HR files. That was the challenge facing Weitsman Recycling. With years of employee records sitting in GoCo, their HR team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets), making compliance checks harder and slowing down day-to-day processes. TAP Innovations introduced its proprietary and secure Historical Document Migration Solution™, automating the transfer of W2s, W4s, I-9s, personnel files, and agreements from GoCo into Paychex. Sensitive employee data was migrated securely, with accuracy and speed removing hours of manual work for their HR team. “This process gave us peace of mind and freed up our team to focus on people, not paperwork.” – HR Director, Weitsman Recycling
Bader Rutter Migrates 2,675 Historical HR Documents
What happens when your creative energy is pulled away from client work because HR files keep piling up? That was the reality for Bader Rutter, a leading marketing and communications agency with hundreds of employees spread across multiple states. Their team was stuck in a M.E.S.S (Manual Efforts & SpreadSheets), managing thousands of sensitive employee documents across UKG Pro and Paycor. TAP Innovations brought order to the chaos with its secure Historical Document Migration Solution™. We automated the migration of W2s, W4s, I9s, contracts, personnel files, and paystubs from UKG Pro into Paycor safely, accurately, and without disruption. Sensitive data remained secure, while staff gained back valuable hours to focus on their core work. “Communications were great and all expectations were met or exceeded. We were a bit worried at the start, but those worries quickly disappeared.” - HR Manager, Bader Rutter
Purchasing 411 Migrates 125 Historical HR Documents
Imagine running a supply chain business that serves over 15,000 customers nationwide, only to have your HR team slowed down by stacks of old employee documents stuck in an outgoing system. That was the challenge for Purchasing 411 (Royalty Distribution), where critical HR files risked being lost as they transitioned away from ADP. Their staff faced a M.E.S.S (Manual Efforts & SpreadSheets) just to stay compliant and organized. TAP Innovations stepped in with its secure Historical Document Migration Solution™, automating the extraction and migration of employee records from ADP into Paychex. Sensitive data stayed protected, manual errors were eliminated, and HR gained a faster, easier way to access the files they needed. “Thanks for all your good work. I really appreciate it.” - Vice President, Purchasing 411
Hestia Home Services Advances with Automated Buildertrend Reporting & Analytics
In the home renovation and remodeling industry, every detail matters. For Hestia Home Services, a construction company serving the western United States with 24 locations and a talented team, reporting was becoming a daily roadblock. Their reliance on M.E.S.S (Manual Efforts & SpreadSheets) caused delays in pulling together sales and project performance data, which limited visibility and slowed leadership’s ability to respond quickly. Limited system reporting created a ripple effect across teams, impacting both decision-making and client engagement. Through a secure and phased partnership, TAP’s Reporting & Analytics Solution™ delivered streamlined automation, smart dashboards, and accurate insights in real time. The result was more time spent on driving client satisfaction rather than untangling spreadsheets. “The TAP team brought clarity and efficiency to our reporting. We now have the visibility we always needed to grow smarter and faster,” shared Hestia’s CEO.
Gulf Coast Social Services Integrates Paycor with LaSRS
For nonprofit organizations serving vulnerable populations, accuracy and reliability behind the scenes are just as important as compassion in the field. Gulf Coast Social Services is a state licensed nonprofit delivering in home care, behavioral health services, and community based programs across Louisiana and Florida. With employees logging time through multiple systems and payroll processed in Paycor, keeping data aligned became increasingly difficult. Disconnected systems and manual processes slowed payroll preparation and created unnecessary risk. TAP Innovations partnered with Gulf Coast Social Services to automate employee time data movement between LaSRS and Paycor, helping the organization process payroll with greater confidence. “Payroll processing is now far more reliable and much easier to manage each week.”– Payroll Manager, Gulf Coast Social Services
Pediatrics Northwest Migrates 5,000 Historical HR Documents
When your organization is dedicated to children’s health, the last thing you want is to spend precious hours buried in old HR files. That was the challenge for Pediatrics Northwest. Their team was preparing to leave ADP for Paycor, but thousands of employee documents risked being locked away in the old system. The result? A M.E.S.S (Manual Efforts & SpreadSheets) of wasted time and compliance concerns. TAP Innovations stepped in with its proprietary and secure Historical Document Migration Solution™, automating the extraction and migration of W2s, W4s, I-9s, personnel files, and agreements. This solution kept sensitive data protected, eliminated manual work, and ensured HR staff could stay focused on supporting their people instead of shuffling paperwork. “TAP helped us save time, reduce errors, and gave us confidence in our data migration.” – Director of Human Resources, Pediatrics Northwest
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