STRATEGIC PARTNERS
CONTACT
Mailing Address
539 West Commerce Street, #249
Dallas, TX 75208
Office Address
6210 North Belt Line Road, Suite 150
Irving, TX 75063
Phone
Terms of Use | Security Policies | © 2024 TAP Innovations, LLC
Regional Developmental Services Nonprofit Migrates 9,380 Historical HR Documents
Solution Description:
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TAP Innovations deployed its proprietary and secure Historical Document Migration Solution™, automating the extraction and migration of all historical HR files into UKG.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
Watch TAP Innovation Solutions in action!
Challenge:
The organization faced persistent challenges managing employee records across HR platforms:
- Thousands of employee files scattered across multiple systems
- Manual document handling that slowed compliance reviews and daily workflows
At 5 minutes per document, migrating 9,380 records manually would require more than 780 staff hours. At $25 per hour, that equals approximately $19,600 in labor costs.
TAP Innovations replaced these manual processes with secure automation, reducing risk while improving speed and reliability.
Accounts: Confidential
Website: Confidential
Number of Locations: 3
Number of Employees: 300
Industries: Healthcare, Mental Health, Non Profit, Community Program
Solution
"Managing HR paperwork felt like trying to organize an entire archive one folder at a time."
That burden disappeared once automation took over. Historical records are now centralized, accurate, and securely stored within the HCM system.
Business Wins:
- Saved more than 780 staff hours and nearly $20,000 in labor costs
- Improved compliance readiness with complete and accessible records
- Freed HR staff to focus on supporting individuals and families instead of paperwork
The organization can now stay focused on advancing independence and inclusion while HR operations run efficiently and securely in the background.
Learn more about TAP’s Historical Document and Data Migration Solution here.
Digital Tools:
APIs, SSIS, C#, Python, Selenium, SQL Server, Web Services, App Service, Azure Functions, Robotic Process Automation (RPA), SFTP Servers/Clients
Integrated Systems
Categories: HCM
Brands: UKG, Paylocity
