Business Software for Paylocity

ChartHop stands as the pioneering organizational management platform that enables both leaders and team members to understand their organization's history and current state while shaping its future. This innovative platform seamlessly creates dynamic, data-driven representations of a company through real-time org charts, tailored reports, and headcount planning tools, enhancing efficiency and clarity among teams. Equip your team with the insights necessary to perform their tasks more swiftly and effectively. Centralize access to both current and historical data to formulate strategies backed by data, eliminating the risks associated with manual errors. Examine a variety of metrics, from departmental headcount to average salaries categorized by gender and employee turnover linked to performance ratings. Take advantage of advanced visualizations, featuring unique org chart reporting, maps designed for remote teams, and comprehensive, customizable reports. Data is a formidable asset, and its visualization now serves as a key driver for transformation. Cultivate an organization that is both agile and adaptable, ready to meet the demands of an ever-evolving market landscape. By embracing this platform, you position your organization for sustained growth and success.

The Idelic Safety Suite® stands out as the most thorough driver management platform in the trucking industry. It allows for the integration of all your external fleet systems into a singular platform, streamlining the management of fleet data, empowering safety personnel to foresee and avert accidents, and diminishing driver attrition rates. By leveraging proprietary Artificial Intelligence (AI) and Machine Learning (ML) algorithms that are grounded in over two decades of extensive driver data, Idelic enables you to pinpoint which drivers are most likely to be involved in a crash, facilitating timely intervention. The Safety Suite not only enhances the safety of your most vulnerable drivers but also aids in acknowledging and rewarding your top-performing drivers. Through proactive onboarding processes, automated communication touchpoints, and structured performance management initiatives, your drivers will experience a sense of care rather than surveillance. Moreover, relying solely on CSA scores has proven inadequate for accurately assessing a fleet's true risk levels, highlighting the need for a more nuanced approach. In an industry where safety is paramount, such innovations can make a significant difference in overall fleet performance.

A 401(k) is a retirement savings plan set up by employers or self-employed individuals to assist both workers and business owners in accumulating funds for retirement while enjoying various tax incentives. This savings option is designed to meet diverse retirement planning needs, offering flexibility in how contributions are managed. Participants have the autonomy to determine the percentage of their salary that will be directed into their 401(k) accounts each pay period, with those contributions made before taxes are applied, allowing for potential growth without immediate tax implications. Many employers enhance this savings approach by matching a part of the contributions made by employees, which can significantly accelerate the growth of retirement funds. In addition to securing future financial stability, enrolling in a 401(k) offers distinct tax benefits for both employees and employers, such as tax deductions and tax-deferred growth on earnings. For instance, when employees allocate funds to their 401(k), these amounts are deducted from their gross income prior to tax calculations, effectively lowering their taxable income for the year. This dual benefit of saving for retirement while optimizing tax responsibilities makes the 401(k) an appealing option for many individuals and businesses alike.

Betterment is a leading robo-advisor that helps people grow their wealth through smart, automated investing and personalized retirement planning. Its expert-built portfolios are globally diversified and continuously optimized with advanced features like dividend reinvestment, tax-loss harvesting, and rebalancing, taking the complexity out of investing. Clients can also access high-yield savings accounts with APYs up to 4.40%, paired with FDIC insurance of up to $2 million for added security. For retirement savers, Betterment provides access to Traditional IRAs for upfront tax deductions, Roth IRAs for tax-free withdrawals, and SEP IRAs tailored to self-employed individuals and small-business owners. The platform simplifies rollovers from old 401(k) or IRA accounts, helping investors reduce hidden fees and centralize their money in one place. Automated technology ensures contributions, rebalancing, and long-term growth stay on track while Betterment’s planning tools calculate how much to save based on individual life goals. Premium members gain access to Certified Financial Planners (CFPs) for personalized retirement advice and clarity on complex decisions. By combining technology, transparency, and human expertise, Betterment empowers users to plan confidently for both short-term savings and long-term retirement security.

Tailored investment solutions and plan structures enable you to create a flexible offering suited to your current needs while accommodating future adjustments as your business evolves. Enjoy a contemporary, intuitive experience that enhances user engagement and satisfaction. Our transparent and competitive pricing ensures both you and your employees are fully aware of all costs involved. We offer comprehensive administrative services that cover operations, support, and compliance with 3(38), 3(21), and/or 3(16) regulations. Whether you choose to collaborate with an advisor or go solo, we help you identify the ideal plan for both you and your workforce. Access the vital information necessary to effectively manage and service your plan via our digital, interactive portal. We make it simple for your employees to start saving; just upload your initial payroll and census data, and we’ll take it from there, ensuring a seamless transition into your new saving strategy. With our support, your employees will be on the path to financial security in no time.

Sync data to flat files or sheets.

SETWorks is a leading Electronic Health Record (EHR) and case management platform built specifically for organizations that support people with disabilities. SETWorks unifies service delivery, documentation, billing, and reporting in one secure, cloud-based system. Core functionality includes customizable workflows, real-time data tracking, goal and outcome management, electronic visit verification (EVV), and powerful analytics that help agencies make data-informed decisions. With SETWorks AI, agencies can further streamline operations by improving accuracy, reducing administrative effort, and ensuring compliance across every level of the organization. These intelligent tools help staff save time and focus more on the people they serve, rather than paperwork. Headquartered in Kansas City, Missouri, our entire team is U.S.-based, offering responsive, knowledgeable support and a deep understanding of the complex requirements faced by disability service agencies. What makes us different: SETWorks is purpose-built for disability service providers — not retrofitted from other industries. This specialization allows us to meet the unique compliance, billing, and reporting needs of organizations providing over 8K unique service lines across the U.S.. SETWorks empowers agencies to simplify documentation, strengthen data integrity, and enhance compliance while enabling data-driven decision-making. With the addition of SETWorks AI, providers gain even greater efficiency and consistency across workflows, freeing staff to focus on delivering person-centered, impactful services. Our HIPAA-compliant platform, supported entirely by a U.S.-based team, combines innovation, reliability, and deep industry expertise — helping organizations deliver better outcomes.

We view every task as a chance to gain insights into your distinct circumstances. Acting as a seamless extension of your team, we adapt alongside your growth. Our HR assessments are designed to pinpoint any deficiencies and develop tailored plans that cater to your business needs. For any inquiries or assistance, feel free to contact us today! We are always available to address your concerns and provide reassurance. Our services are dedicated to supporting small and medium enterprises and their workforce. The Hopkins Group LLC is committed to promptly resolving your HR and payroll challenges! Acknowledging that tackling intricate employment matters can be daunting, we advocate for small and mid-sized businesses to minimize their time spent on employee relations and concentrate on strategies that boost their profitability. As a proficient HR management service provider, we equip business leaders of developing organizations with essential knowledge, tools, and exceptional HR resources required for sustainable growth and success. Furthermore, our commitment to your success means we’re always looking for innovative ways to enhance our support and ensure your business thrives.

Monitor the current compliance status through real-time tracking of immunizations, screenings, workplace medical surveillance testing, exposures, training, injuries, illnesses, and certifications. Immuware's user-friendly and innovative dashboards provide a comprehensive overview of your organization, enabling quick identification of compliance gaps and expediting the compliance process. Tracking vaccinations online has never been easier. By allowing employees to take responsibility for compliance, supervisors can significantly reduce administrative tasks and minimize the risk of errors associated with manual tracking. The online employee portal features varying levels of permissioned access, allowing employees to self-report and upload documentation, while supervisors can oversee employee compliance. Additionally, administrators can automate approval workflows, set up follow-up reminders, and access multi-level reporting, ensuring a streamlined compliance process across the board. This collaborative approach fosters a culture of accountability and ensures that all team members are actively engaged in maintaining compliance.

Dataforest was created to provide insights into total people investment and workplace trends, drawing from surveys conducted with numerous people-oriented companies, aiming to equip business leaders and information seekers with valuable data. For companies focused on their workforce, ensuring the total rewards experience is optimized is crucial for success. Sequoia excels in linking benefits, compensation, and overall people programs to tangible business outcomes. Our platform, along with expert guidance, enables you to develop a people investment strategy that benefits both your employees and your organization. The Sequoia People Platform enhances your capability to invest effectively in your workforce, offering tailored experiences for your HR team and hybrid employees alike. Ultimately, it serves as your operational framework to boost business performance and foster employee engagement through comprehensive total rewards. This integration not only streamlines processes but also cultivates a culture that prioritizes employee satisfaction and productivity.

PeopleInsight, a leading people analytics solution provider, sets the industry standard with our customizable, comprehensive platform. Our unique offering amalgamates data from disparate HR systems, empowering businesses with actionable insights within a record five days. With access to expert analyst support and a transparent, cost-effective pricing model, we stand out in our ability to adapt to your evolving business needs. Experience the PeopleInsight difference and let us help you tell your compelling people story. With over 100 years of combined people analytics experience and industry leading customer satisfaction.

By streamlining monotonous tasks, Sora enables People teams to dedicate their efforts to enhancing employee experiences that foster happiness, engagement, and productivity among coworkers. We maintain an environment of openness, honesty, and direct communication while encouraging thoughtful, constructive feedback from our peers. By sharing pertinent information and context, we aim to enhance overall efficiency and effectiveness within the team. Sora’s mission centers around equipping people-centric teams to cultivate outstanding employee experiences. These teams should prioritize their interactions with individuals, yet they often find themselves mired in process management rather than assisting their colleagues. This is precisely where Sora steps in: we are developing a solution that simplifies the monotonous and repetitive HR operations tasks that People teams face daily, ranging from managing emails to delegating responsibilities to a new hire's manager and synchronizing data across multiple tools in a client’s HR ecosystem. In doing so, we not only alleviate their workload but also help them reclaim valuable time to focus on what truly matters—the people they serve.

Managing payroll is essential for every business as it involves paying staff, making accurate tax deductions, and ensuring timely payment and filing. This responsibility can be overwhelming for small business owners, diverting their focus from more critical tasks. Fortunately, our software can be mastered in just a few minutes, eliminating the need for extensive training. Designed specifically for small businesses, it comes with transparent pricing and no hidden charges. You can efficiently and securely process payroll from any internet-enabled device. Our flexible monthly pricing means there are no binding contracts, allowing you to cancel at any time without incurring penalties. Say goodbye to previous payroll and accounting errors, as we are rigorously tested and audited for accuracy. Our commitment to security includes utilizing bank-grade encryption techniques to protect your sensitive information. The service also encompasses the calculation and filing of federal, state, and local taxes, alongside timely employee payments, ensuring a comprehensive payroll solution for your business needs. With our user-friendly platform, you can regain control of your time and focus on growing your business.

Discover the workplace giving platform that your team will adore. A single platform offers limitless opportunities for good deeds. This comprehensive tool enhances employee engagement while promoting social impact. Instantly transform your workplace with a giving program that features a selection from over 2 million nonprofits across the globe. Through Deed’s employee volunteering platform, you can share your time and skills with meaningful causes worldwide, utilizing an extensive library of ready-to-use opportunities. Attract new talent, retain your current workforce, motivate employee resource groups, and weave social responsibility into your corporate culture through Deed communities. Foster a culture of generosity by encouraging your employees to engage in collective actions and gamification with Deed actions. This all-encompassing platform allows for volunteering, donating, and taking action both at work and in the community. Build a sense of belonging by connecting with employees where they are. With our app, teams can volunteer and contribute together, share impactful stories, and celebrate their collective achievements—all seamlessly integrated with Slack. In doing so, you can create a vibrant community that champions social good.

Collaborate effectively to pinpoint obstacles and make decisive choices that lead to the realization of your objectives. Seamlessly integrate your revenue, sales targets, marketing strategies, financial plans, and recruitment efforts without any mistakes. Employ straightforward business language formulas to calculate shared metrics across various regions, market segments, and channels. Analyze actual outcomes in comparison to your plans to discern which areas of your enterprise are excelling or facing challenges. Receive anticipatory alerts regarding possible deviations from your expected figures and understand their implications. Gain a comprehensive view by synthesizing data from multiple sources for a holistic understanding. Tailor financial reports to your needs and enhance cost efficiency, revenue, and profits through superior visual representations. Achieve complete transparency in business performance by consolidating data from diverse sources—ranging from ERP and CRM systems to various databases, Excel, and CSV files. This holistic approach ensures you are always informed and ready to pivot as necessary for sustained growth.

Text messages boast an impressive average open rate of 98% and are usually read within three minutes of arrival. goAlerts stands out as the most accessible tool for connecting with frontline employees, requiring no additional adoption. You can categorize your frontline workforce by various criteria such as region or specific groups, allowing you to send alerts, messages, notices, images, and links to everyone effortlessly. The absence of complicated procedures means you can quickly share brief updates, detailed policy changes, information about future events, or even a thoughtful note of encouragement. Our clients benefit from an easily reachable hourly workforce that is more informed and thus better prepared to excel in their roles. As a result, their frontline teams show increased productivity, exhibit greater loyalty to the company, and tend to have lower absenteeism rates. This effective communication strategy not only enhances engagement but also fosters a more cohesive workplace environment.

The ultimate resource for leaders facing human resources challenges in today's evolving work environment. Equip your organization with the necessary visibility and analytics to recognize and assess potential risks. Utilize these insights to innovate and restructure workflows to align with your business objectives, employing effective work design to minimize workload and fulfill goals after conducting surveys. Address capacity shortcomings, establish priorities, resolve staffing shortages, and eliminate non-essential tasks when personnel changes occur. Quickly identify risks through intelligent analytics and rely on data for making pivotal decisions. Evaluate how well your organization's activities align with its strategic goals, and prepare contingency plans for when uncertainties or changes arise. Consistently implement flexible work arrangements in a manner that is fair and compliant, catering to both employee and organizational demands. Monitor how your team's time is actually spent, pinpoint inefficiencies and risks, uncover missed opportunities, plan for various scenarios, make necessary adjustments, and repeat the process for ongoing improvement. Ultimately, this approach not only enhances productivity but also fosters a more engaged and responsive workforce.

HR teams are under immense pressure in today's fast paced business environment. hrGPT will help you navigate these complexities. Our platform is the perfect solution for talent acquisition, feedback interpretation, handling benefits inquiries quickly and self-service requests. We simplify the AI Integration Journey, ensuring you harness the full power of AI to solve every HCM challenge.

Kindo has arrived, transforming the way we work forever. With just a few simple clicks, you can connect to any AI model, seamlessly integrate it with your existing applications, and delegate your repetitive tasks through efficient workflows. This innovative platform allows you to concentrate on the most rewarding aspects of your job, freeing you from the burden of mundane tasks. As the first self-service AI platform, Kindo securely links OpenAI's ChatGPT, Google Bard, Cohere Claude, or any AI model of your choice to your organization's data while maintaining privacy. Enhance your productivity with effortless AI-driven search capabilities, connect to over 200 SaaS apps, and easily construct no-code workflows powered by AI. By asking questions about your data, you can receive immediate answers, eliminating the need to sift through endless spreadsheets or wikis—Kindo effectively overlays AI tools onto your current applications to answer your most pressing inquiries. With Kindo, you’re not just working smarter; you’re revolutionizing your entire approach to tasks and information retrieval.

Ship the integrations that your customers and prospects require now, and watch your revenue soar without compromising your core products. Deliver secure, deep, and powerful integrations with advanced observability features and security for all types of use cases. We never store any of your customer's data. You can also securely store their OAUTH2 access tokens in your AWS Secrets Manager accounts. OAUTH2 authentication keeps your customers' credentials safe while giving them the ability to revoke their access tokens at any time. Use your OAUTH2 client secrets and IDS to take control of branding and security. Your application will have full autonomy over authorization and access tokens. Avoid the headaches of juggling multiple APIs and complex data transforms. Simplify integration with a single API and data model.

Disclo automates the verification of medical conditions related to employee accommodation requests, ensuring they are both legitimate and necessary. We handle all backend processes, allowing you to focus solely on the interactive dialogue and decision-making regarding requests via the Disclo platform. Say farewell to outdated spreadsheets and non-compliant applications that complicate workplace accommodations. With our comprehensive, HIPAA-compliant platform, you can efficiently collect, manage, and monitor accommodation requests all in one place. As employees return to the office, you may notice an increase in accommodation requests, but Disclo helps you manage this surge without overwhelming your team. By staying proactive in handling requests, you can enhance workforce productivity and achieve greater operational efficiency. Additionally, Disclo’s data analysis and reporting dashboard provides valuable insights into trends and potential gaps within your organization, empowering you to make informed decisions. A satisfied employee base not only boosts overall productivity but also contributes to reducing turnover rates, ultimately benefiting your organization in the long run.

Introducing Ema, an all-encompassing AI employee designed to enhance productivity throughout every position in your organization. Her user-friendly interface inspires confidence and ensures precision. Ema serves as the essential operating system that enables generative AI to function effectively at the enterprise level. Through a unique generative workflow engine, she simplifies complex processes into straightforward conversations. With a strong emphasis on trustworthiness and compliance, Ema prioritizes your data's security. The EmaFusion model intelligently integrates outputs from various leading public language models alongside tailored private models, significantly boosting productivity while maintaining exceptional accuracy. We envision a workplace where fewer mundane tasks allow for greater creative exploration, and generative AI provides a unique chance to realize this vision. Ema effortlessly integrates with hundreds of enterprise applications, requiring no additional training. Furthermore, she adeptly interacts with the core components of your organization, including documents, logs, data, code, and policies, ensuring a harmonious workflow. By leveraging Ema, teams are empowered to focus on innovation and strategic initiatives rather than getting bogged down in repetitive tasks.

Ravio is the go-to choice for global tech firms seeking accurate real-time benchmarking of total rewards, market insights, and management of compensation strategies. By utilizing live data from various tech companies, you can assess your compensation packages in terms of salary, equity, variable pay, and benefits. Once you integrate your HR system, Ravio's experts will align your employee data or level framework with the appropriate benchmarks. This adaptability enables you to maintain consistent comparisons as your company evolves. By evaluating your workforce's total reward offerings against up-to-date market data, you can customize your analysis based on factors such as industry, employee count, and funding phase, ensuring the information is pertinent to your specific context. Simplify the balance between personnel expectations and financial constraints with straightforward salary bands and budget forecasting tools. This comprehensive platform aids managers, financial teams, and talent acquisition professionals in making well-informed decisions by clarifying the rationale behind each compensation choice. Additionally, the use of clear and transparent salary bands minimizes unnecessary negotiations.

Bindbee serves as the foundational data infrastructure tailored for employment systems. Numerous B2B technology firms utilize Bindbee's cohesive API to enhance their HRIS, payroll, and ATS integrations. The platform simplifies the enrollment process for employees, dependents, plans, and carrier information through automation. By synchronizing the employee roster with HRIS, businesses can effectively manage their user lifecycle. Furthermore, users can easily retrieve essential details such as applications, job postings, and resumes for evaluation and background verification purposes. Bindbee also ensures the accuracy of payroll information, encompassing deductions and contributions from various payroll systems. Additionally, it tracks data related to hours worked, breaks, time off, and leave balances, which aids in payroll management. Integrating Bindbee with any employment application can be accomplished in under five minutes. Moreover, users can troubleshoot integration issues without delving into the code. The platform allows seamless embedding of all integrations within your user interface, complete with your branding elements. Importantly, Bindbee upholds compliance with standards such as SOC 2, ISO, GDPR, and HIPAA, guaranteeing the security of customer data. Organizations can deploy Bindbee's stack on their own cloud infrastructure, thereby minimizing the time spent on IT oversight. Furthermore, businesses have the flexibility to host customer data in their preferred geographical locations, enhancing data sovereignty.

CandorIQ serves as an all-encompassing platform for managing personnel expenditures, aimed at enhancing the processes of compensation and workforce planning for contemporary businesses. It seamlessly connects with more than 80 systems, including HRIS, ATS, and payroll software, providing a unified solution for overseeing compensation, workforce numbers, and total rewards. By offering real-time analytics, AI-driven insights, and automated procedures for headcount requests, approvals, and merit cycles, CandorIQ helps teams minimize their dependence on manual spreadsheets. The platform’s mission centers around ensuring fairness and transparency in compensation practices, aiding organizations in adhering to pay equity regulations, and equipping them with resources for effective retention strategies. Additionally, it facilitates the crafting of competitive compensation packages and workforce planning that aligns with organizational growth objectives. By enhancing collaboration among leaders in HR, finance, and talent management, CandorIQ empowers them to make informed strategic decisions that foster employee engagement and motivation, ultimately contributing to a thriving workplace culture.