Connect Paylocity with Tallyfy to coordinate cross-department onboarding, offboarding, and compliance workflows that Paylocity can’t handle alone - spanning IT, Facilities, Training, and Finance teams.
Insperity
Insperity provides full-service PEO with HR outsourcing for SMBs - but it’s focused on HR administration, not coordinating the business processes that employee events trigger across your organization.
When Insperity processes a new hire, they handle paperwork and benefits enrollment. But IT needs to create accounts. Facilities needs workspace setup. Training needs to schedule orientation. None of that is Insperity’s job.
What Insperity manages:
- Full-service PEO with co-employment
- Payroll processing and tax filing
- Benefits administration and compliance
- HR consulting and risk management
What falls through the cracks:
- Cross-department coordination beyond HR
- IT provisioning and system access setup
- Equipment ordering and delivery tracking
- Multi-team approval workflows
- Real-time visibility into process completion
Insperity handles HR outsourcing. Business processes span every department. Tallyfy coordinates workflows across all your teams - not just one.
When an Insperity employee event occurs - hire, termination, status change - Tallyfy launches a workflow that coordinates all downstream teams outside the PEO relationship.
When Insperity records a new hire, Tallyfy kicks off:
- IT account and equipment provisioning
- Facilities workspace and access setup
- Training enrollment and tracking
- Finance expense account configuration
- Manager welcome workflows
When Insperity processes a termination, Tallyfy ensures:
- IT access revocation with proper timing
- Equipment return tracking
- Knowledge transfer completion
- Exit process documentation
Middleware: Connect via Workato (enterprise connector available).
File-based: Use scheduled report exports from Insperity Premier to trigger Tallyfy workflows.
API: Build a custom integration using Tallyfy’s API with file-based data exchange.
Book a consultation ↗ to discuss connecting Insperity with your Tallyfy workflows.
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