1. Case Study: ADP Vantage and Year-end Support
Client: Retail clothing industry
Project: Vantage Payroll and Year-end Support
Resources and duration: Two full time consultants: Vantage Payroll consultant 12/15/15 - 3/25/16 and
Payroll year-end consultant 1/11/16 – 1/29/16
Problem
Our client went live on ADP Vantage in October 2015 and the Payroll Manager resigned suddenly shortly
thereafter. The remaining payroll team did not know how to run payroll as the Payroll Manager had been
running the payroll and they had not been trained on Vantage. With year-end coming quickly and no
payroll processing or year-end checklists or procedures in place, they knew they needed help. Further
complicating the situation were other payroll issues including the inability to pull GL information and
inaccurate tax withholdings.
What we did
 Processed semi-monthly payroll in Vantage
 Provided side-by-side training on Vantage Payroll to new Payroll Manager and other payroll
resources
 Facilitated learning with Finance and Human Resources
 Evaluated payroll processes and made suggestions for improvement
 Defined and created ADPR reports on payroll processing results
 Implemented payroll processing audits, increasing more accurate payroll delivery
 Audited for and implemented local tax codes, as appropriate
 Trained members of the GL team to pull GL files and load into financial system
 Reviewed requirements for year-end payroll tasks, created year-end checklist and balanced year-
end reports
 Cleaned up employees’ data with inaccurate tax coding due to data entry for W2 processing
 Implemented procedures and trained various team members to minimize or eliminate tax errors
Benefit to client:
• Improved the perception and reputation of the payroll department within the company
 Greatly reduced or eliminated payroll and tax coding errors
 Payroll team is now self-sufficient on Vantage
 Better, more successful inter-departmental partnerships and workflow between Payroll, Finance
and HR
 Accurate W-2 reporting
Excerpts from client testimonial:
 Consultant was a strong leader: Consultant was awesome!!!
 Added tremendous value to our company and our team by
 Significantly improving the payroll function – no longer getting complaints and payroll
running smoothly
 Taking the time to teach the team
 Building relationships in finance, HR and the broader company
 We would definitely use RCM services again – we are a big fan