Paylocity Consulting, Optimization & Implementation Support

Make Paylocity work better for the people using it.

I help organizations already using Paylocity improve their configuration, workflows, and reporting, and put the features they're paying for but not using to work.

If you're moving to Paylocity, I also provide client-side implementation support, working on your side alongside Paylocity's own implementation team.

Book a free Paylocity fit call (opens booking page in a new tab) See the Optimization Sprint

The fit call is free and takes 30 minutes. Based in Texas, working with organizations nationwide.

Where I start

Problems I help solve

These are the kinds of situations I assess. Some can be fixed in the configuration. Others need a process change alongside it, and I'll tell you which is which before we start.

Onboarding still relies on paper forms and repeated follow-up.

PTO setup doesn't reflect the policy your organization actually intended.

Routine reporting means rebuilding the same spreadsheet every time.

Approvals happen through email and manual reminders.

Modules are available but underused or only partly configured.

HR and payroll keep duplicate records outside the system.

The starting engagement

Paylocity Optimization Sprint

We'll identify one specific problem, agree on the changes included, and improve that process through configuration, testing, and an admin handoff.

$2,500 flat
for one agreed scope
Best for
An organization already using Paylocity with one specific process or configuration problem.
Timeline
Typically 1 to 2 weeks
After system access is provided and the discovery session is complete. Client delays in access, approvals, or testing may extend the timeline.

What's included

  • 60-minute discovery and scoping session
  • Focused review of your current configuration
  • Review of related manual workarounds, including spreadsheets, paper forms, duplicate entry, and off-system tracking
  • Identification of configuration gaps and underused functionality
  • Configuration and workflow improvements within the agreed scope

And at the end

  • Testing of changes, including your review where needed
  • Admin walkthrough and handoff
  • One-page quick-reference guide
  • Prioritized recommendations for anything to address next
Scope: The Sprint covers one agreed problem and set of deliverables. Additional modules, integrations, or expanded work are quoted separately before work begins.
Book a free Paylocity fit call

30 minutes to discuss the problem and whether a Sprint fits. The 60-minute working session is included in the paid Sprint.

How the engagement works

Five steps, no surprises.

  1. Fit call

    We talk through the problem and decide which engagement makes sense.

  2. Scope

    We agree on the problem, the deliverables, and the price.

  3. Discover and review

    We hold the working session, your admin sets up my access, and I look at the setup and the workarounds around it.

  4. Improve and test

    I make the agreed changes and we review how they work in practice.

  5. Handoff

    I walk your admin through the changes and leave documentation and next steps.

Beyond one problem

Larger Paylocity engagements

The Sprint is where many organizations start, not the limit of what I do. Larger projects are scoped and estimated individually, with module-level detail where it's useful.

  • Optimization across multiple modules
  • New module setup
  • Client-side implementation support alongside Paylocity's implementation team
  • Reporting and workflow improvements
  • Integration coordination and troubleshooting within an agreed scope

Tell me what you're working on and I'll come back with a scope and an estimate before any work begins.

Discuss a larger project

Want to see how I estimate by module first? Email me for my Paylocity Services Menu.

Brad Fitch, founder of Brad in HR

Why work with me

I've run HR inside Paylocity, not just configured it.

  • Nearly 20 years in HRIncluding eight years at the VP level, across behavioral healthcare, hospitality, and nonprofits.
  • Hands-on implementation experienceI implemented Paylocity for a 350+ employee, multi-state organization, and I've configured Checkr and JobTarget with Paylocity Onboarding and Recruiting.
  • I know how the system gets usedHR, payroll, managers, and employees each need something different from Paylocity. I set it up around the work they actually do.
  • I look at what happens outside the platformThe spreadsheets, paper forms, and email chains around Paylocity usually tell me more than the settings do.
  • You work directly with meNo account team and no handoff to a junior consultant.

Paylocity FAQs

Questions people ask before a Sprint.

Do we need to already use Paylocity?

For the Optimization Sprint, yes. It's built for organizations already on Paylocity. If you're moving to Paylocity, that's implementation support, which I scope separately.

What fits within a Sprint?

One specific process or configuration problem with a clear set of deliverables. For example, moving onboarding off paper forms, lining up PTO setup with your written policy, or building a routine report so nobody rebuilds it in a spreadsheet every month. We agree on the problem and the deliverables before any work starts.

What if the issue involves multiple modules?

Bring it to the fit call. Sometimes one problem touches a second module and still fits in a Sprint. If it's really two or three problems, I'll scope it as a larger project and give you the estimate before any work begins.

What is the difference between the free fit call and the included working session?

The fit call is free and takes 30 minutes. We use it to decide whether a Sprint, a larger project, or something else makes sense. The 60-minute working session is part of the paid Sprint. That's where we go deep on your setup and lock in the scope.

When does the 1 to 2 week timeline begin?

Once I have system access and we've completed the discovery session. Delays in access, approvals, or testing on your side can extend it.

Can you help with an implementation?

Yes. I provide client-side implementation support for organizations moving to Paylocity. I work on your side, alongside Paylocity's implementation team, on discovery, data mapping, setup decisions, testing and parallel payroll, training, and go-live. I don't replace their team. Implementation support is scoped individually.

What access and participation will you need from our team?

Your Paylocity administrator sets up access for me, limited to what the agreed work needs. I never need anyone's password, so please don't share one. I'll also need a point person who knows the process, time for the working session, and someone to review and test changes before they're final.

Can you work with us remotely?

Yes. I do Paylocity work remotely with organizations anywhere in the US. I'm based in Texas.

Questions about the service

This assistant answers general questions about how I work, what the Sprint covers, and pricing. It can't see or inspect your Paylocity system.

Don't include employee information or login details.

Rather skip the assistant? Book a free Paylocity fit call or email brad@bradinhr.com.

Tell me what isn't working in Paylocity.

Book a free 30-minute fit call. We'll talk through the problem and whether a Sprint, a larger project, or something else is the right fit.

Book a free Paylocity fit call Email brad@bradinhr.com