Optimization Services

You’re already live on your HRIS System—but if your workflows still feel clunky, data isn’t driving decisions, or adoption is uneven, you’re not alone.

This guide helps you understand what ClearPath HCM brings to the table post-implementation: realignment, cleanup, configuration refinement, and making sure your system is working for you—not the other way around.

“We thought we were done after go-live—but ClearPath showed us what our system *could* do. The difference was night and day.”

— Client comment during an Optimization Project

What Optimization Looks Like

This isn’t a second implementation—it’s a reset and refocus. Our proven 4-phase model brings structure and momentum.

Phase 1: Discovery & Diagnostic

We assess how Paylocity is currently configured, used, and experienced across your teams. Includes stakeholder interviews, system audits, and issue mapping.

Phase 2: Prioritize & Plan

Based on findings, we align on what matters most—whether that’s compliance, manager adoption, better reports, or SOPs. You get a clear, tailored roadmap.

Phase 3: Configure & Coach

We support reconfiguration, workflow design, data cleanup, and user retraining. We co-pilot meetings with Paylocity, ensuring vendor actions match your goals.

Phase 4: Sustain & Support

We help establish internal ownership, close out recurring issues, and ensure long-term confidence. Documentation, training plans, and metrics come with it.

You’re not starting over—you’re leveling up.

Let’s optimize.