The Paylocity and R. Jeffrey & Associates integration helps organizations manage WOTC screening and tax credit processing using accurate workforce data. New-hire information flows securely from Paylocity into R. Jeffrey & Associates, supporting efficient eligibility determination.

• Sync new-hire demographic and employment data
• Support WOTC screening and documentation
• Reduce manual administrative effort
• Maintain consistent tax credit records

By relying on Paylocity as the central system of record, organizations can improve the efficiency and accuracy of WOTC programs.