Atlantic Payroll Partners Case Study on Docubee Implementation

This case study details the implementation of Docubee by Atlantic Payroll Partners, a professional employer organization (PEO) based in Fort Pierce, Florida. The objective was to automate the onboarding process and sales documentation to enhance efficiency and accuracy. Previously, the onboarding involved manual paperwork, which was time-consuming and prone to errors. After evaluating various options, Atlantic Payroll Partners chose Docubee for its customization capabilities. The implementation involved creating workflows for employee onboarding and sales agreements, allowing for digital forms and eSignatures. This transition has streamlined operations, reducing the potential for lost paperwork and ensuring accurate information collection. The automation has also facilitated cross-selling opportunities by integrating additional service inquiries into the onboarding process. As a result, the organization is now exploring further automation possibilities in other business areas, indicating a positive impact on their operational efficiency and client service capabilities.