CBIZ

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  • Case Study
January 12, 2026

Growing Bank Streamlines HR and Payroll

Table of Contents

Issue

A mid-size bank struggled with its existing HR software, ADP Workforce Now, due to poor user experience and insufficient training. Staff encountered inconsistent support and underutilized key functionalities like payroll and benefits administration, leading to inefficiencies and hindering the bank’s growth and adaptability.

Solution

The bank transitioned to Centrally HR, CBIZ’s integrated human resources information system (HRIS) tailored to their requirements. Key features included:

  • All-in-One Platform: Centrally HR unified payroll, time tracking, human resources, and benefits administration into a single, intuitive platform, making it
    easier for employees to manage their tasks.
  • Dedicated Support Model: CBIZ provided consistent, knowledgeable support from a dedicated team familiar with their operations and goals.
  • Advanced Capabilities: Enhanced applicant tracking, automated EEOC document population, and payroll tax deductions significantly improved functionality and efficiency.

Outcome

The move to Centrally HR delivered considerable improvements:

  • Operational Efficiency: Employees gained a simpler way to clock in, request time off, and handle other HR tasks. Customized solutions addressed their unique accrual policy needs, reducing staff frustrations.
  • Employee Satisfaction: The user-friendly interface and reliable support significantly improved employee satisfaction.
  • Scalability: The centralized platform enabled seamless operations and efficient scaling of the bank’s workforce and HR functions.
Company Information
Industry Financial Services
Ownership Structure Private
Geographic Footprint Southeast U.S.
Number of Employees 80+

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“CBIZ” is the brand name under which CBIZ CPAs P.C. and CBIZ, Inc. and its subsidiaries, including CBIZ Advisors, LLC, provide professional services. CBIZ CPAs P.C. and CBIZ, Inc. (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. CBIZ CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients. CBIZ, Inc. and its subsidiary entities provide tax, advisory, and consulting services to their clients. CBIZ, Inc. and its subsidiary entities are not licensed CPA firms and, therefore, cannot provide attest services.

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