A regional bank and investment management firm with 9,400 employees across the US and Canada had Workday deployed for HCM, Payroll, and Procurement.
The organization also used SAP for the general ledger and Coupa for indirect spend.
ZipRPA was used for payroll validation and automated audit trail generation, while Ziplyne DAP supported Workday HCM and procurement workflows.
The organization operated across the US and Canada with 9,400 employees.
Its enterprise technology landscape included:
The organization was using Workday, but several critical processes still depended on manual work, email approvals, and post-process reviews.
Payroll exceptions averaged 310 per cycle.
Most exceptions were traced to:
Manager self-service adoption for compensation changes and performance reviews was only 31%.
As a result, HR business partners were manually processing more than 600 routine transactions every month.
New hire onboarding in Workday HCM took an average of 22 days before employees completed all required profile and benefits steps independently.
Procurement requisitions in Workday had a 24% incomplete-data rate.
The most common issues were:
Payroll scenario test coverage was ad hoc.
Regression validation after Workday updates was completed manually, taking 3 to 4 days per cycle and frequently missing edge cases.
A quarterly payroll audit identified 47 transactions where manual overrides had not been reviewed against policy.
This resulted in a $280,000 reconciliation variance.
In response, the CFO issued a 90-day remediation mandate requiring:
Ziplyne DAP was deployed inside Workday across three key workflow areas:
Managers initiating compensation changes received inline prompts that validated:
This helped prevent incomplete or incorrectly routed requests from moving forward.
New hire onboarding was rebuilt as a sequential guided checklist inside Workday.
Each step surfaced Ziplyne prompts explaining:
Procurement users received category-specific guidance while selecting supplier types.
This reduced free-text entry and helped users choose the correct supplier categories and budget references.
ZipRPA was deployed to automate payroll validation across 14 test scenarios.
These scenarios covered:
Post-update regression testing was automated.
This reduced a manual process that previously took 3 to 4 days to under 4 hours.
Exception reports were generated automatically after each payroll run.
Flagged transactions were categorized by error type, allowing teams to review and resolve issues immediately.
The combined use of Ziplyne DAP and ZipRPA delivered measurable improvements across payroll, HR, onboarding, and procurement.
“We were catching payroll errors after the run completed. ZipRPA moved that validation upstream, and Ziplyne made sure managers stopped submitting changes without checking budget. The variance number told us everything we needed to know.”
— VP, HR Technology and Payroll Operations
Payroll errors in Workday were concentrated at predictable steps, particularly:
At those points, users had no real-time feedback.
Ziplyne DAP placed guidance directly inside the workflow, helping users enter the correct information before submission.
ZipRPA then validated the outcomes before they reached the ledger.
Together, Ziplyne DAP and ZipRPA closed a gap that manual review could not reliably cover at scale.
