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How Coda Search Improved Payroll with Greenshades and Acumatica Integration

Lauren DeBisschop

Author:

Lauren DeBisschop
|
December 12, 2024
|
2 min
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At the start of 2022, Coda Search (Coda), a growing business in the staffing industry, embarked on an ambitious expansion into five additional states. While this growth presented exciting opportunities, it also brought significant payroll and compliance challenges common in the staffing sector.

Confronted with increasingly complex payroll challenges, Coda partnered with Greenshades to implement a solution that aligned with their new ERP, Acumatica. By adopting Greenshades Payroll & HR Plus and connecting it with their business systems, Coda achieved greater visibility and control over payroll processes, optimizing operations to support their continued expansion. 

The Challenges of Outsourcing Payroll for Staffing Firms

Before Greenshades, Coda chose to outsource its payroll so the company could focus on growth and expansion initiatives. However, over time it became evident that outsourcing payroll made things more challenging than initially expected, creating obstacles such as: 

  • Limited access to payroll data made it difficult to track and analyze trends. 
  • Time-consuming manual processes frustrated employees and management alike. 
  • Manual onboarding slowed hiring during a period of rapid expansion. 
  • Multi-state tax compliance became increasingly complex with operations spanning multiple jurisdictions. 

Around the same time, Coda implemented Acumatica as its ERP system to improve overall business operations. This shift further emphasized the inefficiencies of their existing payroll setup, which could not connect seamlessly with their new ERP.  

As time went on, it became clear that outsourcing payroll was no longer sustainable. The team at Coda realized both payroll and ERP needed to work together to provide the visibility and control required to support their rapid growth. 

The Greenshades and Acumatica Solution

Coda turned to Greenshades to bring payroll in-house and align it with their Acumatica ERP. Implementation began in mid-February 2022, and they were fully operational less than two months later. Greenshades’ Payroll & HR Platform provides a tailored solution for staffing firms, allowing Coda to: 

  • Empower employees with direct access to paystubs, benefits, and HR documents through an intuitive self-service portal. 
  • Automate onboarding with built-in notifications and seamless form distribution. 
  • Achieve multi-state compliance with accurate tax calculations across jurisdictions. 
  • Save time for management by automating payroll and HR processes, enabling leadership to focus on strategy. 

Overall, the powerful "one-stop shop" of Greenshades solution and integration with their ERP, Acumatica, gave Coda peace of mind regarding payroll, HR, and tax processes.  

"Greenshades' support staff is always accessible; you don't have to jump through hoops to speak with a live person as you do with larger payroll providers. Greenshades has never made us feel like a case number- personal connections and communication mean everything."

-Leon Persaud, Controller

image of computer with coda case study
To read more about their success, view the full case study.

Driving Growth with Payroll and ERP Integration 

With Greenshades and Acumatica ERP working in sync, Coda has transformed its payroll and HR processes. Time-consuming manual tasks are a thing of the past, freeing the team to focus on placing top talent, expanding into new markets, and driving business growth. 

The integration of payroll software and an ERP system provided the efficiency and visibility needed to navigate the complexities of multi-state operations. 

About Coda Search 

Founded in 2011, Coda Search (Coda) is an executive search firm specializing in identifying and placing candidates at all levels. While headquartered in New York City, Coda recruits and places candidates in every state. Their team specializes in staffing in technology, accounting, finance, life sciences, healthcare, and more. To learn more, visit their website.   

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