Client Onboarding Employee Imports Offboarding Census Files Benefits Eligibility Audit Reports Vendor Files Custom Reporting Platform Migration Worklio API Client Onboarding Employee Imports Offboarding Census Files Benefits Eligibility Audit Reports Vendor Files Custom Reporting Platform Migration Worklio API Client Onboarding Employee Imports Offboarding Census Files Benefits Eligibility Audit Reports Vendor Files Custom Reporting Platform Migration Worklio API

Automation

Done faster. Done better.

Onboarding, client files, syncs, and reporting all follow patterns, even when every client is different. We build automation around how your PEO actually works, so your team spends less time keying in data and more time on clients.

Bringing on new clients?

Every new client brings its own setup and requirements. We can streamline client onboarding so a growing book of business doesn't mean a growing pile of manual setup.

Onboarding employees for existing clients?

New hires keep arriving even when your client list holds steady. We can automate employee imports, data checks, and document handling so your team isn't keying it all in by hand.

Offboarding employees?

When someone leaves, a lot has to happen: final status changes, benefit terminations, vendor notices, and system access. We can automate those steps so nobody stays on the books by accident.

Handling client files in every format?

Every client sends census files, payroll changes, and documents their own way. We can build intake that reads each client's format and gets the data where it belongs, and then adjust it when their format changes.

Connecting your PEO platform to other systems?

Time-tracking systems, tax filing, vendors, and client spreadsheets all need data flowing in and out of your PEO platform. We can build the syncs, file handling, and report deliveries between them.

Running the same reports every week?

We can automate generating them and delivering them on schedule to your team, your clients, and your vendors, so nobody has to remember to run them.

Already have solutions in place? We'll look at what's working, leave it alone, and find what's left.

Custom Reporting

The reports
you need. Not just the
ones you have.

We know the Worklio database like the back of our hand: how clients, employees, payroll, benefits, and deductions are set up and how they connect. On another platform? We'll learn it fast. Either way, we can build the reports your team, your clients, your vendors, and your auditors need, not just the ones that come standard.

Catch what falls through the cracks

New hires who haven't been offered benefits or missed an enrollment window
Terminated employees still active, still on benefits, or still being deducted
Missing or bad data before it hits payroll: SSNs, addresses, tax setup, I-9 dates
Eligibility tracking, including hours for ACA

Vendors and carriers

Census files for benefit carriers, brokers, and workers' comp
Tax filing reports, such as MasterTax
Employment and income verification files, such as Equifax
Files formatted to each vendor's exact specs, delivered on schedule

Audit-ready

Workers' comp premium audits, with payroll by class code
Benefit plan and 401(k) audits
Payroll tax and state unemployment audits
Reconciliations between payroll, invoices, and deductions

Running the PEO

Client and worksite employee counts and growth over time
Client billing and margin reports
Ad hoc questions your team can ask in plain English
Leadership dashboards that update on their own

Don't have direct access to your Worklio data? Many PEOs don't. We can help you get it set up.

Platform Migration

Switching
platforms? We'll do the
heavy lifting.

It's one of the biggest projects a PEO takes on. Every client, employee, deduction, and year of history has to land in the right place, and payroll can't stop while it happens. Whether you're moving to or from Worklio, PrismHR, or another platform, we can help you get there accurately and efficiently.

Data mapping

Matching every field, code, and setup between your old platform and your new one.

Cleanup first

Fixing duplicates, bad data, and inconsistencies before they move, not after.

History that carries over

Year-to-date payroll, tax history, deductions, PTO balances, and documents.

Validation

Reconciling totals between systems so payroll, taxes, and deductions match after the move.

A cutover plan

Timed around your payroll calendar, with testing before anything goes live.

Support after go-live

We stay close through your first payrolls on the new platform.

Security & Privacy

Your data. Your systems. Your control.

PEOs handle some of the most sensitive data there is. We treat it that way, from the first meeting to the last line of code. Your clients trust you with their employees' information, and you can trust us with it too.

Built in your accounts

Automations, reports, and code live in your systems, not ours.

Access you control

You decide what we can reach, and you can revoke it anytime.

No copies kept

We work in your environment and don't store your client or employee data on our side.

PII handled like a PEO would

SSNs, bank details, and benefits data are treated with the care they require.

AI used responsibly

Led by a Certified AI Governance Professional. AI only goes where it's safe and compliant.

Fully documented

Everything we build is documented, so you always know what runs, when, and why.

THEMETHOD

Five steps. Clear plan. Real results.

Meet

We start by understanding your PEO: how clients and employees are onboarded, how payroll and benefits flow, and how your platform fits in.

Measure

We look at onboarding, payroll, vendor files, and reporting, and pinpoint where time and effort slip away. That includes gaps you didn't know you had.

Map

Before anything gets built, you'll know exactly what we'll deliver, whether it's an automation, a report, or a migration, along with why and what it will save.

Make

We build and test everything, then set it up in your own systems, from automations and reports to platform migrations. We work fast because we know PEOs.

Mentor

When we're done, it's yours: the code, the docs, everything. We train your team so you're not dependent on us, but we're here when things change.

Every project starts with a free 30-minute Mykalan Meeting. We'll learn about your PEO, answer your questions, and show you where we can help.

Get started

Want us on call once the work is done? PEO work doesn't stand still. Clients change their file formats, new clients bring new requirements, and processes shift. We can set aside a block of hours for you each month, so we're ready to adjust what we've built and set up what's new without you hiring a full-time developer. Or just call us when you need us.

About Us

Led by
Mike Alan

Solutions Architect

Mike Alan: The Man — Mykalan: The Brand

Mike spent five years inside PEO operations, most of it on Worklio, building the automations and reports a PEO runs on: client and employee onboarding, document handling, time-system syncs, vendor and tax files, and custom reporting on the Worklio database. He has also moved PEO data between platforms, including from PrismHR into Worklio.

Deep knowledge of the Worklio database and API
Five years in PEO operations: onboarding, payroll, benefits, compliance, and vendor reporting
Certified AI Governance Professional, careful with PII the way a PEO has to be
Independent and US-based. Mykalan is not affiliated with Worklio; we work alongside their team
Everything we build lives in your accounts
Mike leads every engagement personally

Let's talk

(320) 441-4321 Headquartered in Willmar, MN. Serving clients nationwide.

Tell us how your PEO runs today. We'll tell you what we'd look at first. No pressure, no commitment.

We learn how your PEO actually runs
We find where time goes and what can be automated
We tell you honestly what we'd build and what it would take
You decide if it makes sense, with zero pressure either way

Prefer to pick a time? Book a free 30-Minute Mykalan Meeting.

Free 30-Minute Mykalan Meeting

Send us a message

First Name

Last Name

PEO Name

What would you like to automate or report on?

We'll respond within 1 business day.

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Thanks for reaching out. Expect to hear from us within one business day.

Your PEO can run better. We can make it happen.