Case Study: Southern Healthcare Management achieves streamlined, near‑100% WOTC screening with ADP SmartCompliance

Simplifying WOTC Screening for Applicants and Managers

Southern Healthcare Management (SHMC), a nursing home and rehab operator with 6,000 employees across 38 facilities, faced a time-consuming WOTC screening process managed by a lean HR team. Under Benefits Manager Kelli Duncan, screening relied on paper forms or an 800-number, making it harder for frontline HRCs to consistently capture applicant data and for central HR to monitor compliance.

SHMC integrated ADP SmartCompliance® Work Opportunity Tax Credit with UltiPro® onboarding and recruiting, moving screening to a web-based solution with smartphone-accessible barcodes. The change eliminated manual steps, centralized reporting for easy monitoring, improved accuracy, and drove screening compliance toward nearly 100%, with hands-on support from ADP’s account team.

Southern Healthcare Management

Kelli Duncan

Benefits Manager