How headcount365’s Greenhouse and UKG Integrations Created Value for PatientPoint

Building a unified headcount engine with headcount365

To eliminate operational silos, HC365 delivered an enterprise-grade integration connecting Greenhouse, UKG, and NetSuite into a single, automated ecosystem. This seamless workflow replaces fragmented manual processes with real-time data synchronization across recruiting, HR, and finance.

Key Highlights from the partnership:

• Headcount System Integrations: HC365 delivered an enterprise-grade implementation across the ATS, HRIS & FP&A tools to produce an automated source of headcount truth

• Structured Headcount Requests: Replaced manual headcount requests managed through Google Forms and spreadsheets

• Transparent Headcount Approvals: A unified approval experience, with transparent tracking & reporting eliminated manual approval tracking

• Automatically Push Headcount into Greenhouse: A single button push sends requisitions from headcount365 into Greenhouse, syncing all data across a unified data structure

• Single Source of Headcount Truth: Established a single source of truth across Recruiting, HR, and Finance

• Development Partnership: PatientPoint partnered with headcount365’s engineering team to develop tool improvements to accelerate time-to-value post go-live

Headcount challenges that led to headcount365 partnership

Before headcount365, PatientPoint managed headcount requests and approvals through disconnected tools and manual workflows that created inefficiencies and were time consuming.

Key challenges included:

• Manual UKG Maintenance: Constant changes to UKG fields & values requiring an an integration to reduce manual configuration updates sometimes on a weekly basis

• Manual headcount requests submitted via Google Forms with limited validation and governance

• Approval workflows that lacked flexibility, conditional logic, and transparency

• Manual data entry into Greenhouse, increasing the risk of errors and delays

• Fragmented reporting across spreadsheets, ATS exports, and finance models

• Limited leader visibility into workforce planning and open headcount

Dave Govert and his peers recognized that to scale efficiently, they needed a solution that could unify Recruiting, HR, and Finance around a single, trusted headcount system without adding operational burden to the team.

The Solution: Engineering an Enterprise Headcount Architecture

headcount365 delivered a white-glove, consultative implementation that went beyond system configuration to redesign how headcount operates across the full talent and finance ecosystem.

• Heavy-lifting configuration was entirely led by HC365, allowing PatientPoint’s HR and FP&A teams to stay fully focused on their day-to-day priorities.

• A holistic approach ensured that all headcount decisions were optimized for their downstream impacts on HR systems, FP&A planning, and reporting.

• Automated workflows were custom-designed to support complex approval requirements, utilizing targeted fields and conditional logic.

• Direct integration with Greenhouse seamlessly connected systems, completely eliminating manual data entry and tedious reconciliation.

The HC365 Implementation Team’s background in Recruiting Operations, HR Operations, and FP&A played a critical role in anticipating downstream impacts and guiding configuration decisions that directly affect governance, forecasting, and reporting.

The Impact: Speed, Accuracy, and a Single Source of Headcount Truth

PatientPoint realized value quickly from headcount365, with improved accuracy, speed, and confidence in workforce planning.

• Eliminated fragmented tracking by replacing disconnected spreadsheets and manual ATS exports with a centralized, real-time platform.

• Established a single source of truth across Recruiting, HR, and Finance—completely removing the need for tedious, time-consuming reconciliation exercises.

• Optimized workforce planning by drastically improving data accuracy and reducing approval friction across leadership teams.

• Accelerated hiring decisions by equipping stakeholders with cleaner data and total visibility into the recruitment pipeline.

headcount365’s Implementation Experience

PatientPoint’s leadership team consistently described the onboarding process as one of the best software deployments they have ever experienced. By pairing a highly structured, transparent project plan with a consultative approach, Headcount365 built immense trust from day one and ensured the team felt supported at every turn.

• A structured kickoff and detailed project plan set crystal-clear expectations, eliminating the typical guesswork of a major software rollout.

• White-glove implementation handled the heavy lifting behind the scenes, successfully minimizing operational disruption for the internal team.

• Exceptional responsiveness from the support and product teams—including rapid feature enhancements—closely reinforced PatientPoint's confidence in the long-term partnership.

• Immediate post-go-live clarity equipped the Talent Acquisition team to operate with total alignment and newfound confidence in their hiring plans.

Future Plans

With headcount365 serving as the foundation for workforce planning, PatientPoint is well positioned to expand adoption across additional teams and leaders, driving broader ownership and more informed hiring decisions. As the organization scales, they can further deepen integration with FP&A workflows and long-range planning models while leveraging enhanced reporting and governance to support continued growth. The HR Operations team is also exploring the use of the Workforce/Team Management features for termination, transfer, promotion, and change of status requests & approval workflows to automate and more easily track additional manual processes.